Every Customer.
Every Project.
One Connected System.
TAO CRM keeps every lead, customer, proposal, estimate, project and communication organized inside one intelligent platform.
Manage Every Relationship From One Platform
Capture and organize every opportunity.
Track emails, calls and messages.
Monitor every project from start to finish.
Access customer information instantly.
Everything In One Place
A CRM built for construction operations.
Every inbound lead scored, assigned and time-stamped from source to close.
Branded proposals with open-tracking, redlines, e-sign and version control.
Status, revisions, win-rate and time-to-decision on every estimate you send.
Milestones, dependencies and delivery risk mapped per customer and per job.
Rich notes with @mentions, attachments, tags and searchable transcript history.
Personal, team and customer-linked tasks with SLAs, reminders and dependencies.
Two-way Google and Outlook sync so every meeting and follow-up lives in one place.
Chronological, filterable audit trail of every touchpoint on every record.
Better Relationships.
Better Results.
Configured For Every Trade.
Track buyers from model-home visit through selection, contract and closing — with option pricing in-line.
Bid-to-award tracking, owner/architect stakeholders and multi-year account plans.
Storm-response lead velocity, insurance-adjuster tracking and claim status per contact.
Service agreements, renewal reminders and equipment history on every customer.
Estimator-driven pipelines with panel schedules and permit status per opportunity.
Tenant, owner and vendor relationships in one CRM with vendor SLA scoring.
See TAO CRM In Action.
Two minutes. One customer, from first call to project delivery.
Frequently Asked Questions.
Complete Your Platform
Create Stronger Customer Relationships.
Schedule your personalized demonstration and discover how TAO CRM simplifies customer management while improving project visibility.