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What is Morning Tally?

Morning Tally delivers an extensive reporting solution for enterprises that conduct sales via telephone, covering aspects like orders, quotes, and bookings. It seamlessly combines call logs and transcripts from a company's telecommunication framework with vital data from ERP, CRM, accounting, or job management platforms, enabling managers to receive a streamlined one-page report each morning. This daily report summarizes calls by representative, notes callbacks, monitors quote and revenue patterns, highlights open deals that could be at risk, and suggests follow-up actions based on customer interactions. Furthermore, optional weekly meetings and monthly evaluations for business owners offer a more comprehensive view of the performance metrics. Specifically designed for phone-focused teams in sectors such as distribution, freight brokerage, equipment rental, building supplies, manufacturing, and roofing, the service requires clients to either grant read-only access to their systems or submit weekly data exports. The initial setup entails a collaborative understanding of how sales are defined within the organization. Sample reports, which use fictional data for demonstration, are slated for release, with the launch of these reports and the ability to schedule orders expected by January 2027. This timeline positions the service to significantly improve both operational efficiency and sales tracking capabilities for its clientele, ultimately contributing to enhanced decision-making and strategic planning.

What is Hexvan?

Hexvan serves as an online job management tool specifically designed for independent tradespeople and small trade businesses, including plumbers, electricians, heating engineers, roofers, carpenters, and decorators. The platform effectively organizes daily responsibilities and reminders via a chronological agenda that features maps for navigation and quick direction access, while also providing a shared address book for customers, suppliers, and subcontractors that records visitations, quotes, invoices, and payment histories. Users can generate quotes directly on-site, obtain signatures through a smartphone or customer link, and effortlessly turn accepted quotes into invoices, all while keeping track of overdue payments and issuing credit notes, as well as capturing receipt images for their records. Hexvan further streamlines accounting processes by offering period-based exports that aggregate vital sales information, taxes, expenses, and images of receipts, making it easier for accountants to manage their clients' finances. The platform also allows users to set up an editable one-page business website and provides a complimentary listing in a local trades directory, eliminating lead generation fees. Accessible via web browsers on smartphones, tablets, and computers, Hexvan ensures collaborative access for teams, thereby improving productivity and communication across multiple devices. Ultimately, this all-encompassing tool is designed to simplify operations and boost the efficiency of trade professionals, helping them focus more on their craft rather than administrative tasks.

Media

Media

No images available

Integrations Supported

Integrations Supported

Peppol

API Availability

API Availability

Pricing Information

$395/month
The Core report is $395/month for up to 5 phone users, $595/month for 6–15, or $795/month for 16–30. Month to month with 30 days’ notice; annual prepayment saves two monthly payments. A one-time $500 setup fee is waived for the first 10 customers. Optional Monday sales-meeting review is $150/month; monthly owner review is $200/month. Pricing applies when orders open in January 2027.
Free Trial Offered?

Pricing Information

£15/month
Plans cost £15/month in the United Kingdom, €15/month in Ireland and Europe, and CA$15/month in Canada, each for the whole business. Prices exclude VAT where applicable; Canadian taxes may also apply. A 14-day free trial requires no card, and there is no contract.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Morning Tally

Date Founded

2026

Company Location

United States

Company Website

morningtally.com

Company Facts

Organization Name

ACL Software BV

Date Founded

2023

Company Location

Belgium

Company Website

hexvan.com

Categories and Features

Sales Analytics

Not specified

Categories and Features

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