Source Management
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Overview
Understand what drives your best candidates and clients with complete visibility into acquisition sources and performance—directly within ATZ CRM.
📌 Unified Source Tracking
Automatically capture how candidates and clients enter your CRM—whether through job boards, social media, referrals, or campaigns—with accurate, end-to-end source attribution.
📊 Multi-Touch Attribution
Track the full journey across multiple touchpoints. From the first click to final placement, ATZ CRM ensures each influencing channel gets the credit it deserves.
📈 Source Analytics Dashboard
Measure conversion rates, placement quality, and ROI across all channels. Instantly identify your highest-performing sources and shift focus where it matters most.
🔄 Source-Based Automation
Trigger custom workflows, email sequences, or consultant assignments based on acquisition channel—ensuring a tailored approach for each candidate or client.
🔍 Marketing UTM Tracking
Get precise visibility into your paid and organic campaigns. ATZ CRM automatically logs UTM data like source, medium, and campaign—so you know exactly what’s working.
💡 Performance-Driven Recommendations
Leverage AI-powered insights to improve marketing outcomes. Discover which sources deliver results, where to reduce spend, and how to scale what works.
Key Benefits
Identify which channels consistently bring in the highest-quality candidates and clients
Optimise marketing spend by focusing on channels with the best ROI
Track the full acquisition journey from first touchpoint to final conversion
Automate processing and workflows based on a contact’s originating source
Accurately measure the performance of individual campaigns and sourcing efforts
Make informed decisions about marketing strategy using real-time performance data
Clearly demonstrate the impact of your marketing through detailed attribution metrics
Improve conversion rates by understanding behavioral patterns of different sources
Reduce your average cost-per-hire and cost-per-client acquisition over time
Build a self-improving sourcing strategy through ongoing data feedback and insights
How It Works
Automated Source Tracking
Automatically capture where each candidate or client originated—from job boards and referrals to email campaigns and social media—ensuring accurate attribution at every entry point.
Multi-touch Attribution
Understand the full acquisition journey by tracking both first-touch and multi-touch interactions, giving you a complete view of which channels influence outcomes.
Source Performance Insights
Compare channel performance with clear metrics on lead quality, conversion rates, placements, and ROI to identify your most valuable acquisition sources.
Source-based Automation
Trigger tailored workflows, follow-up sequences, and CRM actions based on the contact’s source to improve engagement and response handling.
UTM Tracking & Analytics
Automatically record UTM parameters from all digital campaigns—source, medium, campaign, content, and term—for deep visibility into campaign-level performance.
AI-Driven Optimisation Suggestions
Get ongoing, data-backed recommendations to adjust targeting, reallocate budgets, and fine-tune marketing strategies for better source efficiency.
Use Cases
💰 Smarter Marketing Spend
Allocate your recruitment marketing budget more effectively by using source performance data and ROI to guide investment decisions.
📊 Job Board Performance Tracking
Evaluate which job boards and advertising platforms consistently deliver top-quality candidates for specific roles and markets.
📈 Campaign ROI Analysis
Measure the impact of individual marketing campaigns across multiple channels to identify what works and improve future strategy.
🔁 Referral Source Insights
Track referral activity, conversion success, and placement quality to enhance referral programs and maximize candidate value.
🧲 High-Quality Channel Discovery
Identify which acquisition sources consistently deliver high-conversion, long-term candidates—not just high volumes.
Integrations
Google Analytics
Zapier
Google Ads
Social Media
Job Boards
Social Media Platforms
Frequently Asked Questions
How does ATZ CRM track candidate and client sources?
ATZ CRM uses a combination of automated and manual tracking methods to capture source information. For digital leads, the system automatically records UTM parameters, referral URLs, and form submission metadata. For offline sources like events or referrals, predefined dropdowns and custom input fields ensure consistent attribution. Our Chrome extension and email integrations also auto-detect and log source details when contacts are added from LinkedIn, Gmail, or job boards.
Can we track the complete journey from first interaction to placement?
Yes. ATZ CRM offers full-funnel visibility by capturing every touchpoint across the candidate or client lifecycle. Both first-touch and multi-touch attribution models are supported—so you know exactly which sources drove awareness, engagement, and final placement or deal closure. This helps your team identify what’s really working, beyond just the last click.
What metrics does the system track for different sources?
ATZ CRM tracks key performance indicators such as source volume (new candidates or clients), lead quality (skills, match scores), engagement (reply/open rates), funnel movement (application to interview to placement), efficiency (cost-per-hire, time-to-fill), and ROI (client revenue or placement value). These can be filtered and compared across timeframes, roles, industries, and more.
How granular is the source tracking for digital marketing?
ATZ CRM captures full UTM parameter sets—campaign, source, medium, content, and term—so you can trace performance down to individual ads, targeting sets, creatives, or keywords. This lets your marketing team refine campaigns at a granular level, boosting both quality and cost-efficiency.
Can we create different workflows based on candidate source?
Absolutely. ATZ CRM lets you build conditional automations and workflows triggered by source type. For example, leads from job boards can be routed to a pre-screening workflow, while referral candidates can be fast-tracked to a recruiter. You can assign different follow-up sequences, email templates, or internal tasks based on source, ensuring tailored engagement while improving speed and accuracy across the funnel.
Have more questions?
Our support team is ready to help you with any questions about this feature.
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