Contact management
Contact management
A name and an email rarely tell the whole story. Keep where you met, what you discussed and your next step alongside each contact.
Explore contact managementExplore TaliCRM
Find the right workflow for your relationships.
Explore the product by what it does, or start with the kind of work you do.
Watch the workflow, then try it yourself.
One connected product
Business card scanner
Business card scanner
A card gives you a name and a number. Add a quick voice note or booth photo and TaliCRM keeps what you talked about with the contact, so the card still makes sense next month.
Explore business card scannerLinkedIn contacts
LinkedIn to contacts
Connecting on LinkedIn is easy. Remembering why you connected is harder. Bring the profile into TaliCRM and add the context LinkedIn does not have.
Explore linkedin to contactsMeeting notes & follow-up
Meeting notes
Keep the recording, the people and the next steps together. TaliCRM turns meeting audio into notes you can review and connect to your contacts.
Explore meeting notesCalendar matching
Calendar matching
Bring calendar events and their attendees into TaliCRM. Recognize people you already know, resolve unfamiliar emails and connect a recording to the right conversation.
Explore calendar matchingFollow-up tasks
Follow-up tasks
Review the action items from your meetings and choose the ones you want to act on. Keep each follow-up close to the person, company and conversation behind it.
Explore follow-up tasksDigital business card
Digital business card
Your TaliCRM profile is a public page at your own talicrm.com/u/ link. People scan the QR code, see your profile, and download a contact card to save your details.
Explore digital business cardTeam workspaces
Team workspaces
Use an organization to bring colleagues around shared contacts and companies. Invite the people involved, choose their roles and work in the right organization.
Explore team workspacesStart with your day
For consultants
For consultants
Consulting work runs on what was agreed in the last conversation. Keep each client meeting, the decisions made and the follow-ups you promised attached to the people and company involved.
Explore for consultantsFor founders
For founders
Founders meet investors, advisors, partners and early customers in quick succession. Keep each relationship's context, including the introduction, the conversation and the next step, so no promising thread goes quiet.
Explore for foundersEvent networking
Event networking
After a conference, a stack of cards rarely says why each conversation mattered. Capture the person and a quick note while it is fresh, tag the event and follow through once you are back.
Explore event networkingPut it to work with your own contacts.
7-day free trial. Then US$99/year. Card required.