Recruitment CRM for Staffing Agencies
The client side of the desk: leads, deals, accounts, and the forecast they roll into. Tracker’s recruitment CRM runs on the same platform as the ATS, so what the sales side knows, the delivery side sees. The deal you win and the job you fill are the same piece of work, not two systems trying to agree.
Runs where your sales team already works
What it is
A lead isn’t a deal
Every agency has a list of companies it would like to work with. That isn’t a sales pipeline. A real deal has money behind it, someone with authority to sign, a genuine hiring need, and a timeline that isn’t “sometime.” Tracker’s CRM makes the desk score that before it spends a week on it, then carries the ones that qualify from first outreach to signed terms to a live job, without anything being re-entered on the way. It’s the same platform as the ATS and the back office, which is why the deal and the delivery never disagree.
Lead qualification · MANDACT · Webforms
Know which leads are worth the week before you spend it
MANDACT scores every lead on the seven things that actually decide whether it closes: money, authority, need, decision process, ability, competition, and timing.
MANDACT qualification built into the lead record. The hot ones surface themselves.
Webforms capture leads straight off your website into Tracker. Nothing sits in an inbox overnight.
Import contacts and companies from LinkedIn and spreadsheets. Prospecting stops meaning typing.
Qualified leads convert to deals in one click. One record, first touch to signed.
Lead assignment routes to the right owner automatically. No lead waits for someone to notice it.
Matters most to Business development
Sales pipeline · Forecasting · Multi-currency
Nobody got into recruitment to rebuild the forecast every Friday
Stages you define, values you trust, and probability weighting that reflects what actually closes. The pipeline report stops being a job someone does.
Customizable stages with deal values and win probability. The forecast is right the moment anyone opens it.
Revenue predicted from live pipeline data, not a spreadsheet. Retired: the Friday roll-up.
Automated actions push deals to the next stage. The deal moves without anyone driving it.
Activity, conversion, and win rate tracked per consultant. Busy isn’t the same as productive, and the numbers show which.
Multi-currency with exchange-rate tracking. One forecast across every market you sell into.
Matters most to Managers & agency owners
Outlook & Gmail add-ins · Click-to-call · Sequences
The CRM lives in the inbox the team already has open
Calls, emails, meetings, and notes log themselves against the account. The follow-up that used to depend on someone remembering runs on its own.
Office 365 and Gmail add-ins show the record beside the email. Log it, or create it, without leaving the thread.
Click-to-call with automatic call logging and recording. The call writes itself up.
Voice-to-text dictation from the car, the lobby, anywhere. The site visit is logged before the engine’s off.
Templates for emails, texts, and proposals auto-fill client data. Personal at scale, without the copy and paste.
Sequences and mass email keep accounts warm through a busy week. Nurture that doesn’t stop when the desk gets loud.
Matters most to Business development
Client CRM · Proposals · Account alerts
Sales closes it. Delivery already knows about it.
The account carries its whole history: contacts, hiring patterns, terms, proposals, and every job it has ever produced. One click turns the win into a live job.
Company profiles with contacts, sites, and full hiring history. Whoever picks up knows where things stand.
Proposals and contracts created, sent, and tracked in Tracker. You know it was opened, not just sent.
Won deals become live jobs in one click. Nothing is re-keyed between selling it and filling it.
Rates, terms, and margin agreements sit on the client record. Not in a document someone has to find.
Alerts flag accounts going quiet and contracts nearing an end date. You call before the client wonders.
Matters most to Account management & delivery
Case study · C&M Legal Search
Campaigns, timesheets, invoicing and BD sequences, all on the contact record
One system holding placements, time and invoicing, instead of four reconciled by hand
“There’s always potential for error when you have too many systems and too many hands involved. We don’t run into that any more, because we’re getting it right from the source of truth.” Read the C&M Legal Search story
In practice
What a normal week looks like
Tuesday, 4:10pm
Elena’s lead came in through the website while she was at a client lunch. It was scored, assigned, and in a sequence before she got back to the car.
Webforms & MANDACT
Wednesday, 9:20am
Tom sent the proposal on Monday. By Wednesday morning it had been opened three times. He called that afternoon, while it was still on their desk.
Proposal tracking
Thursday, 2:00pm
Nadia won Calderwood on the Thursday. The job was live the same afternoon. Same brief, same record, nothing typed twice.
One-click job creation
What changes
Less time on the CRM. More on the client.
Won business becomes a live job without anything being typed twice. The brief the client gave the salesperson is the brief the recruiter works from.
The forecast stops being compiled. Stages, values, and probability roll up continuously, so the number is accurate whenever anyone looks at it.
MANDACT scoring puts money, authority, need, and timing on the record before the desk invests a week. The sales pipeline gets shorter and better at the same time.
A general CRM doesn’t know what a job order is
Salesforce and HubSpot are good at what they were built for. Neither was built for a business where the deal you close turns into a role you then have to fill, against a client whose hiring cycle, contacts, and margin agreement all matter. Getting them to understand a job order takes configuration, integration, and a per-seat bill on top of the ATS you already pay for. Tracker arrives knowing.
Recruitment CRM and applicant tracking on one platform, with no integration to maintain.
MANDACT lead qualification, and one-click conversion from won deal to live job.
Client terms and rate cards flow straight into timesheets and invoicing.
Included from the Launch plan up. See plans and pricing.
In their words
Sales and recruiting, same page
If you are seeking a cloud based ATS that can customize any features to work well with your recruitment and sales team, please do not waste time and make the switch to TrackerRMS. The team is very knowledgeable and will work very closely with your firm to ensure success.
Tracker has helped us save up to 66% on admin time.
If you are seeking a cloud based ATS that can customize any features to work well with your recruitment and sales team, please do not waste time and make the switch to TrackerRMS. The team is very knowledgeable and will work very closely with your firm to ensure success.
Tracker has helped us save up to 66% on admin time.
If you are seeking a cloud based ATS that can customize any features to work well with your recruitment and sales team, please do not waste time and make the switch to TrackerRMS. The team is very knowledgeable and will work very closely with your firm to ensure success.
Tracker has helped us save up to 66% on admin time.
If you are seeking a cloud based ATS that can customize any features to work well with your recruitment and sales team, please do not waste time and make the switch to TrackerRMS. The team is very knowledgeable and will work very closely with your firm to ensure success.
Tracker has helped us save up to 66% on admin time.
I'm in Tracker ALL day communicating with clients and our Talent, I'm so grateful for a tool that's as easy to use, while constantly offering new features and upgrades.
If you want a great tool for both your sales team and recruiters, TrackerRMS is that.
I'm in Tracker ALL day communicating with clients and our Talent, I'm so grateful for a tool that's as easy to use, while constantly offering new features and upgrades.
If you want a great tool for both your sales team and recruiters, TrackerRMS is that.
I'm in Tracker ALL day communicating with clients and our Talent, I'm so grateful for a tool that's as easy to use, while constantly offering new features and upgrades.
If you want a great tool for both your sales team and recruiters, TrackerRMS is that.
I'm in Tracker ALL day communicating with clients and our Talent, I'm so grateful for a tool that's as easy to use, while constantly offering new features and upgrades.
If you want a great tool for both your sales team and recruiters, TrackerRMS is that.
See it for yourself
See the deal and the delivery on one platform
Book a 30-minute demo and we’ll show you the desk, yours, running on Tracker. First outreach to signed terms to a filled role, without a handover in sight.
FAQ
Recruitment CRM questions, answered
A recruitment CRM is software built to help staffing and recruiting agencies manage client relationships, track business development activity, and win more business. Unlike a generic CRM, it connects sales activity directly to hiring demand, live jobs, and placements, so the client side of the business and the delivery side share one set of data.
Activity follow-ups put every account on a contact cycle, so the system tells a consultant who is due a call rather than relying on them to remember. Elevation Recruitment Group credits that pattern for an 87% repeat business rate: as they put it, there is no longer an excuse to lose the human part of recruitment.
Yes. Contacts, candidates and activities are linked to the company record, so anyone opening a client sees the full history and who owns the relationship. Consultants @mention each other on a record and the note, the context and the next action all travel together instead of going out by email.
Yes. C&M Legal Search asked for exactly that during their move to Tracker, and it is now a standard view: last contact by recruiter, across the account, at a glance rather than one profile at a time.
A standard sales CRM tracks leads, deals, and revenue for product or service sales. A recruitment CRM does all of that, and is built around the dynamics of staffing: client hiring cycles, job management, relationship history across contacts and companies, and the constant movement between business development and delivery.
An ATS manages the candidate side, job postings, applications, screening, and placements. A recruitment CRM manages the client side, leads, deals, accounts, and the sales pipeline. Most agencies need both, and running them as separate tools creates gaps. Tracker combines ATS and CRM in one platform.
For staffing and recruiting agencies, yes. Both are powerful, and both need significant configuration to handle recruitment workflows. Tracker is purpose-built for staffing, with MANDACT lead qualification, one-click conversion from won deal to live job, placement tracking, and candidate-to-client relationship management out of the box, without the integration overhead of bolting a general CRM onto your ATS.
MANDACT is a qualification method that scores a lead on seven factors: Money, Authority, Need, Decision, Ability, Competition, and Timing. It is built into the Tracker lead record, so the desk can see which prospects are worth pursuing before investing time, and convert the ones that qualify into deals in one click.
Yes. The add-in shows the full Tracker record in a sidebar beside the email, so consultants can log a thread, create a contact, or add an activity without leaving the inbox. Emails and replies attach to the account automatically.
Yes. Built-in webforms capture enquiries from your site straight into Tracker as leads, with automatic assignment to the right owner and follow-up sequences triggered from the moment they arrive.
Yes. Customizable sales pipeline stages carry deal values and win probabilities, which roll into a weighted revenue forecast. Because delivery runs on the same platform, the forecast reflects real jobs and placements rather than a separately maintained sales record.
Complete CRM and ATS is included in every Tracker plan, from Launch upward. Marketing sequences, the client portal, the Outlook and Gmail add-ins, and the LinkedIn import extension are included from Core. See plans and pricing for the full comparison.
