A client directory on a laptop beside a phone displaying a client payment portal

Tallify CRM

Tallify CRM. The Zero-Effort Client Directory.

Never type a client's email twice or chase unpaid bills again. Build client relationships from a voice memo—not another afternoon of admin.

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Product preview · demonstrations use sample data

More time for your clients. Less time managing them.

Speak once, remember always

Client names from voice or chat become reusable records for your next invoice.

Know every relationship

See lifetime revenue, outstanding balances, and how quickly each client pays.

Give clients their own space

One branded magic link brings invoices, receipts, and payments together.

Let reminders do the chasing

Friendly follow-ups keep open invoices moving without another manual email.

Tallify crm in action

Just say the word.

Illustrative demo · no bank connected or messages sent

Hear a voice request and watch Tallify do the work. Sound on for the full experience.

Add a client

A new client. Without a new form.

You

“Add Microsoft as a client in Richmond, with the contact Bill Gates.”

Tallify

Ready when you are.

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Client directory

Sample record

Microsoft

Bill Gates · Richmond

Total billed

$6,250

Total paid

Outstanding

$6,250

Payment speed

New client

Invoice #1044 linked

Email not provided · add before sending

Client record ready to reuse

03Tallify CRM

The Zero-Effort Client Directory

Self-Building Client CRM & Payment Portals

Never type a client's email twice or chase unpaid bills again.

Client relationships, connected

Your client directory builds itself.

Tallify automatically builds your client directory directly from your voice memos. Track lifetime customer revenue, share branded client portals, and let automated reminders collect late payments for you.

Voice or chatClient insightsPayment portals

VOICE MEMO

“Invoice Tom Miller $1,250 for the website design.”

Tom Miller

Website design client

Email · sampletom@example.com

Client recordRecognizing client…

One client. No duplicate data entry.

Illustrative workflow · sample client

The 4 Pillars of Tallify's Lightweight CRM

Auto-populating client directory

Say their name. We'll remember the details.

A client named in a voice memo creates or updates their record. Share their email and phone once; next time, say or type “Invoice Tom Miller” and their saved details fill themselves in.

VOICE MEMO

“Invoice Tom Miller $1,250 for the website design.”

Tom Miller

Website design client

Email · sampletom@example.com

Client recordRecognizing client…

One client. No duplicate data entry.

Illustrative workflow · sample client

Client 360 & lifetime value

Every client. The whole picture.

See total billed, total paid, outstanding balance, and average payment speed in one lightweight client view. Know the value of every relationship without building another spreadsheet.

Tom Miller · Client 360

Total billed

$8,750

Total paid

$7,500

Outstanding balance

$1,250

Average payment speed

4 days

Lifetime relationship · sample figures

Client magic-link portal

One link. Everything they need.

Share a branded client portal with past invoices, downloadable tax receipts, and open balances. Clients can pay by credit card, Apple Pay, or ACH, where supported by your payment provider.

tallify.ai/p/client_token · example

OAK STREET STUDIO

Welcome back, Tom.

Website design · #1042$1,250 · Open

Brand consultation · #1031$750 · Paid

Pay open balance

CardApple PayACH

Past invoices & downloadable tax receipts

Automated payment reminders

Keep the client. Lose the chase.

Let friendly, automated reminders follow up on unpaid bills. Keep the payment link close at hand and stop the nudges once payment arrives—so you can focus on the relationship, not the overdue balance.

A friendly nudge. Not another task.

Before the due date

Your invoice is due in 3 days.

When payment is late

A quick reminder about your open balance.

Once paid

Reminders stop. Your books update.

“Remind Tom about his unpaid invoice.”

Sample schedule · no messages are sent

Product preview · sample clients and figures. Client records, portals, payments, and automated reminders are not connected yet.

One connected workflow

From a client name to a lasting relationship.

Mention your client

Say or type “Invoice Tom Miller for the website design.” Add contact details once.

Build the relationship

Create or update the client record, then reuse saved details on future invoices.

Share their portal

Give your client a dedicated link to past invoices, tax receipts, and open balances.

Stay on top of payments

Automated reminders follow up, while Client 360 keeps the lifetime picture clear.

A few things you might be wondering

CRM,
made clear.

Straight answers about the workflow, the details, and what's in this product preview.

Your clients deserve your time. Not your admin.

A self-building directory. Clear client insights. A simpler way to get paid.

Find your plan Explore invoicing