A new System of Engagement
that goes beyond CRM

CONNECT ANY APPLICATION TO ANY DEVICE

We built a new kind of architecture that goes beyond forms-on-a-database. It allows you and your IT team to integrate your apps and your people to create frictionless workflows, with complete control of your data. Tact.ai brings together multi-tenant and single-tenant data, structured and unstructured interactions, and voice and screen experiences, all in one platform.

Frictionless User Experience

  • Native and offline user experiences on every device - iPhone, iPad, Apple Watch, Microsoft Windows PC

  • Single pane of glass across multiple systems including CRM, content, email, calendar, NBA, analytics, 3rd party data and more.

  • Ambient sync engine that eliminates manual sync for offline use.

  • Geospatial intelligence for territory visualization and location-aware insights.

Integrated Channels

  • Email and calendar integration through Microsoft Exchange

  • Mobile phone dialer with automatic post-call logging

  • Compliant streaming of approved content into leading meetings platforms.

  • Geospatial intelligence for territory visualization and location-aware insights

Contextual Notifications

Insights and suggestions surfaced proactively & delivered contextually based on pre-defined triggers, upcoming meetings, & user location

ENTERPRISE GRADE SECURITY

Tact.ai platform architecture gives you complete control of your data. Unlike most SaaS companies which store customer data in a multi-tenant database, the platform offers BYOK (Bring your Own Key) Encrypted Single-Tenant Mode as an option to store and isolate all data. With pre-built Mobile Device Management (MDM) and Mobile Application Management (MAM) integrations, Tact.ai allows you and your IT team to create new friction free workflows, while extending the value of existing IT investments.

Accelerate the pace of commercial innovation with a modern, agile technology platform

CONTEXTUAL
NOTIFICATIONS​

Insights and suggestions surfaced proactively & delivered contextually based on pre-defined triggers, upcoming meetings, & user location

FRICTIONLESS USER EXPERIENCE​

Disintermediate users from the underlying system of record to help the business innovate faster​

INTEGRATED
CHANNELS​

Leverage platforms and UX patterns your teams and customers are already familiar with ​

ENTERPRISE GRADE SECURITY​

Deliver innovation while reducing compliance risks​

7 PATENTS


Patented engine that performs intelligent, user specific syncing so users have the fastest access to their relevant data on their local device​

LOW-CODE CONFIGURATION​

Minimize disruptions to existing systems, deploy quickly, and scale globally

FLEXIBLE INTEGRATIONS​

Improve adoption and ROI of investments in CRM, 3rd party data, content and NBA

Reimagine Customer Engagement with Tact