Recruitment agency with a candidate pipeline and client projects
Candidate pipeline with anti-duplicate matching, client projects with milestones, ATS for the recruiting process, and success fee invoicing.
Common pain points in this segment
- Candidates spread across 3 systems — duplicates
- Headhunter and client exchange information by email
- Stage conversion is not tracked
- Success fee invoicing is complicated
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
People (HR)
Full ATS with pipeline (sourced, contacted, interview, offer, placed).
Open moduleCRM
Client companies with open positions, contact persons, and history.
Open moduleProjects
Recruitment projects with milestones, deadlines, and a consultant team.
Open moduleFinance
Success fee with milestones (1/3 on offer, 1/3 on start, 1/3 after probation).
Open moduleDocuments
CVs, cover letters, references.
Open moduleReporting
Time-to-fill, conversion rates, fees per consultant.
Open moduleHow it works in practice
Headhunting
The consultant sources a candidate on LinkedIn — saves them in the CRM.
Success fee invoicing
The candidate starts — the system generates the first third of the invoice.
Typical integrations for this segment
- Profesia.sk
- DocuSign
- Microsoft 365
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