ONE CONNECTED GROWTH PLATFORM

Every lead has potential. Make every opportunity count.

Manage your sales pipeline, proposals, follow-ups, marketing content, and referral partners in one connected CRM. Less tool switching. Better visibility. More opportunities to close.

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Your pipeline, proposals, and relationships. Finally, connected.

Sales funnel

Sample data
Total pipeline value
₹5.19 Cr5 open stages
Weighted forecast
₹1.56 CrProbability-adjusted
Won this quarter
₹24.8 L19 deals closed won
  1. New Lead248 deals
    ₹1.86 CrEntry stage
  2. Contacting164 deals
    ₹1.31 Cr66% converted
  3. Qualified97 deals
    ₹92.4 L59% converted
  4. Proposal58 deals
    ₹68.2 L60% converted
  5. Negotiation31 deals
    ₹41.5 L53% · 5 stuck
  6. Closed Won19 deals
    ₹24.8 L61% won
Won Stuck 7+ days Illustrative sample data. Your workspace starts empty.

The problem

Deals rarely die from a bad pitch. They die between conversations.

Most growing businesses don't lose customers because the offer is wrong. They lose them in the gaps: a lead nobody called back, a follow-up that lived in someone's head, a proposal priced from an old sheet. Here's where those gaps open up, and how TalkAloud closes them.

  1. Capture

    Leads arrive everywhere

    Ad dashboards, website forms, spreadsheets and WhatsApp each hold a few. The same person gets called twice, or not at all.

    One clean record for every lead

    Every source lands in TalkAloud and resolves into one deduplicated contact, linked to their organisation.

    See lead capture
  2. Follow-up

    Follow-ups live in someone's memory

    When a rep is busy or on leave, the next call never happens and a warm lead goes cold.

    A next move on every deal

    Each opportunity can carry a dated next move, and stage-driven nurture plans the email, call, WhatsApp or meeting.

    See nurturing
  3. Deal

    Context is split across chats and notes

    Whoever picks up the account has to piece together what was said, and the customer has to repeat themselves.

    The whole story on one opportunity

    Stage, value, contacts, activity and proposals sit together, so anyone on the team can carry the conversation forward.

    See the workspace
  4. Proposal

    Proposals go out from any template

    Prices, terms and formatting drift from one customer to the next, and mistakes reach the client.

    Proposals priced from your catalog

    Proposals are generated from the deal and priced from one shared product catalog, so every one adds up the same way.

    See proposals
  5. Forecast

    Nobody knows what the pipeline is worth

    Targets, hiring and cash planning end up based on gut feel, and stalled deals are noticed too late.

    A forecast you can read at a glance

    Your own stages and probabilities produce a weighted forecast, and stuck or waiting deals are flagged early.

    See reports
  6. Referrals

    Partner referrals get lost

    Referrals are tracked in a spreadsheet, if at all. Partners who send business go unrecognised and stop sending it.

    Partners credited for what they send

    Each partner has their own record, and every referral stays linked to the opportunity it became.

    See partners

The workspace

Your entire sales journey. One connected workspace.

Every pipeline, deal, contact and organisation lives in one place, so your team can see what's moving, what's stalled and what happens next.

Opportunities

List view · sample data
  • New this month10
  • Yet to start₹0

    0 opportunities · Weighted ₹0

  • Initial meetings₹11.5 L

    3 opportunities · Weighted ₹1,72,500

  • Proposal₹10.35 L

    2 opportunities · Weighted ₹5,69,250

  • Follow up₹6.5 L

    2 opportunities · Weighted ₹2,27,500

  • Final decision₹12 L

    1 opportunity · Weighted ₹9,00,000

  • Won₹2.92 L

    3 opportunities · Weighted ₹2,91,850

  • Lost₹3.2 L

    1 opportunity · Weighted ₹0

#OpportunityStageValueWeightedMovementOwnerCloseIn stage
1Kelvin Industrial — multi-branch rollout
Kelvin Industrial Supply · Priya Raman · New business
Proposal sent
55%
Pipeline
₹9,50,000₹5,22,500Active
Next: Revise proposal pricing · Oct 25, 2026
Gawtham—2d
2Northbridge Logistics — fleet CRM rollout
Northbridge Logistics · Rahul Menon · New business
Discovery
15%
Pipeline
₹3,50,000₹52,500Active
Next: Discovery call · Oct 27, 2026
Gawtham—2d

1–2 of 11

Interface illustration with sample data. Pipelines, stages and probabilities are set up by your team.

As many pipelines as you sell through

Direct sales, partner channel and renewals each get their own stages and probabilities.

People and companies, kept distinct

Every opportunity links an organisation to the contact you actually speak with.

Stalled deals surface themselves

Stuck and waiting flags show in the list, before a deal quietly goes cold.

Features

Four jobs your team does every week, finally in the same place.

Sales management

Pipelines shaped around how you actually sell.

Set up your own stages and probabilities, then let the forecast follow the deals. Movement is tracked automatically, so reviews start with facts instead of guesses.

  • Multiple configurable pipelines with custom stages
  • Probability weighting and weighted forecasts
  • Deal movement tracking and next-move dates
  • Contacts and organisations managed side by side

Pipeline settings

Sample stage configuration with probabilities and open values
StageProbabilityOpen value
New Lead
10%
₹1.86 Cr
Contacting
20%
₹1.31 Cr
Qualified
40%
₹92.4 L
Proposal
60%
₹68.2 L
Negotiation
80%
₹41.5 L
Open pipeline₹5.19 Cr
Weighted forecast₹1.56 Cr
Stuck deals4

Proposals and product catalog

Proposals that price themselves from your catalog.

Start from a reusable template, pull line items from shared product pricing, and send without leaving the deal. You'll know when it's been sent, viewed and accepted.

  • Reusable templates with rich document sections
  • Line items from one shared product catalog
  • Tax set per line item, in your workspace currency
  • Sent, viewed and accepted status on every proposal

Nurturing and partnerships

Follow-ups that run on schedule. Partners who get the credit.

Build nurture sequences with the channel and timing for each touch, for contacts and partners alike. When a partner refers a lead, the relationship stays attached to the opportunity all the way to close.

  • Configurable sequences across email, calls, WhatsApp and meetings
  • Nurture contacts and channel partners the same way
  • Dedicated referral partner records
  • See what each partner refers and converts

One opportunity, both relationships

Lead
Meera VargheseTidewater Foods
Opportunity
Tidewater Foods, CRM rollout
₹4,20,000
Referred by
Malabar AdvisorsChannel partner
Partner referrals: 6Won value from partner: ₹7,00,000Partner nurture: Monthly check-in

Qualified stage sequence

4 touches · 9 days
  1. Day 0 · EmailRecap and next steps
  2. Day 2 · CallDiscovery check-in
  3. Day 5 · WhatsAppShare case summary, due today
  4. Day 9 · MeetingPricing walkthrough

Marketing and lead capture

Every enquiry becomes one matched contact.

Leads from ads, social, spreadsheets, forms and webhooks resolve into deduplicated contacts. Plan the posts that feed your pipeline on the same calendar, and report on all of it together.

  • Meta Lead Ads and LinkedIn lead capture
  • Google Sheets import
  • Embeddable web forms, CSV import and webhooks
  • Social content calendar to plan and track posts
  • Messenger conversations linked to contacts, and detailed reports
  • Meta Lead AdsAds
  • LinkedInSocial
  • Web formsEmbed
  • Google SheetsImport
  • CSV importBulk
  • WebhooksAPI
New contacts Sample
  • PN
    Priya NairMeta Lead Ads
    Merged
  • RM
    Rohan MehtaLinkedIn
    New
  • FK
    Fathima K.Google Sheets
    New
  • VS
    Vivek S.Webhooks
    New

Content calendar, week of 26 Oct

Sample

Why TalkAloud

Stop stitching tools together. Start growing with one connected CRM.

Growing teams often run sales across several separate apps, each holding one piece of the customer story. TalkAloud brings those pieces into one workspace, so the context travels with the customer.

BEFORE TALKALOUD

  1. Lead captureAd dashboards
  2. Separate CRMRe-entered by hand
  3. Proposal toolPrices copied over
  4. Email sequencerSeparate contact list
  5. Social schedulerNo link to deals
  6. Referral spreadsheetUpdated when remembered

Every hand-off is a place where details get copied, go stale or get lost.

WITH TALKALOUD

PN
Priya NairHead of Operations
One record
LeadMeta Lead Ads, merged with web form
OrganisationAcme Corp · 3 contacts
DealCRM rollout · Proposal · 60%
Proposal₹2,36,000 · Viewed
Nurture history2 of 4 touches done
Last activityTouched 2 days ago
Referring partnerCoastline Consulting
Next movePricing walkthrough · Thu

Sample record for illustration.

  • One loginSales, marketing and partner work behind a single sign-in.
  • One connected datasetContacts, companies, deals and proposals reference each other.
  • Fewer hand-offsNo exporting from one tool to import into the next.
  • Visibility end to endFollow a customer from first enquiry to signed proposal.
  • Your data, kept separateEach workspace has its own isolated database schema.

Reports

Read your pipeline, not a pile of spreadsheets.

See won business and the forecast for what's still open, by pipeline and stage. Your dashboard keeps the numbers that need action in front of you.

Created vs. won value

Standard sales pipeline, by month

₹6.4 LWon in October

Pipeline by stage

Open value, with the probability-weighted forecast shaded

  • New Lead
    ₹1.86 Cr₹18.6 L forecast
  • Contacting
    ₹1.31 Cr₹26.2 L forecast
  • Qualified
    ₹92.4 L₹37.0 L forecast
  • Proposal
    ₹68.2 L₹40.9 L forecast
  • Negotiation
    ₹41.5 L₹33.2 L forecast
Weighted forecast₹1.56 Cr

Dashboard

What the team sees first each morning

Won this month
₹6.4 L3 deals
New contacts
86this month
Nurture due this week
142 overdue
Needs your attention
12stuck, waiting or no next move

Partner referrals

What each partner refers and converts

  • CC
    Coastline Consulting4 referrals
    ₹4.8 L won
  • MA
    Malabar Advisors6 referrals
    ₹7.6 L won
  • KN
    Kochi Network Partners2 referrals
    —

All report figures shown are illustrative sample data.

Get in touch

Talk to us about your sales process

Tell us a little about your team and we'll get back to you.

Prefer to talk it through first? Book a slot, or email us directly.

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Bring your entire growth journey together.

From the first enquiry to the final agreement, keep every opportunity, relationship, and next step connected.

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Have questions first? Talk to us or write to crm@greatleap.in.