Separate client development from candidate workflows.
Organize employer accounts, hiring briefs and commercial proposals, coordinating client meetings and system integrations where needed.
Discuss your needsHR & recruitment
Business-development messages mix with recruiting operations, obscuring account ownership and next steps.
What changes?
Recruiters start with an approved brief while commercial relationship follow-up remains separate.
Employer brief completeness, proposal turnaround, and agreement renewal status.
Technology that supports this journey.
Products and integrations are scoped after reviewing your systems. This example does not assume every connection is ready without configuration.
Your industry questions.
Does CRM replace an ATS?
Not by assumption. CRM here supports client relationships. Candidate records and evaluations need an appropriate system, permissions and separately reviewed integration.
Where does configuration start?
We review inquiry channels, team ownership and existing stages, then define fields, assignment rules and reminders. One defined journey is tested before expanding.