One Platform. Every Tool
You Need.
From sales pipeline to invoicing, email sync to AI insights — TactDrive gives your team a unified CRM platform that eliminates tool sprawl and data silos.
Explore the Platform
Six integrated modules that work together to run your entire business.
Sales & Pipeline
Visualize and manage your entire sales process with customizable pipelines, AI deal scoring, and real-time win probability analysis.
- Drag-and-drop kanban pipelines
- AI-powered deal win probability
- Automated stage transitions
- Lead scoring & qualification
- Activity timeline per deal
- Revenue forecasting
Sales & Pipeline Management
Visualize and manage your entire sales process from lead to close with customizable pipelines and AI deal scoring.
Deal Tracking
Track every deal through customizable pipeline stages with drag-and-drop kanban boards.
Lead Management
Capture, score, and nurture leads with automated workflows and qualification criteria.
AI Deal Insights
Get win probability predictions, risk alerts, and next-best-action recommendations powered by AI.
Sales Playbooks
Define repeatable sales processes with templates, checklists, and automated stage transitions.
Account Management
Get a 360-degree view of every account with health scoring, subscription tracking, and expansion opportunity signals.
Health Scoring
Automated health scores based on engagement, payment behavior, and activity signals.
Subscription Tracking
Track active subscriptions, MRR contribution, and renewal dates per account.
Expansion Signals
Identify upsell and cross-sell opportunities based on product usage and interest signals.
Contact Management
Maintain a single source of truth for every contact across your organization with smart deduplication and enrichment.
Contact Database
Centralized contact records with custom fields, tags, and full interaction history.
Duplicate Detection
Automatically identify and merge duplicate contacts to keep your data clean.
Occasions & Reminders
Never miss a birthday, anniversary, or important date with automated occasion tracking.
CSV Import
Bulk import contacts from spreadsheets with intelligent field mapping and validation.
Financial Management
Invoice customers, track payments, manage bills, and sync bank transactions — all from within your CRM.
Invoicing
Create professional invoices with line items, tax, and discounts. Send and track payment status.
Payment Tracking
Record payments against invoices with Stripe integration for online payment collection.
Bill Management
Track vendor bills, due dates, and payment schedules to manage your accounts payable.
Bank Sync (Plaid)
Connect your bank accounts via Plaid for automatic transaction import and reconciliation.
Subscription & Billing
Purpose-built for SaaS businesses. Manage subscription lifecycles, calculate MRR, and track renewals automatically.
Subscription Lifecycle
Create, upgrade, downgrade, and cancel subscriptions with full audit trail and event history.
MRR Calculation
Real-time MRR tracking with new, expansion, contraction, and churned MRR movement breakdowns.
Renewal Tracking
Dashboard widget for upcoming renewals with automated reminders and renewal workflows.
Communication Hub
Never miss a conversation. Two-way email sync with Gmail and Outlook keeps every interaction logged automatically.
2-Way Email Sync
Connect Gmail and Outlook for automatic two-way email synchronization with contact matching.
Email Templates
Create reusable email templates with merge fields for consistent, personalized communication.
Email Sequences
Automate multi-step email campaigns with delays, conditions, and performance tracking.
AI Email Compose
Let AI draft contextual email replies based on conversation history and deal context.
Work & Project Management
Manage client projects, track billable hours, and organize documents — all linked to your CRM accounts and contacts.
Project Management
Create projects with tasks, milestones, and team assignments linked to accounts and deals.
Time Tracking
Track billable and non-billable hours with timer and manual entry, tied to projects and accounts.
Document Management
Upload, version, and organize documents with templates, merge fields, and e-signature support.
Support & Knowledge Base
Deliver exceptional customer support with integrated ticketing and a self-service knowledge base.
Ticket Management
Create, assign, and track support tickets with priority levels, SLA tracking, and email notifications.
Knowledge Base
Build a searchable knowledge base for your team and customers with categorized articles.
Email Notifications
Automated email alerts for ticket updates, assignments, and SLA breaches to keep your team responsive.
AI-Powered Intelligence
Harness the power of AI across your CRM — from deal insights to automated email composition and risk analysis.
Account Insights
AI-generated account summaries with health trends, risk factors, and recommended actions.
Deal Win Probability
Machine learning models predict win probability based on deal characteristics and historical patterns.
Risk Analysis
Proactive alerts when accounts show churn signals — overdue invoices, reduced engagement, or inactivity.
Dashboard Summaries
AI-generated executive summaries that highlight trends, anomalies, and action items from your data.
Analytics & Reporting
Make data-driven decisions with comprehensive analytics — from executive KPIs to granular SaaS metrics.
Executive Dashboard
Real-time KPIs including revenue, pipeline value, conversion rates, and team activity metrics.
SaaS Metrics
Track MRR, ARR, churn rate, LTV, and other critical SaaS metrics with trend visualization.
Forecast Analytics
Revenue forecasting based on pipeline data, historical conversion rates, and deal velocity.
Custom Reports
Build custom reports with filters, grouping, and export to analyze any aspect of your business data.
Campaigns, Lead Scoring & AI SDR
Run targeted marketing campaigns, score leads automatically, and let AI handle outbound prospecting so your team can focus on closing.
Marketing Campaigns
Create email, webinar, event, and content campaigns with budget tracking, goal setting, and attribution analytics.
Lead Scoring
Automatically score leads based on firmographics, engagement signals, and custom rules. Prioritize the hottest prospects.
AI SDR Agent
Autonomous AI agent that researches prospects, crafts personalized outreach, and follows up automatically — like hiring an SDR that never sleeps.
Lead Prospector
Discover and import new leads with company data enrichment, domain lookup, and AI-powered prospect discovery.
Trade Shows & Events
Discover, plan, and track trade shows and industry events. Manage attendees, capture leads on-site, and measure event ROI.
Event Discovery
AI-powered trade show discovery finds relevant events in your industry with dates, locations, and attendee details.
Attendee Management
Track registrations, booth assignments, and check-in with QR codes. Manage your team presence at every event.
Lead Capture
Capture leads on-site and automatically link them to the trade show for ROI tracking and follow-up sequences.
Event ROI
Track costs, leads collected, deals generated, and revenue attributed to each event for clear ROI measurement.
Team Collaboration & Chat
Keep your team aligned with internal messaging, live chat for customers, activity planning, and shared goals.
Live Chat Widget
Embed a customizable chat widget on your website. Route conversations to team members and convert visitors into leads.
Internal Messages
Team messaging with channels, direct messages, and file sharing. Keep conversations organized and searchable.
Activity Planner
Schedule calls, meetings, demos, and tasks on a visual calendar. Sync with Google Calendar and Outlook.
Team Goals & Performance
Set monthly targets for revenue, deals, and activities. Track team and individual performance with leaderboards.
Integrations & Platform
Extend TactDrive with custom fields, automations, webhooks, API access, SSO, and a mobile-ready PWA — everything a modern CRM platform needs.
Custom Fields
Add custom text, number, date, dropdown, and checkbox fields to any entity. Tailor TactDrive to your exact business needs.
Workflow Automations
Build if-then rules that trigger actions automatically — assign leads, send emails, update statuses, and create tasks.
Webhooks & API
Push real-time events to external systems via webhooks. Full REST API with key-based auth for custom integrations.
SSO & Security
Enterprise-grade security with SAML-based SSO, role-based permissions, full audit logs, and SOC 2 compliant infrastructure.
Web Forms
Build embeddable lead capture forms with custom fields. Submissions automatically create contacts and deals in your CRM.
Mobile PWA
Install TactDrive as a native-feeling app on any device. Push notifications keep your team updated on the go.
See These Features in Action
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