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CRM & SalesAgencyLive

Recruitment Agency CRM

An agency runs two databases that must stay in step: the people and the companies. Most software is good at one. This build treats a placement as the point where both meet, and tracks the margin it actually earned.

From
$749
Function
22
Roles
3
Users
Unlimited

Next.js · TypeScript · PostgreSQL · Recharts

Inside the app

What it does out of the box

22 connected functions on one schema, spanning three permission levels. Everything below is in the template before a line of customisation.

Dashboard for Sara

34 live vacancies, 6 candidates out on interview and two placements start Monday.

Candidates

Your database, with availability and where each one is out.

Vacancies

Client roles you are working, and how competitive each one is.

Placements

What was placed, on what terms, and what it actually earned.

Branch pipeline

Everything the branch is working, weighted by stage.

Performance

Where the desk actually makes money, and where it burns time.

Compliance

Right to work, qualifications and references, before a placement starts.

Audit log

Every placement, terms change and compliance override. Retained per statute.

Permissions

Three roles, one build

A consultant works their desk. A branch manager sees margin and which clients are worth the desk time. An administrator owns compliance, deliberately, because the consultant under pressure to hit target should not be able to clear their own blocking document.

Consultant7 functions

Their desk, candidates and clients

  • One database of candidates and clients
  • Match candidates to live vacancies
  • Record placements with charge and pay rate
  • See margin on every contract placement
  • Cannot clear their own compliance block
Preview as consultant
Branch Manager14 functions

Margin, and which clients pay for themselves

  • Everything a consultant can do
  • Branch pipeline weighted by stage
  • Margin by consultant and by client
  • Fill rate split by terms, exclusive against contingent
  • See which clients consume desk time without paying
Preview as branch manager
Administrator22 functions

Compliance, and what blocks a start

  • Everything a branch manager can do
  • Verify and attach compliance documents
  • Release a blocked placement, recorded
  • Set which documents block a start
  • Read and export the audit log
Preview as administrator

The build

Every function in the box

22 functions, all of them live in the preview. Nothing on this list is a mockup or a roadmap item.

Access

  • Sign in

Desk

  • Today
  • Candidates
  • Vacancies
  • Placements

Branch

  • Branch pipeline
  • Performance

Administration

  • Compliance
  • Audit log

What you get

Delivered as a repository, not a login.

Recruitment agencies placing permanent and contract staff, 3 to 200 consultants.

  • 9 production functions spanning three permission levels
  • Full source code and PostgreSQL schema in your repository
  • Role-based access control, enforced server-side
  • Immutable audit log written on every change
  • Responsive layouts, usable on a phone, not just resized
  • CSV import and export on every core record
  • Deployment configuration for your cloud account
  • Twelve months of updates, and no per-seat charge ever

Access and evidence

The mistake that closes agencies

Placing someone without a valid right to work is not a paperwork slip, it is the error that ends businesses. So it is a hard stop rather than a warning, and the person under pressure to hit target cannot clear it.

  • A missing blocking document stops the placement starting
  • Only an administrator can record a blocking document as satisfied
  • The document must be attached, not merely ticked
  • Expiring documents flagged 30 days out
  • An expired document on a working contractor escalates immediately
  • The client is notified rather than the start date slipping quietly
  • Retained for the statutory period after the placement ends

Related

Apps that pair with this one

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Deal stages, forecasting and activity history for a sales team that has outgrown a spreadsheet.

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Templates, review queue, obligations and renewal dates that surface before they pass.

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Questions

Recruitment Agency CRM, in practical terms

Do I get the source code for Recruitment Agency CRM?

Yes. The repository, application code, database schema, migrations, seed data and deployment configuration, is transferred to your organisation on delivery. There is no licence key and nothing that calls home.

How is this different from Applicant Hiring Pipeline?

Applicant Hiring Pipeline is an internal ATS: one employer, hiring for itself. This is an agency system, which means two databases that must stay in step, candidates and client companies, plus placements, margin, terms and rebate periods. Different problem, despite the surface similarity.

How many consultants can use it?

As many as you like. Per-consultant licensing is the standard model in agency software and the reason small desks stay on spreadsheets, pricing here is per application, so every consultant and resourcer can have a login.

Does it handle contractor timesheets and invoicing?

It records placements with charge and pay rates and calculates margin, which is the basis for both. Timesheet capture and invoice generation are common additions in a fitted build, usually connected to your existing accounting system rather than duplicating it.

Can Recruitment Agency CRM be changed to match our desks?

That is the usual route. A fitted build sets up your disciplines, terms types, margin and rebate rules, compliance document requirements, timesheet flow, branding and up to two integrations, and typically takes one to three weeks from a signed scope.

What does it cost to run?

Hosting only, paid to your own cloud provider, roughly $50 to $200 a month, rising mainly with CV and document storage.

Want Recruitment Agency CRM shaped around your process?

A fitted build adjusts fields, stages, roles and integrations to how your team already works. One scoping call, a fixed price, one to three weeks.