Talentis

Talentis is a cloud platform for executive search firms and recruiters. It is best suited to teams that manage retained searches and client relationships in one workflow. Its core plan starts at $125 a month per user when paid annually; contact lookups require Talentis Connect where available.

Overview

Talentis combines candidate research, search management, CRM workflows, and client reporting. It is built around executive search rather than general hiring, making it a stronger fit for retained-search firms, private equity talent teams, and in-house executive search professionals than for employers looking for a broad recruiting system.

Search reaches more than 800 million public professional profiles, while assignments can be managed from client brief to placement. The CRM extends beyond active searches with relationship mapping, business development pipelines, fee and placement tracking, duplicate handling, custom fields, and unlimited record and document storage. That breadth makes Talentis useful as a continuing relationship database, not just a place to track open roles.

Key features

Sourcing and assignment management

Executive-level filters help narrow the large profile pool. Customizable stages, longlists, and shortlists give search teams a way to organize candidate work around each assignment through placement. This is a focused toolkit for structured executive searches; teams hiring across a wider range of roles may not need that emphasis.

CRM, AI, and integrations

Talentis can create voice-to-profile records, summarize Teams and Zoom calls, and draft position specifications and search strategies. It can also connect Talentis data to Microsoft Copilot, ChatGPT, and Claude. These tools support documentation and search planning, though the product's value still depends on whether a firm wants those tasks tied to its executive-search CRM.

Outlook and Word add-ins, two-way calendar sync with Microsoft 365 and Google Workspace, and Chrome and Edge extensions for profile capture connect the platform to common work tools. Its browser-based app also supports iOS and Android access, but the Chrome extension does not work on mobile.

Client reporting and security

Client reports can be shared in Word and Excel through a secure Client Portal, and firms can create branded report templates. Talentis encrypts data at rest and in transit, stores it using Microsoft Azure, and has third parties scan or test the system for vulnerabilities. The pricing page also includes unlimited online, phone, or email support, plus free data migration and onboarding training.

Pricing

Talentis is paid software with no free plan. The Talentis plan costs $125 a month per user, billed annually, and includes the executive-search CRM, candidate research and sourcing, assignment and pipeline management, AI tools, client reporting, and the secure Client Portal. The per-user annual commitment suits firms prepared to standardize their search workflow, but is a meaningful cost for smaller teams or occasional users.

A 7-day free trial follows a demo and requires no credit card. Talentis Connect includes the core CRM, sourcing, AI tools, and reporting, plus email and phone number lookups where available, subject to fair use. Its price is custom pricing, so teams that need contact data should confirm the cost and availability before choosing it. Email and phone lookups are not included in the Talentis plan.

Platforms

Talentis runs in a browser-based web app and supports mobile access on iOS and Android. The directory also identifies macOS, Windows, and a browser extension among its platforms. Mobile access does not extend to the Chrome profile-capture extension.

Who it's for

Talentis is a sensible choice for retained-search firms, executive recruiters, private equity talent teams, and in-house executive search professionals who need sourcing, assignment tracking, relationship management, and client reporting together. It is less suited to teams seeking a free starting tier, a general-purpose recruiting product, or contact lookups included in the base plan.

Pros and cons

• Pros: Executive-level search across more than 800 million public professional profiles gives specialized teams a large research pool.
• Pros: Assignment management, CRM, placement and fee tracking, and client reporting sit in one workflow, with unlimited record and document storage.
• Pros: AI tools, common office integrations, free migration and onboarding, and unlimited support add practical help around the core search process.
• Cons: The entry plan is $125 a month per user, billed annually, and there is no free plan.
• Cons: Email and phone lookups require Connect, whose custom price and fair-use limit need consideration.
• Cons: The Chrome extension is unavailable on mobile, limiting profile capture away from desktop browsers.

Alternatives

Oorwin is worth considering for teams that want a free plan: it includes 5 jobs, 100 candidates, 10 interviews, 5 accounts, and 10 contacts, with Android, iOS, web, API, and extension support. Recruitly also offers a free plan, with 200 contacts, 1,000 candidates, 5 jobs, and up to 5 users, making it an option for teams that want to start with capped capacity.

CEIPAL is another paid recruiting alternative with a free trial. Exelare may suit teams seeking an ATS and recruitment CRM at $89 a month for its Core Recruiting plan. For pricing discussed through a demo, consider Avionté; for customer-specific pricing, consider JobDiva. NextCrew bases pricing on agency size and modules, while Sirenum by Bullhorn provides pricing on request.

For broader category comparisons, browse Recruitment Agency Software or Candidate Sourcing Software.

Verdict

Choose Talentis if your team specializes in executive search and wants sourcing, CRM, assignment management, and client reporting under one roof. The annual per-user plan and separate, availability-dependent Connect lookups are the main reasons to look elsewhere, especially for teams seeking a free tier or bundled contact data.