Companies and customers
Record legal name, tax ID, email, country, category, sales stage, address, phone, notes, and activity.
CRM, sales, and account follow-up
Manage companies, contacts, and opportunities in one CRM.
Bring together companies, contacts, opportunities, tasks, comments, files, and sales activity. When invoicing is enabled, each customer can also be connected to their invoices.
- Guided demo
- Guided setup
- Cancel at any time
PipelineOpen value and weighted forecast
Follow-upContacts, tasks, and reminders
One customer recordCompanies, contacts, notes, documents, opportunities, and sales activity remain in one record.
Visible pipelineReview opportunities in a Kanban board or list, filter by stage, and identify deals that need attention.
Actionable follow-upSales tasks connect each commitment with a contact, company, dates, status, comments, and reminders.
From relationship to close
Coordinate sales, customers, tasks, and invoicing from the CRM.
Customer information is connected to contacts, opportunities, tasks, comments, attachments, signature requests, and invoices where applicable. Sales, administration, and operations work with one view of the account.
- 01Centralize
Record companies with legal data, category, customer stage, address, contacts, and related activity.
- 02Follow up
Create sales tasks with an owner, dates, status, budget, comments, attachments, and reminders.
- 03Close
Manage expected value, probability, stage, history, and conversion to an invoice where applicable.
Core features
Companies, contacts, opportunities, and sales activity.
TalentoHQ's CRM supports sales, account management, customer service, finance, and operations teams that need sufficient context without unnecessary automation.
External contacts
Maintain names, roles, email, company, phone numbers, addresses, and related tasks.
Sales pipeline
Review opportunities in Kanban or list view with filters for stage, status, customer, owner, date, and amount.
Tasks and commitments
Manage follow-up with descriptions, categories, dates, estimated time and cost, tags, status, and reminders.
Sales dashboard
See pipeline value, weighted forecast, win rate, funnel, top opportunities, and inactive deals.
Connected invoicing
Convert a won opportunity into an invoice when the invoicing module is active and permissions allow it.
Product in context
The whole team can work from the same customer history.
A company record brings together contacts, tasks, opportunities, invoices, signature requests, comments, and files, preserving the relationship and its next step.
Orderly sales follow-up
Share customer context across sales, operations, and administration.
The CRM shows who the customer is, whom to contact, which opportunities exist, which tasks are pending, and what was won or lost, within each user's permissions and scope.
Explore invoicing- Portfolio filters: stage, owner, customer, dates, and amounts help teams review sales activity.
- Better continuity: contacts, comments, files, and activity remain connected to the correct record.
- Sales forecast: expected value, probability, estimated close, and stage support pipeline review.
- Connected operations: won opportunities can continue into invoicing when that module is available.
Frequently asked questions
Frequently asked questions about the TalentoHQ CRM.
What does the TalentoHQ CRM include?
Companies or customers, contacts, sales tasks, opportunities, pipeline, a sales dashboard, activity, comments, attachments, and invoicing integration when enabled.
Can sales and operations teams both use it?
Yes. Sales works with opportunities and pipeline, while account management, customer service, finance, and operations use the same record for contacts, tasks, invoices, and context.
Can we import customers from CSV?
Yes. Import companies in bulk with legal information, category, stage, country, address, city, postal code, region, and phone number.
Does the CRM score leads or move opportunities automatically?
No. Stages, probabilities, notes, reminders, and changes remain under the team's control. TalentoHQ does not promise automated lead scoring or marketing automation.
How much does the CRM cost?
The CRM is included in All-Inclusive: €3 per user per month when billed monthly, or €2 per user per month when billed annually.
Can a won opportunity become an invoice?
Yes, when the opportunity is won and your account has invoicing enabled with the necessary permissions.
Manage customers and opportunities in TalentoHQ.
Try TalentoHQ with your team or request a demo to review companies, contacts, tasks, opportunities, and invoicing together.