Business software for small businesses · Administrator view

One app for your whole business

Revenue, costs and margins by month and by zone, every customer and the sales pipeline, service renewals and the people who work on them — with a single source of truth.

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What they get

  • Finance by month and by zone: revenue, costs, salaries, commissions and result
  • VAT by zone, ready for each country’s return
  • Every customer of every zone, with its sales rep, orders and invoices
  • The sales pipeline from lead to order, for the whole company
  • Service renewals: renewed, ended and still to decide
  • Users, zones and profiles that decide who sees what

What stays out of view

  • Little is out of view: administrators see every role, and every zone when they work on all of them
  • Day-to-day work stays with the team: sales reps sell, accounting invoices, reception books

A look at their screens

Tavalle, administrator’s Finance page: year-to-date totals, what needs attention and revenue vs costs per month (demo data)

The whole company, at a glance

Finance opens with the year’s revenue, supplier costs, salaries, commissions and result, points out what needs attention — a loss month, the VAT to pay, the biggest cost — and shows where each month’s revenue went.

Tavalle, Users page: each user with their zone and profile (demo data)

Who sees what

Each user has a profile — administrator, manager, sales rep, team member, reception or accounting — and a zone. That is all it takes to decide what they see and what they can change.

The demo, step by step

As an admin, Tavalle gives you a complete view of how your business operates. From customers and sales, to orders and invoicing.

Finance shows revenue, costs and margins for the year, and points out what needs attention.

Charts break the year down: revenue against costs each month, and how revenue, profit and VAT split across every zone.

The monthly detail shows every invoice, cost, salary and commission by zone. And VAT by zone tells you what each country’s next return will ask for.

Service renewals show, zone by zone, how many services were renewed or ended, the renewal rate, and what is still waiting for a decision.

Every customer, in every zone, with its sales rep, orders and invoices. And every list exports to Excel in one click. The sales pipeline follows each customer from lead to order.

Users, zones and profiles decide who sees what. Customers, sales, users and financial workflows are managed from one place: visibility, control, and a single source of truth.

FAQ

Frequently asked questions

Can an administrator see every zone?

Yes, when they work on every zone: they then see the customers, orders, invoices and finance of all zones, and can filter by zone whenever they need to.

Who decides what each person sees?

The administrator. Each user gets a profile — administrator, manager, sales rep, team member, reception or accounting — and a zone, and that decides what they see.

Does finance include VAT?

Yes. Finance shows the VAT collected and paid, zone by zone, so each country’s VAT return is ready to prepare.

Can I compare one year with another?

Yes. Administrators and managers compare the current year with previous years, month by month and year to date.

The other roles

For managers

The team’s calendar, every customer and the pipeline of the zone, and its figures month by month.

For sales reps

The calendar first: calls, visits and follow-ups, then quotes that become orders in one click.

For team members in the field

Technicians, cleaners and drivers: their own calendar and the visits assigned to them, nothing else.

For reception

Find any customer of the zone in seconds and book calls and visits in the right person’s calendar.

For accounting

Every invoice still to create in one list, one click to issue it, and payments followed until they are paid.

Business software for small businesses

One business app with built-in CRM and ERP features for sales, orders, invoicing and finance.
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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

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