Calls and visits with a purpose
Each one has a date, a time, a person, notes and, for visits, the address. Statuses show what happened: Scheduled, Completed or Cancelled, and No answer for calls.
Calls & visits
Calls, visits and the whole team’s day, in one calendar
Plan customer calls and visits, book them for the right person, and see each day at a glance. Nothing is forgotten: late calls stand out, and every call and visit lands in the customer’s history.
Every call and visit, planned and followed
My day
Each person starts the day with their calls and visits, phone numbers to tap, late follow-ups, quotes to follow up and overdue invoices to chase.
Late calls stand out
A call or visit still scheduled after its date is listed as late, so nothing slips.
Booked by reception
Reception books calls and visits for the sales reps and technicians of its zone, and sees their calendars side by side, each in its own colour.
Technicians on their phone
Technicians see their own visits, complete them on site and add photos or documents to the visit.
Working hours
Each person has their working hours: days off are greyed out in the calendar, and booking outside them shows a warning.
Renewal calls
When a customer’s service is due for renewal, a call is planned on its own, ready for the sales rep.
In the customer’s history
Every call and visit, with its notes and status changes, is kept on the customer’s page.
One calendar for the day’s work
Everything in one view
Calls, visits, the due dates of unpaid invoices, and internal calls and meetings, in one month view with a list of the selected day.
Filter what you see
Show or hide calls, visits, invoices or meetings with one click, with their counts.
Internal meetings with invitations
Managers and administrators plan internal calls and meetings; participants receive a calendar invitation by e-mail, updated if it changes.
Morning agenda by e-mail
Each morning, people receive their day: calls, visits and the follow-ups that are late.
Lists with filters
Calls and visits also have their own lists, with filters by status, person and date, and Excel export.
Tasks and time, next to the calendar
One-off or recurring tasks
Give a customer a follow-up with an owner and a due date — once, or every month, quarter or year — such as an annual review or a document to collect.
Tasks of your own company
Internal reminders that belong to no customer, such as the quarterly VAT return, with the same owner and due date.
Never forgotten
Due tasks appear in My day and in the calendar, the owner gets an e-mail before the due date and again while it is late, and skipping a task needs a reason.
Time on every customer
Log the hours spent for a customer, typed in or with the top-bar timer. Billable hours become an order, ready to invoice.
The day on a phone
On a phone, My day comes first, with Call, Directions, Done and Time buttons on every call and visit.
From a visit to an order
A visit often ends with a quote. From the customer’s page the sales rep writes it, sends it and follows it up, and the customer moves forward in the pipeline on their own.
The calendar, the customers and the quotes are the same system, so nobody types the same thing twice.
- Book the visit, then quote from the same customer page
- Each person sees only their own day, managers their team
- Works in any browser, on a computer or a phone
FAQ
Frequently asked questions
Can reception book visits for other people?
Yes. Reception books calls and visits for the sales reps and technicians of its zone, sees their calendars side by side and can add the ones it books for.
Can technicians use it on their phone?
Yes. Technicians see their own visits in the phone browser, complete them on site and add photos or documents. There is nothing to install.
Does Tavalle remind people of their calls?
Yes. Each person gets a morning e-mail with the day’s calls and visits and the late follow-ups, and late items are highlighted on their home page and in the calendar.
Can I plan internal meetings?
Yes. Managers and administrators plan internal calls and meetings with the people they invite, who receive a calendar invitation by e-mail.
Does the calendar know when people work?
Yes. Each person has working hours: days off are greyed out and booking outside working hours shows a warning.
Do calls and visits appear in the customer’s history?
Yes. Every call and visit, with its notes and status changes, is part of the customer’s history.
Contact
Let's see if Tavalle fits your business
Based in Luxembourg, Tavalle works with businesses worldwide. Tell us about the software your business needs. 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
- Hosted in the EU (Finland), GDPR-ready
- Your own database, backed up every night
- Two-step login and a full change history
- Built and supported in Luxembourg
- sales@tavalle.com
- Luxembourg
- linkedin.com/company/tavalle
- YouTube
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