Projects + CRM, unified
Run projects and win clients in one workspace
Talbeo merges powerful task tracking with a sales CRM, so your team plans work and manages client relationships without switching tools.
Trusted by business teams who manage both delivery and clients
Everything a business team needs, connected
One board for tasks and deals
Track project tasks and sales deals on the same Kanban engine, with statuses and rules you fully control.
Workflows that match your process
Build custom boards from templates or from scratch, with custom fields, transition rules and automations.
Teams and clients in sync
Invite teammates and guests, share progress securely, and keep every client conversation in context.
Automations that save hours
Trigger notifications, status reminders and webhooks automatically when work or deals move forward.
From first task to closed deal
Set up your workspace
Pick a ready-made template — project planning, sales pipeline or client service — or build your own board.
Bring your team and clients in
Invite colleagues with roles and permissions, and share secure guest links with clients.
Track, automate, close
Move cards through your process while Talbeo automates reminders, approvals and notifications.
Built for real business scenarios
See how sales teams, project teams and client-facing teams use Talbeo every day.
Explore use casesBring your projects and clients into one workspace
Set up your first board in minutes.
Get started with Talbeo