Six modules that share one client record. Win the work, deliver it and get paid without copying details between apps.
Each module is useful on its own. Together they hand work to each other, so the client story is always complete.
Stop tracking opportunities in spreadsheets and inboxes. tarsiflow gives each lead a home with its contact details, source, value and expected close date, on a board your whole team can work from.
Client information usually lives in five places. tarsiflow brings it together, so the answer to "where are we with this client?" is always one click away.
Stop rebuilding the same document from scratch. Save your introduction, scope, timeline and terms as reusable sections, then tailor the details for each client.
Each project belongs to a client and has its own budget, dates and status. Break the work into lists and tasks, then track progress on a list or a board.
Notes in a notebook and actions in someone's head do not scale. tarsiflow keeps the agenda, the notes and the follow ups together, linked to the right client.
Create an invoice from scratch or from an accepted proposal, then email it or download the PDF. Record payments as they arrive and the invoice updates itself.
The essentials that make the modules work as one product.
Owners, admins and members, each with the right level of access.
Protect every account with an authenticator app and recovery codes.
One click sign up and sign in for you and your team.
Press Ctrl K to jump to any client, project, task, note or invoice.
In app and email alerts when tasks are assigned, proposals accepted and invoices paid.
Today's tasks, upcoming meetings, unpaid invoices and pipeline value at a glance.
A default currency per workspace and a currency on every document.
Proposals and invoices carry your logo, brand colour and business details.
Every workspace is sealed off from every other account.
Your dashboard pulls every module together: billable time, client onboarding, the week ahead and the money on its way.
Set up your workspace in a couple of minutes. Add your logo and currency, then send your first proposal today.
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