Staffing Agency CRM
A staffing agency has two separate customers: the company that opens the role and the candidate to be placed. When the two are kept in separate places, which candidate went to which company, when and through whom gets muddled; and when the same candidate reaches the same company through two consultants, the relationship suffers too.
A submission is a record tying the candidate to the role; its date and the consultant who made it are its fields. On a placement, guarantee end and fee sit in the same chain.
- Open every vacant role as a separate job record linked to the client account, and keep the salary range and the commission terms on the same card
- Tie the submitted candidate, the submission date and the submitting consultant to the record, and prevent the same candidate going to the same company a second time
- Log client feedback round by round and read from the role record which profile was rejected and why
- Track the post-placement guarantee period and the fee date, and see approaching invoices on a single list
| Open Role | A role is a job record linked to the client account; the salary range, the commission rate and the guarantee period sit in its fields. |
|---|---|
| Candidate Submission | A submission is a record tying the candidate to the role; the submission date and the submitting consultant are in fields, and a duplicate submission is seen from this record. |
| Feedback Rounds | Every reply from the client is a note tied to the submission; as the stage field changes, the candidate's status on the role is updated. |
| Placement and Fee | A placement is a record with a start date; the guarantee end and the fee amount are in fields, and approaching dates drop into a list. |
The agency's job is not to hold a candidate pool but to match that pool to the client's specification and to follow the commercial outcome of the match. An open role has its own terms: the salary range, the commission rate, the post-placement guarantee period, whether or not it is exclusive. For every candidate submitted, the feedback that comes back from the client only means something alongside those terms; when the feedback stays in email, nobody remembers in the second round which profile was rejected and why, and the same type of candidate is submitted again.
Rapitek CRM holds the open role as a job record linked to the client account; which candidate was submitted on what date and by whom, and what the client said, all sit in the same chain. When a candidate is placed, the guarantee period and the fee are read from fields on that same record, and nobody has to hunt through a separate table for which invoice is issued when. Because correspondence with the candidate runs over a single business number and a team inbox, the history stays on the record even when the consultant changes.
The scope of the plans and the separately priced items are written on the pricing page.
