TAF Suite

TAF Suite

Field CRM for teams on the go

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Free

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Details

Released
September 7, 2026
Updated
October 15, 2026

Features

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About

TAF Suite is the mobile workspace for teams that do their work in the field. Built for representatives who spend the day visiting the businesses they serve, TAF Suite keeps the whole relationship in one place: where you are going, who you met, what was said, and what happens next. THE DAY'S ROUTE Every stop on a map, ordered the way you actually drive it. Tap a pin to open the facility, call the office, or start a note without leaving the screen. FACILITIES AND CONTACTS Search your organization's facilities by name or by the alias your team actually calls them. Open one to see the address, every phone number, access notes for getting in the door, the people who work there, and the full visit history. VISIT NOTES IN SECONDS Log a visit while you are still in the parking lot. Tag what kind of visit it was, write what happened, attach a photo of a business card, and it reaches the rest of your team immediately. WORKS WHEN THE SIGNAL DOES NOT Notes written out of coverage are held as drafts and sent when you reconnect. Nothing you typed is lost, and a retry can never create a duplicate. FOLLOW-UPS See what is owed and to whom, so commitments do not slip between visits. SECURE BY DEFAULT Face ID locks the app. Each organization's records are isolated from every other, and you see only your own. TAF Suite is business software licensed to organizations. It requires an account provided by your administrator, and there is no individual sign-up. Questions: contact@theautomationfirm.com
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What's New in TAF Suite

1.3.0

October 15, 2026

A brand new look, built around your day. - A cleaner, easier-to-read design, in light and dark mode - A personal greeting each morning, with today's route at the top - Log a note for the next stop on your route in one tap; the route moves on as you go - Reports: visits last week, facilities gone cold, follow-ups due, birthdays and routes due, with a map - Labels to group your facilities - Email a group of contacts with ready-made messages, sent from your own Mail app - Phone extensions for contacts - Notes written with no signal are kept and sent when you are back online - Clearer notes on the home screen and on each facility

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