From first enquiry to final payment
tarsiflow follows the life of every client relationship. Each step hands its details to the next, so you never type the same thing twice.
Four steps. One connected flow.
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1
Win the lead
Every enquiry lands on your pipeline with its value, source and expected close date. Drag it forward as the conversation progresses and log calls and meetings along the way.
- Kanban pipeline
- Lead owners
- Linked notes and meetings
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2
Send the proposal
Pick a template, adjust the pricing table and send a secure link. Your client accepts online and tarsiflow records who accepted, when and from where.
- Reusable templates
- Optional items and discounts
- Online acceptance
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3
Deliver the project
The won lead becomes a client with a project. Plan task lists, assign work, run meetings and turn action items into tasks, all filed under the client.
- Lists and boards
- My tasks
- Meetings and notes
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4
Get paid
Convert the accepted proposal into an invoice in one click. Email it or download the PDF, then record the payment when it arrives.
- Branded invoices
- PDF invoices
- Overdue tracking
The handoffs happen for you
Won lead
Client and project
Accepted proposal
Paid invoice
Contacts, line items, values and history travel with the work, so the client record is always complete.
Up and running in minutes
No implementation project and no training course. Three quick steps and your workspace is ready.
Start free-
1
Create your account
Sign up with your email or Google. It takes less than a minute.
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2
Set up your workspace
Add your business name and logo, then choose your currency and time zone.
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3
Invite your team
Invite teammates as admins or members, or skip this and go solo.
Your day, organised
Once everything flows through tarsiflow, your dashboard shows exactly what needs you today.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Most people are set up in a couple of minutes: create an account, add your business details, pick a currency and you are ready to add your first client.
No. Start with the parts you need, such as invoices or the pipeline, and add the rest whenever you are ready. Everything is included.
Clients only see what you send them: proposals and invoices through secure links. They never need an account.
Yes. Add clients by hand or convert them from leads. Bulk import is on the roadmap.
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.