CRM for recruiting and staffing agencies

Every open role is a deal. Every stalled shortlist is a reminder.

In recruiting the deal is the role, and it moves through sourcing, screening, a shortlist to the client, interviews, an offer, a placement. The client going quiet after a shortlist is the biggest leak in the funnel. The rule below is for exactly that.

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What the copilot builds for you

• Pipeline stages: Role opened → Sourcing → Screening → Shortlist submitted → Client interviews → Offer → Placed → Lost
• Fields you track: Placement fee · Role title · Salary range · Contract or permanent
• Follow-up rule: Shortlist with the client for 5 days and no feedback: remind the recruiter.
• Saved view: Shortlists awaiting client feedback.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.

Say it in your own words

Clients give us open roles. We source, screen, submit a shortlist, run client interviews, extend an offer and place. Track fee, role title, salary range, contract vs perm. Remind me if a shortlist sits 5 days.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

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