# Manage companies, contacts, and opportunities in one CRM.

> Manage companies, contacts, sales tasks, and opportunities in TalentoHQ with a connected pipeline, activity history, follow-up, and invoicing.

CRM, sales, and account follow-up

Bring together companies, contacts, opportunities, tasks, comments, files, and sales activity. When invoicing is enabled, each customer can also be connected to their invoices.

 [Start free trial](https://talentohq.com/signup-redirect?locale=en) [Request a demo](https://talentohq.com/contact)

- Guided demo
- Guided setup
- Cancel at any time

![TalentoHQ dashboard used to access customer relationships and sales](https://talentohq.com/assets/rrhh/en/talentohq-dashboard-1be85220.webp)

Pipeline**Open value and weighted forecast**

Follow-up**Contacts, tasks, and reminders**

**One customer record**Companies, contacts, notes, documents, opportunities, and sales activity remain in one record.

**Visible pipeline**Review opportunities in a Kanban board or list, filter by stage, and identify deals that need attention.

**Actionable follow-up**Sales 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.

1. 01**Centralize** Record companies with legal data, category, customer stage, address, contacts, and related activity.
2. 02**Follow up** Create sales tasks with an owner, dates, status, budget, comments, attachments, and reminders.
3. 03**Close** 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.

### Companies and customers

Record legal name, tax ID, email, country, category, sales stage, address, phone, notes, and activity.

### 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.

![TalentoHQ workspace used for CRM](https://talentohq.com/assets/rrhh/en/talentohq-dashboard-1be85220.webp)

The shared workspace keeps customer-facing work alongside the rest of the operation.

![Directory records in TalentoHQ](https://talentohq.com/assets/rrhh/en/directory-8012ab9e.webp)

Searchable records help teams find the people and context they need.

![Task follow-up in TalentoHQ](https://talentohq.com/assets/rrhh/en/task-51039c81.webp)

Tasks, reminders, comments, and files retain the context of each commitment.

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](https://talentohq.com/features/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.

 [Free trial](https://talentohq.com/signup-redirect?locale=en)[Request a demo](https://talentohq.com/contact)

Language: en
Canonical URL: https://talentohq.com/features/crm