Executive Recruiting Software for Search Firms
Small shortlists. Long relationships.
Tracker keeps mandates, candidates, and client pipelines on one record, with the discretion senior search requires.
The search desk
A longlist is research. A shortlist is judgement.
Catherine takes a COO mandate in March. In week one, she maps forty executives across three sectors. By week four, she has twelve conversations logged on the mandate. In week eight, the board meets two finalists, and every note behind them is on the record. Tracker holds the research, the conversations, and the client relationship in one place, so the partner’s judgement has everything it needs.
Mandates · Longlist · Market mapping
The research stays with the mandate
Target companies, mapped executives, approach notes, and outcomes all sit on the mandate. When a similar search comes up next year, the work is already done.
Target lists and market maps saved per mandate. Research is reused, not repeated.
Approach status for every name. Know who’s been called and what they said.
Longlist to shortlist on one pipeline. The client sees progress by stage.
Matters most to Researchers
Off-limits · Confidential search · Permissions
Confidential searches stay confidential
Off-limits agreements are enforced across the firm, confidential mandates are visible only to the team working them, and every action is logged.
Off-limits enforced firm-wide. No approach that breaches an agreement.
Confidential mandates restricted by team. The rest of the firm never sees the name.
Every view and edit logged. Accountability without extra effort.
Matters most to Partners & managing directors
Client portal · Reports · Candidate Alignment Score
Board-ready reports, without the late night
Candidate reports, alignment scores, and mandate progress are generated from the record. Clients review finalists and leave feedback in a portal, so the steering committee always has the latest picture.
Candidate reports generated from the record. Formatted for the board.
Alignment scores against the brief. Judgement backed by evidence.
Client feedback captured in the portal. Every comment on the mandate.
Matters most to Partners & clients
CRM · Relationship history · Business development
Today’s candidate is next year’s client
Executives you place, and the ones you don’t, become the people who hire you. Tracker keeps every conversation on one record, and nurture keeps you in touch between searches.
Every executive conversation logged. Pick up where you left off, years later.
Placed executives flagged for business development. The next mandate starts with a call.
Pipeline and forecast on the same platform. The partners see the same numbers.
Matters most to Partners
What changes
Less admin. More time in the room.
A similar COO search came in a year later. The market map, approach notes, and outcomes were already on the previous mandate.
The finalist report for the board came straight from the record, with alignment scores and interview notes already in place.
An executive placed three years ago became a CEO. The relationship was on the record, and the first search she commissioned came to your firm.
Every senior role. One record of every relationship.
Executive careers are long, and the best searches draw on years of conversations. Tracker holds every one, so each mandate starts from what your firm already knows.
C-suite and board appointments.
Vice presidents and functional leaders.
Non-executive directors and advisors.
Retained, contingent, and interim on the same record.
In their words
Firms that keep every conversation
It enables us to very specifically categorize our candidates by not only their job category, but their specific area of expertise and supplementary skills. This allows us to hone in on the right candidates for a given position quickly.
It is making it easier for me to keep track of all of my recruiting activities and also allows me to assemble marketing campaigns for my services.
It enables us to very specifically categorize our candidates by not only their job category, but their specific area of expertise and supplementary skills. This allows us to hone in on the right candidates for a given position quickly.
It is making it easier for me to keep track of all of my recruiting activities and also allows me to assemble marketing campaigns for my services.
It enables us to very specifically categorize our candidates by not only their job category, but their specific area of expertise and supplementary skills. This allows us to hone in on the right candidates for a given position quickly.
It is making it easier for me to keep track of all of my recruiting activities and also allows me to assemble marketing campaigns for my services.
It enables us to very specifically categorize our candidates by not only their job category, but their specific area of expertise and supplementary skills. This allows us to hone in on the right candidates for a given position quickly.
It is making it easier for me to keep track of all of my recruiting activities and also allows me to assemble marketing campaigns for my services.
We are able to reach out to clients, prospective clients and candidates in much easier fashion, with higher touch points and better results.
The system is extremely customizable. This is critical for us because we are a very non-traditional recruiting firm.
We are able to reach out to clients, prospective clients and candidates in much easier fashion, with higher touch points and better results.
The system is extremely customizable. This is critical for us because we are a very non-traditional recruiting firm.
We are able to reach out to clients, prospective clients and candidates in much easier fashion, with higher touch points and better results.
The system is extremely customizable. This is critical for us because we are a very non-traditional recruiting firm.
We are able to reach out to clients, prospective clients and candidates in much easier fashion, with higher touch points and better results.
The system is extremely customizable. This is critical for us because we are a very non-traditional recruiting firm.
See it for yourself
See an executive search run on Tracker
Book a demo and we’ll show you a mandate on Tracker, from the market map to the board report.
FAQ
Executive search questions, answered
Confidential mandates can be restricted to the team working them, off-limits agreements are enforced firm-wide, and every action is logged.
Yes. Candidate reports and alignment scores are generated from the record, and clients can review finalists and leave feedback through a portal.
Yes. Retained fees, stage payments, and contingent fees are tracked against each mandate and invoiced from the platform.
Yes. Target companies, market maps, and approach notes stay on the mandate and the executive records, so future searches start from that work.
Yes. The two-way integration was built with LinkedIn, so projects mirror between LinkedIn Recruiter and Tracker and InMails can be sent from the candidate record.
Yes. Tasks, reminders, and sequences keep every follow-up on the record, including re-engagement sequences that come back to a contact or candidate after a set number of days.
No. Direct-hire firms run the ATS and CRM without a back office.
