TOCA CRM vs Targeti.AI

It's like no CRM you have ever seen!   TOCA is designed so that the basic functions of CRM can be performed in a fraction of the time of the leading CRM programs.   Speed, ease of use, personal marketing, and compliance, are the main goals behind the creation of TOCA!   Importing contacts, scheduling, entering notes, “personal marketing”, emailing, and messaging can be performed in seconds. A technophobes dream!   No more complex, time-consuming CRM interfaces  Give it an hour, and you’ll have the system down pat.   Turn your sales force, into a marketing force! TOCA is the first personal marketing assistant of its kind.    With TOCA’s customized library of attachments that market your products or services is a cinch.   Your Sales Force will use it and love it!  Using a CRM; any CRM, is good for sales, and customer retention.   Getting your team to use one is the challenge.     What good is a CRM if you team doesn't use it?

Targeti.ai is a smart personal sales assistant and client management system designed to help professionals organize clients, communicate efficiently, and track progress in one place. Whether you work in sales, real estate, services, or consulting, Targeti.ai simplifies daily workflows and improves follow-ups across multiple communication channels. Key Features: Client Management -Store and organize client information securely -Import clients from: -Phone contacts -Camera scans -Images and PDFs -Excel (XLS) files -Centralized client profiles with interaction history Communication Tools: -Contact clients via: -Phone calls -SMS -Email -WhatsApp -Viber -Save and reuse dynamic message and email templates -Personalize messages automatically using client data Follow-Up & Productivity: -Track client progress and sales stages -Appointments calendar for meetings and reminders -To-do tasks to manage daily activities -Structured follow-ups to ensure no opportunity is missed Calculators & Tools: -Built-in loan calculator for quick financial estimates -Mortgage calculator with detailed results -Export mortgage calculations to PDF for sharing with clients Team Collaboration: -Create and manage teams -Assign clients to team members -Track team performance and progress -Send messages within teams for better coordination Data & Workflow Efficiency: -Reduce manual data entry with document and image imports -Keep all client communications and calculations in one app -Designed for speed, clarity, and ease of use Targeti.ai helps professionals save time, stay organized, and maintain consistent communication with clients while keeping full visibility over individual and team performance.