Manage Smarter.
Sell Faster.

Track leads, automate your follow-ups, and close more deals with Talon’s all-in-one CRM and sales automation dashboard built for small businesses.

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Why Businesses Need a CRM

Stop Losing Leads.
Start Closing More Deals.

Most businesses lose sales because their leads are buried in emails, sticky notes, or spreadsheets. The Talon CRM keeps everything organized — from first contact to final payment — so you never miss an opportunity again.

Unified CRM Dashboard

Manage every contact, lead, and customer in one
simple view.

Two-Way Messaging

Text and email clients directly from your CRM.

Smart Scheduling

Let customers book appointments online with
automatic reminders.

Pipeline Tracking

Watch deals move from new lead to paid invoice.

Simple Tools. Powerful Results.

Lead Management

Capture leads from your website, forms, and campaigns automatically.

Pipeline Tracking

Visualize your deals at every stage and move them through your funnel effortlessly.

Smart Scheduling

Let customers book appointments online with instant reminders and confirmations.

Contact & Notes

Keep all conversations, notes, and documents linked to each client profile.

Invoicing & Payments

Create and send invoices directly inside your CRM — no switching tabs.

Sales Automation

Automatically assign leads, trigger follow-ups, and send post-sale messages.

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Invoicing & Subscriptions

Convert Conversations
into Cash Flow

Create and send invoices in seconds, set up recurring billing, and get paid directly through Talon Payments. Everything from sales to processing happens inside your CRM — no switching platforms.

Send branded invoices instantly
Accept credit card & ACH payments
Automate recurring subscriptions
Track balances & overdue invoices
Connect to Talon Payments for zero fee processing

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Sales Automation

Automate Every Step of
Your Sales Process

From lead follow-ups to post-sale “thank you” messages, Talon’s automation tools handle it all — saving you time and helping you close faster.

Auto-trigger follow-up emails and texts
Move leads through pipeline stages automatically
Send review requests after sales
Reactivate past customers with smart reminders

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Analytics & Performance Tracking

Know Exactly What's
Driving Your Sales

Get real-time insights into what’s working — and what’s not. Talon’s analytics show your conversion rates, sales totals, and team performance so you can make smarter decisions.

Conversion tracking by source
Sales volume and revenue reports
Individual and team performance metrics
ROI reporting on leads and campaigns

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Get a Free Demo of Talon

See how Talon brings your marketing, sales, and operations together — in one simple demo with a Talon expert.

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STILL NOT SURE?

Frequently Asked Questions

Get clear answers about how Talon helps small businesses automate marketing, manage operations, and simplify payments all-in-one platform.

What is the Talon Sales & CRM Center?

The Sales & CRM Center is a powerful tool for managing leads, customers, and sales in one dashboard. It helps small businesses organize data, track communication, and automate follow-ups.

Does Talon CRM include lead tracking and automation?

Yes. You can automatically capture leads from forms, ads, and messages — then move them through your sales pipeline with automation triggers.

Can I send invoices directly from the CRM?

Absolutely. Talon lets you create branded invoices, accept payments, and even set up recurring billing without leaving your dashboard.

How does the CRM help small businesses close more sales?

By automating follow-ups, reminders, and pipeline stages, Talon ensures you stay connected with every lead — improving conversion rates and saving time.

Can multiple team members use the CRM?

Yes. You can assign leads, leave internal notes, and track team performance — all inside the same system.

Does the CRM connect with Talon Payments?

Yes. When connected to Talon Payments, you can track revenue, send invoices, and see real-time payment data alongside your sales reports.

Is Talon's CRM good for service businesses?

Definitely. It’s built for restaurants, salons, retail stores, auto shops, and medical offices — any business that needs better lead tracking and customer communication.