Business software for small businesses · Manager view

One app for managing your team

The team’s calls, visits and follow-ups in one calendar, every customer of the zone, the pipeline from lead to order, and the zone’s figures month by month.

Book a demo

What they get

  • The calendars of their team, side by side with their own
  • Every customer record of their zone: history, calls, visits, orders and invoices
  • The pipeline: every opportunity from lead to quote to order
  • Orders with their invoices, from the deal to the payment
  • The zone’s finance and each rep’s service renewals
  • Their team’s commissions, and paying them
  • Their team’s users: new sales reps, team members and receptionists, with their rates, salary and contract
  • The zone’s settings, like its VAT rate

What stays out of view

  • Other zones, unless the manager works on several zones
  • Administrators’ and other managers’ commissions

A look at their screens

Tavalle, manager’s Finance comparison: year-to-date result, revenue, costs and result by year, and the monthly result trend (demo data)

This year against last year

Finance comparison sets the year to date next to previous years, over the same months: the result, revenue against costs and the monthly trend, so the difference shows at once.

Tavalle, manager’s Commissions page: month and year-to-date totals, what stands out and commissions by status (demo data)

Your team’s commissions, ready to pay

Commissions shows the month and the year to date, what stands out — best month, top rep, how long customers take to pay — and every commission by status: pending customer, OK to be paid or paid. The ones that are ready are paid in one go.

The demo, step by step

For managers, Tavalle turns day-to-day activity into a clear view of what needs attention.

Instead of searching across different tools, managers see upcoming calls, visits and follow-ups in one connected calendar.

Each follow-up opens the customer record: the full history, calls, visits, orders and invoices, and its documents, like the signed contract.

The pipeline shows every opportunity, from lead, to quote sent, to order. Orders keep their invoices together, so nothing gets lost between the deal and the payment.

Managers see the figures for their own zone: revenue against costs month by month, the result building up, and where supplier spend goes.

Underneath, the monthly detail and the VAT table show every invoice, cost and commission behind the result, ready to export.

And for services, the manager sees each rep’s renewals: renewed, ended, and those still to decide. Tavalle helps managers stay ahead of the work, and the opportunities.

FAQ

Frequently asked questions

What does a manager see?

Their own work and their team’s: the sales reps and team members of their zone, their customers, orders, invoices and the zone’s finance.

Can a manager plan work for the team?

Yes. A manager adds the team’s calendars to their own and assigns visits to sales reps or to team members in the field.

Can managers create invoices?

Yes. Managers, administrators and accounting create, finalize and correct invoices; sales reps only follow them.

Who pays the sales reps’ commissions?

The manager pays the commissions of their sales reps; a manager’s own commission is paid by an administrator.

Can a manager manage the team’s users?

Yes, in their zone: they add sales reps, team members and receptionists, set their commission rates, salary and contract, and deactivate them when they leave. Administrators and other managers stay with the administrator.

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 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 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.
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

Request your free demo

Tell us a little about you — we'll get back to you to schedule it.

We use your details only to answer your request. Privacy & cookies