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CRM for recruitment agencies

For consultancies that have to win clients as well as place candidates.

Business development gets done when there is time. A client pipeline with follow-ups keeps it moving every week.

A typical boardSample data

Target 3

Sample Tech LtdOwner: A. Okafor
Reply today
Example LogisticsOwner: J. Patel
Call at 2pm

Terms sent 2

Demo Retail GroupOwner: A. Okafor
Follow up Thursday

Vacancy live 1

Test Co LtdOwner: J. Patel
Done

Where the leads come from

Referrals
LinkedIn
Website
Outreach

Where they leak

  • Client calls made only when a desk is quiet
  • CVs sent with no follow-up
  • Client history lost when a consultant leaves

A typical pipeline

Stages named for the way you sell.

This is a starting point. We build yours around how your team works.

  1. Target
  2. Contacted
  3. Meeting
  4. Terms sent
  5. Terms signed
  6. Vacancy live

What we set up

Ready when the team logs in.

Set up for you in seven days.

A client pipeline from first contact to signed terms
A follow-up after every CV sent
Activity for each consultant
History that stays with the business

What changes

The same team, with one place to work from.

Every deal has an owner

Nobody asks "who has this one?". The name is on the deal, with the next step and its date.

Each person sees their own

Open one screen and know what to do today. No hunting through tabs.

The manager sees everything

One dashboard for the whole team, so the weekly review takes minutes.

Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product

Straight answers

Questions we get from recruitment agencies.

Is it an applicant tracking system?

No. It is for winning and keeping clients. Candidates stay in your ATS.

Can each consultant keep their own desk?

Yes. Each consultant sees their own deals and the manager sees them all.

What does it cost?

Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.

How long does setup take?

Seven days from kickoff. We import your data, connect your channels and train the team.

Can we cancel?

Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.

Other industries

Not quite your business?

Send us your spreadsheet. In 48 hours it is a live pipeline.

Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.