Organize your clients, book more visits and
close more sales.
Save your time. Now make your move.
Tactiks is the CRM for door-to-door distributors: clients, agenda with Google Calendar, telemarketing mode, Mystery Gift, sales and statistics. Your whole team, each person seeing only what's theirs.
30 days free · $19.99/month after · No card to start · EN · ES · PT
- CalledAna R.High
- CalledLuis M.High
- CalledCarmen P.Medium
- Clients
- Smart Paste
- Import and export Excel
- Agenda with Google Calendar
- Telemarketing mode
- Mystery Gift and Prospecting
- Referral Sheet
- Sales and Products
- Map and Goals
- Team and permissions
Everything a distributor needs,
in one place.
No more notebooks, loose spreadsheets and lost chats. From the first call to the closed sale, Tactiks keeps it all in order.
Clients
Your whole book in one place: search by name or phone (accents don't matter), filter, assign to a seller and leave dated notes. Nothing gets lost in notebooks or chats.
Smart Paste
Paste the WhatsApp message exactly as it arrives and Tactiks builds the record: name, phone, address, appointment and notes. Works in Spanish, English and Portuguese.
Import and export Excel
Upload your Excel or CSV and Tactiks detects the columns and skips duplicates by phone. Export clients, appointments, sales and team as an Excel file that's ready to open.
Agenda with Google Calendar
Every appointment lands in the Google Calendar of whoever handles it and in the distributor's agenda, with a warning if two overlap. Your client confirms, reschedules or declines with one tap on the link you share.
Telemarketing mode
A list of who to call today, sorted by priority and with the reason in plain words. One click for “Called” or “No answer”, and the appointment is booked during the same call.
Mystery Gift and Prospecting
One link per seller with a prize roulette: the prospect spins, wins and leaves their name and phone — they become a client right away and, if they pick a day and time, the appointment is booked too. In Prospecting mode the roulette runs on the tablet, out on the street, no link needed.
Referral Sheet
Your client gets a public link and writes down the people they want to recommend. Each name comes in as your lead, without you typing a thing.
Sales and Products
Record every sale with the products from your catalog and the seller's commission. Find the client by name or phone and you're done.
Map and Goals
See your clients on the map to plan routes and set monthly goals per seller. Statistics show you funnel, conversion, ranking and revenue.
Team and permissions
Invite sellers with a link in their language. Admin, seller and telemarketing each see only what's theirs, and every sensitive change is logged.
See Tactiks in action.
Four everyday moments where Tactiks does the heavy lifting for your team.
From WhatsApp to registered client — in one paste.
Prospect info arrives messy: a name here, a phone there, “Friday at 11” at the end. Paste the whole message and Tactiks reads it for you — name, phone, address, appointment and notes, each in its place.
- Understands Spanish, English and Portuguese — accents, emojis and all
- Reads real-world dates like “Friday July 18, 11:00 am”
- Nothing is lost — extra details land in the notes
Know who to call today — and why.
Tactiks sorts your list by priority and tells you in plain words why that person comes first: when they bought, whether they asked to be called back, where they live. You mark “Called” or “No answer” with one click, and the appointment is booked during the same call.
- Today's list sorted by priority, with the reason
- “Called”, “No answer” and “call back” with a date
- History of every call, with duration and note
- HighAna RodriguezAurora, IL
Bought 2 years ago · asked to be called
CalledNo answer - MediumLuis MartinezCicero, IL
Never visited · lives near your route
CalledNo answer - LowCarmen PerezJoliet, IL
Call back · no answer on Monday
CalledNo answer
Appointments your client confirms with one tap.
Every demo gets a link you share with your client — by WhatsApp or however you like — and with one tap they confirm, reschedule or decline. The calendar updates for the whole team and in Google Calendar.
- Your client confirms with one tap on the link you share
- The appointment lands in the Google Calendar of whoever handles it
- A warning if two appointments overlap
Your whole operation on one screen.
Sales, confirmed demos and conversion — live, per seller. Each person with the right access: the admin runs the operation, sellers see their own book, telemarketing fills the agenda.
- Live numbers and seller rankings
- Roles for admin, sellers and telemarketing
- Know what's working without asking
From zero to your first call in under an hour.
Create your account
Sign up as a distributor and your workspace is ready in seconds. No card to start.
Bring your base and invite your team
Import your Excel of clients (or paste your WhatsApp messages) and send invite links in Spanish, English or Portuguese.
Call, book and visit
Use the telemarketing list to know who to call today, book the appointment in Google Calendar and share the confirmation link with your client.
Sell and measure
Record the sale with its products and follow goals, ranking and conversion for the whole team.
Simple, predictable, no surprises.
One plan, everything included. 30 days free, then $19.99 a month — cancel whenever you want.
Tactiks
Everything Tactiks does, for every distributor. No tiers, no caps.
- Unlimited sellers, clients and links
- Telemarketing mode with a priority call list
- Import Excel/CSV and export everything to Excel
- Mystery Gift, Prospecting mode and Referral Sheet
- Agenda with Google Calendar and confirmation link
- Sales, products, map, goals and statistics
- Everything in Spanish, English and Portuguese
- Every new feature, the day it ships
Several teams, or need something tailored?
Tell us how your organization works and we'll figure out together what you need.
Made for door-to-door selling.
Made for distributors
Not a generic CRM in disguise: every screen follows how a distributor, their sellers and the people who call actually work.
Each person sees only what's theirs
The seller sees their book, telemarketing sees their list, the distributor sees everything. And that's enforced on the server, not just on screen.
In your language
Spanish, English and Portuguese across the whole system and on the pages your client sees. Each seller picks their own.
Everything is logged
Every call, appointment, sale and sensitive change has a date and an author. If something fails halfway, nothing is lost.
Start today with your book in order.
30 days free with everything included. Import your Excel, invite your team and make your first call today.