CRM updates, follow-up emails, proposal drafts, lead research — the busywork that eats your selling time. Tavallio handles it so you can focus on closing deals.
Every sales rep knows these time drains.
Manual data entry kills momentum
You close a call and spend 15 minutes updating the CRM. Multiply that by every prospect, every day. Your pipeline is always half-updated.
Follow-ups fall through the cracks
A promising lead goes cold because nobody followed up within 48 hours. It happens more than anyone wants to admit.
Proposals take forever
Pulling together pricing, case studies, and custom copy for every deal eats hours that should go toward selling.
Lead research is a time sink
Manually checking LinkedIn, company sites, and news feeds before every call. You need context, but gathering it shouldn't take 30 minutes per prospect.
Automate the grind so your team can focus on revenue.
After every call or email, Tavallio logs notes, updates deal stages, and keeps your pipeline accurate without you touching it.
Generate personalised proposals, follow-up emails, and cold outreach based on prospect data and your past wins.
Set follow-up cadences that actually fire. Tavallio books meetings, sends reminders, and re-engages dormant leads.
Pull company info, recent news, LinkedIn activity, and tech stack data into a prep brief — ready before your call starts.
When a deal moves to "Proposal Sent," trigger a follow-up sequence. When it closes, notify the team and start onboarding tasks.
Get notified when deals stall, contracts are about to expire, or a prospect re-engages after going dark.
Just tell Tavallio what you need. Here are things sales teams ask for.
"After every sales call, log the notes in our CRM and schedule a follow-up for 3 days from now"
"Research this prospect on LinkedIn and their company blog, then draft a personalised intro email"
"Every Monday, send me a summary of deals that haven't moved stages in 7+ days"
"When a deal closes, send a Slack message to the team and create an onboarding task in Notion"
"Draft a proposal for Acme Corp based on our Pro plan pricing and last quarter's case study"
Can Tavallio connect to my CRM?
Tavallio integrates with popular tools like Notion, Google Sheets, and Slack out of the box. For specialised CRMs, browser automation lets Tavallio interact with any web-based tool — it can log into your CRM and update records directly.
Will it actually send emails on my behalf?
Only if you want it to. Tavallio can draft emails for your review or send them automatically via Gmail. You control the level of autonomy — start with drafts and ramp up as you build confidence.
How does lead research work?
Tell Tavallio about a prospect and it uses browser automation to pull information from LinkedIn, company websites, news articles, and public databases. You get a concise brief with the details that matter for your call.
Is this like a sales engagement platform?
Not exactly. Sales engagement platforms give you templates and sequences. Tavallio is an AI assistant that understands context, adapts to each deal, and handles the tasks you'd otherwise do manually — research, writing, scheduling, data entry.
What does it cost for a sales team?
Each team member gets their own Tavallio account. The Pro plan at $20/month per user is the sweet spot for most sales reps — it includes enough capacity for 200+ AI-assisted actions per month.