Platform Walkthrough

How TALOH Works

From lead to placement in 11 simple steps. See how our platform streamlines your entire recruitment workflow.

Add Leads

Start your recruitment journey by adding potential clients as leads. Import them individually or in bulk via CSV upload.

Manual entry
CSV bulk upload
Quick import
Auto-validation
JD
John Doe
Tech Solutions Ltd
New
SA
Sarah Anderson
Healthcare Corp
Contacted

Track Lead Status

Move leads through different stages as you progress: New → Contacted → Follow-up → Negotiation → Qualified/Unqualified.

6 status stages
Visual pipeline
One-click updates
Progress tracking
New Lead
Contacted
Follow-up
Negotiation
Qualified

Add Notes & Reminders

Keep detailed notes on every interaction and set reminders for follow-ups. Never miss a callback or important meeting again.

Unlimited notes
Time-based reminders
Notification alerts
Historical tracking
Initial call completed
Discussed their hiring needs for 3 senior developers...
Follow-up call
Due: Tomorrow, 2:00 PM
Overdue

Convert to Client

Once qualified, convert leads to clients with a single click. All notes and history are preserved automatically.

One-click conversion
History preservation
Status upgrade
Automatic migration
Lead
Tech Solutions Ltd
Sign & Convert
Client
Active

Add Candidates

Build your talent pool by adding candidates with detailed profiles, skills, experience, and CV attachments.

Full profiles
CV uploads
Skills tracking
Bulk import
MJ
Mike Johnson
Senior Developer
React
Node.js
EW
Emily White
Product Manager
Agile
Leadership

Create Roles

Post job roles for your clients with detailed requirements, salary ranges, and specific criteria for the perfect match.

Unlimited roles
Salary tracking
Client assignment
Status management
Senior React Developer
Tech Solutions Ltd
Open
💰 £60,000 - £80,000
📍 London, UK
⏰ Full-time

Build Workboards

Match candidates to roles on visual workboards. Drag and drop candidates through interview stages from Applied → Shortlisted → Interviewed → Offered.

Visual pipeline
Drag & drop
Stage tracking
Multi-role boards
Applied
Mike J.
Sarah K.
Shortlisted
Emily W.
Interviewed
David L.
Offered
Anna M.

Build Freelance Books

Create curated talent books for each client with your best freelance candidates. Track day rates, skills, and mark gold star approved talent.

Client-specific books
Day rate tracking
Gold star approvals
CSV export
Tech Solutions - Freelance Book
3 Candidates
James WilsonReact Dev
£450/day
Sarah ChenUX Designer
£500/day
Password-protected shareable link

Share Live Links

Generate secure, read-only links for clients to view role progress. Clients see candidate details and CVs without logging in.

Secure sharing
No login needed
CV access
Real-time updates
Share with Client
https://taloh.app/shared/role/abc123xyz...
Read-only access • No login required

Track Sales & Revenue

Mark roles as 'Offered' to automatically track successful placements. Monitor revenue, commission, and sales performance on your dashboard.

Auto calculation
Revenue tracking
Performance metrics
Commission monitoring
£125K
Total Sales
24
Placements
£5.2K
Avg. Fee

View Analytics

Get powerful insights on team performance, individual statistics, and recruitment trends with comprehensive analytics dashboards.

Team leaderboards
Individual stats
Performance trends
Activity tracking
Sarah Anderson18 placements
Mike Johnson12 placements

Ready to Transform Your Recruitment?

Join hundreds of recruitment agencies using TALOH to streamline their workflow and increase placements.