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Enterprise Layer Intelligence
Categories/CRM/Tact.ai
Tact.ai

Tact.ai

Founded 2012

Manage customer relationship data and log sales activities on mobile devices

You can use Tact.ai to access enterprise sales data and update customer records from mobile devices or voice assistants. It connects your email inbox, calendar, contacts, and customer relationship management database into a unified conversational interface. Field sales representatives can review account histories before meetings, log notes hands-free using voice commands, and track communication timelines without manual data entry. The system syncs updates directly to your central database, organizes daily agendas, and alerts team members to critical customer interactions while working on the road.

What Tact.ai does

Log meeting notes using voice dictationUpdate sales opportunity stages in CRMReview scheduled customer appointments and account historySync mobile contacts and calendar events with enterprise databasesTrack outbound calls and customer emails automaticallyReceive notifications about critical customer account changesAccess CRM records offline on mobile devicesConversational voice interface for hands-free CRM updatesOffline data access for reviewing accounts without internetUnified calendar and contact sync across email providersAutomatic logging of phone calls and customer emailsPre-meeting background briefings on accounts and contactsMobile-first interface designed for field sales teamsBi-directional data sync with enterprise CRM systems

Frequently asked

SalesforceSalesforceMicrosoft OutlookMicrosoft OutlookGmailGmail

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Tact.ai, sales assistant, conversational CRM, mobile sales app, sales enablement, voice notes, contact management, sales automation, CRM data entry, pipeline management, meeting prep, enterprise sales, offline CRM, calendar sync, account tracking