Tellie offers an all-in-one customer relationship management (CRM) solution for freelancers and small teams, combining contact management, invoicing, pipelines, and email tools. While its analytics capabilities are somewhat limited, its simplicity, automation features, and GDPR-compliant design make it a strong fit for managing the complete client journey.
Tellie Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Tellie?
Tellie is a CRM platform designed to help freelancers and small businesses manage their entire client workflow from one place. With built-in invoicing, users can quickly create and send professional bills, reducing admin time and improving cash flow. Its visual sales pipelines offer a clear overview of leads and deals, helping teams stay organized, prioritize opportunities, and replace scattered tools, spreadsheets, and manual processes with one streamlined solution.
Tellie Pricing
Tellie pricing varies according to the following plans:
- Starter Plan: $0/month
- Team Plan: €119/monthly
- Professional Plan: Custom pricing
Disclaimer: The pricing is subject to change.
Tellie Integrations
Tellie integrates with:
- Microsoft 365
- Amazon SES
- Sendgrid
- Mailgun
- Postmark
- LetterXpress
- Lexware
Who Is Tellie For?
Tellie is suitable for the following businesses:
- Associations, clubs, and NGOs
- Fitness and health studios
- Coaching and consultation firms
- Sales firms
- Customer service firms
Is Tellie Right For You?
Tellie could be the ideal solution for freelancers and small teams seeking a streamlined way to manage client communication, invoicing, and sales workflows. Its standout feature is the combination of CRM, billing, and visual pipeline tracking in one simple tool. With GDPR-compliant hosting and a scalable structure, it offers a secure, efficient solution for growing businesses that need to reduce admin work and stay organized.
Still unsure about Tellie? Contact our customer helpline at (661) 384-7070 for further guidance.
Tellie Features
Tellie automatically records all customer interactions, making it easy to review inquiries, issues, and communication history. The software helps small and medium-sized businesses improve support by showing when a customer was contacted and who last handled the conversation.
The platform displays relationships between customers, contacts, and locations within a company. Tellie helps users link companies with their associated individuals, enabling more informed communication and providing a clear view of organizational structures across multiple touchpoints.
The software gives instant access to a customer’s deal history, including completed orders, open quotes, and outstanding invoices. Tellie improves sales tracking by consolidating transaction details, helping teams prioritize active deals and understand client buying behavior more clearly.
Tellie offers three simple ways to bring in existing contacts using CSV upload, API synchronization or manual entry. A built-in duplicate checker keeps the database clean, helping users centralize contacts without errors or creating redundant records.