Everything about the customer
Contact details, address, sales rep, zone, language, country and VAT number, with an optional check of the VAT number in VIES.
Customers & pipeline
Every customer, and every next step, in one place
Each customer has one page with their details, documents and full history. The pipeline shows where every customer stands, from first contact to order, and moves forward by itself as your team quotes and sells.
One page per customer
The full history
Every call, visit, quote, order, invoice and status change, with who did it and when, in one timeline.
Documents
Contracts, delivery notes, photos: attach them to the customer, an order or a visit, and find them again in seconds.
Calls, visits, quotes and orders
Tabs on the customer page list them all, so you never have to search in several places.
Services and renewals
Recurring services sold to the customer, with their next renewal date. A renewal call is planned on its own when one is due.
Find anything with Ctrl+K
One search box for customers, quotes, orders and invoices, from any page.
A pipeline that keeps itself up to date
Clear stages
Lead, Prospect, Quote sent, Order created, or Lost: each customer is in one stage, with tiles that count customers and amounts.
It moves by itself
Sending a quote moves the customer to Quote sent, creating an order moves them to Order created. You can still change a stage by hand.
List or board
Work in the list, or drag customer cards from one column to the next on the board.
Change many at once
Tick several customers and move them to another stage in one go.
Sales forecast
Open quotes by expected close month, weighted by the chance of an order at each stage, next to the win rate (orders against lost quotes).
Everyone sees their part
Sales reps see their own customers, managers the customers of their zone, administrators everything.
Excel export
Export the list you are looking at, with its filters, to Excel in one click.
Works on a phone
Lists become cards and filters fold away on small screens, so a rep can check a customer on the way to the visit.
From the customer to the money
The customer page is where sales and finance meet: the quotes and orders of the sales team, and the invoices, payments and reminders of accounting, on the same page.
A weekly health score per customer tells you which relationships need attention, before a good customer drifts away.
- Quotes, orders and invoices of the customer in one place
- Relationship and finance health scores, every week
- Daily alerts on unusual payments
FAQ
Frequently asked questions
Can I import my existing customers?
Yes. We move your customers from a spreadsheet or another system for you, as an implementation service quoted separately from the standard onboarding, so your team starts with real data.
How does a customer move through the pipeline?
A new customer starts as a Lead. You move them to Prospect when there is real interest; sending a quote moves them to Quote sent and creating an order to Order created, on their own. Lost quotes and customers are kept apart.
Can each sales rep see only their own customers?
Yes. Sales reps see their own customers, managers the customers of their zone and administrators all of them. Accounting has read-only access to what it needs.
Can I attach documents to a customer?
Yes. Contracts, offers, photos or delivery notes can be attached to a customer, an order or a visit, and downloaded again at any time.
Is there a sales forecast?
Yes. Open quotes are grouped by expected close month and weighted by the chance of an order at each stage, with the win rate next to it.
Does it work on a phone?
Yes. Tavalle runs in the browser of any computer, tablet or phone, with lists that become cards on small screens. There is nothing to install.
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
Thank you!
Your request has been sent. We will reply within one business day.