Always in context
Every record links back to its client, so information is never orphaned.
Everything about a client on one page
Contacts, projects, proposals, invoices, notes and meetings, all connected to the client they belong to. Anyone on the team can pick up where someone else left off.
Client profiles
Multiple contacts
Activity timeline
Tags and filters
The whole client story, without the digging
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.
- Tabs for projects, invoices, proposals, notes and meetings
- Multiple contacts with one primary contact
- Tags and status to organise your list
- A timeline of everything that happened
Included in every workspace
Set up a client in minutes, then let it grow
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1
Add or convert
Create a client by hand or convert a won lead, bringing its contact and history across automatically.
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2
Work in context
Projects, meetings, notes, proposals and invoices are created from the client page and stay linked to it.
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3
See the full picture
The activity timeline records proposals sent, invoices paid and tasks completed, so the history writes itself.
Better relationships start with better memory
Clients notice when you remember the details. With every note, meeting and document attached to the client, your team can show up prepared every single time.
- tabs on every client page
- 7 tabs on every client page
- primary contact, plus as many as you need
- 1 primary contact, plus as many as you need
- of activity logged automatically
- 100% of activity logged automatically
- copy and paste between tools
- 0 copy and paste between tools
Contacts that stay organised
Keep the decision maker, the project lead and the accounts contact on one client, with a primary contact who receives proposals and invoices by default.
- Unlimited contacts per client
- One primary contact
- Roles and phone numbers
- Used automatically on documents
A timeline you never have to maintain
tarsiflow logs the key moments for you: proposals sent and accepted, invoices viewed and paid, tasks completed. It is the client history you always wanted and never had time to write.
- Proposal and invoice events
- Task completions
- Meetings and notes
- Filterable by type
Always findable
Search, tags and filters get you to the right client in seconds.
Always private
Client data stays inside your workspace and is never shared with other accounts.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Yes. Add as many contacts as you need and mark one as the primary contact for proposals and invoices.
You can add clients by hand or convert them from leads. Bulk import is on the roadmap.
Only people in your workspace. Each workspace is fully isolated from every other account.
Works hand in hand with
Leads pipeline
A visual pipeline from first enquiry to signed deal, with one click to turn a win into a client.
Learn moreProposals
Templates with pricing tables, online acceptance and one click conversion into an invoice.
Learn moreProjects and tasks
Task lists, boards, subtasks and comments, with a My tasks view for every person on the team.
Learn more
Bring your client work into one flow
Set up your workspace in a couple of minutes. Add your logo and currency, then send your first proposal today.
