Always visible
One board shows every live opportunity and its value, for you and the people you work with.
A sales pipeline built for client work
See every enquiry, follow up at the right moment and know exactly what your pipeline is worth. When a deal is won, tarsiflow turns it into a client and a project for you.
Kanban pipeline
Deal values
Follow ups
One click conversion
Every lead in view. Every win ready to start.
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.
- Drag and drop leads between stages
- Estimated value and close date on every card
- Assign an owner so nothing slips
- Notes and meetings linked to each lead
Included in every workspace
From first enquiry to signed client in three steps
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1
Capture the lead
Add the enquiry with its company, contact details, source and estimated value. It lands in the New column, ready for action.
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2
Move it forward
Drag the card as the conversation progresses. Log calls as notes, book meetings and send a proposal without leaving the lead.
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3
Win and convert
Mark the lead as won and tarsiflow offers to create the client, copy the contact and open a project so delivery starts straight away.
Know what is coming before it arrives
A healthy pipeline is the difference between a calm quarter and a scramble. tarsiflow shows the value sitting in each stage, so you can see a quiet month coming and act early.
- pipeline stages ready on day one
- 5 pipeline stages ready on day one
- from won lead to client
- 1 click from won lead to client
- of deal history kept with the client
- 100% of deal history kept with the client
- spreadsheets to keep in sync
- 0 spreadsheets to keep in sync
Follow ups that happen on time
Every lead has an owner and an expected close date, and the dashboard surfaces the deals that need attention today. Your team always knows who is talking to whom.
- Owners for every lead
- Close dates that drive reminders
- Notes from every call in one place
- Meetings linked to the deal
Wins that turn into work instantly
The moment a deal closes, the client record, the primary contact and the first project are created from the lead. Nothing is typed twice and nothing is lost in the handover.
- Client created from the lead
- Primary contact copied across
- Optional project with budget
- Full history kept on the client page
Always moving
Drag, drop and update in seconds, so the pipeline reflects reality rather than last week.
Always connected
Leads flow straight into clients, projects and proposals without copy and paste.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Yes. Every workspace starts with New, Contacted, Proposal sent, Won and Lost, and you can rename, reorder and add stages to match how you sell.
tarsiflow offers to create a client from the lead, copy the contact details and optionally open a project, so delivery can start immediately.
Yes. Everyone in the workspace sees the same board, and each lead has an owner so responsibilities stay clear.
Works hand in hand with
Clients and contacts
One page per client with contacts, projects, proposals, invoices, notes and a full activity timeline.
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.
