Brand Guide
Tally — SMB CRM
Version 1.0 / June 2026
Prepared for
Hillbrook Operating Platform
Board approval

tally.

What's the tally?

Category

SMB CRM, sales pipeline, deal flow.

Launch vertical

Construction and trades (Hillbrook's home turf).

Horizon

Multi-vertical owner-led SMB across services.

Parent

HOP — Hillbrook Operating Platform.

Make every deal count.

Tally exists because SMB owners don't want a CRM. They want a running tally of every deal they've ever quoted, won, or lost — and a team that actually uses the tool that keeps the count honest.

Mission

Make every deal count.

One running tally from first contact to closed revenue. Every deal marked. Every win logged. Every dropped ball visible. No CRM tax. No abandoned pipelines.

"Salesforce is overbuilt. HubSpot is over-marketed. Pipedrive is generic. Tally is the CRM owner-operators actually use."

Audience

Owner-led SMBs, services-first.

Builders, trades, consultants, professional firms. 5–50 employees. The owner is still on the tools or in the room. They sell on relationships, lose deals to forgetfulness, and have never finished a CRM rollout.

"If you've ever forgotten what's on your books this Friday, Tally is for you."

Promise

You'll use it on day two.

Set up in under an hour. Owner adopts first. Team follows because the tool removes work, not adds it. No 12-week onboarding. No success-team handholding.

Name rationale

Tally.

Sales has always been a counting game. Quotes out, wins in, jobs on the books. Tally names what the owner already does in their head every Friday — counting up the week. Short, owner-friendly, verbable: "What's the tally?" / "Add it to the tally." / "That's three on the tally this week." Vertical-agnostic — every business counts something.

Trade-floor tough. Boardroom credible.

Plain English. Australian-flavoured directness. We sound like the owner-operator we're built for — not the SaaS marketer who's never quoted a job.

We do

  • Use short, declarative sentences. Cut filler.
  • Lead with the outcome. "Quote in 90 seconds." Not "Streamline your quoting workflow."
  • Speak owner-to-owner. Trust the reader's intelligence.
  • Use real numbers, not vague gains. "$47k pipeline added this week" beats "boost productivity."
  • Use contractions. "You'll" not "you will." "We've" not "we have."
  • Name the pain in their words. "Lost a quote in your inbox." "Forgot to follow up on Friday."
  • Use construction / trades vernacular at launch — variations, retentions, claims, scope.

We don't

  • Use SaaS-speak: "synergy", "transform", "empower", "unleash", "level up".
  • Pretend to be enterprise. We are not Salesforce. We never will be. Good.
  • Use exclamation marks. Ever.
  • Hedge. "Could potentially help" → "Will."
  • Use em dashes for everything. A full stop ends a thought.
  • Talk about "the platform" or "the solution". It's Tally, or it's "the tally".
  • Apologise for being smaller. We're built smaller on purpose.

Hero headline

The CRM your team actually uses.
7 words. No qualifiers. Implicit jab at incumbents.

Email subject

3 deals went cold this week. Worth a look?
Specific. Useful. Sounds like a person.

Empty state

Nothing on the tally yet. Add a lead to get started.
Uses the tally metaphor naturally. No exclamation.

Ink, paper, signal.

Three core colours. Each does one job. The signal is rare on purpose — when it appears, something has moved on the line.

Primary
Ink
HEX #0A0E14
RGB 10 14 20
CMYK 80 70 60 95
Pantone Black 6 C
Surface
Paper
HEX #F5F2EB
RGB 245 242 235
CMYK 3 4 9 0
Pantone Warm Gray 1 C
Accent
Signal
HEX #FF4D2E
RGB 255 77 46
CMYK 0 80 85 0
Pantone 172 C
Data / Closed-won
Verdant
HEX #1F4D3D
RGB 31 77 61
CMYK 80 40 70 35
Pantone 5535 C

Supporting greys

#0A0E14
#1A1F28
#3A4250
#7B8494
#C9CDD4
#EBE7DC

Ink rule

Body text, headlines, lines, logos. Default everywhere. ~75% of any composition.

Signal rule

Reserved for action and movement: CTAs, active pipeline stages, closing nodes, alerts. Never decorative. Never large blocks of fill except in the deck cover and rare hero moments.

Verdant rule

Closed-won. Healthy metrics. Long-form data visualisations. Never a button.

Editorial serif. Quiet sans. Honest mono.

A type system that signals premium without performing it. Instrument Serif does the heavy lifting on character. Inter does the work. JetBrains Mono carries the data.

Instrument Serif
Italic / Regular
Display
96–160px hero
32–64px section
Make every deal count.
Instrument Serif
Roman
Section heads
24–64px
The CRM your team actually uses.
Inter
400 / 500 / 600 / 700
Body, UI, buttons
13–18px
Line height 1.5–1.6
Tally exists because SMB owners don't want a CRM. They want a clear line from first conversation to closed revenue, and a team that actually uses the tool that gets them there. The product earns its place by removing work, not adding it.
JetBrains Mono
Regular / Medium
Data, IDs, metadata
10–14px
Tracking +0.06–0.12em
DEAL-2847 · $47,200 · STAGE: PROPOSAL · OWNER: TRISTAN · UPDATED 3 DAYS AGO
PIPELINE Q3 / WEIGHTED $312,840 / OPEN 18 / WON 7 / WIN-RATE 38%

The line, the marks.

One visual device runs through every touchpoint: a horizontal ink line punctuated by signal-coloured nodes — a running tally. The line is the count. Each node is a deal that moved.

The pipeline

Six stages. One line.

Lead
Quoted
Proposal
Contract
Won

The tally is the product. The product is the tally. Every UI surface — pipeline view, deal card, dashboard — extends this single motif. Signal node = the deal moved this week.

The marker

Signal nodes mark events.

Tue
Fri

Used in activity timelines, dashboards, the weekly "what moved" digest. Three node colours: ink (created), signal (advanced), verdant (closed-won).

How it shows up.

A few real-world surfaces — the button, the deal card, the ad, the card. If a touchpoint doesn't carry the tally, redraw it until it does.

Buttons

See the tally Add a deal Learn more

Three weights. Signal for primary intent. Ink for ownership actions. Ghost for secondary. Hover lifts and casts an ink shadow — the line moves.

Deal card (UI)

Werribee site shed
Acme Civil · Quoted 12 Mar
$48,200
Proposal
tally
The CRM
your team
actually uses.
What's the tally?
tally
Tristan Angelini
Founder
tristan@tally.co
+61 4XX XXX XXX