A CRM system keeps a record of an organization’s communications and activities with current and potential customers. In Talygen’s CRM system, consultants can view analytics and create reports based on customer and lead data. Talygen also includes a lead management module where users can observe the sales pipeline and upload files related to a particular lead.

1. How Consulting Companies
Can Use Talygen

2. CRM
A CRM system keeps a record of an
organization’s communications and
activities with current and potential
customers. In Talygen’s CRM system,
consultants can view analytics and create
reports based on customer and lead data.
Talygen also includes a lead management
module where users can observe the
sales pipeline and upload files related to a
particular lead.

3. Project Management
A project management system allows a
client to observe and give feedback to
the organization on an assigned
project. Talygen’s project management
software lets clients and consultants
view details related to a project via
Gantt charts. Clients can also view the
total hours worked on an assigned
project via the client portal.

4. Invoicing
In Talygen’s invoicing system, clients
can view their current and upcoming
invoices. Managers of the consulting
firm can create billing rules for
individual clients. These billing rules
can include metrics such as whether
the client is billed hourly or daily.
Taxes and discounts can also be
applied to custom invoices.

5. Business Expense
Tracker
Talygen’s online expense tracker
can be used to track the
spending expenses of an
organization. Employees can
submit their project expenses to
the system and get reimbursed
by management. Clients can also
view the business expense
tracking software via the client
portal.

6. Appointment
Scheduling
Clients can also make
appointments via Talygen.
Clients can access the firm’s
appointment scheduler through
the branded client portal. The
client portal allows clients to
schedule recurring appointments
for ongoing projects. The firm’s
employees can then view and
manage the client appointment
list.

7. Employee
Management
The employee management
system can be used for hiring
new employees and managing
current staff. The hiring module is
used to post job offers on the
consulting firm’s website and can
be adjusted to be open to all
applicants or internal candidates
only. Training for new hires can
also be conducted via Talygen.
Workers can also apply for paid
time off via the employee
management system.

8. About Us
Since 2009, Talygen has
provided innovative business
automation software to
companies of all sizes and
industries.

9. 1111 S Main St, Grapevine,
TX 76051
info@talygen.com
+1 (650) 800 3850
www.facebook.com/Talygen
www.twitter.com/TalygenInc
www.linkedin.com/company/talygen
www.youtube.com/user/Talygen