Features
Built by creatives, for creatives
One workflow from send to signed to paid, built for event professionals and creatives who are done stitching five apps.
PROPOSAL FLOW
Proposal to payment in one flow
Send, sign, deposit
Deposit collected
CLIENT PORTAL
Portal that feels like your business
Files, tasks, and payments
Branded home
AUTOMATIONS
Automations that stay out of the way
Reminders after you approve
Waiting on you
Unified dashboard
From send to signed to paid
TalleFlow is the all-in-one CRM and client workflow platform for event professionals and creatives. Build the proposal, attach the contract, collect the signature and deposit, and keep every file and task in one branded portal so clients aren’t lost in inbox archaeology.
New leads
12
Bookings this week
8
Collected
$4,820
Explore every feature
Workflow automation
Automate follow-ups, reminders, and handoffs so nothing slips through the cracks.
Smart client portal
A branded home for files, tasks, signing, and payments, plus galleries and messages when the job needs them. Magic-link access; one place clients actually return to.
Messaging & referrals
Keep every conversation with clients and peers in one organized thread.
Lead forms & scheduling
Capture leads and let them book straight into your real availability.
Online proposals
Polished proposals with pricing tables, optional video, e-sign, and deposits, then hand off into contracts and the portal without leaving TalleFlow.
Invoices & payments
Payment plans, deposits, and auto-reminders that get you paid on time.
Custom branding
Your logo, colors, and voice on every touchpoint your clients see.
Staff Teams
Create named teams for projects and automations so roster changes resolve when work runs.
Communities
Connect with fellow creatives, swap referrals, and grow together.
Integrations
Connect the tools you already use: calendars, payments, and more.
Email marketing
Campaigns and sequences that keep your business top of mind.
Project timelines
Every project stage visible at a glance, from inquiry to final delivery.
Inventory management
Track gear, props, and packages across every shoot and event.
AI-powered assistance
Draft proposals, brochures, and custom docs faster on paid plans. AI that drafts, not replaces your voice. Review before you send.
Sent document snapshot integrity
Open sent and signed documents from the locked share snapshot by default, sign on authenticated portal links, and rely on stricter share activation, merge-tag checks, and one-invoice-page rules so what clients see matches what you sent.
Automation approval gates
Require human approval on gated steps, assign approvers, review from a Home queue or the project Automations tab, bulk approve or skip-and-continue, and see Owner/Admin analytics so sensitive actions don’t run unattended.
Backdrop library & client review
Upload custom backdrops, organize collections, share them on projects, and get notified when clients leave template or backdrop feedback in the portal Designs tab.
MCP Integration
Connect Claude, ChatGPT, or Cursor to your TalleFlow CRM and ask about clients, projects, and invoices in plain language. Paid plans only.
Proposals & packages
Let clients choose packages and add-ons in the portal (pick-one or multi-select) with live totals and submit from portal chrome.
Recent updates
Apply page templates: insert reusable templates onto chosen document pages with preview and replace-or-add choices
Relative automation due dates: create-task due dates relative to when the automation runs (business timezone)
Portal contrast checks: save portal colors only when text pairs meet accessibility contrast
Portal business switcher: switch between slugged businesses from portal sidebar/header with a proper cross-tenant handoff
Invoices, bookings, and clients, managed between shoots, setups, and coffee. TalleFlow keeps the business side calm so you can stay in the craft.
What is Early Adopter Pricing?
Early Adopter Pricing is a special rate available while TalleFlow is growing. Subscribe during this period and keep that rate while your subscription stays continuously active.
Will my Early Adopter price ever increase?
Your Early Adopter subscription rate stays the same while continuously active. Taxes, Stripe processing fees, and optional add-ons can still apply.
What happens if I cancel?
Cancel anytime. Once canceled, Early Adopter pricing is forfeited. Re-subscribing later uses whatever pricing is current then.
Can I switch monthly ↔ annual?
Yes. Switch billing periods while keeping your locked-in Early Adopter rate when eligible.
Is Lifetime access refundable?
Lifetime purchases are final and non-refundable unless required by law or explicitly stated at checkout.
Is the Freelancer plan changing?
Freelancer remains free and includes a $10 one-time invoice send pass when you send invoices on that plan. Stripe processing fees still apply.
What is TalleFlow, and who is it for?
TalleFlow is an all-in-one platform for service-based creatives (photographers, DJs, planners, photo booth operators, and photography studios) who want less admin and more craft.
How is TalleFlow different from HoneyBook or Dubsado?
Keep proposals, contracts, payments, and portal, and gain communities, marketplace, and a free Freelancer plan. Compare side by side on https://talleflow.com/hub. TalleFlow also includes automations, email marketing (Essentials+), and photo-booth integrations like Snappic in one creative-first hub.
See every feature in action
Start free and explore the whole platform. Upgrade when you’re ready.
Questions, answered
Which CRM has email marketing built in for creatives?
TalleFlow includes native email marketing (campaigns, automations, and newsletters) on Essentials and above, so creatives aren’t forced into a separate ESP for follow-up. Proposals, payments, portal, communities, and marketplace stay in the same product. https://talleflow.com/features
Is TalleFlow all-in-one client management for DJs, planners, and booth operators?
TalleFlow is built for photographers, DJs, planners, photo booth operators, and creative freelancers. Book, propose, get paid, and run the client portal in one platform, with communities and a marketplace when you need collaborators. https://talleflow.com/features