TOCA CRM Software

Our advisors have recommended this product 2 times in the last 30 days


TOCA CRM is an intuitive mobile CRM application designed to maximize the effectiveness of updating client information. As an all-in-one CRM, users have access to all the necessary customer management tools that are needed for day-to-day operations at their fingerprints. 

TOCA CRM provides a daily overview of all past due, completed, and not scheduled accounts so users know which accounts to focus on in their daily sales cycle. Users are able to add notes and follow-ups and communicate with customers via text and email from just a single screen with relative ease. Notes can be written from a keyboard or from voice to text capabilities and can contain video/picture attachments and audio recordings.  TOCA CRM also provides scheduling capabilities that ...

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Supported Operating System(s):

Web browser (OS agnostic)

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