Business software for small businesses · Sales rep view

One app for your next call

Calls, visits and follow-ups in one calendar, the customer’s full record one click away, and quotes that turn into orders without typing anything twice.

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What they get

  • One calendar with every call, visit and overdue follow-up
  • The full customer record: contact details, history, calls and visits
  • Quotes e-mailed to the customer, then turned into orders in one click
  • Services due for renewal at the top of the call list
  • Their own commissions, month by month

What stays out of view

  • Other sales reps’ customers
  • Supplier costs and the company’s finance
  • Invoice changes: accounting, managers and administrators issue and update invoices

A look at their screens

Tavalle, sales rep’s My day page: today’s calls and visits, late follow-ups, overdue invoices and own commissions (demo data)

Your day, at a glance

Open Tavalle and “My day” shows today’s calls and visits, the follow-ups that are late, the overdue invoices to chase, and your commissions: paid, ready to be paid, or waiting for the customer.

Tavalle, sales rep’s Opportunities page: customers by pipeline stage with quote number, amount and expected close date (demo data)

Every deal, from lead to order

Opportunities lists your customers by stage — lead, prospect, quote sent, order created — with the amount and expected close of each quote. Printing a quote or creating an order moves the customer along by itself.

The demo, step by step

Sales starts with knowing who you need to call next.

With Tavalle, your calendar becomes your sales starting point. Calls, visits and overdue follow-ups, all in one view.

Services that need renewing come first in your calls. Open the customer, check the service, and renew it in one click — the new invoice goes on the same order.

Open the follow-up, and the customer’s history, calls and visits are right there.

Manage the opportunity, and move it toward a quote. Then send the quote by e-mail, straight from Tavalle. The customer gets the PDF, and the reply comes back to you. When the customer says yes, the quote becomes an order, in one click.

Everything you need for the next step is connected to the customer record. Less time searching. More time selling.

FAQ

Frequently asked questions

Can a sales rep see other reps’ customers?

No. Each customer belongs to one sales rep, and a rep only sees their own customers. Managers see their zone and administrators see everything.

Can sales reps create invoices?

Sales reps follow their customers’ invoices: they download the PDF and see what is paid or overdue. Invoices are created and changed by accounting, managers and administrators.

How are service renewals handled?

A month before a quarterly, half-yearly or yearly service renews, a renewal call appears first in the sales rep’s calls. One click renews or ends the service.

Do sales reps see their commissions?

Yes, their own: month by month, with the invoices they come from and what has already been paid.

The other roles

For administrators

The whole company in one place: finance by month and by zone, every customer, the pipeline and who sees what.

For managers

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

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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