TAU CRM
TAU CRM
TAU's integrated CRM for managing leads, opportunities, and customers.
TAU CRM
TAU CRM is the customer relationship management system integrated with the TAU platform. Your leads arrive automatically via WhatsApp and you track the entire pipeline in one place.
What you can do
- Contacts — Manage leads with name, phone, email, and conversation history
- Companies — Associate contacts with companies and track accounts
- Opportunities — Visual pipeline with customizable stages (Kanban)
- Tasks — Create reminders and follow-ups for your team
- Workflows — Automate actions based on CRM events
- AI Chat — Query CRM data in natural language
Access
Your CRM is available at:
https://yourcompany.crm.taubot.aiUse the same email and password as the TAU platform.