Understand & Organize Customer Data

Understand & organize customer data

Gain valuable customer insights by easily transferring data, organizing contact records in your CRM, and automating processes.

Stop messing with messy data.

Get a unified view of customer interactions with your business at every stage in their journey. With TXF’s Core Customer Platform, you can organize, track, and manage all your contacts and data in one place. Seamlessly migrate data from spreadsheets, maintain customer records in TXF's Smart CRM, and optimize your operations with automation and AI.

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Easily tailor TXF’s Smart CRM to your specific business needs.

Get set up on the TXF Smart CRM in minutes with tailored onboarding templates that help you customize your CRM to your specific industry or use case.

Data from the CRM powers all your TXF marketing, sales, and customer service tools. With one unified view of the customer and powerful reporting, you’ll build better relationships at every step.

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Transfer data from various sources quickly and accurately.

Ditch the siloed spreadsheets and disconnected data. Easily import CRM data from various sources to consolidate all your customer data in TXF’s Smart CRM, a unified system of record for your whole business.

By reducing the number of tools and processes you use to run your business, you’ll save time to focus on the things that help you grow.

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Use automation to transform your to-do's into ta-da's.

Keep data organized, save yourself time from manual data entry, and optimize processes with built-in automation.

Automatically sort contacts into lists, sync and deduplicate customer data, send automated email follow-ups and internal notifications, and trigger actions based on deal stages. Maintaining your customer database has never been easier.

Businesses using TXF's Core Customer Platform experienced these results in just 12 months

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100%
centralized customer data & leveragd insights
+
66%
Proactively received insights about customers and processes by TXF
+
19%
more closed deals by connecting consistently throughout the customer journey

Understand and organize your customer data with TXF Core

TXF's Core Customer Platform is the all-in-one solution that makes it easy for startup and small business founders to find and win customers from day one.

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