Create the opportunity
Capture client, hiring contact, role type, value, urgency, terms, owner, and current stage.
Manage role opportunities like recruiting work, not generic deals, with client demand, job records, candidate delivery, value, owner, and next action connected.
Primary workflow
Opportunity to job movement
Best fit
Sales and delivery desks
Core system
Recruiting deal pipeline
Recruitment Deal Pipeline
Opportunity stage, job value, delivery status, and next action
Today
Pipeline opportunities
27
Open client role conversations by stage and owner
Jobs in delivery
14
Opportunities already converted into recruiting work
Feedback blockers
8
Deals slowed by submission review, interview, or offer movement
Role opportunity
Senior Operations Manager | Contingency search
Pipeline stage
Qualified demand, expected fee captured, job record linked, and recruiter owner assigned.
Delivery status
Four candidates shortlisted, two submissions sent, feedback due, and interview movement pending.
Next best action
Check submission feedback, update probability, and move the role toward interview or replacement candidates.
Deal pipeline workflow
Move client demand from early conversation through qualified role, job record, candidate delivery, feedback, offer, and placement movement.
Capture client, hiring contact, role type, value, urgency, terms, owner, and current stage.
Record requirements, budget or rate notes, hiring timeline, likely fee, and delivery complexity.
Connect the opportunity to job management, candidates, shortlists, submissions, and feedback.
Track stage, probability, blockers, client feedback, and next action as the role advances.
Connect won movement to placement, contract, invoice touchpoint, shift, and timesheet context where relevant.
Why generic deal boards fall short
Generic deal stages do not show whether candidates are shortlisted, submitted, reviewed, interviewed, offered, or ready for placement.
Review a recruitment deal pipelineKeep expected value, stage, job record, candidate delivery, and client feedback in the same view.
Know which opportunities are actually moving.
Surface aging feedback, missing candidates, interview delays, and owner next actions on the role.
Give managers a clearer path to unblock priority roles.
Walk through a qualified role, job link, shortlist, submissions, feedback, probability update, and placement movement.
See a recruitment-native pipeline in action.
Book this walkthroughPipeline visibility
Use ATZ CRM to connect role opportunities, expected value, job records, candidate movement, client feedback, and placement progress.
Walk through the workflowTrack active role conversations by stage, value, client, owner, and delivery status.
Move qualified demand into job records without losing client and value context.
Review stuck roles, feedback due, owner action, and likely placement movement.
Connect probability and expected value to real recruiting movement instead of static stages.
ATZ CRM supports recruitment sales workflows across client accounts, hiring contacts, jobs, candidates, submissions, placements, contracts, contract invoicing and invoice touchpoints, shifts, timesheet management, candidate-submitted timesheets, and placement/timesheet context where those workflows apply. Recruiters and agencies remain responsible for client communication, final 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.
Keep client accounts, hiring contacts, notes, communication history, jobs, and relationship context connected.
View capabilityTurn client demand into recruiting delivery with jobs, candidates, submissions, interviews, and placement stages connected.
View capabilityBuild target account lists, capture prospect context, and keep next actions visible for client development.
View capabilityConnect client opportunities to job records with requirements, candidates, submissions, owners, and status.
View capabilityReview open role value, movement, and forecast context as client work turns into placement opportunity.
View capabilityCarry successful client movement into placement, contract, invoice touchpoint, shift, and timesheet context.
View capabilitySee account activity, job movement, recruiter ownership, placement progress, and team performance in one view.
View capabilitySurface follow-ups, aging client activity, role movement, and recruiter-owned next actions without removing control.
View capabilityRecruitment sales CRM workflows
Use this cluster to move from client prospecting to role opportunity, delivery handoff, account management, and placement revenue visibility without scattering the workflow across disconnected tools.
sales and client revenue workflow pages in this cluster
Related solution workflows
For the full client account to placement revenue workflow across sales, recruiting, and delivery.
For prospect lists, target accounts, outreach ownership, client conversations, and next follow-up discipline.
For hiring-manager history, contact context, communication records, and relationship visibility.
For existing account coverage, repeat roles, delivery follow-up, and client health across the team.
For expected placement value, open role value, forecast risk, and revenue visibility.
What the walkthrough covers
In the demo, create a role opportunity, link it to a job record, review candidate delivery, update stage and probability, and inspect placement context.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
Recruitment deal pipeline software helps agencies track client role opportunities, expected value, stage, owner, job records, candidate delivery, and placement movement.
A recruitment deal is usually tied to a role or job order, so movement depends on requirements, candidates, submissions, feedback, interviews, offers, and placement progress.
Yes. ATZ CRM can keep expected value, open role context, owner, stage, and placement movement visible for agency pipeline review.
No. ATZ CRM can organize accounts, contacts, jobs, activity, follow-ups, and workflow visibility, but recruiters and agency leaders remain responsible for client communication, submissions, and hiring decisions.
No. ATZ CRM can keep placement, contract, invoice touchpoint, shift, and timesheet context connected where those workflows apply, but payroll and pay/bill accounting may still require specialist systems.