Startups

Founder-led sales, without the busywork.

TalaLevel answers demo requests, books the call, records and summarises it, sends the order form to sign and marks the deal won when the first payment lands. Ask it all from Claude or ChatGPT.

No seat minimum · No demo call · Cancel anytime

The whole process

Seven stages, from demo request to renewal.

Most of this runs the day you sign up. Each step says who does it. The stage marked “Set up for you” is configured in your workspace by a TalaLevel representative. You don't build anything.

Runs todayworks the day you sign upSet up for youa TalaLevel representative sets it up in your workspace
01 / 07

Lead in

Runs today

Demo requests and sign-ups land as leads, wherever they come from.

  1. The prospect

    Asks for a demo

    Your website form, a sign-up sent through the API, a referral, or a list you import.

  2. TalaLevel

    Finds or makes their lead

    Matched by number, so a reply lands where you expect it.

  3. TalaLevel

    Cleans the list before a text is spent

    Opted-out numbers and numbers that can't take a text are kept out of texts.

02 / 07

First answer and booking

Runs today

Answered and booked while they still have your site open.

  1. Tala

    Answers

    Tala replies in your words and asks what they want it for, team size, what they use now and who decides.

  2. Tala

    Books the demo

    On your Google Calendar; Google sends the invite to the address they gave.

  3. TalaLevel

    Reminds them the day before

    A short reminder text, if you switch it on.

03 / 07

Call read

Runs today

Every call recorded and summarised, and the status moved from what was said.

  1. Your rep

    Takes the call

    On TalaLevel's phone, recorded and transcribed.

  2. TalaLevel

    Summarises it

    What they need, who decides, what they asked, and the next step.

  3. TalaLevel

    Moves the status

    From what was said.

04 / 07

Fit

Set up for you

What would stall the deal, said before you send the order form.

  1. TalaLevel

    Checks the fit

    Against your ideal customer: size, use case and plan.

  2. TalaLevel

    Flags what would stall it

    No champion, a competitor's contract until a date, a security review.

  3. Your rep

    Asks the one question

    On the next call.

05 / 07

Order form

Runs today

The proposal and order form from your template, signed on a link.

  1. TalaLevel

    Fills it from your template

    Plan, seats and price from the deal.

  2. Your rep

    Edits the wording for this deal

    Every edit recorded.

  3. The prospect

    Signs on a link

    By email or text.

06 / 07

Won and paid

Runs today

Won when the money lands, not when someone remembers to drag a card.

  1. TalaLevel

    Marks it won on the first payment

    With your Stripe connected, the first payment moves the deal to Won.

  2. TalaLevel

    Works out each rep's share

    Monthly or once, taken back on a cancel if that is your rule.

07 / 07

Renewal

Runs today

A failed payment is flagged before the customer is gone.

  1. TalaLevel

    Flags a failed renewal

    The client moves to At risk, and the owner's phone rings.

  2. Your rep

    Saves it

    With the history on the lead.

  3. TalaLevel

    Marks it won again

    When the renewal is paid.

Flags

What gets flagged, before a deal stalls.

Each flag comes from the calls and the conversation. A flag is a question for you, never a message to the prospect.

  • No champion

    Nobody on their side owns getting it done.

  • Locked into a competitor

    A contract that runs until a date.

  • Security review needed

    A questionnaire before anyone signs.

  • No budget this quarter

    Interested, with nothing set aside.

  • Too small for a paid plan

    A better fit for a trial.

  • The wrong buyer

    A user, not the person who pays.

  • Asked for what you don't have

    A feature the deal hangs on.

  • Went quiet after the demo

    No reply since the call.

Where a deal can land
  1. 1
    Self-serve

    Point them at a trial.

  2. 2
    Sales-assisted

    An order form and a call.

  3. 3
    Security review first

    Answer the questionnaire, then sign.

  4. 4
    Nurture until a date

    Back when their contract ends.

  5. 5
    Not a fit

    Said plainly, and let go.

Documents

Every deal, with its paper trail.

Everything a deal needs sits on it, so nobody digs through a mailbox to find it.

Before the order form
  • Use caseKnown
  • Team sizeKnown
  • Who decidesKnown
  • BudgetNot yet
Tala

Thanks, that helps. Is there a budget set aside for this yet, or is that still to come?

  • The demo recording

    And its transcript.

  • The summary

    What they need, who decides and the next step.

  • The proposal

    From your template.

  • The order form

    Signed on a link.

  • Their security questionnaire

    Kept on the deal as a file.

  • Payments

    Each payment from Stripe, on the lead.

On screen

What you see, on the lead.

Drawn from the app's layout. The company and every figure are an invented example.

Deal
Fernhill AnalyticsDemo held Nov 12 · 12 seats
ActivityCallsDealPayments
Ready for the order formSales-assisted

The head of data owns the budget, a team of 12, moving off spreadsheets this quarter.

Seats12Team of 12 analysts
Deal$14,400A year, billed monthly
DecisionNov 28Their date
ChampionYesHead of data
Path
Self-serveMaybeCould start on a trial
Sales-assistedReachedWants an order form
Security reviewNot reachedNot asked for
Ask next
Who signs the order form?
What do they use today besides spreadsheets?
Before it's won
Demo recorded
Order form signed
First payment
9:41
TalaLevel nowAt risk: Quarry Labs

Renewal payment failed · $480 a month

Home · Callbacks today
Juniper Health

Said “after our board meeting” · Dec 2

What you get

Part of it runs the day you sign up. The rest is set up for you.

You don't configure the industry parts yourself. A TalaLevel representative sets them up in your workspace, around how your floor already works, and hands it over running.

Runs today
  • Demo requests from your website form, the API, referrals and lists
  • Tala answering, qualifying and booking on your calendar, each switch off until you turn it on
  • Calls recorded, transcribed and summarised
  • Statuses that follow the conversation
  • Proposals and order forms from your own templates, signed on a link
  • Won on the first Stripe payment, at risk on a failed renewal
  • Your pipeline from Claude or ChatGPT, every send waiting for your yes
Set up for you
  • The fit check against your ideal customer, and its flags
  • Your lanes, so each deal shows its path
By plan

Every plan runs the floor. Pick by how you sell.

DialerProScale
Lines dialed at once1310
Texts a seat a monthNot included2,0006,000
Tala answers and follows upNot includedIncludedIncluded
Joey, the AI callerNot includedNot includedIncluded
Coaching: listen, whisper, take overNot includedNot includedIncluded
Price a seat$47 a month$97 a month$247 a month
Questions

Questions from founders. Straight answers.

Is TalaLevel a CRM for startups?

Yes. Demo requests are answered and booked by Tala, calls are recorded and summarised, the order form is signed on a link, and the deal is won on the first Stripe payment. Most of it runs the day you sign up.

Can Tala book demos on my calendar?

Yes. Tala books on your Google Calendar and Google sends the invite to the address they gave. A reminder text goes the day before if you switch it on.

Does it connect to Stripe?

Yes. With your Stripe connected, the first payment moves the deal to Won, and a failed renewal moves the client to At risk and rings the owner.

Can prospects sign an order form?

Yes. Proposals and order forms come from your own templates, you can edit the wording for a deal with every edit recorded, and they sign on a link.

Can I use it from Claude or ChatGPT?

Yes. Connect TalaLevel to Claude or ChatGPT and ask about your pipeline, or have it draft texts and emails. Every send waits for your yes.

Is there an API?

Yes. A REST API and webhooks, documented at talalevel.com/docs.

Does it record my calls?

Calls made through TalaLevel are recorded, transcribed and summarised on the lead. Video meetings on other apps are not.

Do I need a sales team to use it?

No. One seat works, with no seat minimum and no demo call.

What does “Set up for you” mean?

A TalaLevel representative configures the fit check and your lanes in your workspace for you. Everything else on this page runs the day you sign up.

How much does it cost?

Dialer is $47 a seat a month, Pro $97 and Scale $247, with a 7-day trial. Texting and Tala start on Pro; Joey, the AI caller, is on Scale.

Your next lead texts back tonight. Be there.