What is taclia? Benefits, features and customer service
The all-in-one business management solution
taclia is a digital tool designed to simplify the management of your business from one place and instantly. With taclia, daily work becomes easier, allowing you to have efficient internal control of your company while you manage sales and finances effectively.
In my opinion, its objective is that you can customize taclia according to your needs, regardless of your sector, making it your main ally to maximize your potential. With it, you and your employees can focus on making the best decisions without wasting time using multiple features that you will find within taclia.
Discover in 30 seconds what taclia can bring to the management of your business.
taclia's key features
Sales management
All your sales information will be available online, allowing you to create and send quotes and invoices instantly, specifying costs, payment methods, and due dates.
With taclia, You can manage your appointments and jobs daily in an efficient manner. You can check the status of each task (paused, budgeted, performed, etc.), the date of the service, the customer, the assigned employee, attached documents and relevant notes.
Organizing and planning your work has never been easier.
taclia offers a unique calendar linked to the details of your work, making it easy to manage schedules and locations. With a single click, you'll have access to important documents as proof of service, which can be signed by your customers.
taclia too allows you to keep a detailed record of your appointments and clients, providing reminders and payment tracking. In addition, you can link your rates to products and services, automatically applying them to invoices and estimates.
Don't you believe us?, we invite you to listen to Valquiria Studio So that they are the ones who tell you the multiple uses and benefits of working with taclia.
In a few seconds you can have your invoices, documents and quotes ready to send. Then you can check how easy it is to create an invoice with taclia.
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Internal control
taclia helps you keep a detailed track of internal operations of your business. Record tasks with specific deadlines and assign managers of the team. You'll receive notifications when a task is assigned to you, and you'll be able to check the availability of your employees and the status of the tasks on a general calendar.
Evaluate the effectiveness of your team and ensure that your customer expectations. taclia it also allows you to manage your inventory and suppliers in real time, making it easier to identify the needs of your business.
In terms of personnel management, taclia allows you to register and approve signings and absences, ensuring the legal compliance. You'll improve communication with your team, eliminating the need to use WhatsApp or calls.
We invite you to learn about the history of André de Coffe XP and how he and his team use taclia to manage their business.
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Financial management
From the outset, taclia allows you to control your expenses. You'll be able to record how much and what you've spent on, whether it's on customers, travel or material purchases. Anticipate new expenses uploading photos of your tickets to the platform.
The expenses will be linked to each activity, allowing detailed monitoring of all your finances.
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Use by your employees
taclia allows you to create unlimited users for your workers at no additional cost. Your team will have access to their tasks, appointments, and assigned work, and you can monitor their daily routine.
Signing functionality allows employees to record their workday, request holidays and register absences, all digitally.
In addition, they will be able to check their payroll online, avoiding searching between documents and folders.
Benefits of using taclia
- Accessibility: Consult taclia from your computer or mobile device anywhere.
- Automation: Manage your sales digitally, eliminating paper clutter.
- Ease of use: An intuitive platform without the need for previous knowledge, with support through the Academy.
- Efficiency: Improve the speed and efficiency of your processes without using other tools.
- Customization: Adaptable to any industry, with options to customize fields and service templates according to the needs of your business.
- Real-time tracking: Keep up-to-date control of your expenses from any device.
- Effective communication: Improve communication with your team and avoid misunderstandings.
- Legal compliance: Keep all necessary records to comply with the law, facilitating inspections.
Support and customer care
If you need help with taclia, our customer support team is available 24/7.
With taclia, you will transform the management of your business, making it more efficient and effective. Start taking advantage of all its advantages and make the daily management of your business easier.
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