Client relationship management for recruitment teams
Good client relationships in recruitment depend on remembering details and responding fast. Client relationship management software keeps contacts, documents, requirements and submission status on one account that the whole team can open.
Contacts and documents on the account
Store each contact with their role and the documents agreed with the client, such as terms or agreements, in one place.
Requirements and submissions
Every requirement from the client and every candidate submitted against it is visible on the account with its current stage.
A clear client view
Account managers see exactly which submissions are with which client and at what stage, without pinging a recruiter.
Reports for client reviews
Client trackers and activity summaries come from the same records, so review meetings use real numbers.
Keeping relationships current
Notes, documents and history on the account mean that when someone leaves or takes over a client, the knowledge stays. New team members read the account instead of starting from zero.
Reviews that use real numbers
Client review meetings can use activity summaries and trackers built from the same records, so both sides discuss the same data.
Status of the product
MyNetwork 360 is coming soon. Contact us for updates.
Common problems it addresses
Contacts scattered across personal address books, agreements saved in email, and account history known only to one person are the usual causes of poor client service. Putting them on a shared account record deals with each of them.
Account record contents
- Contacts with roles
- Documents and agreements
- Open requirements
- Submissions and stages
- Interview and placement activity
- Reports for client reviews
Frequently asked questions
Does this replace email?
No. It keeps the record, and email stays your channel.
Can multiple people edit an account?
Yes, according to role.
Is it part of the MyATS suite?
Yes, as MyNetwork 360.
Is it available yet?
It is coming soon. Ask for early access at hello@myatsonline.com. MyATS 360, the applicant tracking product it builds on, is available now.
Can documents such as agreements be stored on the account?
Yes. Documents and agreements can be kept with the client record.
Is it only for staffing agencies?
It is designed for recruitment teams that manage clients and requirements.
See it on your own work.
MyNetwork 360 is coming soon. Ask for early access and we will tell you when it opens.
Works with the MyATS suite
Related guides
MyNetwork 360 is part of MyATS, the connected recruitment, CRM, HRMS and interview platform.