For agencies sending multiple candidates to clients

Shortlist Management Software

Build, compare, approve, and submit candidate shortlists with job context, recruiter notes, client feedback, and next steps connected in ATZ CRM.

Book a Demo Explore client submissions

Primary workflow

Candidate list to client review

Best fit

Delivery teams

Core system

ATS + CRM shortlist workspace

Shortlist Workspace

Compare candidates, confirm fit, submit, and track feedback

Today

Active shortlists

Open roles with candidates being compared

Ready to submit

Shortlists with fit evidence and recruiter notes complete

Feedback overdue

Client reviews needing a follow-up

Open role

Operations Manager shortlist

6 candidates

Candidate comparison

Compare role fit, availability, compensation context, location, CV status, and recruiter notes.

Ranked

Fit Availability Notes

Submission readiness

See which candidates need a formatted CV, missing detail, or manager review before client submission.

4 ready

Manager review Client-ready Next action

Next best action

Approve the shortlist, prepare candidate presentations, and send the strongest set to client review.

Shortlist management workflow

Move from candidate list to client-ready shortlist

Compare candidates against the role, prepare the strongest options, approve what should be sent, and keep client feedback tied to the list.

Gather candidates

Start from matched, sourced, applied, or previously known candidates connected to the open role.

Compare fit

Review skills, notes, availability, expectations, location, and recent communication before choosing who moves forward.

Prepare profiles

Format CVs and add recruiter notes so each shortlisted candidate is ready for client review.

Approve the list

Let managers or recruiters confirm the final shortlist before it is submitted.

Track feedback

Keep reviewed, rejected, interview, hold, and follow-up status connected to each candidate.

Why shortlists need structure

A shortlist is only useful when the comparison is clear

Clients need to see why each candidate made the list, and recruiters need to know which candidates are ready, waiting, or blocked.

Review a shortlist workflow

Compare before sending

Shortlist quality should not depend on memory

Keep candidate signals visible before the team decides who reaches the client.

Send a smaller, stronger, easier-to-review candidate list.

Keep review status clear

Every candidate needs a next state

Track whether each candidate is ready, submitted, reviewed, rejected, interviewing, or waiting.

Reduce stuck candidates and unclear follow-up.

What you will see

Build one role shortlist

Walk through candidate comparison, manager review, client submission, and feedback tracking.

See how shortlist quality connects to submission speed.

Book this walkthrough

Candidate shortlist control

Choose, prepare, and track the candidates worth sending

Use ATZ CRM to keep candidate comparison, shortlist approval, client submission, and feedback follow-up in one recruiting workflow.

Walk through the workflow

Multi-candidate submissions

Prepare a clean list of candidates for one role instead of sending disconnected profiles.

Delivery manager review

Give managers a clearer view of who is ready, who needs work, and what should reach the client.

Client shortlist feedback

Track client responses across every candidate on the list without losing comments in email.

Redeployment-ready lists

Reuse known candidates and previous placement context when building new shortlists.

ATZ CRM is a strong fit when you need

Agencies that send multiple candidates to clients for each active role
Delivery teams that need to compare fit, availability, and recruiter notes before submission
Managers who want visibility into shortlist readiness and client feedback
Recruiters who need a structured path from candidate list to presentation and submission

You may also need specialist tools for

Payroll, pay/bill accounting, or back-office finance operations
VMS intake, supplier portal workflows, background checks, drug screening, or statutory compliance automation
Specialist workforce management beyond recruiting, placement, contract invoicing, shift, and timesheet workflows
Autonomous hiring decisions, autonomous rejection, or autonomous candidate submission
Guaranteed client replies, guaranteed interviews, or guaranteed placements

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

The ATZ CRM capabilities behind this workflow

See how the recruiting desk connects candidate records, client conversations, outreach, placements, and reporting without sending the team through separate tools.

AI Candidate Submission Agent

Create structured, branded candidate submission drafts from candidate and job context for recruiter review.

View capability

AI CV Formatting Agent

Prepare polished, consistent CVs that can be attached to client submissions and candidate presentations.

View capability

CV Library

Keep parsed CVs, document history, profile details, and submission-ready candidate records in one place.

View capability

Job Management

Connect requisitions, job requirements, candidate stages, submissions, and feedback to the open role.

View capability

Placement Management

Carry successful submissions into interview, offer, start, contract, shift, timesheet, and placement workflows.

View capability

Recruitment CRM

Keep client contacts, communication history, notes, and relationship context connected to every handoff.

View capability

Client-facing delivery workflows

Connect requisitions, shortlists, presentations, submissions, portals, and feedback

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

Client Submission Software

For the complete candidate-to-client handoff from shortlist to submission, feedback, and placement movement.

View workflow 2

Candidate Presentation Software

For the candidate profile, summary, CV, and fit evidence that make a submission easier to review.

View workflow 3

Recruitment Client Portal Software

For the client review surface where shared jobs, submitted candidates, notes, and feedback stay visible.

View workflow 4

Client Feedback Software for Recruitment Agencies

For capturing client comments, ratings, review status, and next steps after candidates are shared.

View workflow 5

Candidate Submission Email Software

For AI-assisted, recruiter-reviewed submission emails built from candidate, job, and client context.

View workflow 6

Job Requisition Management Software

For client-submitted role requests, requirement review, approval, and handoff into recruiting work.

View workflow

What the walkthrough covers

See one shortlist move from review to client feedback

In the demo, compare candidates, confirm readiness, submit the shortlist, and track client feedback by candidate.

Build a shortlist from candidates assigned to a role Workflow step 1

Compare fit signals, availability, notes, and CV readiness Workflow step 2

Approve the final list before client submission Workflow step 3

Track feedback and next steps for each shortlisted candidate Workflow step 4

Book a shortlist workflow demo

Words from real customers

Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.

" An excellent ATS for Startup company and Recruiter. The platform delivers an excellent overall user experience, combining an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt with the system. "

Trung Huynh

COO, Peoplewise Vietnam

" The customer support stands out as one of the strongest aspects of ATZ CRM. The team is responsive, knowledgeable, and genuinely committed to resolving issues efficiently, which builds trust and speeds up adoption. "

Luis

Founder, Luis Ivars Unipessoal Lda

" ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback, making it a strong choice for agencies needing flexibility, customization, and support for their specific workflows. "

Eugene Ovcharenko

Founder & CEO, GENTY Recruitment

FAQ

Questions agencies ask before choosing shortlist management software

What is shortlist management software?

Shortlist management software helps recruiters build, compare, approve, submit, and track groups of candidates for a job or client requirement.

How is shortlist management different from candidate presentation?

Shortlist management focuses on comparing and controlling a group of candidates. Candidate presentation focuses on the client-ready profile for one candidate.

Can ATZ CRM track client feedback on each shortlisted candidate?

Yes. ATZ CRM can keep feedback and next actions connected to each candidate, job, and client account.

How does this connect to the wider client submission workflow?

It stays connected to the candidate, job, client contact, recruiter notes, submission history, feedback, and next placement action inside ATZ CRM.

Does ATZ CRM make autonomous hiring decisions?

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.

How far does ATZ CRM go after a candidate is submitted?

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.