Select the candidate
Confirm the candidate is ready for client review from the job, candidate profile, and recruiter notes.
Send client-ready candidate submissions with role context, recruiter notes, formatted CVs, feedback status, and next steps connected in one ATS + CRM workflow.
Primary workflow
Shortlist to client review
Best fit
Recruitment agencies
Core system
ATS + CRM submission workspace
Client Submission Workspace
Candidate context, job fit, recruiter notes, feedback, and next action
Today
Ready submissions
12
Candidates packaged with role context and recruiter notes
Awaiting feedback
7
Client reviews that need a next action
Drafts to review
5
AI-assisted emails waiting for recruiter approval
Ready to submit
Senior Account Manager shortlist
Candidate fit summary
Sales pipeline ownership, enterprise CRM experience, two-week availability, and compensation range confirmed.
Client review status
Submission email drafted with recruiter notes, job context, and formatted CV ready for final review.
Next best action
Review the generated summary, adjust the recruiter notes, and send the candidate to client review.
Client submission workflow
Connect candidate records, role requirements, recruiter notes, formatted CVs, submission drafts, client feedback, and follow-up tasks in one workflow.
Confirm the candidate is ready for client review from the job, candidate profile, and recruiter notes.
Pull job requirements, must-have criteria, compensation or rate notes, availability, and client-specific details into the handoff.
Use formatted CVs, candidate summaries, and recruiter recommendations so the client sees why the candidate fits.
Prepare the submission email, then let the recruiter edit, approve, and send it with the right client context.
Keep review status, feedback, interviews, offers, and follow-up tasks tied to the candidate and job.
Why candidate handoffs stall
When clients receive a CV without the role fit, timing, context, and next step, recruiters end up chasing answers instead of moving the placement forward.
Review a sample client-ready submissionClients move faster when the candidate, role fit, availability, formatted CV, and recruiter note arrive together.
Give each candidate handoff a clear review path.
When context is missing, recruiters end up reselling the candidate across email instead of moving the role forward.
Keep submission context and feedback connected to the job record.
Walk through one candidate, one open role, one submission draft, and one tracked feedback loop.
See how your team can send stronger submissions without losing control.
Client-ready candidate submissions
Use ATZ CRM to prepare the candidate profile, submission draft, client review path, and feedback follow-up before the handoff becomes another email thread.
Walk through the workflowPackage fit evidence, formatted CVs, availability, and recruiter notes before the candidate reaches the client.
Use AI-assisted drafts as a starting point while recruiters keep final approval, edits, and client judgment.
See which submitted candidates need client feedback, interview movement, rejection context, or another follow-up.
Give delivery leads a clearer view of ready submissions, aging reviews, and client responses across active roles.
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 client submission software as the parent workflow, then connect each handoff to candidate presentation, client portal review, shortlist management, and client feedback.
client-facing workflow pages in this cluster
Related solution workflows
For the candidate profile, summary, CV, and fit evidence that make a submission easier to review.
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, review one open role, prepare a candidate submission, check the AI-assisted draft, send it for client review, and track the feedback loop.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
Client submission software helps recruitment agencies package and send candidate details to clients with role context, recruiter notes, CVs, review status, feedback, and next actions connected to the candidate and job record.
Client submission software covers the full handoff workflow before and after the candidate is sent. A client portal is one review surface where clients can see submitted candidates and share feedback.
A strong submission usually includes the candidate snapshot, role fit, relevant experience, availability, compensation or rate expectations, location or work model, recruiter recommendation, and a formatted CV.
Yes. ATZ CRM includes AI-assisted candidate submission support that can help draft structured, branded submission emails from candidate and job context. Recruiters review and edit the output before sending.
ATZ CRM supports client-facing workflows where submitted candidates, job context, and feedback can stay connected, helping recruiters track review status and next steps.
No. Email can still be part of the workflow. The value is keeping the submission content, candidate record, job, client, feedback, and follow-up history connected inside the ATS + CRM.
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.