Recruiting CRM that connects clients, candidates, and consultants

Track every prospect, RFP, and retained search opportunity with structured pipelines. Proposal templates and pricing calculators help your team respond quickly and consistently.

Account managers coordinate kickoff calls, intake meetings, and performance reviews from within the CRM, keeping clients informed throughout the engagement.

• Business development pipelines segmented by industry, role level, or geography
• Automated reminders for contract renewals, exclusivity deadlines, and hiring manager check-ins
• Client portal for scorecards, feedback, and shortlist updates

Integrate job boards, LinkedIn, and referrals into centralized talent pools. Tag candidates by skills, certifications, and preferences so you can build targeted shortlists quickly.

Automated outreach sequences keep your firm top-of-mind while respecting candidate experience with personalized messaging and scheduling links.

• Boolean search and talent mapping tools across your entire database
• Automated screening questionnaires and assessments
• Interview scheduling with calendar sync and reminders

Shared workspaces house intake notes, candidate feedback, and scorecards. Everyone can see the latest status without chasing Slack threads or spreadsheets.

Permissions ensure sensitive compensation data and client negotiations remain secure while keeping teams aligned.

• Role-based workspaces for executive search, contract staffing, or RPO engagements
• Real-time notifications when candidates advance, decline, or require follow-up
• Document storage for resumes, NDAs, and offer letters with e-signature support

Monitor placements, guarantee periods, and redeployment opportunities in one dashboard. Alerts prompt recruiters to re-engage placed candidates before contracts end.

Revenue analytics connect placement fees, consultant utilization, and marketing spend so leaders can invest in the highest-return channels.

• Placement dashboards segmented by client, industry, and recruiter
• Guarantee period alerts with automated follow-up tasks
• Gross margin reporting for perm, contract, and project engagements

Automated updates keep candidates informed after every interview. Feedback loops gather insights from hiring managers, improving collaboration and fill rates.

Tailored onboarding workflows ensure paperwork, compliance documents, and equipment requests are handled before day one.

• Candidate portals with interview prep, timelines, and offer details
• Client satisfaction surveys and quarterly business review templates
• Compliance checklists covering background checks, right-to-work, and security clearances

Dashboards highlight time-to-fill, submittal-to-interview ratios, and win rates by recruiter. Leaders can coach teams based on real performance data.

Forecast models combine client demand, open searches, and candidate pipelines so you can plan hiring events and sourcing campaigns ahead of demand.

• Recruiting KPIs segmented by desk, industry, or location
• Marketing attribution linking campaigns to placements and revenue
• Scenario planning for headcount growth, seasonality, and new service offerings