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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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| Category<\/th> | Feature<\/th> | Description<\/th> | Talentis<\/th> | Talentis Connect<\/th>\n<\/tr>\n<\/thead>\n |
|---|---|---|---|---|
| Executive search CRM & workflow<\/td> | Cloud Executive Search CRM with candidate research built in<\/td> | Manage candidates, clients, companies and assignments in one browser-based system, with research tools built in.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Assignment and pipeline management<\/td> | Track every search from client brief to placement with customisable stages, longlists and shortlists.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Company and market mapping with org charts<\/td> | Map target companies, leadership teams and reporting lines to build a complete market view for each search.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Off-limits and client protection management<\/td> | Automatically flag candidates at current clients and off-limits companies to protect client relationships.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Minimal data entry \u2013 records created and enriched automatically<\/td> | Candidate records are built from web profiles, CVs, emails and calls, so consultants spend less time typing.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Two-way data sync across web app, browser extensions and Microsoft Office<\/td> | Update a record in one place and see the change everywhere you work.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Relationship and network mapping<\/td> | See who in your firm knows a candidate or client contact, and how recently they spoke.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Business development pipeline<\/td> | Track pitches, prospective clients and won or lost opportunities alongside live searches.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Fee, placement and invoicing tracking<\/td> | Record retainers, fee stages and placements, and forecast revenue by assignment and consultant.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Duplicate detection and merge<\/td> | Prevent duplicate records automatically and merge existing duplicates in a few clicks.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Custom fields, tags and saved searches<\/td> | Tailor records to your firm\u2019s process and find candidates quickly.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Executive search CRM & workflow<\/td> | Unlimited records and document storage<\/td> | No caps on the number of candidates, companies or files you can store.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Search 800M public profiles with executive-level filters<\/td> | Find passive candidates by title, seniority, company, industry, location and career history.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Advanced Boolean search across your own database<\/td> | Combine keywords, job titles and filters to search your firm\u2019s private candidate data precisely.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Chrome and Edge extensions for one-click profile capture*<\/td> | Save candidate profiles and contact details from websites straight into your database.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Drag-and-drop CV and resume parsing<\/td> | Drop in a CV or resume and get a structured candidate record in seconds.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Email and phone number lookups with unlimited credits (fair use)**<\/td> | Find email addresses and phone numbers for candidates and client contacts where available.<\/td> | No<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Access to the GatedTalent executive network<\/td> | Reach senior executives who have registered with GatedTalent to be found by search firms.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate sourcing & research<\/td> | Diversity tracking and reporting<\/td> | Track diversity across individual searches to support inclusive searches.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| AI & automation<\/td> | AI tools included at no extra cost<\/td> | AI features are built into the subscription with no add-on fees.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| AI & automation<\/td> | Voice-to-profile: turn spoken notes into structured records<\/td> | Dictate after a call or meeting and Talentis updates the candidate record for you.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| AI & automation<\/td> | AI call and interview notes for Teams and Zoom<\/td> | Transcribe and summarise interviews and client calls, and save key points to the record.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| AI & automation<\/td> | AI position specification and search strategy drafting<\/td> | Turn a client brief into a draft position spec, ideal candidate profile and target company list.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| AI & automation<\/td> | Connect your data to AI assistants (e.g. Microsoft Copilot, ChatGPT, Claude)<\/td> | Securely use your Talentis data inside the AI assistant your team already uses.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate & client engagement<\/td> | Microsoft Outlook and Word add-ins<\/td> | Next generation add-ins for both Microsoft Outlook and Word \u2013 supporting both \u201cclassic\u201d and \u201cnew\u201d Outlook.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Candidate & client engagement<\/td> | Calendar sync with Microsoft 365 and Google Workspace<\/td> | Two way meeting sync with both Google and Microsoft.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Client collaboration & reporting<\/td> | Client reporting in Word and Excel, plus a secure Client Portal<\/td> | Share progress reports, shortlists and candidate profiles with clients in the format they prefer.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Client collaboration & reporting<\/td> | Branded, customisable report templates<\/td> | Produce candidate and progress reports in your firm\u2019s own branding and layout.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Client collaboration & reporting<\/td> | Dashboards and analytics<\/td> | Highly flexible KPIs analysing the data that matters for search teams.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Integrations & access<\/td> | Mobile access on iOS and Android via responsive web app<\/td> | Check candidates, notes and assignment progress on the move.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | 7-day free trial, no credit card required<\/td> | Try the full product after a demo with no commitment.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Free data migration from your current system<\/td> | Move candidates, clients and history across from your existing CRM or ATS.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Free onboarding training<\/td> | Get your team productive quickly with guided onboarding.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Unlimited online, phone or email support<\/td> | Help from the Talentis team whenever you need it, at no extra cost.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Dedicated customer success manager<\/td> | A named contact to help your firm get the most from Talentis.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Knowledge base, video tutorials and webinars<\/td> | Self-serve help and on-demand training for new and existing users.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Intuitive, easy-to-learn interface<\/td> | Designed for busy consultants, with minimal training needed to get started.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Month to month or annual contract<\/td> | Choose flexible monthly terms or save by pre-paying annually.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n |
| Plans, onboarding & support<\/td> | Multi-currency and multi-language support<\/td> | Work across regions with local currencies and languages.<\/td> | Yes<\/td> | Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n * Chrome Extension is not available on mobile.<\/p>\n\n\n\n ** Talentis Connect provides phone numbers and email addresses where available, via our third party supplier. Unlimited credits are available, subject to fair use.<\/p>\n\n\n\n *** Looking for pricing information? Visit our pricing page<\/a> to compare Talentis subscriptions and available options.<\/p>\n\n\n\n <\/p>\n\n\n\n |