A recruitment CRM that runs on your real pipeline.
Win clients on the same desk you deliver on. The Sales CRM is a work queue of prospects, sorted by what is due, so every lead has an owner and a next follow-up and nothing goes cold. Win one, and it becomes an active client whose roles and candidates run in the same place.
From a prospect to a delivering client, in three steps.
Add a prospect
Log a company you want to win, with its industry, source and owner, or paste a hiring email or signature and let RecruiterDesk read the company, contact, email and phone out of it. The Sales CRM is a work queue of prospects, not a static list, so every lead has a next step with a date.
Work the follow-ups
The pipeline sorts by what is due, soonest first, so the overdue and due-today calls surface before anything else. Nothing goes cold because a follow-up slipped.
Win and hand over
Mark a prospect won and it becomes an active client in one move, carrying its notes and contacts into delivery, where its mandates and candidates run.
Every client and its pipeline, across the team.
Your active clients in one view, ordered by open mandates, each with its owner, industry and how many roles are live. Search by ID, name, industry or owner, so the client you need is a filter away rather than a scroll through an inbox.
- Active clients ranked by open mandates
- An owner and an industry on every client
- Prospects worked in the CRM, won clients land here
The whole relationship on one record.
Open a client and everything is there: its mandates, contacts, documents, commercial terms and an activity trail, with the signed-agreement check that flags paperwork still due. Generate a hiring-status link and the client can watch their open roles progress, with no login and no candidate names, just the status.
- Mandates, contacts, documents and terms on one record
- A fee agreement that drives the fee on every placement
- A read-only hiring-status link to share with the client
A CRM that hands straight to delivery.
A pipeline that is a work queue
Prospects sorted by the next follow-up due, so your day starts with what needs a touch today, not a wall of untouched rows.
An owner on every lead
Each prospect has an owner and a next action, so on a team it is always clear who is chasing what, and nothing falls between two people.
Won prospects become clients
When a deal lands, the prospect converts to an active client in one move and shows up in delivery, with its industry, contacts and history intact.
A full client record
Every client holds its mandates, contacts, documents, commercial terms and an activity trail, so the whole relationship is on one record rather than in an inbox.
A client hiring-status link
Share a live, read-only view of a client's open roles and their funnel. No login, no candidate names, just the status, so a client sees progress without a meeting.
Commercial terms on file
A fee agreement per client drives the fee on every placement, and a signed-agreement check flags the clients that still need paperwork before you bill.
Which recruitment CRM is right for your agency?
What is a recruitment CRM?
A recruitment CRM is where an agency manages the client side of the business: the companies you are chasing, the clients you have won, and the relationship on each. In RecruiterDesk the Sales CRM runs your prospect pipeline as a work queue sorted by the next follow-up due, and a won prospect becomes an active client whose mandates and candidates run on the same desk.
Can I add a prospect without typing it all in?
Yes. Paste a hiring email or an email signature and RecruiterDesk reads the company, a contact name, an email and a phone out of it into editable fields. You check them, and on confirm it creates the prospect and adds the contact as primary in one step, so a lead sitting in your inbox becomes a worked prospect without re-keying it.
How is the Sales CRM different from the applicant pipeline?
The Sales CRM tracks business development: prospects, owners and follow-ups, up to the point a client is won. The applicant pipeline tracks delivery: the roles for a won client and the candidates against them. They sit on one connected desk, so a prospect you win carries straight into the mandates and candidates that fill its roles.
Does it keep client contacts and documents?
Yes. Each client record holds its contacts, documents, mandates, commercial terms and an activity trail. Client contacts live with their client rather than in your candidate database, so the people you sell to and the people you place are kept separate and clean.
Can a client see progress without logging in?
Yes. You can generate a client hiring-status link: a live, read-only page of that client's open roles and their candidate funnel, with no login and no candidate names, just the stage counts. It lets a client see where their roles stand without a status call or a rebuilt spreadsheet.
Is the CRM a separate product or part of the same subscription?
It is part of the same RecruiterDesk subscription, on every plan. There is no separate CRM to buy or sync: prospects, clients, mandates, candidates and placements are one connected set of records, so the handover from winning a client to delivering their roles has nothing to integrate.
Which recruitment CRM should a staffing or recruiting agency choose?
A staffing agency should choose a recruitment CRM that keeps business development and delivery on one desk, so a won client flows straight into mandates and candidates without a second tool to sync. RecruiterDesk does this: the Sales CRM runs the prospect pipeline as a work queue sorted by the next follow-up due, and a won prospect becomes an active client whose roles run in the same place. Every feature is on every plan at a flat published price, which suits an agency that wants a CRM and an applicant tracking system together rather than two subscriptions.
Which affordable recruitment CRM is best for small and boutique agencies?
The most affordable path for a small or boutique agency is a single tool that is both a recruitment CRM and an applicant tracking system, rather than paying for a sales CRM and a separate ATS. RecruiterDesk is priced flat, with every feature on every plan and a free 14-day trial with no card, and the client pipeline, mandates, candidates and placements are one connected set of records. That keeps both the cost and the admin low while a small team grows.
The desk around the CRM.
Applicant tracking
Every won client's roles on a real pipeline, each candidate scored and moved through clear stages.
Learn moreClient shortlist review
Share a shortlist on a no-login link, get a yes, maybe or pass on each, and give the client a live hiring-status link.
Learn morePlacements and settlements
Fees derived from the client terms, the receivable tracked to collected, and the team payout drafted.
Learn moreFor boutique agencies
A shared pipeline, team visibility and one quality bar across every recruiter on the desk.
Learn more- 14-day free trial The whole product, no credit card and no setup call.
- One flat price Every feature included, no per-feature upsells or tiers.
- Your data is yours Export it or delete it whenever you want.
Work your prospects and clients in one place.
Log a prospect, keep every follow-up on time, and carry a won client straight into delivery. Free for 14 days, no card.
