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.
Back to One app for your next callVideo transcript
Sales starts with knowing who you need to call next.
With Tavalle, your calendar becomes your sales starting point. Calls, visits and overdue follow-ups, all in one view.
Services that need renewing come first in your calls. Open the customer, check the service, and renew it in one click — the new invoice goes on the same order.
Open the follow-up, and the customer’s history, calls and visits are right there.
Manage the opportunity, and move it toward a quote. Then send the quote by e-mail, straight from Tavalle. The customer gets the PDF, and the reply comes back to you. When the customer says yes, the quote becomes an order, in one click.
Everything you need for the next step is connected to the customer record. Less time searching. More time selling.