Backed by Y Combinator
Features
AI-Native Client CRM (Customer Relationship Management) for Executive Search and Recruiting Agencies
Manage Client Relationships, Track Deals, and Win More Business in One Workspace
A modern CRM, or Customer Relationship Management system, built for recruiting agencies and executive search firms. It enables teams to manage client relationships, track business development activity, and organize every deal and interaction in a centralized workspace. Whether handling retained searches or growing a new client pipeline, recruiters can operate with more speed, clarity, and control.
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What is a CRM System?
A CRM, or Customer Relationship Management system, helps recruiting and executive search teams manage their client relationships in one place. From tracking deals and outreach to coordinating searches and reporting, a CRM gives full visibility into every client interaction. It helps recruiters stay organized, grow new business, and deliver a premium experience at every stage of the client journey.
Find and Manage New Business Opportunities
Track every client, deal, and search in one place. Use customizable pipelines to stay on top of active and prospective accounts. Spend less time digging through spreadsheets and more time building new client relationships.
Centralize Collaboration and Communication
Log calls, notes, tasks, and reminders in a shared workspace. Everyone on the team has the full context on where each deal stands, what’s been promised, and what needs follow-up. No more silos or missed updates.
Drive Growth with Better Visibility
Real-time dashboards and automated reports make it easy to track performance, forecast fees, and share updates with partners. With the right data at your fingertips, your team can operate with more clarity, confidence, and speed.
Why Recruiting Teams Prefer Our CRM
All-in-One Client Management
Track business development, client interactions, and deal progress from a single, streamlined platform.
Real-Time Collaboration
Share notes, reminders, and updates across your team instantly. Stay aligned on search progress, client feedback, and next steps.
Built to Scale with Your Firm
Whether you're a solo operator or a growing search team, the system adapts to your size and goals without added complexity.
Faster Business Development
Log outreach, manage prospects, and convert leads into retained clients with full visibility and built-in follow-up tools.
Flexible Pipeline Configuration
Customize deal stages, fields, and workflows to fit your firm’s exact process. No rigid templates or one-size-fits-all logic.
Actionable Deal Insights
Monitor pipeline health, forecast fees, and track performance with visual dashboards and automated reporting.
85%
Faster time to hire
Accelerate sourcing and placement with AI-powered automations.
100+
Integrations supported
Seamlessly connects with the tools your team already uses.
83%
Lower tech overhead
Reduce software bloat and consolidate your recruitment stack.
500+
Recruiting teams onboarded
Trusted by growing agencies across the US.
A CRM That Adapts to Any Recruiting Business Model
We support the full spectrum of recruiting and executive search firms with CRM tools that flex to your process. Whether you run retained executive searches, high-volume contingent placements, or niche finance recruiting, this system provides the customization and visibility you need to manage client relationships and win more business.
FAQ
What is a CRM in recruiting?
A CRM, or Customer Relationship Management system, helps recruiting agencies and executive search firms manage their client relationships, track new business opportunities, and streamline communication. Unlike sales CRMs, it is designed specifically for the workflows of recruiting teams.
How is this different from a regular CRM like Salesforce or HubSpot?
Generic CRMs are built for sales teams, not recruiters. A recruiting-focused CRM includes deal pipelines for searches, automated reminders, notes, and real-time collaboration tools tailored for placements, not product sales.
Can I generate reports for clients or partners?
Yes. The CRM includes automated and real-time reporting tools that make it easy to share progress updates, deal status, and performance metrics with partners, clients, or internal stakeholders.
Is it easy to customize the CRM to my firm’s workflow?
Yes. You can configure pipelines, fields, reminders, and permissions to match your firm’s exact process whether you're a solo recruiter or part of a multi-office team.
Does the CRM integrate with other tools we use?
Yes. It connects with over 100 tools including Gmail, Outlook, Slack, Zoom, Calendly, DocuSign, and more. It also offers an open API for custom workflows or integrations with platforms like Notion, Airtable, or legacy ATS systems.
