CRM Functionality
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Overview
Recruitment agencies need more than a database—they need a CRM designed around the recruitment lifecycle. ATZ CRM combines contact management, sales tracking, and client collaboration into a single, streamlined platform made specifically for recruiters and staffing teams.
📇 Unified Contact Management
Access a centralized hub for all client and contact data. Track every interaction, manage company hierarchies, and map decision-makers within parent companies, departments, and teams. Everything stays organized, searchable, and accessible to your entire team—without confusion.
📊 Recruitment-Specific Sales Pipeline
Visualize your recruitment sales funnel with custom pipeline stages that reflect real-world sales journeys. From outreach and qualification to job order discussions and service agreements, track every touchpoint and drive deals forward with purpose-built pipeline management.
👁️ 360-Degree Relationship View
See every client interaction—from calls and emails to placements and meetings—in one unified timeline. This relationship history gives your team the context they need to make every follow-up relevant, timely, and impactful—no matter who handled the last touch.
💼 Opportunity Management
Track job orders, proposals, contracts, and sales opportunities with probability scoring and revenue forecasting. Prioritize what matters, monitor deal health, and convert more prospects into business with structured, visible, and scalable opportunity workflows.
🔐 Client Portal Integration
Offer clients a white-labeled portal where they can review candidates, track job progress, and communicate directly. It builds transparency, fosters trust, and reduces back-and-forth by giving your clients access to real-time updates and relevant documents.
⏱️ Activity Management & Automation
Plan, schedule, and automate key relationship-building activities like follow-ups, check-ins, and renewal reminders. Keep deals moving and clients engaged while ensuring that no task—or opportunity—slips through the cracks.
Key Benefits
Centralize all client data, activities, and communication history in one unified, accessible platform
Convert more leads with structured sales pipelines tailored to the recruitment business development process
Standardize client engagement practices across teams with shared visibility and tracked follow-ups
Monitor performance through measurable KPIs across client acquisition, pipeline progress, and deal outcomes
Bridge gaps between sales and delivery teams with unified records and real-time collaboration
Retain valuable insights about clients, contacts, and decisions with structured historical data
Discover growth opportunities within existing accounts by tracking hiring trends and engagement frequency
Deliver a more personalized, informed experience by accessing complete client history before every touchpoint
Improve revenue predictions with real-time visibility into pipeline stages and opportunity value
Automate follow-ups, tasks, and alerts to reduce manual effort and ensure timely relationship nurturing
How It Works
Centralized Contact Database
Organize all client data, contacts, and interactions in one structured CRM with parent-child hierarchies and full relationship history.
Customisable Sales Pipeline
Track recruitment deals with custom pipeline stages, activity tracking, and probability scoring tailored to your business development process.
Relationship Timeline
See every client touchpoint—emails, calls, notes, meetings—in a unified timeline that keeps your entire team aligned and informed.
Opportunity Tracking
Manage leads, job orders, and contracts with status, stage, forecast value, and close-date tracking for better visibility and prioritization.
Client Portal
Offer clients branded portal access to track job progress, review candidate submissions, and streamline collaboration without back-and-forth.
Activity Automation
Automate follow-ups, set reminders, and manage tasks to keep deals warm and ensure nothing slips through the cracks.
Use Cases
🧲 New Client Acquisition
Manage outreach, qualification, and conversion of new prospects with structured pipelines and consistent engagement across every sales stage.
🤝 Account Management
Nurture ongoing client relationships using centralized contact records, scheduled follow-ups, and opportunity tracking for upsell and retention.
🏢 Multi-division Client Management
Handle complex clients by mapping relationships across departments, regions, and hiring managers within a single, organized account structure.
👥 Sales Team Coordination
Give your team shared visibility into accounts, notes, and progress to improve collaboration between sales, delivery, and leadership.
🔄 Client Reactivation
Reignite cold or inactive accounts through automated workflows, tailored messaging, and timed outreach based on previous engagement history.
Integrations
Gmail
Outlook
Nylas
Unipile
Zapier
Twilio
Open AI
Social Media
Frequently Asked Questions
❓ How is ATZ CRM different from generic CRM platforms?
ATZ CRM is built specifically for recruitment firms — not retrofitted from general-use CRMs like Salesforce or HubSpot. We understand the recruitment workflow from the ground up, including complex relationships between clients, job orders, hiring managers, candidates, submissions, and placements. Our system supports recruitment-specific fields, pipelines, revenue tracking, and touchpoints without the need for heavy customization. You get native recruitment intelligence with seamless ATS integration and faster implementation, all optimized for your team’s day-to-day workflows.
📁 Can we migrate our existing client data into ATZ CRM?
Yes, ATZ CRM makes client data migration fast and secure. Whether you’re switching from another CRM, ATS, or using spreadsheets, our team helps you import and map your data accurately. We support complex relationship hierarchies, including multiple divisions, contacts, and opportunity statuses. Our onboarding process includes assisted mapping and validation, ensuring that historic communication logs, tasks, and pipeline stages are preserved and reflected properly in your new CRM workspace.
👥 How does ATZ CRM handle team collaboration and account ownership?
ATZ CRM is designed to support every kind of team structure — from individual ownership to matrix-based collaboration. You can assign specific roles (such as business developer, recruiter, or account manager) and set detailed permissions around who can access, edit, or manage accounts. Team members can leave notes, log activities, assign tasks, and view full relationship history. A built-in audit trail ensures transparency while shared visibility improves coordination across business development and delivery teams.
🔄 Can we track both client-side and candidate-side contacts in ATZ CRM?
Absolutely. ATZ CRM allows you to track both clients and candidates — and the evolving relationships between them — in one integrated view. Whether it's hiring managers, executives, candidates, or referral sources, our system ensures every contact is properly categorized. It’s even smart enough to handle role transitions — for example, when a candidate becomes a hiring manager or when a client contact applies for a role. Everything is linked without data loss or confusion.
🔗 How does ATZ CRM integrate with the ATS and recruitment functions?
ATZ CRM and ATS features are fully integrated within one unified platform — eliminating the disconnect between sales and delivery. Job orders originate from CRM pipelines and flow directly into your ATS. Candidate submissions, interviews, and placements are directly linked to the originating client opportunity. Placement revenue, follow-ups, and post-placement workflows stay attached to the client record. This real-time sync improves forecasting, accelerates workflow, and gives your team complete visibility across the entire recruitment lifecycle.
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