📅 Smarter automation due dates — Set fixed or project-based relative due dates when automations create tasks so deadlines stay aligned with the real timeline of your work. 💳 Package-based payment triggers — Run automations based on the package a client actually purchased so you
Read more✍️ Flexible contract signing — Choose whether to sign before sending or sign later so your contract flow fits the way you actually work. 👀 Clearer signing progress — See smarter contract statuses and next-step actions so you always know who still needs to sign. 👥 Ordered projec
Read more🛒 Interactive checkout — Clients can now select packages, add-ons, and services in a more guided checkout flow with live pricing updates. 💸 Partial payments — Collect deposits or break payments into more flexible options so it’s easier to close deals your way. 🙏 Optional tippi
Read more📅 Scheduled email campaigns — Schedule campaigns in your business timezone and reschedule or cancel them without worrying about outdated sends going out. 📝 Contract due date reminders — Add due dates to e-sign documents and automatically stay ahead of contract follow-up before
Read more🧠 Conditional Questionnaire Logic — Show or hide follow-up questions based on previous answers so questionnaires feel more personal and easier to complete. 📊 Community Polls — Create polls in your feed or communities, allow anonymous voting, set a time limit, and download the r
Read more📧 Microsoft Outlook Integration — Connect Outlook email and calendar workflows inside TalleFlow so communication and scheduling stay in sync. 🗂️ Kanban Card Quick Actions — Edit, duplicate, delete, and share projects or tasks directly from board view so common actions take fewe
Read more🌀 Multi-brand account switching Run multiple brands under one TalleFlow login, each with its own workspace, branding, and analytics so high-volume teams stay organized without juggling extra accounts. 📦 Inventory management for hardware Track, categorize, and report on your har
Read more🌟 Contact Types for Clarity System-defined contact types now distinguish between Contacts and Collaborators across TalleFlow. Every workspace has these types by default—no setup needed—making it easier to understand each contact’s role and paving the way for future features. ✉️
Read more🌟 Import Contacts by Group Onboarding just got easier! Now you can import contacts and assign them to one or more groups right from your import file. If a group doesn’t exist, TalleFlow creates it for you—making migrations and organization a breeze. 🏷️ Contact Tags for Smarter
Read more🌿 Inline Editing for Projects & Contacts One of the most common requests. Now you can update project names and contact names right from the dashboard—quick, clean, and zero extra clicks. ✨ New “Referred By” Field So many of you wanted better visibility into where leads come from
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