CRM management assistant you're going to love

ToucanWise transforms your business operations with an intuitive CRM that streamlines client relationships, project management, and team collaboration.

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ToucanWise CRM Dashboard

What do you get with our tool?

ToucanWise CRM gives you everything you need to manage clients, projects, and team workflows in one unified platform.

Client Management

Build stronger client relationships with comprehensive profiles, communication history, and custom fields to track every important detail.

Project Tracking

Organize your team's work with visual project boards, task assignments, progress tracking, and deadline management in a single view.

Financial Tools

Manage invoices, track payments, create estimates, and generate financial reports to keep your business finances in perfect order.

Notifications

Stay on top of everything with customizable notifications for task assignments, deadlines, client messages, and important updates.

Security & Permissions

Keep your data secure with role-based permissions, two-factor authentication, and encrypted data storage for complete peace of mind.

Data Security

Enterprise-grade security practices ensure your business data remains protected, with regular backups and compliance with privacy regulations.

CRM + Financial Powered by AI

ToucanWise offers both light and dark modes for comfortable viewing in any environment. Reduce eye strain during late-night work sessions or keep things bright during the day.

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ToucanWise Light and Dark Mode

What our clients say about their experience

Discover how ToucanWise has transformed businesses across various industries.

"Since we started using ToucanWise, our team collaboration has improved dramatically. The all-in-one platform helps us keep client information, project details, and communications organized and accessible."

Sarah Wilson
Sarah Wilson
Marketing Director

"The invoicing and payment tracking features have saved us countless hours every month. Our cash flow has improved since implementing ToucanWise, and our clients appreciate the professional experience."

Michael Ruiz
Michael Ruiz
Financial Consultant

"What I love about ToucanWise is how flexible and customizable it is. We've been able to adapt it perfectly to our agency's workflow, and the reporting tools give us valuable insights into our performance."

Emily Chen
Emily Chen
Agency Owner

Download our app for any device

Access your ToucanWise CRM from anywhere with our mobile apps. Stay connected to your business, manage clients, and track projects on the go.

ToucanWise Mobile App

Get the full power of the pack

Choose the plan that works best for your business needs.

Basic
$19 / month
  • Up to 5 users
  • 500 client contacts
  • Basic project management
  • Invoice generation
  • Email support
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Professional
$49 / month
  • Up to 15 users
  • Unlimited client contacts
  • Advanced project management
  • Invoice + payment processing
  • Priority support
  • Custom fields
  • Advanced reporting
Get Started
Enterprise
$99 / month
  • Unlimited users
  • Unlimited client contacts
  • Enterprise project management
  • Complete financial suite
  • 24/7 dedicated support
  • White labeling
  • Custom API access
  • Advanced security features
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Integrate your favorite tools to complete your workflow

ToucanWise connects seamlessly with the apps you already use to create a unified workflow.

Ready to get started?

Organize your tasks with a 14-day free trial. No credit card required.

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