Upgrade from spreadsheets
Level up from spreadsheets without losing your weekend
Google Sheets and Gmail got you started. TalleFlow gives event pros and creatives online booking, proposals, contracts, invoices, and a branded client portal in one CRM. Start free on Freelancer and move at your pace.
What spreadsheets are costing you
A sheet and an inbox are a smart way to start. As bookings grow, the sheet asks more of you, and more of the business lives in your head. Weighing TalleFlow against other CRMs too? See all comparisons.
What it looks like today
Copying the same details between your sheet, your inbox, and your invoices.
Inquiries that land at night or on weekends and wait until you check email.
Late payment chases, double booking worries, and PDFs that do not feel like your brand.
What TalleFlow gives you
Lead forms and online scheduling, so inquiries land in one place.
Proposals, contracts with e-sign, and Stripe invoices.
A branded client portal for files, signatures, and payments.
How to get started
1
Join for free
Create your account on the free Freelancer plan. Get started with in-app tips plus optional live walkthroughs.
2
Bring your contacts in
Import your contacts from your spreadsheet (CSV or XLSX) and map the columns.
3
Add packages, connect Stripe
Add your packages, then connect Stripe so clients can pay by card or bank transfer.
4
Share your booking and form links
Share your booking and form links, and link your website to them. Add your logo, colors, and fonts to the client portal. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
Move new jobs into TalleFlow while you finish current ones in Sheets. Questions first? Talk to us from Contact, or read how contact import works on our CRM migration page.
What comes from your spreadsheet vs what you set up fresh
Think of the move as two piles. One comes across from your spreadsheet. The other is a fresh setup, which is a good moment to tidy your packages and your brand.
Comes from your spreadsheet
Your contacts, imported from a CSV or XLSX file with column mapping
Your original sheet, kept on file for booking history
Set up fresh
Projects for your active jobs, invoices, packages, and contract templates
Booking and form links, plus automations on Essentials
Branding for your client portal
What clients experience instead
Lead forms and online scheduling, proposals with optional video, contracts with e-sign, Stripe invoices clients pay by card or bank transfer, a branded magic-link portal, and automated reminders on Essentials.
A branded client portal
Clients open a branded client portal to review files, e-sign, and pay. They sign in with a magic link, so there is no new password to remember.
Questionnaires in the portal
Clients finish questionnaires, sign contracts, and pay invoices inside the portal.
Your brand up front
Proposals, invoices, and emails go out under your business name, and your logo, colors, and fonts carry into the portal.
What you get back
Less copy and paste
One place for contacts, projects, and files, instead of a sheet in one tab and threads in another.
Fewer awkward payment chases
Split any invoice into deposits and milestones. Clients pay by card or bank transfer through Stripe, and automated reminders run on Essentials.
A cleaner pipeline
Track inquiries, bookings, and projects in one CRM instead of rows and color codes.
When you outgrow just booking
Email marketing on Essentials
Essentials includes email marketing: campaigns and newsletters to your CRM contacts, up to 5,000 emails a month, sent from your verified domain.
Snappic for photo booth businesses
Snappic runs the booth experience. TalleFlow runs the business side. Snappic connects on paid plans.
Communities and a marketplace
Community and marketplace sit beside the work.
TalleFlow on iOS
The TalleFlow iOS app is live on the App Store.
Free to start
Start on Freelancer for free and upgrade when you are ready. Compare every plan on our pricing page.
Freelancer
Free
Includes a $10 one-time invoice send pass. Stripe fees still apply.
Essentials Early Adopter
or $399 $249/yr while your subscription stays continuously active. Email marketing, automations, and more are included. Stripe fees still apply.
Explore TalleFlow
Start free and move at your pace
Join free on Freelancer and bring your contacts over from your spreadsheet when it suits you. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
Related
Questions, answered
How long does setup take?
Start with one package and one form, then add more as you go. Get started with in-app tips plus optional live walkthroughs.
What about my existing bookings?
Import your contacts from your spreadsheet, then add active jobs as projects in TalleFlow. You can finish current jobs in Sheets while new ones start in TalleFlow.
Do I need to be good with tech?
No. TalleFlow is built for a quick start, with in-app tips, optional live walkthroughs, and a clear book, propose, pay, portal path. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
Can I keep my website?
Yes. Link your website to your TalleFlow booking and form pages.
Is TalleFlow worth the cost?
Freelancer is free and includes a $10 one-time invoice send pass (Stripe fees still apply). When you want email marketing and automations, Essentials Early Adopter is $25/mo or $249/yr while your subscription stays continuously active.
Where does Snappic fit?
Snappic runs the booth experience. TalleFlow runs the business side. Snappic connects on paid plans, so booth leads and event data sync into TalleFlow for proposals, follow-up, and portal work. See the Snappic integration for details.