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. This ensures continuity and context for every team member.

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.

Game changing technology helps people just like you.

See what our users are saying.

It’s a total business solution. I love being able to run my office virtually from anywhere. It has given me the freedom that I always wanted to have during the busy season.

Thomas Lee - MTP Financial Services

I started using the TAAX App appointment system and saw a quick increase in confirmed meetings with almost zero no-shows.

Lauren Ellis - Ellis and Associates

I love having all of my business tools on one dashboard. Virtual meetings are so much easier with having all of the customer data all in one place.

Mitch Thompson CPA

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.

Richard Breene - Diamond Mortgage

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.

Katy McMicheal - McMicheal Accounting

Watch how TAAX PRO can help you.

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.

The Benefits for Your Business

  • Improved Client Relationships:

    Foster trust and loyalty through personalized and consistent interactions.

  • Increased Team Efficiency:

    Reduce manual data entry and streamline communication, freeing up time for high-value activities.

  • Reduced Missed Opportunities:

    Ensure timely follow-ups and never lose track of a potential lead or important client touchpoint.

  • Enhanced Data Organization:

    Keep all client information neatly organized and easily searchable within a single, secure environment.

  • Better Informed Decisions:

    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.

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 Stars 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 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    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.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

Ofcourse. You can add clients manually, by email invite or by uploading a spreadsheet.

Click invite customer and they will receive an email. Once accepted they will be added to your customer list.

Yes. You can assign each client to any team member or employee.

Definitely. Via our team chat feature communication and document sharing can easily be handled without having to slow down production

For sure. Each priority task is listed on the daily activity feed which is seen on the main dashboard and notifications window.