Make the client record your starting point
Keep the organisation and its contacts connected to the vacancies you are working on. Recruiters can move from a client to the roles, assignments and invoices associated with that relationship, without rebuilding the context in a separate spreadsheet.
A shared view of the work
Use notes, configurable fields and saved views to organise the information your team needs. Different desks can focus on their own records while working within the same agency workspace.
- Client and contact records
- Linked vacancies and assignment history
- Configurable fields and saved views
- Client invoice visibility
Keep clients in the loop
Client portal access gives authorised contacts a place to review their own work, approve contractor timesheets and access invoices made available to them. Access is scoped to the client relationship rather than the whole agency database.