Hi there 👋

When users collect a lot of leads (trade shows, expos, open houses), it is hard to keep chasing people who never reply. After a few follow-up emails go unanswered, Tally Flow should be able to automatically mark that lead as Dead/Inactive and stop the follow-up sequence. What thi

Integrate with connect teams so I can synch my account and invite my employees to my business. Also allow for assigning my team members to a project that is from connect teams and add a shift accordingly.

I'd like for the app to have a field in contacts for when the contact was first reached out to.

I want the option to enable Two-Factor Authentication on my account so my login is protected even if my password is compromised. What I need: A setting in my account/security preferences to turn 2FA on and off. Setup flow that guides me through enabling 2FA (show steps clearly an

I want to receive an email notification whenever there is a conflict in my project dates (the same situation where ClickUp shows an in-app “date conflict” alert). I am not always in the app, so I need these alerts to reach my inbox. The email should include: Which project(s) are

I want to quickly bring my existing contacts from my Google account into Talleflow so I do not have to add them manually. In the contact import flow, add an option like “Import from Google”. When I choose it, Talleflow should connect to my Google account (or prompt me to connect

As a user creating package designs, I want to be able to select which fonts are used so my package matches my brand and style. What I need A way to browse and choose fonts while using the package tool. The selected font should apply to the text elements in my package design (for

I want to set up an automation action that adds a specific contact from my contact list to the project related to the automation trigger. This should let me automatically add clients, collaborators, or team members to the right project without doing it manually. What I need In th

I want to add a condition to the Payment Received automation trigger so the automation only runs when the customer’s paid invoice includes one or more specific packages that I choose. This would let me build different workflows based on what was purchased (for example, onboard “P

As a customer, I want to upload files directly in the Client Portal and view any files the business shares with me, so I can keep all project documents in one place without emailing back and forth. What I should be able to do Upload attachments from the Client Portal (desktop and