Talentis

What Talentis is

Talentis is a cloud executive search CRM and recruiting platform for retained search firms, executive recruiters, private equity talent teams, and in-house executive search professionals. It searches more than 800 million public professional profiles with executive-level filters, then supports assignments from client brief to placement through customizable stages, longlists, and shortlists. Its CRM includes relationship mapping, business development pipelines, fee and placement tracking, duplicate handling, custom fields, and unlimited record and document storage. Included AI tools can create voice-to-profile records, summarize Teams and Zoom calls, draft position specifications and search strategies, and connect Talentis data to Microsoft Copilot, ChatGPT, and Claude. Integrations include Outlook and Word add-ins, two-way calendar sync with Microsoft 365 and Google Workspace, and Chrome and Edge extensions for profile capture. Users can share client reports in Word and Excel through a secure Client Portal and create branded report templates. Talentis runs in a browser-based app and supports mobile access on iOS and Android, though its Chrome extension is unavailable on mobile. The annual plan starts at $125 per user per month. A seven-day trial is offered after a demo, without a credit card, alongside free data migration and onboarding training.

Who it suits

Talentis is suited to executive search firms and recruiting teams that need candidate sourcing, assignment workflows, CRM records, and client reporting in one platform. Its mobile access, AI tools, and Microsoft and Google integrations may also suit teams working across devices and connected productivity apps.

Limits

The Talentis plan starts at $125 per user per month when paid annually, and the trial lasts seven days after a demo. Email and phone lookups are unavailable in Talentis; Talentis Connect includes them where available, subject to fair use.

Getting started

1. Visit the Talentis recruitment software website and arrange a demo.
2. Start the seven-day free trial after the demo; no credit card is required.
3. Choose the Talentis plan, billed annually at $125 per user per month.
4. Use the browser-based app, or access it on iOS or Android.
5. Arrange the included data migration and onboarding training.
6. Connect supported workflows through Outlook or Word add-ins, calendar sync, or Chrome and Edge profile-capture extensions.

Verdict

Choose Talentis if your team needs an executive search CRM that combines candidate sourcing, assignment management, AI tools, and client reporting. Consider another option if you need a free plan or require email and phone lookups in the standard Talentis plan; those lookups are included with Talentis Connect where available.