Tact

Tact.ai Technologies, Inc

About this app

Tact is a unified front-end that drives greater speed and discipline in your daily sales workflow. Featured in Forbes, Fortune, Gartner, Wall Street Journal and more, it makes CRM more human-friendly. Here’s why more than 10,000 users in over 65 countries use Tact:

• Personalized AI digital assistant with best-in-class user experience, feeling more like personal Apple, Google or Amazon products and less like clunky enterprise apps
• Unifies CRM with all your data and apps, both company-issued and personally stored on your device, for an all-in-one experience
• Natural and easy to user with text, touch, and chat interactions
• Integrated view of your personal and professional calendars, appointments, tasks and reminders
• Data entry on-the-fly with one-tap activity logging of emails, calls, and meetings to CRM accounts, contacts, leads, or opportunities. Data entry automation and auto-filling of fields based on context and usage
• Delivers actionable nudges and contextualized insights to you, no matter the location
• Daily agenda digest and pre-and-post meeting notifications so nothing slips through the cracks
• 360° customer profiles across CRM, email, internal legacy for a complete relationship history
• Business Card Scanning to quickly add new contacts both to your iPhone and to CRM
• Personal Productivity Tools Like Route Mapping to see nearby contacts (from CRM and your personal device) on maps
• Email and file tracking to improve sales message timing and outreach
• 100% offline availability—sync CRM leads, contacts, accounts, opportunities, tasks, events, and notes so they're always at your fingertips
• Support for CRM custom objects, MDM (Mobile Device Management) and MAM (Mobile Application Management) integration
• Support for CRM standard & custom field types, record types, and page layouts
• Administrative capabilities like user management, data control, consolidated billing, usage reports
• Tact helps customers improve CRM discipline and behavior: 222% increase in events and contacts created using Tact; 72% prefer the use of Tact over other solutions for data entry; 170% more pipeline, deals won and revenue over non-Tact users
• Named the first commercial digital sales assistant by Gartner, a Leader in G2 Customer Reviews, Ventana Research Digital Company of the Year, Stevie Gold Award for Best Relationship Management Solution

Ratings and reviews

Very user friendly UI. Great App. Should change app icon to avoid ambiguity.

Great app with great UI

This is a suprr anoying overadminstrative tool

What's new

New Features:
- Addition of filters to custom objects under customization.

UI Enhancements:
- Simplified onboarding screen to select the server region during the log-in process.
- Option to hide Notebook tab and disable local contacts’ sync under customization.