Talentis combines executive search CRM functionality, access to more than 800 million public professional profiles, AI-powered research and workflow automation in a single platform.
Designed specifically for executive search firms and executive recruiters, Talentis helps teams spend less time on administration and more time identifying, engaging and placing exceptional talent.
The feature overview below highlights the tools and capabilities available throughout the Talentis platform, from candidate sourcing and executive search CRM functionality to AI-powered research, reporting, business development and client engagement.
| Category | Feature | Description | Talentis | Talentis Connect |
|---|---|---|---|---|
| Executive search CRM & workflow | Cloud Executive Search CRM with candidate research built in | Manage candidates, clients, companies and assignments in one browser-based system, with research tools built in. | Yes | Yes |
| Executive search CRM & workflow | Assignment and pipeline management | Track every search from client brief to placement with customisable stages, longlists and shortlists. | Yes | Yes |
| Executive search CRM & workflow | Company and market mapping with org charts | Map target companies, leadership teams and reporting lines to build a complete market view for each search. | Yes | Yes |
| Executive search CRM & workflow | Off-limits and client protection management | Automatically flag candidates at current clients and off-limits companies to protect client relationships. | Yes | Yes |
| Executive search CRM & workflow | Minimal data entry – records created and enriched automatically | Candidate records are built from web profiles, CVs, emails and calls, so consultants spend less time typing. | Yes | Yes |
| Executive search CRM & workflow | Two-way data sync across web app, browser extensions and Microsoft Office | Update a record in one place and see the change everywhere you work. | Yes | Yes |
| Executive search CRM & workflow | Relationship and network mapping | See who in your firm knows a candidate or client contact, and how recently they spoke. | Yes | Yes |
| Executive search CRM & workflow | Business development pipeline | Track pitches, prospective clients and won or lost opportunities alongside live searches. | Yes | Yes |
| Executive search CRM & workflow | Fee, placement and invoicing tracking | Record retainers, fee stages and placements, and forecast revenue by assignment and consultant. | Yes | Yes |
| Executive search CRM & workflow | Duplicate detection and merge | Prevent duplicate records automatically and merge existing duplicates in a few clicks. | Yes | Yes |
| Executive search CRM & workflow | Custom fields, tags and saved searches | Tailor records to your firm’s process and find candidates quickly. | Yes | Yes |
| Executive search CRM & workflow | Unlimited records and document storage | No caps on the number of candidates, companies or files you can store. | Yes | Yes |
| Candidate sourcing & research | Search 800M public profiles with executive-level filters | Find passive candidates by title, seniority, company, industry, location and career history. | Yes | Yes |
| Candidate sourcing & research | Advanced Boolean search across your own database | Combine keywords, job titles and filters to search your firm’s private candidate data precisely. | Yes | Yes |
| Candidate sourcing & research | Chrome and Edge extensions for one-click profile capture* | Save candidate profiles and contact details from websites straight into your database. | Yes | Yes |
| Candidate sourcing & research | Drag-and-drop CV and resume parsing | Drop in a CV or resume and get a structured candidate record in seconds. | Yes | Yes |
| Candidate sourcing & research | Email and phone number lookups with unlimited credits (fair use)** | Find email addresses and phone numbers for candidates and client contacts where available. | No | Yes |
| Candidate sourcing & research | Access to the GatedTalent executive network | Reach senior executives who have registered with GatedTalent to be found by search firms. | Yes | Yes |
| Candidate sourcing & research | Diversity tracking and reporting | Track diversity across individual searches to support inclusive searches. | Yes | Yes |
| AI & automation | AI tools included at no extra cost | AI features are built into the subscription with no add-on fees. | Yes | Yes |
| AI & automation | Voice-to-profile: turn spoken notes into structured records | Dictate after a call or meeting and Talentis updates the candidate record for you. | Yes | Yes |
| AI & automation | AI call and interview notes for Teams and Zoom | Transcribe and summarise interviews and client calls, and save key points to the record. | Yes | Yes |
| AI & automation | AI position specification and search strategy drafting | Turn a client brief into a draft position spec, ideal candidate profile and target company list. | Yes | Yes |
| AI & automation | Connect your data to AI assistants (e.g. Microsoft Copilot, ChatGPT, Claude) | Securely use your Talentis data inside the AI assistant your team already uses. | Yes | Yes |
| Candidate & client engagement | Microsoft Outlook and Word add-ins | Next generation add-ins for both Microsoft Outlook and Word – supporting both “classic” and “new” Outlook. | Yes | Yes |
| Candidate & client engagement | Calendar sync with Microsoft 365 and Google Workspace | Two way meeting sync with both Google and Microsoft. | Yes | Yes |
| Client collaboration & reporting | Client reporting in Word and Excel, plus a secure Client Portal | Share progress reports, shortlists and candidate profiles with clients in the format they prefer. | Yes | Yes |
| Client collaboration & reporting | Branded, customisable report templates | Produce candidate and progress reports in your firm’s own branding and layout. | Yes | Yes |
| Client collaboration & reporting | Dashboards and analytics | Highly flexible KPIs analysing the data that matters for search teams. | Yes | Yes |
| Integrations & access | Mobile access on iOS and Android via responsive web app | Check candidates, notes and assignment progress on the move. | Yes | Yes |
| Plans, onboarding & support | 7-day free trial, no credit card required | Try the full product after a demo with no commitment. | Yes | Yes |
| Plans, onboarding & support | Free data migration from your current system | Move candidates, clients and history across from your existing CRM or ATS. | Yes | Yes |
| Plans, onboarding & support | Free onboarding training | Get your team productive quickly with guided onboarding. | Yes | Yes |
| Plans, onboarding & support | Unlimited online, phone or email support | Help from the Talentis team whenever you need it, at no extra cost. | Yes | Yes |
| Plans, onboarding & support | Dedicated customer success manager | A named contact to help your firm get the most from Talentis. | Yes | Yes |
| Plans, onboarding & support | Knowledge base, video tutorials and webinars | Self-serve help and on-demand training for new and existing users. | Yes | Yes |
| Plans, onboarding & support | Intuitive, easy-to-learn interface | Designed for busy consultants, with minimal training needed to get started. | Yes | Yes |
| Plans, onboarding & support | Month to month or annual contract | Choose flexible monthly terms or save by pre-paying annually. | Yes | Yes |
| Plans, onboarding & support | Multi-currency and multi-language support | Work across regions with local currencies and languages. | Yes | Yes |
* Chrome Extension is not available on mobile.
** Talentis Connect provides phone numbers and email addresses where available, via our third party supplier. Unlimited credits are available, subject to fair use.
*** Looking for pricing information? Visit our pricing page to compare Talentis subscriptions and available options.
Book a personalised demo and see how Talentis helps executive search firms identify passive candidates, streamline workflows, and build stronger executive search shortlists.