CRM for Recruitment & Staffing
Candidate tracking, client management, and placement workflows for recruitment and staffing agencies.
Staffing agencies have two customers (clients and candidates) and most tools only handle one well. We build CRMs that manage both sides of the market with matching, placement tracking, and relationship management that drives repeat business.
Challenges We Solve
Common pain points in recruitment & staffing, and how a custom CRM eliminates each one.
The Challenges
- Candidate data in ATS doesn't connect to client relationships
- No systematic approach to business development
- Placement follow-up and contractor management is manual
- Recruiter activity and performance hard to measure
Our Solutions
- Unified candidate and client relationship management
- Business development pipeline with touchpoint tracking
- Automated placement follow-up and contractor check-ins
- Recruiter performance dashboards with activity metrics
Two-Sided Relationship Management
Client job orders and candidate profiles in one system. Intelligent matching surfaces the right candidates for each role while business development tools keep your client pipeline full.
- Client relationship management with job order tracking
- Candidate profiles with skills, preferences, and availability
- Intelligent matching and shortlist generation
- Interview scheduling and feedback collection
- Placement tracking with start date and onboarding workflows
Build a Repeat Business Machine
Automated check-ins with placed candidates and clients. Satisfaction surveys trigger expansion opportunities and referral requests at exactly the right moment.
What Our Clients Say
“Client review meeting prep used to take 2 hours per meeting. Now the CRM generates a complete client brief with portfolio changes, life events, and action items in 5 minutes.”
Arthur Simmons
Founder, Simmons Wealth Management
Scottsdale, AZ
“Cross-selling advisory services to our tax clients was ad hoc before. Now the CRM flags opportunities based on client profile and we've grown advisory revenue 40%.”
Howard Chen
Principal, Chen & Partners
New York, NY
“ERP and CRM in sync. When a customer calls, anyone on the team can see order status, quality reports, and communication history. No more 'let me check and call you back.'”
Linda Tran
Operations Director, Pacific Plastics Inc
Long Beach, CA
“We went from managing 200 client relationships across 4 different systems to one unified platform. Our advisors can finally focus on advising instead of admin work.”
Thomas Nakamura
VP of Client Services, Pacific Coast Capital
Seattle, WA
“Managing 8 locations used to be a nightmare. Now every therapist, every patient, every insurance claim is tracked in one system. The reporting alone saves us 20 hours a week.”
James Russo
CEO, Allied Physical Therapy
Denver, CO
“Managing relationships across 12 campuses was chaos. One CRM unified everything: parent communication, staff coordination, enrollment projections. Life-changing for our admin team.”
Michelle Liu
COO, BrightPath Education
San Diego, CA
“Wholesale and DTC in one system. Our sales reps see retail accounts and our marketing team sees consumer data. Same platform, different views. Exactly what we needed.”
Alex Drummond
COO, Fresh Coast Coffee
Grand Rapids, MI
“Our sales reps finally have visibility into production schedules. They can quote delivery dates accurately instead of guessing. Customer complaints about late deliveries dropped 60%.”
Greg Petersen
VP of Sales, Petersen Precision Components
Cleveland, OH
Ready to Transform Your Recruitment & Staffing CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.