Boards & Templates

Boards and templates: every view of your business,
one source of truth.

Kanban, grid or list, however you want to see it. Every board reads from a data template, so nothing is ever out of sync.

One connected system · no credit card · cancel anytime
The platform

One system that adapts to how your business actually works.

Tulvo brings your data, boards, documents, and reports together, so your team can move through work with the right context in one place.

Tulvo AI iconTulvo AI

Describe it. Tulvo AI builds it

Describe it. Tulvo AI builds it. Tell Tulvo AI what you need in plain language — a CRM, a hiring pipeline, an inventory system, a client tracker. It designs the data model, builds the structure, and sets everything up. Then ask it to run a task, write content, or pull a report, and it just happens.

Tulvo dashboard mock-up — Tulvo AI
Boards & Templates

Every view of your business, connected to one source of truth.

Kanban, grid or list, however you want to see it. Every board reads from a data template, so your sales pipeline, your operations and your reporting are never out of sync.

Home / Sales / Deal pipeline
Deals8
Lead2 items

Northwind Dental: 12-seat rollout

Lead$4,800Collaborator avatar

Harbor Cafe: online ordering app

Lead$2,400Collaborator avatar
Qualified2 items

Bloom Studio: website retainer

Qualified$6,000Collaborator avatar

Atlas Logistics: driver dashboard

Qualified$9,500Collaborator avatar
Proposal2 items

Peak Fitness: member portal

Proposal$7,200Collaborator avatar

Cedar Law: client intake forms

Proposal$3,600Collaborator avatar
Won2 items

Lumen Realty: listings site

Won$5,400Collaborator avatar

Orbit Clinic: booking system

Won$8,100Collaborator avatar

Northwind Dental: 12-seat rollout

LeadReferral$4,800

Harbor Cafe: online ordering app

LeadWebsite$2,400

Bloom Studio: website retainer

QualifiedOutbound$6,000

Atlas Logistics: driver dashboard

QualifiedWebinar$9,500

Peak Fitness: member portal

ProposalWebsite$7,200

Cedar Law: client intake forms

ProposalReferral$3,600

Lumen Realty: listings site

WonOutbound$5,400

Orbit Clinic: booking system

WonWebsite$8,100
DealStageChannelOwnerValueClose date
Northwind Dental: 12-seat rolloutLeadReferralCollaborator avatar$4,800Nov 28
Harbor Cafe: online ordering appLeadWebsiteCollaborator avatar$2,400Dec 2
Bloom Studio: website retainerQualifiedOutboundCollaborator avatar$6,000Dec 4
Atlas Logistics: driver dashboardQualifiedWebinarCollaborator avatar$9,500Dec 9
Peak Fitness: member portalProposalWebsiteCollaborator avatar$7,200Nov 30
Cedar Law: client intake formsProposalReferralCollaborator avatar$3,600Dec 1
Lumen Realty: listings siteWonOutboundCollaborator avatar$5,400Nov 14
DealsData template · 5 properties
  • Dealtext
  • Stagedropdown
  • Ownercontributors
  • Valuenumber
  • Close datedate
Used in3 boards

One template, every board

Documents

Documents that publish, track, and write themselves.

Rich docs with AI writing built in, live publishing to a real URL, built-in analytics, and even simple landing pages — all in the editor your team already knows.

Home / Client onboarding guide
Published Collaborator avatar Collaborator avatar Collaborator avatar

Client onboarding guide

Welcome to Acme Studio. This guide walks you through your first two weeks with us, from the kickoff call to your first review.

Week 1: Kickoff

  • Kickoff call with your account lead
  • Share brand files and logins in one folder
  • Fill in the audience questionnaire

Week 2: First review

/Filter...

Reports

Any report you need. Just ask.

"Summarize this quarter." "Break down sales by rep." "Write a client update from this project." Tulvo AI reads your real data and writes the report — live, not a snapshot.

Q3 sales
Revenue
$48,250
+12% vs Q2
Deals won
37
+5 vs Q2
Win rate
28%
+3 pts vs Q2
Open deals by stage
50 deals in the pipeline
18
12
9
7
4
LeadQualifiedMeetingProposalClosing
Revenue by channel
Updated 2 minutes ago
$18.4k $12.9k $8.6k $5.2k $3.1k
5 channels
Deals won by source
Top sources this quarter
1
WebsiteWebsite15
2
GmailEmail9
Deploy & Host

Build something custom? Host it here too.

Anything you build — with Lovable, ChatGPT, Claude, or by hand — Tulvo hosts and connects to your real data. No servers, no separate backend project.

Tulvo's Add your website screen with Upload files, Paste code and GitHub tabs, a drag-and-drop area, Browse files and Browse folder buttons, and a Generate with AI option

Describe your business.
Have the system by lunch.

Try for free without any commitments.

Get Started — Free for 30 Days