Recruitment and staffing blueprint

Candidates, clients and placement fees in one pipeline.

Recruitment agencies and staffing firms managing job orders, candidates and placement fees. Candidates and interviews are proper records with their own statuses, not notes on a deal.

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Sound familiar?

01

Candidates go cold

Great candidates interviewed once and never contacted again, so the database becomes a graveyard.

02

Interview logistics by email

Three rounds across two calendars in one shared inbox.

03

Placement fees worked out ad hoc

Percentage of base, retainer offsets and guarantees calculated in a spreadsheet each time.

The Recruitment and staffing blueprint

What installs when you pick Recruitment and staffing.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Client / Job Order Pipeline

  1. 1New Enquiry
  2. 2Qualified
  3. 3Terms Agreed
  4. 4Job Order Received
  5. 5Shortlist Submitted
  6. 6Placed

Custom fields on top of the standard ones

FieldType
Role Titletext
Salary Budget Maxcurrency
Right to Workdropdown
Notice Perioddropdown
Fee Modeldropdown
Replacement Period (days)number

Starter catalogue one click seeds these as real products and services

  • Permanent Placement Fee
  • Temp Staffing — Hourly Margin
  • Retained Search
  • Background & Reference Check

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Recruitment & Staffing blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Recruitment & Staffing blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Recruitment & Staffing Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Recruitment & Staffing blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Recruitment & Staffing Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Recruitment & Staffing blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Recruitment & Staffing Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how recruitment agencies actually work.

  • Candidate records move through screening, submitted, offer and placed
  • Fee model and fee value held on the deal, so the invoice matches the terms
  • Email sequences keep runner-up candidates warm for the next role
  • Client terms and job orders stored against the account

Blueprints stack. Run Recruitment and staffing alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Sales teams6 stages · New Lead → Closed Won Consulting5 stages · New Enquiry → Engagement Active General business4 stages · New → Proposal

See all 25 blueprints →

Your recruitment and staffing workspace, live in about two minutes.

Choose Recruitment and staffing when you sign up and start the 21-day free trial. No card needed to look around.

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