Smart CRM
Top-rated CRM Software for your whole business
TXF’s AI-powered Smart CRM unifies your customer data, teams, and tech stacks on one customer platform so you can grow your customer base and business better.
60,000+ customers in 140 countries grow their businesses with TXF
It’s time for an easy-to-use, modern, AI-powered CRM.
Today, traditional Customer Relationship Management(CRM) systems are a big letdown. They take too long to implement, they're difficult for teams to adopt, and they fail to provide a complete view of customer data.
TXF's Smart CRM is different. It powers all of TXF’s marketing, sales, and customer service software by unifying your data, teams, and tech stacks on one customer platform. And with AI tools already baked in, it’s built to revolutionize the way your scaling business creates personalized customer experiences at scale.
TXF's Smart CRM is different. It powers all of TXF’s marketing, sales, and customer service software by unifying your data, teams, and tech stacks on one customer platform. And with AI tools already baked in, it’s built to revolutionize the way your scaling business creates personalized customer experiences at scale.
Unify Your Data, Teams, & Tech Stacks
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Get unified insights from all your customer data.
Incomplete data can threaten every part of your business: Marketing struggles with segmentation, Sales misses opportunities to engage with prospects, and Service lacks full visibility into customer issues.
But when all your customer data is connected through TXF's Smart CRM, your teams get a shared, insightful, and complete view of every customer. This allows them to engage your customers in the right way, at the right time, and in the right place.
But when all your customer data is connected through TXF's Smart CRM, your teams get a shared, insightful, and complete view of every customer. This allows them to engage your customers in the right way, at the right time, and in the right place.
Popular Features
Create contact records, log sales activities, and view previous interactions using contact management tools to build relationships.
Use AI to identify and merge / delete duplicate records, contacts, tickets and sales opportunities.
Focus your outreach based on any TXF data point, and use your scores to segment lists, trigger automation, and more. . Create rules-based scoring criteria.
Define fields that must be completed by your team when certain actions are taken. Get more consistent data and more predictable outcomes.
Create custom association labels & properties for different pairs of standard CRM objects (i.e., contacts, companies, deals, and tickets) to specify the relationship between those objects.
Store almost any type of data in your CRM, and use it for marketing automation, better segmentation, and more personalized content.
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Unify your teams with shared insights.
When your data lives in different tools and databases, your teams are never on the same page, and your customers suffer. But if you align your cross-functional teams’ activities around a single source of truth, you get unparalleled insights to help you drive strategic growth and better customer experiences.
With the easy-to-adopt tools and AI functionality in TXF’s Smart CRM, you’ll not only see individual productivity and organizational alignment improve, but you’ll also multiply the impact of every single effort — without multiplying headcount.
With the easy-to-adopt tools and AI functionality in TXF’s Smart CRM, you’ll not only see individual productivity and organizational alignment improve, but you’ll also multiply the impact of every single effort — without multiplying headcount.
Popular Features
Meet your customers wherever they are by accessing multiple channels in the inbox and seamlessly switching between them.
Get actionable data on your marketing, sales, and customer service performance so you know how you're doing and where you can improve.
Let users sign in to TXF using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.
Organize users on multiple levels based on team, region, business unit, brand, or any other dimension to suit the way your business works.
Quickly configure user permissions such as access to templates, playbooks, and call transcription.
Disable the editing of specific properties for certain reps to keep your team efficient and your database clean.
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Unify your tools to drive faster results.
Align your whole business around a unified but flexible tech stack that sets you up for future expansion and adaptability.
TXF Smart CRM is easy and quick to implement, so you can start driving faster results. Mirror your business’s distinct data model and customize your Smart CRM to fit your unique needs to drive better customer connection, organizational efficiency, and compliance.
TXF Smart CRM is easy and quick to implement, so you can start driving faster results. Mirror your business’s distinct data model and customize your Smart CRM to fit your unique needs to drive better customer connection, organizational efficiency, and compliance.
Popular Features
Empower your reps to manage and resolve tickets in an AI-first workspace. 360-degree intelligence is built right into every interaction.
Keep your team organized and efficient by ensuring every user has access to the right assets.
Keep your team productive on the go by ensuring they can always engage with their work, wherever they are.
Easily configure users and teams within your TXF account. Create email signatures, manage notifications, and choose defaults such as home screen, dashboard, and more.
As an account admin, set up default notifications for all users in your account, or create notification profiles by role.
Centralize documents and media for seamless sharing across teams, customers, and stakeholders using our integrated Media Storage feature.
It’s already easy to use. But we’re still here for you.
Get started easily with a personalized onboarding plan tailored to your industry and needs to help you unlock value better.
Reach our 4.79/5 rated multinational team via video calls, email, or live chat, receive fast expert help for any platform-related inquiries.
Digital Marketing
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Faster implementation and a unified customer view on one tech stack.
59%
59% of TXF users report having a more unified view of their customers than non-TXF users
23%
TXF users are 23% more likely to consolidate on one platform
31%
TXF customers reported 31% faster time to implementation when compared to competitors
See How Businesses Use Smart CRM to Grow Better
Howard University Ditches Spreadsheets to Maximize Corporate Sponsorships
The Challenge
Howard University’s school of business needed a better way to manage corporate partnerships.
The Solution
With Marketing & Sales software, spreadsheets gave way to clear CRM data and improved communication, leading to a fully-funded program and happy sponsors.
“Workflows and templates save us so much time. It’s also easy to clone existing emails, change a few things, and then set up new workflows.” - LaToya Turner, Program Coordinator
Howard University Ditches Spreadsheets to Maximize Corporate Sponsorships
The Challenge
Howard University’s school of business needed a better way to manage corporate partnerships.
The Solution
With Marketing & Sales software, spreadsheets gave way to clear CRM data and improved communication, leading to a fully-funded program and happy sponsors.
“Workflows and templates save us so much time. It’s also easy to clone existing emails, change a few things, and then set up new workflows.” - LaToya Turner, Program Coordinator
Howard University Ditches Spreadsheets to Maximize Corporate Sponsorships
The Challenge
Howard University’s school of business needed a better way to manage corporate partnerships.
The Solution
With Marketing & Sales software, spreadsheets gave way to clear CRM data and improved communication, leading to a fully-funded program and happy sponsors.
“Workflows and templates save us so much time. It’s also easy to clone existing emails, change a few things, and then set up new workflows.” - LaToya Turner, Program Coordinator
Voted #1 in 45 reports
800+ ways to connect your tools
Start unifying your data, teams, and tools with TXF Smart CRM.
Frequently asked questions
Everything you need to know about TXF's Marketing software
What is CRM software?
Customer relationship management software is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform. By tracking leads and building a full database of customer activity, businesses have clear insight into where they stand with each customer in the buying process.
When you use TXF’s customer platform, TXF Smart CRM is automatically integrated with your HubSpot marketing, sales, customer service, and operations tools right out of the box. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, which leads to more powerful and impactful work from your teams — and a much better experience for your customers.
When you use TXF’s customer platform, TXF Smart CRM is automatically integrated with your HubSpot marketing, sales, customer service, and operations tools right out of the box. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, which leads to more powerful and impactful work from your teams — and a much better experience for your customers.
Who uses CRM software?
One of the advantages of adopting a CRM is that it provides visibility across functions and teams. In other words, stakeholders and representatives from sales, marketing, operations, service, and leadership can use it to evaluate their individual contributions and collaborate cross-functionally.
What are the main functions of a CRM system?
The main functions of a CRM system are to:
- Consolidate and manage customer data
- Streamline the sales process by tracking activities and leads
- Increase collaboration by letting sales, marketing, and service teams share data and work together with ease
- Track and report on key business insights
What should I look for when choosing a CRM system?
When choosing CRM software for your business, you should consider the following points:
- Ease of use: Choose a CRM that will be easy for your team to adopt.
- Scalability: Make sure the CRM includes the features necessary to grow and adapt as your contact database and revenue grow.
- Compatibility: Look for a CRM that integrates with your existing marketing, social media, and internal management software.
- Price: Consider the cost of different CRM solutions.
- Service and support: Choose a CRM that offers high-quality customer service, resources, and tutorials.
What are popular CRM software features?
TXF’s free CRM includes all of the following popular features (and more!):
- Contact deal and task management
- Marketing campaign tracking & engagement notifications
- Email, SMS, & Whatsapp templates and scheduling
- Meeting scheduling
- Document sharing
- Chat Widgets / Live Chat
- Sales Quotes
How does TXF Smart CRM work with TXF’s core products?
TXF's customer platform is made up of six core products to help you engage with customers: Marketing, Sales, Service, Content, Operations, and Commerce.
Each product in the platform has a built-in connection to TXF's Smart CRM, a foundational database that provides you with incredible insight into every contact at each stage in their customer journey. Although our products are powerful on their own, the real magic happens when you use them together.
Each product in the platform has a built-in connection to TXF's Smart CRM, a foundational database that provides you with incredible insight into every contact at each stage in their customer journey. Although our products are powerful on their own, the real magic happens when you use them together.
How can I purchase TXF Smart CRM?
TXF Smart CRM is automatically included with the purchase of any premium HubSpot software product.You can also start using the free tools available in TXF Smart CRM and upgrade to one of our premium products for additional Smart CRM functionality when you’re ready.
If you’d like to give more members of your team access to Smart CRM features, you can purchase additional core seats.
If you’d like to give more members of your team access to Smart CRM features, you can purchase additional core seats.
How is AI used in TXF’s Smart CRM?
Tixa Copilot and Tixa Agents, which are part of TXF’s collection of AI tools called Tixa, are optional features included throughout TXF’s Smart CRM depending on the product and edition you’re subscribed to. These AI tools enable you to create more engaging and personalized customer experiences, provide actionable insights, and help your teams streamline daily tasks. Learn more about Tixa.
In addition, TXF’s Tixa Intelligence tools can be purchased to improve your customer data even further by enriching contacts and companies in your Smart CRM database with third-party data from over 200 million buyer and company profiles. See the pricing page for details.
In addition, TXF’s Tixa Intelligence tools can be purchased to improve your customer data even further by enriching contacts and companies in your Smart CRM database with third-party data from over 200 million buyer and company profiles. See the pricing page for details.
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Powerful alone, even better together.
Each software on the platform connects to the same underlying CRM database. While powerful on their own, they work best when you use them together.
AI-powered marketing software that helps you generate leads and automate marketing.
Easy-to-adopt sales software that leverages AI to build pipelines and close deals.
Customer service software powered by AI to scale support and drive retention.
All-in-one, AI-powered content marketing software that helps marketers create and manage content.
B2B commerce software designed to help you collect payments and automate billing.
Operations software that leverages AI to help you activate and manage your data.