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- Recruitment CRM
- Who it's for
- Staffing agencies
Staffing agencies
A staffing agency often manages several hiring requests for the same client. The client account stays stable while each request has its own opportunity, owner, stage and expected close date. A hiring mandate can then hold the position terms for review without losing the conversation that led to them.
How Recruitment CRM is set up for you
Client relationships
Keep a contact name and eligibility note on the account, then use separate opportunities for separate requests.
Owner accountability
Assign each request to a team member who can explain the next client action and keep activity current.
Position review
Put openings, target start and placement fee on the mandate linked to the request.
Evidence
Keep calls, meetings, attached files and review decisions on the opportunity before its final outcome.
A staffing agency often manages several hiring requests for the same client. The client account stays stable while each request has its own opportunity, owner, stage and expected close date. A hiring mandate can then hold the position terms for review without losing the conversation that led to them.
Start with a small set of active client accounts and current requests. Agree how the agency names opportunities for different positions at one client, who owns each request, and what moves a request from New to Qualified. Enter a current conversation as an activity, then make a mandate for one position. The Sales Manager can use that case to test whether the client request, position terms and decision are clear to a person who was not in the meeting.
Use the review queue for submitted mandates and examine any operation receipt that needs attention. Confirm that a lost request has a reason and a won one has its date. This keeps the agency's commercial history useful when the same client returns with another opening. Candidate sourcing and placement delivery can be connected as a separate operating process when the agency is ready.
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.