Most businesses today rely on a range of software programmes to manage and structure complex workflows and arrive at consistent, timely outcomes for clients and partners. From workflow management tools that simplify project management, to accounting software platforms that streamline bookkeeping, a vast range of solutions are available designed to make your business more efficient and effective. Among these solutions is the customer relationship manager (CRM), an invaluable tool for businesses across a wide range of sectors.
What is a CRM?
A customer relationship manager is a data-driven software programme that helps businesses nurture and manage relationships with both existing and potential clients.
At its core sits a repository of contact information, containing emails, phone numbers and addresses for current clients, leads and prospects.
So, how does a CRM differ from a simple database of spreadsheet you may be wondering. Unlike a spreadsheet which requires constant updating, a CRM tracks engagement between parties in real-time, automatically. By recording interactions like web visits, email links opened and call responses, a CRM makes it easy to gauge how ‘hot’ or ‘cold’ a lead is, which helps marketing teams focus on the most promising prospects with the greatest chance of conversion.
These engagement logging capabilities combine with other features such as customer support functions, sales analytics and task management tools to provide a centralised overview of client interactions and data. This provides a range of benefits for both parties, as customers can be assured of timely, high-quality care and support and the business is better positioned to explore new sales opportunities with existing clients.
How Could a CRM Benefit My Recruitment Agency?
As a recruitment agency, you handle a vast quantity of contact information that can broadly be divided between the organisations you’re recruiting for (your customers) and your candidates. Although this differs in nature from the contact information held in marketing-focussed CRMs, the principles of tracking and recording interactions in real-time, exploiting opportunities and nurturing relationships translates well into the world of recruitment.
Incorporating many industry-relevant integrations, time-saving automations and everything you need to manage candidate engagements and support your clients, recruitment CRMs will help you find and nurture the best talent and fill vacancies faster. Here are 6 of the top CRMs you should consider for your recruitment agency in 2023.
Bullhorn for Salesforce
Bullhorn for Salesforce is an integration of the Bullhorn recruitment software with the Salesforce CRM platform, offering powerful recruitment-specific functionality. With Bullhorn for Salesforce, recruitment agencies can bridge their internal recruitment tools with their CRM tools for an integrated experience, resulting in a software package that is more than the sum of its parts. Users can gain access to features such as candidate management, applicant tracking, job order management, and client relationship management, all within the familiar and scalable Salesforce ecosystem.
Key Benefits:
- Integration with Salesforce CRM platform: Recruitment agencies can leverage the powerful functionalities of Bullhorn while capitalizing on the robust infrastructure and scalability of Salesforce, including more capabilities for automation, data-driven insights, and custom workflows.
- Streamlined candidate management and applicant tracking: The CRM offers comprehensive candidate management features, allowing recruiters to track and manage candidate profiles, applications, resumes and communication history. This streamlines the candidate selection process and improves overall efficiency. The CRM’s tracking capabilities includes managing job applications, interview scheduling, and progress tracking, ensuring a streamlined and organized recruitment workflow.
- Real-time data synchronization with Salesforce: With Bullhorn for Salesforce, recruiters benefit from real-time data synchronisation between the Bullhorn platform and Salesforce. This ensures that all candidate, client and job data remain up-to-date across both systems, eliminating the need for manual data entry and ensuring data accuracy.
- Customisable dashboards and reporting for recruitment metrics: The CRM offers customisable dashboards and reporting capabilities, allowing recruiters to measure and monitor what matters the most to them. Users can create tailored dashboards to track performance, generate insightful reports, and gain valuable insights into recruitment activities, enabling data-driven decision-making.
Vincere
Vincere is a modern CRM designed specifically for recruitment agencies. It offers features such as candidate sourcing, applicant tracking, talent pool management, client relationship management, job posting integration and an impressive LiveList feature where clients can find and review candidate profiles. The system provides automation tools, communication tracking and reporting capabilities to streamline recruitment processes.
Key Benefits:
- Comprehensive recruitment-specific features: Vincere offers features that cover the entire recruitment process, including candidate management, client relationship management, job order management, resume parsing, interview scheduling, and placement tracking. The CRM provides a holistic solution to effectively manage all aspects of the recruitment workflow.
- Candidate sourcing and talent pool management: Vincere enables recruiters to source candidates from various channels, including job boards, social media platforms and their own talent databases. Recruiters can easily search, filter and organise candidates based on specific criteria. The CRM also facilitates building and managing talent pools, allowing recruiters to maintain a well-segmented pipeline of qualified candidates for future job openings.
- Integration with job posting platforms: Vincere integrates with popular job posting platforms, enabling recruiters to publish job openings to multiple job boards simultaneously. Vincere also offers job sourcing data visualisations, facilitating analysing and refining of job posts’ performance.
- Automation tools and communication tracking: Vincere incorporates automation tools to streamline repetitive tasks and enhance productivity. Recruiters can automate various processes, such as resume parsing, email communications, and interview scheduling. This saves time and reduces manual effort, allowing recruiters to focus on higher-value activities like candidate engagement and relationship building.
- LiveList Candidate Profiles: Vincere’s LiveList feature enables an interactive dashboard that clients can use to view candidate profiles, including their CV, candidate videos, ratings and more. Its features including automations such as client-initiated interview scheduling, compliance simplification through document uploading, and at-a-glance candidate stats for clients to review.
Seven 20
Seven 20 is a CRM tailored for recruitment agencies, providing features like candidate tracking, talent sourcing, client management and job order management. It offers a user-friendly interface, automation of repetitive tasks, interview scheduling, and customisable workflows to enhance efficiency and collaboration within the agency. Baked-into Seven20 is an integration with Salesforce. It’s CRM features include account tiering, contact scoring, automated contact sequencing, and more.
Key Benefits:
- Salesforce Integration: With its integration with Salesforce, Seven20 can be tailored to the processes of organisations, rather than the other way around. The integration with Salesforce enables a plethora of joint features, including forecasting, customised dashboards, and a blend of recruitment and CRM features in a single package.
- Tailored ATS Features: Seven20 offers holistic ATS features which can be configured to match company processes. These features include job board aggregation, integrations with Gmail and LinkedIn, CV screening, customisable searches and much more.
- Business Development: A suite of business development features are offered by Seven20, including sales automation, custom call scripts, email templates, account tiering, grading and pipeline management, amongst many others.
- Rich Visuals: Seven20’s visual dashboards give recruiters an insightful and handy data analysis experience which can be applied to applicant sources, prediction models using customised data points, and pipeline visualisations.
Loxo
Loxo is a recruitment and CRM software that provides an all-in-one solution for recruitment agencies. It is designed to streamline and optimise the entire recruitment process, from candidate sourcing and applicant tracking to client relationship management. A particularly attractive feature is its AI-power optimisations.
Key Benefits:
- AI-powered optimisations: Loxo AI can intelligently source potential over 1.2Bn potential candidates online, based on pre-defined criteria. Its potential does not stop there, it automates routine tasks, can provide data-driven insights, and provides intelligent suggestions to improve candidate engagement and efficiency.
- People Intelligence: Loxo provides in-depth People Intelligence, which offers extensive information and insights about candidates and contacts. It aggregates data from various sources, including social media profiles, professional networks, and public databases, to provide recruiters with a holistic view of candidates and clients.
- Collaboration and Communication Hub: Loxo serves as a centralised hub for collaboration and communication within recruitment agencies. Offering features such as shared calendars, team collaboration tools, and real-time communication channels.
- Leading Outbound Recruitment Features: Loxo’s AI and data partnerships allow recruiters to access talent from across the world, with live contact info updates so that recruiters can always reach the most promising candidates. In-app contact features enable you to contact candidates using phone, SMS and email.
Job Adder Recruitment CRM
Job Adder provides a range of recruitment software with a strong focus on ROI and business growth. Among these offerings you’ll find a feature-rich recruitment CRM, designed to foster growth through new opportunities and bring client data, job postings and candidate profiles together for effortless job matching.
Key features:
- Job Matching Automation. Find the best-fit candidates with ease thanks to CV keyword scanning, predictive searches and saved searches. Let automation take the strain out of the candidate review process.
- Sales Pipeline Management. Build your client base by tracking leads through your sales pipeline from initial engagement to prospect to active job. Take advantage of messaging templates to create custom emails and text messages that resonate with your target audience.
- Create Job Postings. With Job Adder you can launch job listings from within your recruitment CRM. Manage listings with easy-to-use filters, drag and drop functionality and intuitive dashboards.
- Integrations. From candidate screening and electronic document signing to invoicing and payroll, Job Adder’s integrations cover a vast range of recruitment-related functions for improved productivity that only a true end-to-end solution can deliver.
Access CRM
The Access Group provides a market-leading recruitment CRM (formally known as RDB) that is suitable for use by recruiters of all sizes. A growing list of integrations and cloud scalability provides centralised access to the data you need no matter where you’re working from, and compliance automation makes it the ideal choice for recruiters that operate in highly regulated sectors.
Key Benefits:
- More Effective Temporary Recruitment. With intuitive drag and drop scheduling, automated screening, pay and bill software and more, the Access recruitment CRM provides a single-interface solution for attracting, managing and supporting temporary workforces. Workers will enjoy a slicker experience that improves retention and you’ll be able to fill shifts faster.
- Automated Screening. Automate the likes of DBS, right to work or identity checks with screening software that improves ‘time to hire’ and hardwires compliance into your workflow.
- Video Interviewing. Expedite the interview process with the incorporated video interview tool.
- Single-vendor support. Centralise your recruitment ecosystem around the Access recruitment CRM and enjoy support from a single vendor for simplicity and peace of mind.
Talisman
Talisman is another end-to-end recruitment solution combining a CRM with a built-in ATS. Talisman features automations, billing, recruitment website building, an intelligent employee scheduling software, as well as analytics that combine sophistication with simplicity.
Key Benefits:
- Automate with Talimate: Talimate is Talisman’s AI-driven automation feature, which learns how to streamline processes and exploit opportunities using data. For example, if a set of potential candidates open an outreach email three times, Talimate can give the recruiter a set of nudges to reach out to them again.
- Pay and Bill: Talisman offers scalable payroll and invoicing features that are compliant and client-friendly. Including supplier management features, this scalable solution can help recruitment agencies to streamline administrative processes and focus their efforts on clients and candidates.
- Staff Scheduling: Talisman has a scheduling feature that intelligently assesses the availability of recruiters, which can be used to more seamlessly schedule interested candidates for calls and interviews.
Voyager
Voyager offers a range of recruitment CRM software solutions tailorable to the needs of temporary, permanent and contract agencies across a wide range of sectors. Enjoy access to a comprehensive library of skills test to help determine candidate suitability as well as industry-leading UK-based support.
Key Benefits:
- Slick Integration. Voyager’s Infinity CRM integrates with countless software platforms and applications, including Microsoft 365, Sage, Mailchimp and leading job posting sites.
- Intuitive Automation. Automate a wide range of time-consuming tasks, including CV formatting, follow-up calls and scheduling confirmations.
- Valuable Business Insights. Draw insights from data across your business with intuitive, customisable dashboards. Analyse everything from financial performance to candidate pipeline progression.
- Free Skills Testing. Access to a comprehensive library of skills tests ensures you can reduce the risk of bad hires and find the best candidates for those tricky roles.
ZOHO Recruit
Zoho Recruit is an end-to-end recruitment solution that combines a full-featured recruitment CRM with an Applicant Tracking System (ATS). This integration of capabilities ensures you’ll have the CRM features necessary to grow and develop lasting relationships with clients, as well as the ability to automate and rationalize the hiring process.
Key Benefits:
- 50 integrations: Zoho Recruit works in harmony with many of the tools, apps and platforms you’re already using, from the likes of Outlook, Facebook and LinkedIn to productivity apps like Slack and Zapier and leading post board sites like Monster and Indeed.
- Rich Automation: Zoho Recruits automation can be applied to a wide range of time-critical processes and tasks, including interview scheduling, issuing application updates, reviewing CVs and sending out offer letters.
- Intuitive Hiring Portal: Candidates have access to a user-friendly, mobile app from which they can book interviews, keep in touch with your agency, submit files and much more.
Recruiterflow
Recruiterflow’s combined CRM and applicant tracking system (ATS) is marketed as a ‘complete ecosystem’ designed to help staffing agencies to grow and run more efficiently. Recruiterflow’s standard package features all the tools and resources dynamic recruiters need to scale and develop, from candidate pipeline tracking and simple prospect management to powerful analytics and an extensive range of third-party integrations.
Key features:
- Client Portal. Recruiterflow CRM’s client portal ensures your clients can always access the most up-to-date information relating to their recruitment campaigns, and aids collaboration by providing a single source of truth for all parties.
- Create Custom Hiring Pipelines. Featuring a straightforward, drag-and-drop interface, Recruiterflow’s applicant tracking system lets you create tailored hiring pipelines in minutes. Enjoy unrivalled visibility and governance over your pipelines, with a system that’s designed with accessibility in mind.
- Leading Edge Automation. Take the load off your recruiters with widespread automation that does everything from sending interview information and application progress updates to keeping in touch with star candidates through regular engagement emails.
- Empowering Analytics. Gain detailed insights into your hiring pipelines and monitor KPIs to ensure your team are always performing to their potential.
We’re Blucando, the Southeast’s Premier IT Support Provider
From our base in Farnborough, Hampshire, we are a full-suite IT provider offering technology support, management and consultancy to businesses across Surrey, Hampshire, London and the wider southeast region. We pride ourselves on delivering robust, dependable IT systems our clients can rely on, coupled with strategic guidance that helps unlock business potential through technology. Get in touch today to find out how Blucando could help level up your business through technology.
