Customermates vs Talentis

Customermates has no write-up on Specifiction yet; its figures are above.

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 and manages 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 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. Outlook and Word add-ins, calendar sync with Microsoft 365 and Google Workspace, and browser extensions support connected workflows. Client reports can be shared in Word and Excel through a secure portal. Talentis runs in a browser and supports iOS and Android mobile access; its Chrome extension is not available on mobile. The annual plan starts at $125/user/mo and includes a 7-day trial after a demo, with no credit card required.