Talenzo

One workspace for the whole company

The CRM connected to the rest of your company.

Deals, hiring, people and expenses share one login, one search and one set of people. Every deal keeps its next step, so nothing slips.

ATAconic Technologies
DashboardDealsLeadsMore
AM

Deals

Every opportunity across your pipelines: by stage, as a list or as a forecast.

New deal
Board ListEveryoneMineLane totals in USD
Lead2

$67K10%

Find out what they need.

Wayne Retail loyalty app

RD

Wayne Retail

£55,000

No next step

Hooli analytics pilot

MC

Hooli

$12,000

Intro call

Qualified1

$73K20%

Umbrella patient portal

AR

Umbrella Health

$73,000

Demo on Tuesday

Proposal1

$18.5K40%

Initech TPS automation

MC

Initech

$18,500

Follow up on proposal

Negotiation1

$24K75%

Stark fleet dashboard

MC

Stark Logistics

€24,000

Pricing call on Friday

Won1

$48K100%

Globex ERP integration

MC

Globex

$48,000

Kick-off on Monday

Talenzo CRM deals board for Aconic Technologies, with Globex ERP integration in Won.
9:41
ATAconic

Friday, November 6

Good afternoon, Alex

You’re all caught up

$103.5K

Open pipeline

3 open deals

$48K

Won this month

2 deals

12/14

In today

2 out today

3

Leave to approve

Waiting on you

You won Globex ERP integrationCRM · $48,000 · just now
Talenzo Home on a phone, with the deal-won notice.

How it connects

One deal, seen by the whole company.

Here is Aconic Technologies closing Globex. Mei Chen moves one card, the trip bill is approved, and Home shows it all.

  1. Step 1

    Mei wins the deal

    Mei Chen drags Globex ERP integration to Won. The lane totals update, and the win shows up on her phone.

    ATAconic Technologies
    DashboardDealsLeadsMore
    AM

    Deals

    Every opportunity across your pipelines: by stage, as a list or as a forecast.

    New deal
    Board ListEveryoneMineLane totals in USD
    Lead2

    $67K10%

    Find out what they need.

    Wayne Retail loyalty app

    RD

    Wayne Retail

    £55,000

    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000

    Intro call

    Qualified1

    $73K20%

    Umbrella patient portal

    AR

    Umbrella Health

    $73,000

    Demo on Tuesday

    Proposal1

    $18.5K40%

    Initech TPS automation

    MC

    Initech

    $18,500

    Follow up on proposal

    Negotiation21

    $72K$24K75%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000

    Pricing call on Friday

    Globex ERP integration

    MC

    Globex

    $48,000

    Send the signed contract

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000

    Expenses

    Company bills: the Admin adds them, the Superadmin approves.

    Add bill

    $1,936

    Spent this month

    14 bills

    10

    Waiting for approval

    $240 · Ravi DasNothing waiting

    $1,276

    Approved

    Paid back in the next run

    • RDRavi DasClient visit, Pune · Travel · $240RejectApprove Approved
    • PSPriya ShahCloud hosting · November · $1,180Approved
    • KSKabir ShahTeam lunch · Sprint review · $96Approved
    • ARAsha RaoDesign tools · Annual plan · $420Paid

    Friday, November 6

    Good afternoon, Alex

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals · 67% win rate

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    To approve

    • MNMeera NairAnnual leave · 16–17 OctApprove
    • RDRavi DasExpense · Client visit, Pune · $240Approve
    • ARAsha RaoSick leave · TodayApprove
    • KSKabir ShahWork from home · 12 OctApprove

    Notifications

    • You won Globex ERP integrationCRM · $48,000 · 2m ago
    • Meera Nair checked in at 9:12Attendance · 1h ago
    • Tom Becker joins on MondayOnboarding · 3h ago
    • Umbrella patient portal moved to QualifiedCRM · Yesterday
    Talenzo on a laptop: a deal moves to Won, a client-visit bill is approved, and Home shows it all.
    9:41
    ATAconic

    Friday, November 6

    Good afternoon, Mei

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    You won Globex ERP integrationCRM · $48,000 · just now
    Talenzo on a phone: Mei's Home with the deal-won notice.
  2. Step 2

    The client-visit bill is approved

    Ravi spent $240 visiting Globex in Pune. The Admin added the bill, and the Superadmin approves it from Expenses in one click.

    ATAconic Technologies
    DashboardDealsLeadsMore
    AM

    Deals

    Every opportunity across your pipelines: by stage, as a list or as a forecast.

    New deal
    Board ListEveryoneMineLane totals in USD
    Lead2

    $67K10%

    Find out what they need.

    Wayne Retail loyalty app

    RD

    Wayne Retail

    £55,000

    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000

    Intro call

    Qualified1

    $73K20%

    Umbrella patient portal

    AR

    Umbrella Health

    $73,000

    Demo on Tuesday

    Proposal1

    $18.5K40%

    Initech TPS automation

    MC

    Initech

    $18,500

    Follow up on proposal

    Negotiation21

    $72K$24K75%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000

    Pricing call on Friday

    Globex ERP integration

    MC

    Globex

    $48,000

    Send the signed contract

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000

    Expenses

    Company bills: the Admin adds them, the Superadmin approves.

    Add bill

    $1,936

    Spent this month

    14 bills

    10

    Waiting for approval

    $240 · Ravi DasNothing waiting

    $1,276

    Approved

    Paid back in the next run

    • RDRavi DasClient visit, Pune · Travel · $240RejectApprove Approved
    • PSPriya ShahCloud hosting · November · $1,180Approved
    • KSKabir ShahTeam lunch · Sprint review · $96Approved
    • ARAsha RaoDesign tools · Annual plan · $420Paid

    Friday, November 6

    Good afternoon, Alex

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals · 67% win rate

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    To approve

    • MNMeera NairAnnual leave · 16–17 OctApprove
    • RDRavi DasExpense · Client visit, Pune · $240Approve
    • ARAsha RaoSick leave · TodayApprove
    • KSKabir ShahWork from home · 12 OctApprove

    Notifications

    • You won Globex ERP integrationCRM · $48,000 · 2m ago
    • Meera Nair checked in at 9:12Attendance · 1h ago
    • Tom Becker joins on MondayOnboarding · 3h ago
    • Umbrella patient portal moved to QualifiedCRM · Yesterday
    Talenzo on a laptop: a deal moves to Won, a client-visit bill is approved, and Home shows it all.
    9:41
    ATAconic

    Friday, November 6

    Good afternoon, Mei

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    You won Globex ERP integrationCRM · $48,000 · just now
    Talenzo on a phone: Mei's Home with the deal-won notice.
  3. Step 3

    Home shows the whole company

    Alex opens Home: the win, who is in today and what is still waiting for a decision, all on one screen.

    ATAconic Technologies
    DashboardDealsLeadsMore
    AM

    Deals

    Every opportunity across your pipelines: by stage, as a list or as a forecast.

    New deal
    Board ListEveryoneMineLane totals in USD
    Lead2

    $67K10%

    Find out what they need.

    Wayne Retail loyalty app

    RD

    Wayne Retail

    £55,000

    No next step

    Hooli analytics pilot

    MC

    Hooli

    $12,000

    Intro call

    Qualified1

    $73K20%

    Umbrella patient portal

    AR

    Umbrella Health

    $73,000

    Demo on Tuesday

    Proposal1

    $18.5K40%

    Initech TPS automation

    MC

    Initech

    $18,500

    Follow up on proposal

    Negotiation21

    $72K$24K75%

    Stark fleet dashboard

    MC

    Stark Logistics

    €24,000

    Pricing call on Friday

    Globex ERP integration

    MC

    Globex

    $48,000

    Send the signed contract

    Won01

    $0$48K100%

    Deal won · Globex ERP integration · $48,000

    Expenses

    Company bills: the Admin adds them, the Superadmin approves.

    Add bill

    $1,936

    Spent this month

    14 bills

    10

    Waiting for approval

    $240 · Ravi DasNothing waiting

    $1,276

    Approved

    Paid back in the next run

    • RDRavi DasClient visit, Pune · Travel · $240RejectApprove Approved
    • PSPriya ShahCloud hosting · November · $1,180Approved
    • KSKabir ShahTeam lunch · Sprint review · $96Approved
    • ARAsha RaoDesign tools · Annual plan · $420Paid

    Friday, November 6

    Good afternoon, Alex

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals · 67% win rate

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    To approve

    • MNMeera NairAnnual leave · 16–17 OctApprove
    • RDRavi DasExpense · Client visit, Pune · $240Approve
    • ARAsha RaoSick leave · TodayApprove
    • KSKabir ShahWork from home · 12 OctApprove

    Notifications

    • You won Globex ERP integrationCRM · $48,000 · 2m ago
    • Meera Nair checked in at 9:12Attendance · 1h ago
    • Tom Becker joins on MondayOnboarding · 3h ago
    • Umbrella patient portal moved to QualifiedCRM · Yesterday
    Talenzo on a laptop: a deal moves to Won, a client-visit bill is approved, and Home shows it all.
    9:41
    ATAconic

    Friday, November 6

    Good afternoon, Mei

    You’re all caught up

    $103.5K

    Open pipeline

    3 open deals

    $48K

    Won this month

    2 deals

    12/14

    In today

    2 out today

    3

    Leave to approve

    Waiting on you

    You won Globex ERP integrationCRM · $48,000 · just now
    Talenzo on a phone: Mei's Home with the deal-won notice.

Sparsh

Hire someone. Their first week is already planned.

Move Tom Becker to Hired for the Frontend Engineer role. He gets a welcome link for his photo and documents, and IT and his manager get their checklist steps.

  • A short, clear checklist

    Tom uploads his photo, government ID and certificates before day one. IT readies his laptop, and his manager plans his first week.

  • His login arrives on day one

    On his joining date Tom gets his workspace invitation, with his steps waiting in My space.

  • The rest of the year works the same way

    Leave, attendance and approvals run in the same place, so Sparsh and managers stay in step.

9:41
ATAconic TechnologiesWelcome

Welcome to Aconic Technologies

Hi Tom, we can’t wait to have you!

First day: Monday, 12 October

2 of 3 done

Upload your photo
Government ID
Education certificates
Experience certificates (if any)Optional
Tom Becker's welcome page on a phone: his photo and documents to upload before day one.
9:41
ATAconic

Sparsh · Onboarding

Before day one 1

TBTom BeckerFrontend Engineer · joins 12 Oct
Laptop and accounts readyIT
Welcome and first-week planManager
Photo and documentsTom

His login goes out on his first day, with his steps waiting in My space.

Onboarding 1

ARAsha RaoProduct Designer · since 2 Oct5 of 6

Done 1

RDRavi DasBackend Engineer · 28 SepDone
Sparsh onboarding on a phone: Tom Becker before day one, with IT and manager steps.

Modules

Start with the CRM. Add the rest when you need it.

Turn on the modules you need, or run all three together. They share one login, one search, one activity feed and one set of people.

CRM

Leads, pipeline, deals, contacts and companies in any currency, with follow-ups that don’t slip.

  • Leads
  • Pipeline
  • Deals
  • Activities

Sparsh

Directory, org chart, leave, attendance and recruitment, from careers page to a simple first-day checklist.

  • Directory
  • Leave & attendance
  • Recruitment
  • Onboarding

Finance

Company bills and expenses in one place: the Admin adds a bill, the Superadmin approves it.

  • Bills
  • Approvals
  • Receipts
  • GST on bills

Security

One system, with walls in the right places.

When sales, people and the books share a workspace, access has to be exact. Talenzo enforces it in the database and on every request.

  • Isolated in the database

    Every row carries its workspace ID, and Postgres row-level security keeps each company’s data to itself on every query.

  • Clear roles

    Admin, HR, Sales and Employee each see what their job needs, and every request is checked against the role.

  • A record of changes

    The audit log shows who changed what, and rich text is sanitised before it is stored.

FAQ

Questions teams ask first

Run your company on one system.