Taarly for Agencies

Every client relationship, visible to the team.

Agencies lose accounts in the gaps between people. Shared contacts, shared history and shared follow-ups close them.

Sound familiar?

What usually goes wrong

The account manager who knew the client left in March.

Nobody followed up on the upsell everyone agreed was obvious.

Each team member keeps their own notes somewhere else.

With Taarly

The relationship record belongs to the agency, not to whoever happened to be in the meeting.

Company-controlled card templates so every person who shares a card represents you the same way.

Assign the reconnection, see whether it happened, and stop assuming somebody else did it.

Features

Meetings, calls, emails, notes, bookings and follow-ups for a person, in order, on one page. Open a contact and the whole relationship is there.

Push contacts and interactions into HubSpot, Salesforce, Zoho or Pipedrive, so what you capture in the field arrives where your team works.

One card that always shows your current role, contact details and links. Share it by QR, NFC or link — and update it once when anything changes.

Start free. No credit card required.