Set lead status to quickly see where you are with a particular lead.
Automatic transitions move your lead between statuses automatically. ‘Initial Contact’ to ‘Needs Follow Up’. ‘Waiting on Client’ to ‘Stale’.
Double Booking Warnings let you quickly check what else you have on that particular day.
Create a quote for them quickly to get them booked.
Never let a lead slip through the cracks again. Capture your leads directly from the contact form on your website. With lead tracking, you’ll know exactly where in the sales process you are with each new lead. Automatic transitions keep your leads moving through the process.
Build custom questionnaires to collect pertinent information.
You can tie questionnaire responses to tokens which update information directly on your jobs.
Use those tokens in your contracts to save you time.
Join thousands of businesses using Táve.
Change how you run your business.
Give your client a quote, questionnaire, contract and have them pay – all in one step.
Tasks for every single job you do help keep you on track from start to finish.
New Lead Auto Responder
Send an email as soon as a new lead contacts you through your contact form. Great for welcoming new clients to your business.
Follow up automatically with outstanding quotes letting your clients know that they need to book soon before the quote expires.
Send Link to Signed Contract
Send a link to the signed contract as soon as you countersign with your signature.
Session or Meeting Reminder
Automatically send session or meeting reminders so you don’t have to think about it!
Let Táve handle a lot of the tedious tasks that you don’t have time to do.
Session and Meeting Reminders
Automations can be as simple or as complex as you’d like.
What Users Are Saying
We have been using Táve for quite some time now and it has become such an integral part to running our business. I did a lot of research on all of the different systems available out there and kept coming back to Táve. I can say that I’ve never regretted my decision for even a second but I do wish I had started using it much earlier!
Melissa and Jerry GhionisJerry Ghionis Photography
I’ve never had a better system for keeping track of all my bookings, leads and I LOVE the reporting side too, to help me keep a real check on who and what is bringing me the most work.
I’d be lost without Táve. The best thing about it is that it keeps getting better! I’ve been using it for over 6 years and would not think of changing to anything else. The support from developers and community is superb. It helps me stay organised saves me loads of time with automated invoicing and questionnaires and it makes it easy for clients to book me.
Chris SempleChris Semple Photography
Know exactly when your client receives an email, opens it, and clicks on any link inside.
Fully featured calendars with month, week, and day views. Publish your custom feeds and subscribe to external calendars.
Set your emails to send immediately, in 5 minutes, the next morning at 8am or at a time you specify.
Maps, weather, and sunrise/sunset times make your daily schedule indispensable.
Get Paid Online
Your clients can pay for your products or services with credit card and the transaction is recorded automatically.
Choose from a number of supported payment processors.
Táve adjusts layout and sizing based on what device you’re using. Have full access to the app from just about anywhere.
Easily add tags to contacts in your address book. Filter and export based on those tags.
Capture your client’s signature electronically.
Profit & Loss, General Ledger, Accounts Receivable, Financial Outlook and Profit Centers.
Sales Tax Liability
Sales tax reporting for nearly any tax scenario with unlimited tax groups, advanced tax reporting, and multiple tax options.
Recurring expenses, accounts payable, customizable expense categories, and reporting.
Attach Expense Receipts
Keep track of your receipts by uploading them when you add expenses. Use your phone to take a picture of the receipt on the go.
Save time by using template emails. No more writing the same thing over and over again with each client.
Add your logo, color scheme, and even custom CSS code to your client facing pages. You can even use your own custom domain.
Operate several brands under the same account.
Give your employees their own login. Tasks can be assigned to specific users and their dashboard can be customized to their liking.
Give your clients access to one spot where they can see their invoices, quotes, questionnaires, and contracts.
You choose the currency that your account operates in.
$ | £ | C$ | A$ | € | kr | ₹ | уб | and more…
Build custom payment schedules with retainers, multiple payments, and balances.
Import your client database directly into your Táve address book. CSV import template file available for easy formatting.
Client Safe Mode
Working in front of clients? Enable Client Safe Mode to hide costs, profits, and top-level totals.