Resources

Questions
Creatives Ask Most

Got questions? We’ve got answers. Explore quick, clear explanations about how TalleFlow works, from setup and features to billing and support. If you don’t see what you’re looking for, our team is always here to help.

general

Support

Messaging & referrals

what is Talleflow, and who it is for ?

TalleFlow is an upcoming all-in-one (Customer Relationship Management) CRM tool designed to help service-based businesses streamline their workflows, manage clients, and grow their business with ease.

How is Talleflow different from tools like honeybook or dubsado ?

TalleFlow combines workflow automation, a creative marketplace, and a professional community all in one place. You don’t just manage clients—you find collaborators, outsource work, and scale with less effort.

Is talleflow fully launched or still in beta ?

TalleFlow is fully launched and ready to use. We're actively improving the platform and adding new features like automation in the near future. Core tools like onboarding, project tracking, documents, and invoicing are already live and built for creative pros.

How does the marketplace feature work ?

Inside TalleFlow, you can list your services, find vetted collaborators, or white-label work to others. It’s a built-in network for outsourcing and growing your business without leaving the platform.

How do I get support if I need help?

You can reach our team through live chat in the app or submit a support request anytime. We’re here to help you get unstuck quickly.

Do you offer onboarding assistance or training?

Yes. When you join, we guide you step-by-step through setup with helpful tooltips and walkthroughs. You can also book a personalized onboarding session if you'd like hands-on help.

Where can I find tutorials or documentation?

You can access our Knowledge Base from the app at any time. It includes quick guides, how-to articles, and videos to help you learn by doing.

What’s your response time for support requests?

Most support requests are answered in under an hour during business hours. We always aim to respond within one business day at the latest.

Can I request a product demo or walkthrough?

Yes. You can book a live walkthrough with our team.

How do I reset my password?

On the TalleFlow sign in page: https://app.talleflow.com/signin, select "Forgot password?" and follow the onscreen instructions.

Can I sign in with Google or other accounts?

You can sign in with your Google account or with email and password. Other login options are not supported at this time.

How do I manage my business profile or branding?

Head to Business Settings to update your logo, business name, brand colors, and contact details. These show up on invoices, proposals, and client-facing materials.

Can I delete my account if I no longer need it?

Yes. You can request account deletion from your settings. We’ll permanently delete your data in accordance with privacy laws like GDPR and CCPA.

Who can access my account or workspace?

Only you and any teammates you invite have access. You can manage permissions and remove users from your Team Settings.

What makes TalleFlow different from other CRMs?

TalleFlow isn’t just a CRM. It brings together client management, workflow automation, online proposals, invoicing, scheduling, and a built-in community—all in one intuitive platform built for creatives.

Do I need to use every feature to get value?

Not at all. You can start with the tools you need today—like forms or invoices—and grow into others as your business scales.

Can I manage my entire client workflow inside TalleFlow?

Yes. From lead capture to final payment, TalleFlow handles each step—no switching between tools required.

Is TalleFlow built for teams or solo businesses?

Both. Whether you're a solo creative or a small agency, the features are designed to flex with your workflow.

Does everything integrate seamlessly within the platform?

Yes. Every feature is connected—from automation to proposals to payments—so you don’t waste time on duplicate work or disconnected tools.

What is the Unified Dashboard in TalleFlow?

It’s your all-in-one control center. See your tasks, projects, payments, upcoming events, and client activity in one place.

Can I customize what shows up on my dashboard?

Yes. You can rearrange widgets, hide what you don’t need, and focus only on what matters most to your day.

Is the dashboard updated in real time?

Absolutely. Everything syncs automatically, so your view is always up to date—no refresh required.

Can I access multiple projects or clients from the dashboard?

Yes. Quickly jump into any active project or contact without leaving your dashboard.

Does the dashboard work on mobile?

Yes. It’s fully responsive and optimized for mobile, so you can check your business on the go.

What do clients see when they log into the portal?

Clients can view project tasks, due dates, invoices, shared files, messages, and proposals.

Is the client portal mobile-friendly?

Yes. The portal is responsive and easy to use on any device.

Can I customize the portal with my brand?

You can add your logo, adjust colors, and personalize the experience to match your business.

Do clients need an account to access the portal?

No account needed. They access it via a secure link.

Can clients message me through the portal?

Yes. Two-way messaging is built in for smooth communication.

Can I message other users directly through TalleFlow?

Yes. You can send messages to collaborators, clients, or other creatives within the platform.

How do referrals work in TalleFlow?

You can refer work to trusted creatives, receive referrals from others, and even track referral status inside the app.

Is there a way to build a network of trusted pros?

Yes. You can “connect” or follow other users to build your referral circle and keep communication flowing.

Are messages and referrals tied to specific projects?

They can be. You can message within a project or outside of one—whatever fits your workflow.

Is messaging secure and private?

100%. All messages are encrypted and only visible to the people involved.

FAQ’s

Questions
Creatives Ask Most

Have Questions?

FAQ’s

Questions Creatives Ask Most

Have Questions?

Questions
Creatives Ask Most