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RC 6 capabilities connected Install the published app Copy the reviewed HRMS & People starting point into your workspace.

HRMS & People

At a glance Published facts and operating context. Who it’s for The workspace combines Activities, Candidates, ClientContacts, and Clients with Candidate War Room, Lead Command Center, and Candidate Workbench, so teams can understand the operating model before they sign up. Application structure Included page previews show the operational screens users can review after install. What’s inside These modules reflect the app business records and workflow areas. Scale and support Start quickly without blocking the path to production operations. Operational assistance Role guidance focuses on verified tables, forms, views, and included pages. How it works Install the app, review the included model, then adapt owners, terminology, forms, pages, and workflow behavior to the business. Comparison Start with a useful operating model, then shape the installed workspace around the team implementation. Rollout Install the workspace, validate roles and pages, then expand rollout once the team is aligned. Technical proof Installing creates an editable workspace without changing the shared template. FAQ Fit, ownership, and rollout.
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Features
HRMS & People
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
RC Open the live workspace Install the Recruitment CRM starting point.
Start free
Human Resources

Install Recruitment CRM as an editable ERP.AI app.

CRM for recruitment.

Install app See live preview
Live Preview
Recruitment CRM · Published starting point
ERP•AI
Overview ActivitiesCandidatesClientContactsClientsJobOrdersLeadSources
HRMS & PeopleRecruitment CRM
01
ActivitiesCalls, meetings, tasks, and lightweight email logs against leads, accounts, contacts, or opportunities.
02
CandidatesRecruitment candidate master records with skills, compensation, availability, ownership, and record-level scoring.
03
ClientContactsIndividual people at an account.
04
ClientsCompanies being sold to. The customer-360 anchor.
05
JobOrdersQualified deals moving through the pipeline.
06
LeadSourcesNamed lead sources used for lead capture and attribution.
Install Recruitment CRM
Product snapshot

Recruitment CRM at a glance.

Connected tables
23Tables included in the app
Configured fields
340Configured across the schema
Seeded tables
13Tables with starting records
Workflow starters
2Workflow starting points
Ready reports
4Analytics and summaries
Suggested roles
4Suggested roles and scopes
Built for

Recruitment CRM is aimed at teams that need a working human resources model.

The workspace combines Activities, Candidates, ClientContacts, and Clients with Candidate War Room, Lead Command Center, and Candidate Workbench, so teams can understand the operating model before they sign up.

  • HR and people operations

    Use Recruitment CRM to operate workforce records, hiring, onboarding, leave, payroll, or performance workflows from one app.

  • Department managers

    Review team requests, candidates, onboarding, attendance, and employee actions from focused pages.

  • Employees and new hires

    Provide a self-service workspace for personal tasks, requests, status, and HR information.

Pages and views

The screens prospects can understand quickly.

Included page previews show the operational screens users can review after install.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewCandidate War RoomLead Command CenterCandidate WorkbenchStaffing Command CenterPipeline Board
Tables5Installed starting point
01
Candidate War RoomA focused workspace in the installed app for Candidate War Room.
02
Lead Command CenterComprehensive lead dashboard and operational worklist with pipeline metrics, filtering, record access, creation, and status updates.
03
Candidate WorkbenchScorecard-style CRM Leads workspace with filters, score rings, detail drawer and add-lead action.
04
Staffing Command CenterWhite executive Sales Command Center: pipeline funnel, KPIs, revenue trend, win/loss, top accounts, and quarter-close deals with date/territory/owner/stage filters.
05
Pipeline BoardCompact Kanban and pipeline health view by live CRM stage. Drag open opportunities to update their stage.
At a glance

What’s inside.

These modules reflect the app business records and workflow areas.

Activities

Calls, meetings, tasks, and lightweight email logs against leads, accounts, contacts, or opportunities.

Candidates

Recruitment candidate master records with skills, compensation, availability, ownership, and record-level scoring.

ClientContacts

Individual people at an account.

Clients

Companies being sold to. The customer-360 anchor.

JobOrders

Qualified deals moving through the pipeline.

LeadSources

Named lead sources used for lead capture and attribution.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Editable after install

    Teams can rename fields, adjust forms, add views, change pages, and extend the app after it is installed.

  • Role-aware rollout

    Review the installed app with process owners first, then invite broader teams once access and naming are validated.

  • Structured records

    The app starts from Activities, Candidates, ClientContacts, and Clients, with references, forms, and views already modeled.

  • Editable operating model

    Start with connected tables, pages, forms, and views for Recruitment CRM, then tailor the workspace before rollout.

Operational assistance

Teams start from focused ownership, not a blank app.

Role guidance focuses on verified tables, forms, views, and included pages.

Assistant queueReady
01
HR and people operations

Use Recruitment CRM to operate workforce records, hiring, onboarding, leave, payroll, or performance workflows from one app.

02
Department managers

Review team requests, candidates, onboarding, attendance, and employee actions from focused pages.

03
Employees and new hires

Provide a self-service workspace for personal tasks, requests, status, and HR information.

Workflow handoff

Run the human resources workflow from structured records.

Install the app, review the included model, then adapt owners, terminology, forms, pages, and workflow behavior to the business.

Open the workspace ↗
  1. 01
    Structure workforce dataStart from Activities and connected people records instead of separate HR spreadsheets.
  2. 02
    Run HR workflowsUse Candidates, forms, requests, approvals, and manager views to move work forward.
  3. 03
    Serve managers and staffUse Candidate War Room and role-focused pages for daily HR and team decisions.
  4. 04
    Review and adaptAdjust roles, forms, fields, and workflows after testing with a pilot group.
Compared

Replace disconnected trackers with one editable app.

Start with a useful operating model, then shape the installed workspace around the team implementation.

ConsiderationBeforePublished app
Starting pointBeforeBlank workspace and manual table setup.Published appInstall Recruitment CRM with business tables, forms, views, and pages already organized.
Daily workBeforeTeams coordinate through separate sheets, inboxes, and status notes.Published appUse Candidate War Room, Lead Command Center, and Candidate Workbench and saved views around the same records.
IterationBeforeChanging process means rebuilding the tracker.Published appEdit the installed app as the business learns what fields, roles, and pages it needs.
RolloutBeforeProspects cannot see a clear operating model before signup.Published appTeams can review the actual recruitment crm operating model before they sign up.
Rollout

Install, review, pilot, and expand.

Install the workspace, validate roles and pages, then expand rollout once the team is aligned.

  1. Step 1Install the workspace

    Create an editable copy of Recruitment CRM in the workspace.

  2. Step 2Review included pages

    Open Candidate War Room, Lead Command Center, and Candidate Workbench and verify the experience with the people who will own the process.

  3. Step 3Adapt records and forms

    Tune Activities, Candidates, ClientContacts, and Clients, forms, and views to the team's terminology and controls.

  4. Step 4Invite users

    Bring in the wider team after roles, permissions, and workflow assumptions are tested.

Installed apps remain editable in the customer workspace.

Installing creates an editable workspace without changing the shared template.

Separate workspace copy

Installing from the catalog creates a separate app for the customer workspace.

Clean workspace boundary

The listing describes the app model without exposing private navigation or internal IDs.

Verified operating model

Tables, pages, forms, views, and workflow statements are based on the reviewed app structure.

FAQ

Fit, ownership, and rollout.

Who is Recruitment CRM for?+

Recruitment CRM is for hr and people operations and department managers evaluating a faster way to start human resources work in ERP.AI.

Can we change the app after installing it?+

Yes. The installed app is editable, so teams can change tables, fields, forms, pages, views, roles, and workflow behavior after reviewing the starting model.

What should we verify before rollout?+

Verify roles, page routes, forms, permissions, and any process-specific fields in the installed copy before inviting the full team.

Recruitment CRM

Install the published starting point. Adapt it to your operating model.

CRM for recruitment.

Install app See live preview

The installed workspace is a separate, editable app copy.

HRMS & People

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