Customer Manager
Your centralized customer hub
Customer Manager is your dedicated solution for nurturing client relationships and maximizing every interaction. Seamlessly integrated, it provides a unified view of your clients, empowering you to deliver personalized experiences and ensure no opportunity is missed.
Replaces
UNIFIED CUSTOMER PROFILES
All your client information, one central place
Say goodbye to scattered spreadsheets and siloed data. Our Customer Manager brings all client-related information into comprehensive, easily accessible profiles. Get a 360-degree view of every client at a glance.
Detailed Contact Information
Beyond just basic details, securely store all essential contact information, including multiple phone numbers (mobile, work, home), various email addresses (personal, business), and complete physical addresses. You can also include preferred communication methods, social media handles, and website URLs, ensuring you have every avenue to connect with your clients.
Communication History
Maintain a meticulous record of every interaction. Automatically log calls, emails (with integrated email sync), meetings, and in-app messages, creating a comprehensive and easily searchable timeline of your entire relationship with each client.
Custom Fields
Tailor client profiles to perfectly match your specific business needs. Add an unlimited number of custom fields for unique data points relevant to your industry, such as client preferences, service specifics, industry type, lead source, or any other information crucial for personalized engagement and targeted services.
Notes & Attachments
Keep all client-related context organized. Add private notes for internal team members (e.g., client preferences, specific requests, follow-up instructions) and attach relevant documents, contracts, project files, or images directly to client profiles for quick and secure reference whenever needed.
CUSTOMERS REVIEWS
Game changing technology helps
people just like you.
See what our users are saying.
Katy McMicheal
McMicheal Accounting
“The automated marketing has really helped me build my business. I’ve quickly expanded from only having local clients to having national clients using the virtual meetings.”
Richard Breen
Diamond Mortgage
“We joined TAAX App because we initially were trying to save money on all of the various apps. After using it for a month we noticed how much more organized our office was running.”
STREAMLINED OPERATIONS & INSIGHTS
Optimize your client
management workflow
Beyond simply storing and organizing data, the Customer Manager actively helps you work smarter and more strategically. It's designed to significantly improve operational efficiency, ensure clear accountability across your team, and provide invaluable insights into the health and potential of your entire client base.
Activity Feeds
Observe a real-time, consolidated stream of all client-related activities across the entire TAAX App Pro platform. This ensures that every member of your team is always on the same page regarding client interactions, document updates, task progress, and communication history, fostering unprecedented transparency and coordination.
Task Management & Reminders
Create and assign specific follow-up tasks directly to client profiles (e.g., "Call client for feedback," "Send proposal update," "Schedule next meeting"). Configure automated reminders to ensure nothing falls through the cracks, guaranteeing timely action and consistent client engagement.
Boost Ratings & Improved Client Relationships
Foster deeper trust, cultivate strong loyalty, and achieve higher client retention rates by consistently delivering personalized and proactive interactions. By understanding and anticipating client needs, you can provide exceptional service that not only meets but exceeds expectations, leading to positive testimonials, referrals, and ultimately, higher client satisfaction ratings.
Complete Control - Your Personalized Notification Center
Stay constantly in the loop while maintaining complete control over your focus. Our intuitive notification center allows you to customize exactly what alerts you receive and how you receive them. Control what you want to see and the things you don't, ensuring you only get relevant updates without being overwhelmed. This means you can prioritize critical client actions, follow-ups, and communications, tailoring the information flow to your precise needs.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Virtual Office:
TAAX APP is your virtual office, eliminating the need for expensive software and complex integrations.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Boost Productivity:
Simplify your workload and free up valuable time to grow your business.
Effortless Organization:
Stay organized and on top of your schedule with intuitive appointment management tools.
The Benefits for Your Business
-
Enhanced Data Organization
Keep all client information neatly organized and easily searchable within a single, secure environment.
-
Better Informed Decizions
With a complete client history, make more strategic decisions about service delivery and client engagement.
Ready for a Customer Manager That Drive
Your Business Forward?
Discover how the TAAX App Pro Customer Manager can simplify data collection and
automate your workflows
ENHANCED COMMUNICATION
Achieve unprecedented
client satisfaction
Proactive and personalized communication is the cornerstone of building lasting client relationships and fostering unwavering loyalty. Our Customer Manager provides you with a robust suite of tools designed to ensure your messages are always timely, highly relevant, and consistently professional across all channels.
Increased Team Efficiency
Drastically reduce the time spent on manual data entry, searching for information, and coordinating communications. This frees up your team's valuable time to focus on high-value, client-facing activities and strategic initiatives, rather than administrative overhead.
Integrated Messaging
Send and receive secure messages directly within the platform, eliminating the need to jump between different communication apps. All conversations are automatically tied to specific client records, ensuring that every team member has full context of ongoing dialogues and reducing communication silos.
Seamless data exchange between the
Pro and Customer Apps
Client mobile app
The Customer App automatically exposes your business nationally. Customers can search, book, communicate and send documents via the app.
⭐⭐⭐⭐⭐ 5.0 in App Store and Google Play
Pro mobile app
Professionals can access all of the tools on one easy platform. Build stronger relationships and deliver exceptional service, regardless of location.
⭐⭐⭐⭐⭐ 5.0 in App Store and Google Play
Set up your account in minutes—no contracts,
setup fees, or credit card required.
Get Started Fast: Set up your account and start exploring the powerful features of TAAX APP in just minutes. No complex configurations or lengthy onboarding processes.
Focus on What Matter: No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.
Experience the All-in-One Advantage: TAAX APP is your one-stop shop for success. Manage appointments, streamline workflows, connect with clients, and more – all from a single, user-friendly platform.
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Frequently Asked Questions
