Select the candidate
Start from the candidate record and active job so the presentation reflects the right client requirement.
Create client-ready candidate presentations with profile context, fit evidence, formatted CVs, recruiter notes, and feedback tracking connected in ATZ CRM.
Primary workflow
Candidate profile to client review
Best fit
Agency recruiters
Core system
ATS + CRM presentation workspace
Candidate Presentation Workspace
Profile, CV, role fit, notes, and review status
Today
Presentations ready
9
Profiles with CV, fit evidence, and recruiter notes
Needs polish
4
Candidates missing availability, rate, or summary details
Client reviews
6
Shared presentations waiting for feedback
Presentation draft
Finance Manager candidate profile
Fit evidence
Current sector match, leadership scope, systems exposure, notice period, and compensation context.
Recruiter recommendation
Short explanation of why this candidate should be reviewed first, with editable client-specific notes.
Next best action
Review the candidate summary, confirm the formatted CV, and share the presentation for client feedback.
Candidate presentation workflow
Turn candidate records, CVs, recruiter notes, availability, compensation context, and job-fit evidence into a clearer client-facing presentation.
Start from the candidate record and active job so the presentation reflects the right client requirement.
Attach or generate a consistent, branded CV that is ready for client review.
Summarize relevant experience, availability, expectations, location, and role-specific strengths.
Let the recruiter edit summaries, notes, and positioning before anything reaches the client.
Keep comments, review status, interview movement, and follow-up tied to the candidate and role.
Why presentations matter
Clients need a quick reason to review: what fits, what matters, what to ask next, and how the candidate compares to the role.
Review a candidate presentation workflowPair the resume with role-fit notes, expectations, availability, and recruiter context.
Give each client a sharper first read.
Use repeatable presentation fields so client-ready profiles do not depend on memory or manual formatting.
Standardize the candidate handoff without removing recruiter judgment.
Walk through a candidate record, formatted CV, recruiter note, client view, and feedback loop.
See how presentation quality connects to faster review.
Book this walkthroughClient-ready presentation
Use ATZ CRM to present the candidate as a decision-ready profile instead of a loose attachment in another email thread.
Walk through the workflowShare a more consistent view of candidate summary, CV, fit evidence, and recruiter notes.
Present nuanced fit, motivation, compensation context, and interview readiness for higher-stakes submissions.
Connect AI-assisted CV formatting to the candidate presentation instead of rebuilding documents manually.
Keep comments and review status tied to the presentation, candidate, job, and client account.
ATZ CRM supports client-facing recruiting workflows across candidate, job, client, CRM, placement, contract, invoice, shift, and timesheet records where those workflows apply. Recruiters, agencies, and clients remain responsible for final review, consent, communication judgment, submissions, hiring decisions, payroll, pay/bill accounting, VMS intake, background checks, onboarding, and statutory compliance work.
Capabilities inside ATZ CRM
See how the recruiting desk connects candidate records, client conversations, outreach, placements, and reporting without sending the team through separate tools.
Create structured, branded candidate submission drafts from candidate and job context for recruiter review.
View capabilityPrepare polished, consistent CVs that can be attached to client submissions and candidate presentations.
View capabilityKeep parsed CVs, document history, profile details, and submission-ready candidate records in one place.
View capabilityConnect requisitions, job requirements, candidate stages, submissions, and feedback to the open role.
View capabilityCarry successful submissions into interview, offer, start, contract, shift, timesheet, and placement workflows.
View capabilityKeep client contacts, communication history, notes, and relationship context connected to every handoff.
View capabilityClient-facing delivery workflows
Use this cluster to move from client demand intake to candidate presentation, submission, review, feedback, and placement follow-up without scattering the workflow across disconnected tools.
client-facing workflow pages in this cluster
Related solution workflows
For the complete candidate-to-client handoff from shortlist to submission, feedback, and placement movement.
For the client review surface where shared jobs, submitted candidates, notes, and feedback stay visible.
For selecting, comparing, approving, and sending multiple candidates against one active role.
For capturing client comments, ratings, review status, and next steps after candidates are shared.
For AI-assisted, recruiter-reviewed submission emails built from candidate, job, and client context.
For client-submitted role requests, requirement review, approval, and handoff into recruiting work.
What the walkthrough covers
In the demo, prepare a candidate profile, attach a formatted CV, add recruiter notes, share for review, and track the feedback path.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
Candidate presentation software helps recruiters package candidate profiles, CVs, summaries, fit evidence, and recruiter notes so clients can review submitted candidates more clearly.
Candidate presentation focuses on the client-facing profile and evidence. Client submission software covers the broader handoff, including email, portal review, feedback, and next actions.
Yes. ATZ CRM includes AI CV formatting workflows that can help prepare client-ready CVs before a candidate is presented or submitted.
It stays connected to the candidate, job, client contact, recruiter notes, submission history, feedback, and next placement action inside ATZ CRM.
No. ATZ CRM can support recruiter-reviewed drafts, shared review surfaces, feedback capture, and workflow visibility, but recruiters and clients remain responsible for final decisions and communication judgment.
ATZ CRM can keep submitted candidates connected to placement movement, contract details, invoice touchpoints, shifts, and candidate-submitted timesheets where those workflows apply. Payroll, pay/bill accounting, VMS intake, background checks, drug screening, onboarding, and statutory compliance may still require specialist systems.