Information management
taclia is a powerful tool designed to help freelancers and small businesses efficiently manage their customer database. With taclia, you can manage a wide range of information about your customers, allowing you to personalize your services and improve your relationship with them. Below, we detail the information you can manage:
1. Basic contact information
Full name: Record your customers' first and last names for easy identification.
Email address: Keep a fluid and effective communication through email.
Phone number: Quickly contact your customers when necessary.
Type of customer: Self-employed, Business, other.
2. Location Information
Physical address: Manage your customers' addresses for deliveries, visits or home services.
City, State and Zip Code: Segment your customers by geographic location for local campaigns.
3. Customer profile data
Date of birth: Personalize your communications and offer promotions on special dates.
Gender: Segment and personalize your marketing campaigns.
Communication preferences: Record whether they prefer to be contacted by email, phone or social networks.
4. Behavior and activity information
Within this history, we differentiate between jobs, tasks and sales.
Purchase history: Keeps a detailed record of purchases made by each customer.
Contracts and invoices: Saves and manages important documents such as contracts and invoices directly in the customer's profile.
Delivery note history: Keep a detailed record of the delivery notes you have with your customers.
Quote history: Keep a detailed record of the quotations you have made with your customers.
Purchase frequency: Identify your most loyal customers and those who need follow-up.
Total value of purchases: Know the economic value that each customer brings to your business.
Benefits of managing customer information in taclia
Organization and quick access: All relevant customer information in one place, accessible from any device.
Personalization of services: Offer services and products tailored to the needs and preferences of your customers.
Improved communication: Maintain efficient and personalized communication with your customers.
Marketing Optimization: Segment and target your marketing campaigns to maximize their effectiveness.
💡 Remember, you can also create “Custom Fields” to put your own search filters, we show you how by clicking here.