A CRM that follows your needs

The customer tools your team needs, all in one place.

Choose the modules that fit your business today. Add more later as your organisation or customer process changes.

Try the essential features
Connect

Messaging

Centralise conversations and find every exchange with each customer.

Talk

Voice messages

Exchange voice notes in the apps or collect voice directly inside a form.

Inform

Customer communications

Send the right information to the right customers at the right time.

Plan

Calendar

Manage availability, locations, appointments and reminders.

Work anywhere

Mobile apps

Tookan for your customers and Tookan Business for your team.

Share

Documents

Make the right documents available in each customer’s private space.

Get paid

Online payments

Let customers pay directly from the Tookan app.

Qualify

Leads and forms

Collect complete enquiries through structured, embeddable forms.

Collaborate

Tasks

Share the workload and track the actions required for every customer.

Forms that capture voice as well as data

Collect structured answers without forcing customers into boxes.

Combine conditional questions, files and voice recordings in one form. Publish it in Tookan, share a link or embed it directly on your website.

  • Your first form built with you
  • Questions, files and voice messages
  • Embeds on any HTTPS website
  • Responses filed in the customer record
Embeddable Tookan form with file uploads and a voice message
Specialist tools connected to Tookan

Add Tookan’s strengths to your existing environment.

Keep using your CRM while adding Tookan’s two apps, voice messages and embeddable forms. The integration connects both environments without disrupting your team’s established habits.

DocuSign

Add electronic signatures to document journeys.

RingCentral

Sync SMS, recorded conversations and voicemail messages.

Brevo

Send transactional emails and SMS campaigns.

OpenAI

Transcribe voice messages and analyse the information they contain.

Configured around your business

Modules and customer journeys are set up to match your activity and organisation.

A manageable learning curve

Your team starts with the essentials rather than learning a complex CRM on day one.

Room to grow

Add users, integrations and automation when your business needs them.

Start with a real use case

Try a customer-to-business conversation first.

The demo creates both logins and a sample contact. You can then decide which modules your business needs.

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