Tavalle

About Tavalle

Deep Dive with Clara AI

Tavalle is one platform for your whole business: customers, sales, quotes, orders, invoicing, payments, sales commissions and finance in a single web application, built for small and medium-sized businesses in Europe. Instead of juggling a CRM, a spreadsheet for commissions, an invoicing tool and a separate calendar, your team works in one place where every step follows from the last: a lead becomes an opportunity, the opportunity becomes a quote, an accepted quote becomes an order, and the order becomes an invoice, with no retyping. What Tavalle includes: - Customers and contacts, with a full history of every interaction - Opportunities pipeline with a drag-and-drop board and a sales forecast - Quotes, orders and invoices, with EU VAT handling (including reverse charge) and a SEPA payment QR code on unpaid invoices - Payment tracking and alerts for overdue invoices - Sales commissions calculated automatically per sales rep - Supplier invoices and a finance summary of income, costs and margins - A shared calendar: field staff (cleaners, technicians, drivers) see only their own visits, and the front desk can book appointments - Roles and sales zones (admin, manager, sales, accounting, reception, field team), so everyone sees exactly what they need - Two-step login (authenticator app) and GDPR tools such as customer anonymisation - Available in English, Spanish and French Tavalle is sold as one simple subscription with hosting and updates included, plus a one-time onboarding to get you live. Companies with specific processes can also choose Tavalle Tailor-made, where the platform is adapted to how they work. Book a free 30-minute personalised demo at tavalle.com.

Screenshots & Videos

My day: tasks and visits for each sales rep

Pricing

Free Trial Not Available
Starts at $231.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Business Hours, Online

Tavalle Features

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Business Management Features

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Invoice Management Features

Tax & Compliance Management

Payment Tracking & Reconciliation

Invoice Creation & Processing

Reporting & Analytics

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Integration with Accounting Systems

Automated Invoice Capture (OCR)

Approval Workflow Automation

CRM Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Contact Database

Helps to maintain contacts and segregate them according to their needs

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Offline Payments

Helps to record cash and credit payments on retail operations

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

ERP Features

Sales

Create attractive looking quotes and convert into actual sales

Financial Management

Handles functions like management of cash and utilisation of funds

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Dashboard

A digital insight of reports and other workings on a single screen

Warehouse Management

Keep your stock safe by using barcodes or serial/lot numbers

Supply Chain Management

A detailed overview of materials and finances as your goods exchange hands

Stock Management

Keep a track of your inventory throughout the production cycle

HR Management

Offers tools and features that lets you effectively manage your present employees and hiring process

Asset Management

Manages the entire lifecycle of the assets and equipment

Accounting Management

Handling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Tavalle Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Tavalle $2,309.00 $231.00 per month

Prices in EUR: €199 per month or €1,990 per year (USD amounts are approximate).

Up to 5 users and 3 Team Members or Receptionists
Customers, sales pipeline, quotes, orders and invoicing
Payments, sales commissions and finance
Hosting and updates included
Quarterly billing: €549 per quarter
Extra user €29/month; extra Team Member or Receptionist €6/month
One-time onboarding from €490

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Tavalle Screenshots

Sales pipeline: o...

My day: tasks and...

Accounting: order...

Sales commissions...

Shared calendars ...

Tavalle FAQs

Is there a free trial?

There is no self-service trial. Instead, we give you a free 30-minute personalised demo on your own use case, with no obligation. Book it at tavalle.com.

Who is Tavalle for?

Small and medium-sized businesses that want customer management, sales, quotes, orders, invoicing, payments, sales commissions and finance in one place, instead of several separate tools.

How much does Tavalle cost?

€199 per month, €549 per quarter or €1,990 per year (two months free). The plan includes up to 5 users and 3 Team Members or Receptionists, with hosting and updates included.

What if I need more than 5 users?

Each additional user costs €29 per month. Each additional Team Member or Receptionist costs €6 per month.

What is a Team Member?

A calendar-only user for field staff such as cleaners, technicians and drivers: they see only the visits assigned to them (time, address, notes) and record the outcome, with no access to prices, orders or invoices.

What does onboarding include?

From €490, one-time: your company account, up to 5 users with their roles, standard invoice, VAT and finance settings, the import of a clean customer list from Excel or CSV, a 60-minute training and help to go live.

Which languages does Tavalle support?

Tavalle is available in English, Spanish and French.

Can Tavalle be adapted to my processes?

Yes. With Tavalle Tailor-made, the platform is adapted to how your company works, for example specific workflows, reports or integrations.

What is Tavalle used for?

Tavalle is Business Management Software. Tavalle offers the following functionalities:

Order Management
Scheduling
Vendor Management
Performance Metrics
Financial Management
CRM
Billing and Invoicing

Learn more about Tavalle features.

What are the top alternatives for Tavalle?

Here`s a list of the best alternatives for Tavalle:

Does Tavalle provide API?

Yes, Tavalle provides API.

What are the best Business Management Software?

The best BMS options offer a wide range of integrated modules (CRM, accounting, HR, operations), strong scalability, flexibility and cloud deployment to support growth and efficiency.