Tavalle video demos
See how Tavalle connects customer follow-up, quotes, orders, invoicing and finance in the real application.
Tavalle overview
Tavalle in 60 seconds: product overview
A quick overview of one platform for the whole business, from the first customer contact to final payment.
Quote to payment demo: one deal, start to finish
Follow one customer through reception, field work, sales, accounting, management and administration, from first call to paid invoice.
Videos by role
Admin demo: revenue, costs and margins
Revenue, costs and margins by month and by zone, every customer and the sales pipeline, service renewals and the people who work on them — with a single source of truth.
Manager demo: team calendar and pipeline
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.
Sales rep demo: calls, visits and quotes
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.
Field team demo: visits, notes and calendar
Tavalle runs a field service company in one app: visits are planned in each technician’s calendar, the job is recorded on the phone, and the same app handles the quote, the invoice and the payment. Technicians, cleaners and drivers see only their own visits — time, address and notes — and record the outcome when the job is done.
Reception demo: booking calls and visits
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.
Accounting demo: from order to paid invoice
Delivered orders without an invoice and drafts waiting to be finalized appear in one list, oldest first. One click opens the order with the invoice ready to issue.
Videos by business type
Cleaning company demo: sites, contracts and jobs
Tavalle runs a cleaning company in one app: every job is scheduled as a visit in the cleaner’s calendar, recurring contracts renew and are invoiced on time, and every payment is followed until paid. Offices, hotels, clinics and schools, from €199 per month for 5 users and 3 cleaners in the field.
Catering demo: events, orders and deliveries
Companies, conference centers, schools and wedding venues: every client with its events and orders, every delivery in the team’s calendar, and the margin of every month.
Insurance broker demo: policies and renewals
Every client with its policies and their renewal dates, meetings and claim visits in one calendar, and what each client and each advisor brings in.
Fiduciary demo: deadlines, hours and billing
Tavalle keeps a fiduciary’s client tasks, billable time and invoices in one app: every client deadline is a recurring task, hours are logged per client and billed in one click, and invoices go out by e-mail or Peppol. Made in Luxembourg, from €199 per month for 5 users.