Always prepared
Agendas and past notes are ready before every call.
Meetings that move the work forward
Plan the agenda, capture the notes and turn every action item into a task in one click. Meetings and notes stay attached to the client, lead or project they are about.
Agendas
Rich notes
Action items
Calendar
Never lose a decision again
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.
- Date, time, duration and attendees
- Location or video link
- Rich text notes you can pin and tag
- Action items that become tasks
Included in every workspace
Before, during and after every meeting
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1
Plan the meeting
Set the time, attendees and agenda, add the video link and link it to the client or lead.
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2
Capture the notes
Write rich notes during the call. They stay attached to the meeting and the client for good.
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3
Act on it
Turn each action item into a task with an owner and due date, with a single click.
Notes that are actually useful later
Notes can stand alone or attach to a client, project, lead or meeting. Pin the important ones, tag them and find them again with search.
- calendar views
- 2 calendar views
- things a note can attach to
- 4 things a note can attach to
- from action item to task
- 1 click from action item to task
- of notes searchable
- 100% of notes searchable
Rich notes with structure
Headings, lists and links make notes readable. Pin the ones that matter and tag them so they surface when you need them.
- Rich text editor
- Pin important notes
- Tags for quick filtering
- Full text search
A calendar that shows the real workload
See meetings and task due dates together, so you can spot a crowded week before it arrives and plan around it.
- Month and week views
- Meetings and due dates together
- Linked to clients and projects
- Upcoming meetings on the dashboard
Always recorded
Decisions and context live with the client, not in a private notebook.
Always followed up
Action items become assigned tasks, so nothing is forgotten.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Yes. Notes can be standalone or attached to a client, project, lead or meeting.
Each action item has a convert button that creates a task with an assignee and due date.
Yes. The calendar shows meetings and task due dates together in month and week views.
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 moreClients 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 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.
