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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 Sapientech Software Suite?

Crafted with Microsoft technology, the Sapientech Software Suite Dynamic Content Management is an outstanding solution for handling contacts and monitoring interactions. It outshines Microsoft Outlook by providing a flexible platform that can be customized to fit the unique needs of users while seamlessly integrating with their current business operations. The user-friendly interface ensures that even those with limited tech skills can navigate the application effectively. With the capabilities of the Sapientech Software Suite Dynamic Content Management, users can: - Consolidate all contact details in one user-friendly database - Upload a variety of file types, including emails, documents, and images - Sort clients by last name or company name for quick access - Use the form editor to create personalized forms and database fields - Operate without requiring any programming expertise - Enjoy automatic version control for all uploaded files - Create, save, and manage notes and documents related to individual clients. This all-encompassing tool not only boosts productivity but also simplifies communication and information management, making it an ideal choice for businesses of any scale. Additionally, its adaptability allows companies to evolve their workflows as their needs change over time.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Sapientech

Company Location

United States

Company Website

www.sapientech.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

Barcoding

Barcode Generation
Barcode Scanning
Custom Labels
Inventory Management
Label Templates
RFID
Receiving Labels
Serial Number Tracking
Shipping Labels

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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