modules & features
State-of-the-Art and still continuous improvement.
Below is a selection of key features of Tabuni. Check out all features in our docs or through our demo.
Invoicing
With Tabuni Billing, revolutionize your invoicing process!
Error-free billing for a customer with just one click, automatic generation of all due invoices through integration with various data sources, rapid addition of items, one-click cancellations, full transparency for your customers with automatic document delivery via email attachment or download link, intelligent archiving. Optimal export options for your accounting software. Collection process for outstanding invoices in multiple stages and much more.
Call Handling
The Tabuni Call Handling provides agents with unique evaluation logic, delivering precisely the information they need at any point during call processing.
Call handling is automatically documented and can also be invoiced automatically with Tabuni.
Clients and their staff can access all information in their own customer account, receiving comprehensive email and SMS notifications about all processes.
Chat Handling
The Tabuni Chat Handling provides agents with unique evaluation logic, delivering precisely the information they need at any point during call processing.
Chat Handling is automatically documented and can also be invoiced automatically with Tabuni.
Clients and their staff can access all information in their own customer account, where the complete chat history is archived. In addition, clients receive comprehensive email and SMS notifications about all processes.
Calendar
Tabuni Calendar simplifies your time management!
Visualize appointments, tasks, and resources using an unlimited number of calendars. The intuitive user interface allows for easy creation and modification of (recurring) appointments. Share calendars with colleagues, customers, and other users through a simple permission system, and synchronize data with Google Calendar.
Integrate calendars into workflows and resource planning using the FAQ module.
Automatically invoice appointments with the Billing module, and easily manage subscription models and invoices.
FAQ
Optimize your contact management with Tabuni – professional, organized, effective!
Centralized, account-wide contact management for all account users. Capture comprehensive information for each contact, such as processing notes. Leave messages for contacts to be passed on during the next contact. Flexible categorization for effortless organization. Automatic display in the call processing process. Permanent storage of important contact information. Comprehensive permission levels for secure data usage and much more.
Contacts
Optimize your contact management with Tabuni – professional, organized, effective!
Centralized, account-wide contact management for all account users. Capture comprehensive information such as salutation, name, company, and more. Flexible categorization for effortless organization. Intuitive recording of appointments and callback dates. Automatic display in the call processing process. Permanent storage of important contact information. Comprehensive permission levels for secure data usage and much more.
Files
Protect files from loss and make them globally accessible by storing them in the Tabuni File Manager.
Share files account-wide with other users. Integrate files into the FAQ and use them for specific contacts.
Tasks
Create tasks and deadlines. Break down tasks into subtasks or create overarching tasks from subtasks. Delegate tasks to users or groups.
Receive automated, system-generated tasks to coordinate and standardize expected recurring workflows, and take control and oversight of all relevant processes in Tabuni.
Reports
Comprehensive documentation and transparency for company management and customers.
On the account level, numerous events automatically generate extensive reports for further processing and utilization. Connection data from the telephone system, processing duration of specific workflows, and much more. From all this data, for example, invoices can be automatically generated. Created documents are then automatically and permanently stored in the archive as PDF files
Services
With Services, as the operator of your own Tabuni instance or the Whitelabel Partner Edition, you keep track of the status of all accounts.
Activate and deactivate accounts, centrally manage all account-specific modules. Delete accounts or release them for deletion.
Settings
Make adjustments to your user and account settings under Settings.
The available settings for a user depend on their respective user role and permission level.
Switch Account
Switching between all accounts for which you have permission is as easy as a click.