One platform, the right view for each person in your team
Everyone works in the same Tavalle, but each profile sees only what they need: sales reps their customers, the field team their visits, accounting the invoices. Pick a role to see its screens and a short video.
See how each role uses Tavalle
Short videos recorded on the real application. Each person sees what they need — nothing more.
For administrators
The whole company in one place: finance by month and by zone, VAT, every customer and the sales pipeline, service renewals by zone, and the users, zones and profiles that decide who sees what.
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For managers
Your team’s calendar, every customer record and the pipeline from lead to order. Follow each order to its invoices, and check your zone’s figures — including service renewals, rep by rep.
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For sales reps
Start every day from the calendar: calls, visits and overdue follow-ups. Open the customer, send a quote and turn it into an order in one click. Services waiting for renewal come first in your calls, ready to renew.
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For team members in the field
Technicians, cleaners and drivers see only their own calendar and the visits assigned to them — time, address and notes — and record the outcome when the job is done. No prices, orders or invoices.
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For reception
Find any customer of the zone in seconds and book a call or a visit straight into the right person’s calendar — the customer’s sales rep by default. Contact data and history only, no figures.
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For accounting
Start from the invoices still to create: delivered orders and drafts, ready to issue in one click. Invoices and credit notes are in their hands; sales reps follow them without changing them.
See the role →Frequently asked questions
Can one person have several roles?
Each user has one profile, chosen to match their job. An administrator sees everything; a manager sees their own zone.
Can I change what a role sees?
Profiles and zones decide what each person sees. If your team needs something different, we set it up with you during onboarding.
How many users are included?
The plan includes up to 5 users and 3 light users, such as field team members. See the pricing page for the details.
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.