Client management
One profile per client. Every booking, message, payment, note, in a single timeline you and TIA share.
1
Profile per client
Full
History, every channel
Always
Pre-loaded for the next call
The full picture.
You probably know every client by name. But the context is scattered across email threads, calendars, payment receipts, and your own memory. Tealfeed unifies it.
Every interaction with every client lives on one profile, on one timeline. TIA reads it before every session. You never walk into a call without context again.
What you get out of the box.
Unified profile
Every booking, message, payment, document, note. One timeline per client.
Smart segmentation
TIA tags clients by behaviour, value, lifecycle. Filter and act in seconds.
Notes that travel
Notes from one session show up automatically before the next.
Pre-session prep
Before every booking, TIA hands you a one-screen summary of what this client needs today.
What TIA runs. Where you stay in charge.
- Threads every interaction onto the right client profile
- Tags and segments clients automatically
- Generates pre-session prep notes
- Surfaces relevant history during live calls
- Add personal notes that need your judgement
- Adjust segments and tags as your understanding deepens
- Decide what context TIA can use vs what stays private
- Build the relationships behind the data
Pairs well with.
Global scheduling
1:1s, group events, bundles, recurring slots. Across every time zone. 24/7. TIA owns the calendar.
ExploreCommunications
Unified inbox across email, WhatsApp, in-app, and phone. TIA drafts. You send when judgement matters.
ExploreRetention
Churn signals, renewal nudges, re-booking prompts. AI saves clients before you knew they were drifting.
ExploreReady to put Client management to work?
Free to start. Set up in under five minutes.