These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Recruitment CRM
- Get started
Get Recruitment CRM running in four steps.
Create the first client request and agree who prepares and reviews it.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Recruitment CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Recruitment CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to set up Recruitment CRM. Choose the organization that will own the first client records and name the people responsible for account maintenance, client work, independent review and audit access.
Prepare the first operating cycle
Enter an active client account with its contact and eligibility note. Create an opportunity for a current hiring request and assign a Relationship Owner. Log the first client conversation, then prepare a mandate with the position terms the Sales Manager needs to review. Keep any supporting file on the opportunity with the right visibility.
Review before release
Have the Sales Manager inspect the mandate against the opportunity and activity, then record the decision. Rehearse a won or lost outcome and inspect the associated operation receipt. Confirm that each role can see the right case and that a later reviewer can reconstruct the original decision. Review implementation for the full sequence.
Set up Recruitment CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.