Use cases
One platform, three ways teams put it to work
Talbeo adapts to how your team actually operates — from project planning to sales to cross-functional client work.
Plan projects and hit every goal
Turn goals into a clear plan — organize tasks, deadlines and ownership on a Kanban board built for getting things done.
- Custom boards for goals, milestones and deadlines
- Drag-and-drop status changes with permission checks
- Custom fields for priority, owners and progress
- Automated notifications when tasks move or stall
Teams hit their goals predictably, with full visibility into what's in progress, blocked or done.
Deals and client management for sales
Run your sales pipeline like a CRM — stages, deal cards, contacts and follow-ups, all in one board.
- Pipeline stages tailored to your sales process
- Client and deal cards with custom fields
- Reminders when a deal has been idle too long
- Guest links so clients can confirm meetings or documents
Sales teams close more deals with a pipeline that mirrors how they actually sell.
Team collaboration on client projects
Bring delivery and account teams together on shared client projects, with comments, files and notifications in one place.
- Shared boards across departments for a single client
- Comments, notes and file attachments on every card
- Secure guest access for clients to follow progress
- Role-based permissions so everyone sees only what they should
Delivery and client-facing teams stay aligned without endless status meetings.
Which scenario fits your team?
Start from a template close to your workflow and adjust it as you grow.
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