Targeti.AI

Targeti.ai is a smart personal sales assistant and client management system designed to help professionals organize clients, communicate efficiently, and track progress in one place.

Whether you work in sales, real estate, services, or consulting, Targeti.ai simplifies daily workflows and improves follow-ups across multiple communication channels.

Key Features:

Client Management
-Store and organize client information securely
-Import clients from:
-Phone contacts
-Camera scans
-Images and PDFs
-Excel (XLS) files
-Centralized client profiles with interaction history

Communication Tools:
-Contact clients via:
-Phone calls
-SMS
-Email
-WhatsApp
-Viber
-Save and reuse dynamic message and email templates
-Personalize messages automatically using client data

Follow-Up & Productivity:
-Track client progress and sales stages
-Appointments calendar for meetings and reminders
-To-do tasks to manage daily activities
-Structured follow-ups to ensure no opportunity is missed

Calculators & Tools:
-Built-in loan calculator for quick financial estimates
-Mortgage calculator with detailed results
-Export mortgage calculations to PDF for sharing with clients

Team Collaboration:
-Create and manage teams
-Assign clients to team members
-Track team performance and progress
-Send messages within teams for better coordination

Data & Workflow Efficiency:
-Reduce manual data entry with document and image imports
-Keep all client communications and calculations in one app
-Designed for speed, clarity, and ease of use

Targeti.ai helps professionals save time, stay organized, and maintain consistent communication with clients while keeping full visibility over individual and team performance.