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- Recruitment CRM
- Who it's for
- Recruitment consultancies
Recruitment consultancies
A recruitment consultancy may handle a small number of high-value client searches with detailed discussions about scope and fee. The account identifies the client, the opportunity tracks the search conversation, and the mandate records the position terms. Review decisions and attachments keep the final commercial decision close to the work that produced it.
How Recruitment CRM is set up for you
Client context
Use the account's contact name and eligibility note before opening a search request.
Search ownership
Give each opportunity an owner and expected close date so the next action is clear.
Terms
Record a title, openings, target start and placement fee on the linked mandate where applicable.
Decision trail
Keep the reviewed revision, reviewer and reason with the opportunity's evidence.
A recruitment consultancy may handle a small number of high-value client searches with detailed discussions about scope and fee. The account identifies the client, the opportunity tracks the search conversation, and the mandate records the position terms. Review decisions and attachments keep the final commercial decision close to the work that produced it.
Begin with one client whose search terms are being discussed now. Enter the account and opportunity, then log the call or meeting that defines the position. Add the mandate and a supporting attachment. Ask a Sales Manager who did not prepare the terms to compare the submitted revision with the client conversation and record a reasoned decision. If the client changes the scope, use a new revision so the next decision addresses the current terms.
Once the search is accepted or lost, record the opportunity's final outcome with its date or reason. Inspect any receipt associated with the decision and resolve a needs review state against the opportunity revision. This provides a useful reference case for later searches at the same client without treating the account as a single deal. Candidate research and placement operations can be connected when the consultancy defines that broader workflow.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Recruitment CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.