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Tellie

Tellie provides a comprehensive customer relationship management (CRM) platform tailored for freelancers and small teams. It integrates contact management, invo...

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Tellie provides a comprehensive customer relationship management (CRM) platform tailored for freelancers and small teams. It integrates contact management, invo...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Tellie provides a comprehensive customer relationship management (CRM) platform tailored for freelancers and small teams. It integrates contact management, invoicing, pipelines, and email functionalities into a single solution. Although its analytics features may not be extensive, the platform's user-friendly interface, automation options, and adherence to GDPR regulations position it well for overseeing the entire client experience.

Product Details

What Is Tellie?

Tellie is a customer relationship management (CRM) platform tailored for freelancers and small enterprises to oversee their client interactions from a single location. It features integrated invoicing that allows users to effortlessly generate and dispatch professional invoices, which minimizes administrative workload and enhances cash flow. The visual sales pipelines provide a straightforward view of leads and deals, enabling teams to maintain organization, prioritize prospects, and consolidate various tools, spreadsheets, and manual tasks into one cohesive solution.

Tellie Pricing

The pricing for Tellie is structured around the following plans:

  • Starter Plan: $0/month

  • Team Plan: €119/month

  • Professional Plan: Custom pricing available

Receive a customized Tellie pricing option that aligns with your business needs and budget.

Note: Prices are subject to change.

Tellie Integrations

Tellie seamlessly integrates with the following services:

  • Microsoft 365

  • Amazon SES

  • Sendgrid

  • Mailgun

  • Postmark

  • LetterXpress

  • Lexware

Users have the option to view a free demo of Tellie to gain insights into its integration capabilities.

Who Is Tellie For?

This platform is ideal for various types of businesses, including:

  • Associations, clubs, and non-governmental organizations (NGOs)

  • Fitness and health studios

  • Coaching and consulting firms

  • Sales organizations

  • Customer service providers

Is Tellie Right For You?

If you are a freelancer or part of a small team looking for an efficient method to handle client communications, invoicing, and sales operations, Tellie may be the perfect fit. Its key advantage lies in integrating CRM functionalities, billing processes, and visual pipeline tracking all within one user-friendly tool. Featuring GDPR-compliant hosting and a scalable framework, it provides a secure and effective solution for expanding businesses aiming to minimize administrative tasks and maintain organization.

If you still have questions about Tellie, feel free to reach out to our customer support at info@softwareseekers.com for more assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Offers Centralized contact, document history, and relationship mapping
  • ✔ Flexible subscription billing with reminders and postal dispatch
  • ✔ Integrated email campaigns via MS 365 and SES
  • ✔ Delivers structured pipelines with tasks and event support

Cons

  • ✘ Advanced features require higher-tier plans
  • ✘ Its Postal mail feature incurs extra costs

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

No, Tellie does not offer an API.

No, Tellie does not offer a mobile app.

Tellie supports English and German.

Tellie integrates with Microsoft 365, Amazon SES, Sendgrid, Mailgun, Postmark, LetterXpress, Lexware, and more.

Tellie offers support through articles, FAQS, and chatbot.