Calls, visits and follow-ups
A shared calendar for scheduled calls, visits and follow-up tasks. Record the outcome and plan the next step.
Business software
One business app for small and mid-size companies
Tavalle brings customer management, sales, orders, invoicing and finance together in one app, with built-in CRM and ERP features. Available to businesses across Europe.
- Products & services
- Supplier invoice files
- Year and zone reporting
See how each role uses Tavalle
Short videos recorded on the real application. Each person sees what they need — nothing more.
For administrators
The whole company in one place: finance by month and by zone, VAT, every customer and the sales pipeline, service renewals by zone, and the users, zones and profiles that decide who sees what.
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For managers
Your team’s calendar, every customer record and the pipeline from lead to order. Follow each order to its invoices, and check your zone’s figures — including service renewals, rep by rep.
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For sales reps
Start every day from the calendar: calls, visits and overdue follow-ups. Open the customer, send a quote and turn it into an order in one click. Services waiting for renewal come first in your calls, ready to renew.
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For team members in the field
Technicians, cleaners and drivers see only their own calendar and the visits assigned to them — time, address and notes — and record the outcome when the job is done. No prices, orders or invoices.
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For reception
Find any customer of the zone in seconds and book a call or a visit straight into the right person’s calendar — the customer’s sales rep by default. Contact data and history only, no figures.
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For accounting
Start from the invoices still to create: delivered orders and drafts, ready to issue in one click. Invoices and credit notes are in their hands; sales reps follow them without changing them.
See the role →From customer follow-up to financial insight
One page per customer
Customer data, calls, visits, orders, invoices, documents and the complete history together on a single page.
An owner for every customer
Each customer belongs to a sales rep. Reps see their own customers, managers their zone, administrators everything.
Nothing forgotten
Late calls and visits are shown as soon as you log in, and an e-mail reminds the person responsible.
Morning agenda by e-mail
Every sales rep starts the day with an e-mail listing today’s calls and visits.
Leads from your website
Requests sent through your website form arrive in Tavalle as new leads, ready to be followed up.
Quotes and pipeline
E-mail a numbered quote PDF to the customer in one click. Each customer moves on its own from lead to quote sent, order created or lost, so you always know where every deal stands.
My day
Every user starts on one page with today’s calls and visits, overdue follow-ups, late invoices, open quotes and their commissions.
Compare financial years
Administrators and managers compare current-year results with previous years, month by month and year to date. Administrators can review results zone by zone.
Any product or service
Sell physical goods such as shoes or fruit, or services such as a software deployment, training or fiduciary work — all followed the same way.
From the customer order to payment
Create an order for products or services from the customer record with the right items, prices and VAT. When it is ready to bill, create the invoice and follow its payment through to settlement.
Sales and invoicing share the same customer and financial records, helping your team avoid duplicate entry and work from consistent figures.
- Customer orders and invoices grouped by year
- Clear order and invoice statuses, including overdue items
- Activity history records who changed a status and when
- Sort lists and export records to Excel
- Contracts, delivery notes and photos attached to the customer, the order or the visit
Built for every role
Everyone sees exactly what they need
Access is organised by role and by zone, so your data stays where it belongs.
Focus on their customers
Their own customers, calls, visits, orders and commissions — on any device, on the road, with a morning agenda by e-mail and a reminder of their overdue invoices.
Run their zone
The whole team's activity, orders, invoices, commissions, suppliers and finance for their zone — and only their zone — including when their team signs in.
See the full picture
All zones and companies, users and their login history, salaries and commission rates, products, VAT rates, consolidated finance and the full change history.
Just the work to do
Their own calendar and the visits assigned to them, with time, address and notes, and the outcome recorded on the spot. No prices, orders or invoices.
Book for the whole team
Any customer of their zone in seconds, the team's calendars side by side, and calls and visits booked for the right person. Contact details and history only.
Nothing left unbilled
Every invoice still to create in one list, invoices and credit notes issued and followed until paid, for every zone. Sales data stays read-only.
FAQ
Frequently asked questions
Is this business software suitable for a small company?
Yes. It is built for small and mid-size companies: the plan includes up to 5 users and 3 Team Members or Receptionists, and you can add more as the team grows (€29 per user and €6 per Team Member or Receptionist per month).
Can sales reps use it on the road?
Yes. Tavalle runs in the web browser on a computer, tablet or phone, with nothing to install.
Does the app include invoicing?
Yes. Invoicing is one of the built-in ERP features in Tavalle. Orders, invoices, payments, suppliers, commissions and finance all work in the same app and database.
Can I compare finance results across years and zones?
Yes. Administrators and managers can compare the current year with previous years, including monthly and year-to-date differences. Administrators can also review results zone by zone. Manager finance dashboards include charts for commissions by user and service renewals.
Can I import my current customer list?
Yes. Onboarding includes importing a clean customer list from Excel or CSV. Larger migrations from another system are quoted as implementation work.
Is Tavalle available outside Luxembourg?
Yes. Tavalle is available to businesses across Europe. Tavalle’s team is based in Luxembourg and also designs and builds custom software.
Contact
Let's see if Tavalle fits your business
Ask for a demo of our business software, or tell us about custom software for our team in Luxembourg. We reply within one business day — in English, French or Spanish.
- A 30-minute live demo on your own use case
- No commitment and no credit card
- A reply within one business day
- [email protected]
- Luxembourg
- linkedin.com/company/tavalle
- YouTube
Thank you!
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