Stop losing clients in your inbox. Follow up automatically.

One place for customer messages, client records, bookings and sales follow-ups, so no lead goes quiet while you work.

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Every lead you lose started as a message you meant to answer.

The old way

  • Messages scattered across DMs, texts and email
  • Leads tracked in a spreadsheet you open once a week
  • Bookings arranged by back-and-forth replies
  • Follow-ups remembered, or not

With Tallyhelm

  • One inbox for every customer message
  • A client list that updates as conversations happen
  • Booking handled with a link and automatic reminders
  • Follow-ups drafted and sent on schedule

Inbox

Every message in one thread list.

Texts, DMs and email from the same customer sit in one conversation next to their client record. You see who is waiting on you and what to say next.

Open the inbox screen

Clients

A client list that keeps itself current.

Each client has a pipeline stage, a last-contact date and a next step. Nobody drops off the list because you were busy with a job.

Open the clients screen

Bookings

Bookings that confirm and remind on their own.

Share a booking link. Confirmations and reminders go out automatically, so fewer appointments turn into no-shows and you stop typing the same message.

Open the bookings screen

Built for owners without time for a CRM project.

Salons, trades, coaches, consultants and studios: if you run the work and the inbox, this is for you.

  1. Sign up and you are in

    There is no weeks-long setup. Tallyhelm works the day you sign up.

  2. Bring your conversations together

    Messages and client records land in one inbox and one list.

  3. Share your booking link

    Customers pick a time; confirmations and reminders go out for you.

  4. Let follow-ups send themselves

    Quiet leads get a nudge on schedule, and you see what is due today.

Questions owners ask first

Do I need to set anything up first?

No long setup. Tallyhelm is built for small service businesses and works the day you sign up.

How is this different from Keap or HubSpot?

Those tools are built for marketing teams and take weeks to set up. Tallyhelm is a lightweight client hub for solo operators and small teams.

Who is it for?

Owners of salons, trades, coaching practices, consultancies and studios with a small team who lose leads in scattered messages and spreadsheets.

What does it automate?

Bookings, with confirmations and reminders, and sales follow-ups that go out on schedule so quiet leads get a nudge.

Every client message, booking, and follow-up, handled.

Start free

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