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Use cases

Built around the way you build relationships.

A client call, a useful introduction, a busy event. See how TaliCRM keeps the people and the context together.

Watch the workflow, then try it yourself.

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For consultants

For consultants

Consulting work runs on what was agreed in the last conversation. Keep each client meeting, the decisions made and the follow-ups you promised attached to the people and company involved.

Explore for consultants

For founders

For founders

Founders meet investors, advisors, partners and early customers in quick succession. Keep each relationship's context, including the introduction, the conversation and the next step, so no promising thread goes quiet.

Explore for founders

Event networking

Event networking

After a conference, a stack of cards rarely says why each conversation mattered. Capture the person and a quick note while it is fresh, tag the event and follow through once you are back.

Explore event networking

Put it to work with your own contacts.

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