Win more of the right clients
Track every enquiry, send proposals clients can accept online and keep the full story of every relationship in one place.
tarsiflow connects your leads, clients, projects, proposals and invoices. A won lead becomes a client and a project. An accepted proposal becomes an invoice. Everything about a client lives on one page.
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From the first enquiry to the final payment, client work is spread across inboxes, spreadsheets, project boards and invoicing tools. That is why freelancers and small agencies are moving to one connected workspace for their pipeline, clients, projects, proposals and invoices.
tarsiflow hands each step to the next, so nothing is typed twice and nothing falls through the gaps. You spend less time on admin and more time on the work clients pay you for.
Whether you are winning new clients or delivering for existing ones, tarsiflow brings the tools and the client history together in one place.
Track every enquiry, send proposals clients can accept online and keep the full story of every relationship in one place.
Plan projects, run meetings and keep notes, then send branded invoices as a PDF or a private link.
Six moments tarsiflow handles for you, every single time.
We are not another tool to manage. tarsiflow replaces the pile of tools you already have with one workspace where sales, delivery and billing finally talk to each other.
Leads, clients, projects, proposals and invoices hand off to each other automatically.
Designed around how freelancers and agencies actually win, deliver and bill.
Isolated workspaces, team roles and two factor sign in keep client data safe.
More wins. Smoother projects. Faster payments. Six modules that share one client record, so your business runs as one.
Explore the modules:
A visual pipeline from first enquiry to signed deal, with one click to turn a win into a client.
Learn more about leads pipelineOne page per client with contacts, projects, proposals, invoices, notes and a full activity timeline.
Learn more about clients and contactsTemplates with pricing tables, online acceptance and one click conversion into an invoice.
Learn more about proposalsTask lists, boards, subtasks and comments, with a My tasks view for every person on the team.
Learn more about projects and tasksAgendas, rich notes and action items that become tasks in one click, on a shared calendar.
Learn more about meetings and notesBranded PDF invoices, payment tracking and automatic overdue alerts.
Learn more about invoices and paymentsIf you sell your time and expertise to clients, tarsiflow fits the way you work, whether you are a team of one or a studio of twenty.
Your workspace carries your logo, your currency, your invoice numbering and your payment terms. The dashboard shows what needs you today: tasks due, meetings coming up, invoices waiting to be paid and the value of your pipeline.
Start freeWhatever kind of client work you do, tarsiflow gives you a clear process from enquiry to payment. Here is how different businesses put it to work.
Design studio workflow
They keep every enquiry on the pipeline, send a proposal from a template the same day and turn the accepted proposal straight into the first invoice.
Freelancer workflow
Projects, tasks and client notes live together, and invoices go out as branded PDFs.
Consultancy workflow
Meeting agendas and notes stay with each client, action items become tasks for the team and monthly retainers are invoiced on time.
Secure and trusted
Encrypted, private and protected
Client lists, proposals and invoices are the heart of your business. tarsiflow protects them at every step, from sign in to payment.
Check system statusEvery page and request is protected with HTTPS encryption.
Payments are processed by PayPal. Card numbers never touch our servers.
Protect every account with a code from an authenticator app.
Your data is visible only to your team, never to other workspaces.
Export everything or delete your workspace at any time.
See uptime and any incidents on our public status page.
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