Business software for small businesses · Reception view

One app for every call and visit

Find the customer, see who is free and book the call or the visit straight into the right person’s calendar — the customer’s own sales rep by default.

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What they get

  • Any customer of their zone in seconds, with its sales rep
  • The calendars of the zone’s sales reps, managers and field team, side by side
  • The customer’s contact details and the history of calls and visits
  • Calls and visits booked for the customer’s sales rep, or anyone in the team

What stays out of view

  • Prices, orders and invoices
  • Customers of other zones
  • Finance and commissions

A look at their screens

Tavalle, reception calendar with the calendars of a sales rep and a field technician (demo data)

The team’s calendars, side by side

Reception adds the calendars of the people they book for — sales reps, managers, field staff — each in its own colour, with today’s appointments and anything overdue alongside.

Tavalle, logging a visit from the customer’s page, assigned to their sales rep (demo data)

Booked for the right person

From the customer’s page, a visit is logged in seconds: the customer’s sales rep is proposed, and reception just picks the date and time.

The demo, step by step

For the front desk, Tavalle keeps it simple: find the customer, and book the call or visit in the right person’s calendar.

Add the calendars of the sales reps, managers and field team of your zone, and see at once who is free.

Find any customer of your zone by name, city or contact. Each one shows its sales rep.

The customer page shows the contact details, the documents and the history of calls and visits. No prices, orders or invoices.

Log a call or a visit: it goes to the customer’s sales rep by default, or to anyone in the team.

The right person, at the right time, without a single phone call to the office.

FAQ

Frequently asked questions

Who does reception book calls and visits for?

For the sales reps, managers and field team of their zone, and for the administrators. The customer’s own sales rep is proposed by default.

Can reception see prices or invoices?

No. Reception sees the contact details and the history of calls and visits, never prices, orders or invoices.

Does the person get notified?

The call or visit appears in their calendar right away, and in their morning agenda e-mail on the day.

Can reception see other zones?

No. Reception works on the customers and the team of their own zone.

How much does a receptionist cost?

The plan includes 3 Team Members or Receptionists; each additional one is €6 per month.

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 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 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.
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

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