CRM & Sales
Capture leads, manage client relationships and turn opportunities into action.
One connected business operations platform
Run Every Team.Connect Every Process.Grow as One.
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
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Operations overview
Overview
Explore connected modules
A platform for ambitious teams
Built for businesses that move forward.
From first customer contact to people, projects, payments and reporting—bring your teams together without losing the details.
Connected solutions
Different teams. One connected business.
Talboard brings your customers, people, work and finance into a shared operational ecosystem—so information moves with your business.
Recruitment & Staffing
Connect candidates, requirements, placements and assignments.
People & HR
Keep employee records, onboarding, leave and approvals together.
TalboardOne unified platform
Projects & Work
Coordinate project delivery, tasks, resources and timesheets.
Finance & Billing
Connect approved work with invoices, expenses and payments.
Compliance & Governance
Organize documents, access controls, renewals and audit evidence.
Why connected operations matter
Less chasing. More doing.
When information is shared across teams, routine work becomes easier to coordinate and leaders can see what needs attention.
See Talboard in actionFewer disconnected handoffs
Move from leads and people records to projects, approvals and finance with clearer ownership.
Visibility where decisions happen
Find activity, pending work and business information without jumping between scattered trackers.
Controls built into the workflow
Keep documents, permissions and reviews close to the processes they support.
End-to-end business workflowEvery step connected.
Every step connected.
Every decision clearer.
From the first customer conversation to the final business insight, Talboard connects the teams, information and approvals that move work forward.
CRM & SALES
Win business
Capture leads, qualify opportunities and agree on requirements.
Customer opportunityLead → Qualified deal → Agreement
RECRUITMENT & STAFFING
Find the right talent
Source candidates, share profiles and confirm selections.
People matched to demandRequirement → Selection → Assignment
PEOPLE & COMPLIANCE
Activate your workforce
Collect documents, review requirements and assign resources.
Ready for workOnboarding → Review → Access
PROJECTS & WORK
Deliver with visibility
Coordinate projects, timesheets, tasks and milestones.
Work in motionTask → Time → Milestone
FINANCE & APPROVALS
Approve and bill
Review submissions, generate invoices and track payments.
Financial continuityApproval → Invoice → Payment
REPORTING & ANALYTICS
Measure and improve
See performance, reconcile records and plan what comes next.
Decisions informed by dataInsight → Action → Growth
✦
One continuous business journey
Explore TalboardConnected records across CRM, people, projects, finance and analytics.
A connected platform for every team
Your tools. Your teams. One seamless workspace.
Explore the capabilities that bring customer relationships, people, delivery, finance and operations together—without fragmented workflows.
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 and operational intelligence
Work moves faster when everything connects.
Bring reminders, reviews and everyday actions closer to your business records. Available automation and AI-assisted capabilities depend on your configured modules and integrations.
TalboardConnected intelligence
Approvals ✓Reminders ◉Reports ↗Documents ▤Connected workflowsReview and approvalsOperational reportingDocument reminders
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
Your next chapter starts hereOne platform.
One platform.
More possibilities.
Bring your people, customers, projects and business operations together with a workspace designed around how your teams work.
LET'S BUILD YOUR WORKSPACE
Ready to see Talboard?
Explore the modules that fit your business and discuss your workflow requirements with our team.