Feature
AI that helps youship faster
Draft proposals, polish emails, and move work forward — without sounding robotic.
What this helps you do
AI-assisted documents
Generate first drafts for proposals and emails you actually edit and own.
Context from your projects
Suggestions grounded in the client and project you’re working on.
You stay in control
Nothing sends without your review.
AI document builder
Draft client-ready layouts in seconds
Generate Unlayer JSON for brochure, proposal, and custom documents with merge-tag-aware business and contact context. Toggle per business; requires Essentials+.
Draft client-ready layouts in seconds
Generate Unlayer JSON for brochure, proposal, and custom documents with merge-tag-aware business and contact context. Toggle per business; requires Essentials+.
Let your AI tools work inside your workspace
The public MCP server exposes OAuth-scoped tools for tasks, projects, contacts, payments, notes, and calendar — so Cursor, ChatGPT, Claude, and friends can act with permission on a paid plan.
TalleFlow MCP
Let your AI tools work inside your workspace
The public MCP server exposes OAuth-scoped tools for tasks, projects, contacts, payments, notes, and calendar — so Cursor, ChatGPT, Claude, and friends can act with permission on a paid plan.
Zapier
Bridge the long tail of apps
When a workflow needs an app outside TalleFlow, Zapier connects create/search contacts and projects without inventing fake native actions.
Bridge the long tail of apps
When a workflow needs an app outside TalleFlow, Zapier connects create/search contacts and projects without inventing fake native actions.
TalleFlow capabilities
Proposal & brochure drafts
Start from AI, finish with your voice and brand.
17 MCP tools
External assistants manage day-to-day CRM ops via MCP — paid gate.
Business control
Enable AI in settings — you’re in charge of when it runs.
What our clients have to say
“I save hours every week. My clients get updates automatically, and I never miss a beat.”
Alicia Romero
Photographer
“Managing events is so much easier now. Everything stays organized, and I never miss a single detail.”
Marcus Ellington
Wedding DJ
“My clients love how quickly they hear back from me. It’s boosted my bookings and streamlined my entire process.”
Jenna Patel
Photo Booth Owner
How it’s different
AI that produces real Unlayer documents — not vague chat fluff
MCP for power users who already live in AI tools
No claim of an unlimited in-app copilot for every screen
FAQs
Is there a full in-app chat assistant?
The product focus is AI document generation plus external MCP. There isn’t a general-purpose chat copilot for every workspace screen.
Is MCP on Freelancer?
No — MCP is paid-plan gated, same family as other growth features.