TAU CRM
Getting started
How to access and set up your TAU CRM for the first time.
Getting started
1. Access your CRM
Open your browser and go to:
https://yourcompany.crm.taubot.aiLog in with your TAU platform email and password.
2. Invite your team
In Settings → Members, click Invite and enter your teammates' email addresses. They will receive a welcome email with the access link.
3. Configure your workspace
- Settings → General — Company name and logo
- Settings → Objects — Add custom fields to Contacts, Companies, and Opportunities
- Settings → Pipeline — Rename the sales pipeline stages
4. Import your contacts
Go to People → Import and upload a .csv file with the fields:
Name, Email, Phone, Company.
5. Connect WhatsApp
Leads captured by your TAU assistants appear automatically in People. No extra configuration is needed — the integration is already active.
Questions? Visit support or email meajuda@taubot.ai.