Ready for your
customers.
Always.
From the first hello to the next big milestone. Bring onboarding, customer support and your people together in one thoughtful CRM.
customer journey. Onboard with care Resolve with context Grow with clarity
Many moving parts.
One happy place.
Less chasing updates. More moving things forward. Give every team the context to make the next customer interaction count.
A good start for every customer.
Bring the next step into focus. Keep customer details, documents, meetings and go-live progress together, so everyone knows what comes next.
- Document checklists
- Clear ownership
- Contracts & training
Your workspaceAMOnboarding pipeline
there’s a person.
Your customers have a story.
Keep it together.
A document shared. A meeting that matters. A question that needs a little extra care. Tayari helps your team see the whole relationship, so customers feel remembered.
Thoughtful handovers
Keep documents, conversations and progress close at hand, from one team to the next.
The right people, in the loop
Roles and workspace permissions keep each team focused on the customers they serve.
Every concern heard.
Every next step clear.
A customer needs help. Your team needs the full picture. Bring complaints, ownership and follow-through into the same place you manage your customer relationships.
Keep the whole issue in view
Log customer or organization complaints, organize them by category and priority, and follow each ticket from open to resolved.
Give each next step an owner
Assign the right agent, follow work in progress and escalate issues that need more attention.
Make service promises visible
Set response and resolution targets by priority. Use SLA reports and agent performance to see where support needs a hand.
One sign-in. Available to teammates with Complaints access.
Listen. Follow through.
Learn from every interaction.
Support analytics & customer feedback
From “hello” to
“we’ve got you.”
A connected journey for your customers.
A clearer day for your team.
- 01
Start on the right foot.
Bring customers into your pipeline. Gather documents, plan meetings and give every next step an owner.
- 02
Be there when it matters.
Keep support close. Follow complaints, work together on responses and help customers move forward.
- 03
Make room for what’s next.
See progress across your workspace. Use reports to spot hold-ups and guide your next conversation.
What is Tayari CRM?
Tayari is a shared workspace for customer onboarding and ongoing support. Your team can manage merchants and partners, track documents, meetings, contracts and training, handle complaints, and follow progress through reports.
Who is Tayari built for?
Tayari brings together relationship managers, onboarding teams, compliance reviewers, support agents and team leaders. Permissions help each person access the tools and customer information they need.
How do I join my team?
Your workspace administrator creates your account and sends an invitation to your work email. Open the signup page, enter your invited email and temporary password, then follow the steps to secure your account.
Can we manage onboarding and complaints together?
Yes. Customer onboarding and Complaints are part of the same application. Team members with the relevant permissions can move between the two using the same sign-in.
How is workspace access managed?
Administrators assign roles, permissions and company access. Tayari supports email verification during sign-in, and invited users must replace their temporary password before entering their workspace.
Your people.
Your customers. Your Tayari.
There’s a place for every great relationship.