Leads, clients and opportunities
CRM & Sales
Capture demand and move qualified opportunities into delivery.
Connected business management software
Run Your Entire Business.From One Powerful Platform.
Connect sales, recruitment, people, staffing, projects, timesheets, finance, documents and approvals in one business management platform built for growing teams worldwide.
Connected recordsSmarter approvalsBusiness-wide visibility
◈ Talboard workspaceModule preview
Operations overview
Overview
Explore connected modules
Built for connected, growing businesses
Connected solutions
Your business, working as one.
Six connected capabilities. One operational view. Follow the flow from first customer interaction through delivery, finance and governance.
ONE CONNECTED PLATFORMTalboardShared data · Connected workflows
Talent and placements
Recruitment & Staffing
Connect hiring, submissions, selection and assignments.
Employee lifecycle
People & HR
Manage onboarding, records, leave and team approvals.
Delivery and timesheets
Projects & Work
Coordinate milestones, work logs and resource capacity.
Invoices and payments
Finance & Billing
Link approved work to billing, payables and reporting.
Documents and controls
Compliance & Governance
Keep permissions, reviews and audit history organized.
End-to-end business workflow
From first contact to final insight.
One connected operating journey—from your first customer conversation through talent, delivery, approvals, billing and decisions.
Connected business lifecycleTALBOARD / WORKFLOW ENGINE
Win business
Capture leads, qualify opportunities and agree on requirements.
Find talent
Source candidates, share profiles and confirm selections.
Onboard teams
Collect documents, verify compliance and assign resources.
Deliver work
Coordinate projects, timesheets, tasks and milestones.
Approve & bill
Review submissions, generate invoices and track payments.
Measure & grow
See performance, reconcile records and plan what comes next.
✦One connected record. Better decisions at every stage.
CRM · People · Projects · Finance · AnalyticsONE PLATFORM · MULTIPLE MODULES
Everything your teams need. Beautifully connected.
Build the workspace your business needs. Explore connected modules across customers, people, projects, finance and operations.
CRM & Sales
Manage leads, accounts, opportunities and client relationships in one connected pipeline.
Staffing & Placements
Connect client requirements, consultant placements, assignments and workforce availability.
Project Management
Plan milestones, assign work, track delivery and coordinate teams with confidence.
Payroll
Organize pay cycles, employee records and approved payroll inputs.
Finance & Invoicing
Manage invoices, receivables, expenses and vendor payables alongside operations.
Talent Acquisition
Manage sourcing, screening, interviews, offers and candidate communication.
People & HR
Bring employee profiles, leave, attendance and lifecycle tasks into one workspace.
Compliance & Documents
Organize files, approvals, expiry alerts and audit-ready documentation.
Timesheets & Approvals
Submit hours, review exceptions and approve billable time efficiently.
Vendor Management
Track vendors, contracts, engagements and payment coordination.
Assets Management
Maintain asset assignments, inventory visibility and return workflows.
Enterprise Administration
Manage permissions, business entities, policies and access controls.
Social Collaboration
Keep conversations, updates and teamwork connected to business records.
Reporting & Analytics
Turn operational data into clear dashboards and actionable insights.
Automation & AI
Reduce repetitive work with intelligent routing and configurable workflows.
Client & Employee Portals
Give stakeholders secure access to requests, documents and updates.
Automation & operational intelligence
Spend less time on repetitive work. Make more room for growth.
Build connected approvals, reminders, document workflows and reporting into everyday operations. Automation and AI-assisted capabilities depend on the modules and integrations configured for your organization.
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Connected approvals
Route requests and reviews to the right teams with clearer ownership.
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Document workflows
Keep onboarding, compliance and operational documents organized.
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Reminders & follow-ups
Help teams stay on top of tasks, deadlines and pending actions.
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Connected reporting
Bring data from relevant workflows into a clearer operational view.
Connected technology ecosystem
We work with your existing stack.
Bring your finance, communication, sales and productivity tools into connected workflows. Talboard is designed to support integrations and automation across a broad business technology ecosystem.
Explore a 100+ tool integration ecosystem. Availability of individual connectors, data sync and automation depends on your Talboard plan and integration configuration.
QuickBooksAccounting
XeroAccounting
StripePaymentsSlackCommunication
Microsoft TeamsCollaboration
BILLPayables
ZohoBusiness apps
Google WorkspaceProductivity
SalesforceCRM
ZapierAutomationAccounting · Payments · CRM · Communication · Productivity · AutomationDiscuss your integrations
Connected technology ecosystem
Your tools, teams and data. Better connected.
Connect relevant business applications through supported integrations and configurable workflows, with role-based access and shared operational visibility.
CRMHR & PayrollRecruitmentProject ManagementDocumentsFinanceAnalyticsAPIs & Integrations
Ready to bring your business together?
Explore how Talboard can connect the workflows that matter most to your organization.