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.
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5-star rating
4.9
from 4200+ reviews
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60,000+ customers in 140 countries grow their businesses with TXF
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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.

Unify Your Data, Teams, & Tech Stacks

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.
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.
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.

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
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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?
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What should I look for when choosing a CRM system?
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