CRM Functionality
Manage all your client relationships, business development activities, and sales pipeline with our comprehensive recruitment-specific CRM.
Successful recruitment agencies need more than just an ATS-they need robust client relationship management capabilities designed specifically for the recruitment industry. Recruitly delivers a comprehensive, purpose-built CRM that integrates seamlessly with your recruitment operations.
Unified Contact Management
Maintain complete visibility of all your client relationships with a centralized database that tracks companies, contacts, interactions, and opportunities. Our hierarchical structure properly organizes corporate relationships, capturing parent companies, divisions, departments, and individual decision-makers in a clear, navigable framework.
Recruitment-Specific Sales Pipeline
Manage your business development process with customisable pipelines designed specifically for recruitment sales cycles. Track client prospects from initial contact through qualification, meetings, job order discussions, and service agreements with stages and workflows that reflect how recruitment deals actually progress.
360-Degree Relationship View
Gain complete visibility into client relationships with consolidated timelines showing all interactions including emails, calls, meetings, job orders, placements, and communications. This comprehensive view ensures team members always have the full context of client relationships regardless of who last interacted with the account.
Opportunity Management
Track potential business opportunities with detailed forecasting, probability assessment, and projected value. From potential job orders to retained search agreements and MSP contracts, our system helps you manage, prioritize, and convert sales opportunities through a structured process.
Client Portal Integration
Strengthen client relationships with a branded client portal that provides self-service access to job status, candidate submissions, project updates, and communication. This transparency builds trust while reducing administrative overhead for your team.
Activity Management & Automation
Stay on top of client relationships with comprehensive activity tracking, task management, and automated reminders. The system helps you plan and follow through on critical relationship-building activities while ensuring no important follow-ups or opportunities fall through the cracks.
Key Benefits
Maintain complete visibility of all client relationships in one place
Develop and convert more business opportunities with structured sales processes
Ensure consistent client management across your entire team
Track and measure business development performance and outcomes
Eliminate silos between sales and delivery teams
Capture and leverage institutional knowledge about client relationships
Identify expansion opportunities within existing client accounts
Provide better client experience through informed interactions
Improve forecasting accuracy with structured pipeline management
Reduce administrative overhead with automated relationship management
How It Works
Centralized Contact Database
Maintain a comprehensive database of companies, contacts, relationships, and interactions with hierarchical organization and complete history.
Customisable Sales Pipeline
Manage business development with flexible pipelines tailored for recruitment sales cycles, including custom stages, activities, and probabilities.
Relationship Timeline
View consolidated interaction histories showing all touchpoints, communications, and activities across the entire client relationship.
Opportunity Tracking
Monitor and manage potential business opportunities with detailed tracking of status, value, probability, and projected close dates.
Client Portal
Provide clients with secure access to job status, candidate submissions, and communication through a branded self-service portal.
Activity Automation
Stay on top of relationships with task management, automated reminders, and scheduled follow-up activities.
See this in action?
Book a demo with us to see CRM Functionality feature in action.