tallyweek
Solutions for small business

Work management for small business

A Leads / CRM template to start with, the week laid out in Table view, an installable mobile web app, and a Free plan for up to 3 people.

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How teams set it up

Leads, jobs and the week, without a big rollout

  1. 1

    Start with the Leads / CRM template

    Groups for New leads, Contacted, Qualified, Won and Lost, with Company, Email, Phone, Deal value, Source and Notes columns. Drag a lead across the Kanban view as it moves through the pipeline.

  2. 2

    Plan the week in Table view

    Groups become your days or your jobs, columns hold the owner, due date and status, and inline editing plus bulk actions keep it quick. Calendar view shows the same items on a month.

  3. 3

    Take it with you

    TallyWeek is a web app you can install on your phone's home screen from the browser. No app store and no separate download.

  4. 4

    Bring the team in for free

    The Free plan includes up to 3 members, unlimited boards and items, every view, automations and public forms. Upgrade to Pro when you need more people or guests.

Features you will use

What small businesses lean on most

Boards with six views

Table for the week, Kanban for the pipeline, Calendar for dates, Dashboard for the numbers. 19 column types including Email, Phone and Number.

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Lead capture forms

A public form on your site or in an email that turns each enquiry into a lead on the board.

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Automations

When a new lead is created, notify the owner. When status changes to Won, move it to the Won group.

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Dashboards

Leads by source, deals by stage and a count of what got done this week, built from the board's own columns.

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Updates and files

Updates, @mentions, files and notifications keep the whole conversation on the item.

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Start from the Leads / CRM template

Track leads through your pipeline with groups for New leads, Contacted, Qualified, Won and Lost, plus Company, Email, Phone, Deal value, Source and Notes columns.

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FAQ

Questions small businesses ask

Is TallyWeek really free for a small team?

Yes. The Free plan includes up to 3 members, unlimited boards and items, all six views, 19 column types, automations and public forms. No card is needed to start.

Is there a mobile app?

There is no native app in the app stores yet. TallyWeek is a mobile web app you can install from your phone's browser, and it works in any modern browser on a laptop.

Can I use it as a simple CRM?

Yes. The Leads / CRM template gives you pipeline groups and the usual contact and deal columns, Kanban shows the pipeline, and a public form can capture enquiries straight into the board.

What happens when we grow past 3 people?

Upgrade the workspace to Pro at $8 per member per month, or $6 per member per month billed yearly. Pro adds unlimited members, guests, private boards, the permissions matrix and API and MCP keys.

More solutions

The same boards, for other teams

Agencies

Project management for agencies

Software teams

Bug tracking and planning for software teams

Marketing teams

Content calendar for marketing teams

Operations

Request intake and checklists for operations

Not sure which fits? Look at how boards work or compare TallyWeek with other tools.

Start a free workspace for your team.

14 days of Pro with no card, then Free for up to 3 members with every view and every automation.

Start a free workspace See pricing