CRM
Client accounts, leads and opportunities - without leaving the pipeline.
Every client gets its own account record instead of a folder of emails and spreadsheets - contacts, documents and every submission made against it, all on the same record a recruiter is already working from.
Solstice Retail · Client account
3Open jobs
7Active submissions
2Contacts
What you get
One account record, shared by the whole team.
Every client gets its own account record - contacts, documents and communication history live on it, not scattered across email
Leads and opportunities move through the same workspace as the jobs they turn into - no separate CRM to keep in sync
Account managers see exactly which submissions are with which client, and at what stage, without pinging a recruiter
Client-facing activity - a submission, an interview, a placement - updates the account record automatically
Part of the Talentrix Suite