Built for teams
Roles, assignments and notifications for small agencies.
One workspace for your whole agency
Sales, delivery and billing in one place, with roles that fit how your team works. Everyone sees the same client story, so handovers stop dropping details.
Team roles
Shared pipeline
Client pages
Project boards
Stop running the agency on five tools
A CRM for sales, a board for projects, a notes app and separate invoicing software means constant copying and missed context. tarsiflow connects them.
- Owner, admin and member roles
- Shared pipeline with lead owners
- Projects with assignees and boards
- Billing kept with the client
Built for teams
How agencies use tarsiflow
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1
Sell together
Share one pipeline with clear owners, and send proposals from agency approved templates.
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2
Deliver together
Plan projects with lists and boards, assign tasks and keep decisions in comments.
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3
Bill together
Raise invoices from accepted proposals and track what is unpaid across every client.
Handovers without the lost details
When sales hands a client to delivery, the notes, meetings and proposal come with it. Nobody has to ask the same question twice.
- team roles
- 3 team roles
- shared view of every client
- 1 shared view of every client
- connected modules
- 6 connected modules
- workspace isolation
- 100% workspace isolation
Roles that match your team
Owners and admins manage billing, settings and invitations. Members work on clients, projects and tasks without access to the controls they do not need.
- Owner, admin and member
- Email invitations
- Two factor sign in
- Workspace switcher
Client pages the whole team trusts
Projects, proposals, invoices, notes and meetings live on the client page, with an activity timeline that records every important moment.
- Single client view
- Activity timeline
- Linked notes and meetings
- Invoices and proposals per client
Secure by design
Isolated workspaces and optional two factor sign in.
Clients feel it
Faster proposals, clearer projects and professional invoices.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Invite your whole team. Each person gets a role: owner, admin or member.
No. Billing, settings and invitations are limited to owners and admins.
Yes. A user can belong to several workspaces and switch between them.
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.
