The Howdy Glossary

Tactile CRM is a cloud-based customer relationship management software aimed at small and medium-sized businesses. It offers various tools to manage customer interactions, track leads, monitor projects, oversee sales opportunities, set tasks and reminders, handle document management, and perform performance analysis through comprehensive reporting features. The platform also integrates smoothly with other business tools such as email platforms and accounting systems.

Developed by UK-based web developers Tim and George, Tactile CRM was launched to provide an intuitive and affordable CRM solution specifically for smaller businesses. The creators envisioned it as a user-friendly tool that enhances customer interactions and improves overall business efficiency. Its development focuses on offering a comprehensive suite of features tailored to the unique requirements of small to medium enterprises.

Standing out in a crowded market with competitors like Zoho CRM, Insightly, Pipedrive, and HubSpot CRM, Tactile CRM differentiates itself by focusing on ease-of-use and cost-effectiveness. It emphasizes customization options for tracking sales opportunities and managing projects while integrating seamlessly with other business tools. Features such as task setting functionalities, robust project tracking capabilities, document management tools, streamlined interface design, and extensive reporting make it particularly suited for smaller businesses aiming to boost efficiency and strengthen customer relationships without incurring high costs.