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What is Tacrem?

Your journey starts with acquiring your very first client! Just input their name, contact number, email, and other pertinent information, select a profile picture if desired, and hit create! Our appointment management system helps you seamlessly monitor all your meetings, whether they are past or upcoming. You can easily view your daily schedule to find out who you’ll be meeting and why. Additionally, you can add notes, and we will automatically associate the appointment with the client’s profile. This platform acts as the main hub for tacrem. Client profiles grant you access to all previous appointments, projects, applications, and images associated with each individual. You have the ability to upload new images for clients, review original application forms, arrange future appointments, or change the status of current projects! Moreover, our application system allows you to tailor your forms completely, enabling you to pose only the questions that matter most to you. You can choose to incorporate the application form directly on your website or simply provide a link hosted by us in your Instagram bio to simplify the process! With these remarkable tools at your fingertips, managing client relationships has never been more straightforward, ensuring you can focus on what truly matters—building those connections.

What is CorkCRM?

Easily oversee your notes, coordinate appointments, and automatically monitor leads with minimal hassle. Leverage our Mailparser integration to guarantee that leads are recorded without the need for manual input. New clients can choose to arrange appointments either through online channels or via phone calls, with smooth synchronization to Google Calendar. Once established, any new appointments will update automatically. Impress your clients by creating tailored proposals effortlessly, as Cork streamlines the proposal development process. During the estimation phase, simply fill out the necessary fields and send the proposal directly to the client through email. Clients can choose to sign contracts right away or at a later time using email communication. Collecting electronic signatures is easy and can be accomplished using a mobile phone, laptop, or tablet. Coupled with our online payment feature, estimators can eliminate the inconvenience of returning to the site for payments. Stay organized with our integrated job scheduling feature, which enables you to assign start and end dates while designating crews. This allows your teams to view their tasks easily and remain informed about their locations. Additionally, this system significantly boosts overall productivity, ensuring that no appointments or responsibilities slip through the cracks, ultimately enhancing client satisfaction and operational flow.

Media

Media

Integrations Supported

Mailparser

Integrations Supported

Mailparser

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tacrem

Company Location

Canada

Company Website

www.tacrem.com

Company Facts

Organization Name

CorkCRM

Date Founded

2013

Company Location

United States

Company Website

corkcrm.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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