Prepared for every call
Agendas and past notes ready before each meeting.
Organised engagements for every client
Meetings, notes, proposals and invoices for each engagement, kept together and easy to find. Spend your time advising, not searching.
Engagements
Meeting notes
Proposals
Invoices
Your advice is the product. Protect your time.
Consulting runs on conversations. tarsiflow keeps agendas, notes and action items attached to each client, and turns agreed scope into proposals and invoices.
- Meetings with agendas and notes
- Action items that become tasks
- Proposals for each engagement
- Invoices with payment tracking
Built for advisors
How consultants use tarsiflow
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1
Scope the engagement
Capture the opportunity as a lead and send a proposal that sets out scope, timeline and fees.
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2
Run the sessions
Plan meetings, write notes and turn agreed actions into tasks for you or your client team.
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3
Invoice the work
Bill from the accepted proposal and send a branded PDF invoice.
Every session builds on the last
Past notes and agreed actions are one click away before each meeting, so every session starts where the last one finished.
- calendar views
- 2 calendar views
- from action to task
- 1 click from action to task
- places notes can attach
- 4 places notes can attach
- currencies supported
- 14 currencies supported
Meeting notes with a memory
Rich notes stay attached to the meeting and the client, searchable and pinnable, so context never disappears.
- Rich text notes
- Pin and tag
- Search everything
- Linked to the client
Proposals and invoices in the same place
When the scope is agreed, the proposal becomes the invoice, keeping fees and line items consistent from start to finish.
- Reusable templates
- Online acceptance
- One click invoice
- PDF invoices
Nothing forgotten
Action items become tasks with owners and due dates.
Paid on time
Invoices with payment tracking and overdue alerts.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Yes. Notes attach to clients, projects, leads or meetings and are fully searchable.
Yes. Convert an action item to a task and assign it to anyone in your workspace.
Yes. Accepted proposals convert into invoices in one click.
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.
