CRM and client presentations
Your clients, your shortlists, one place
A CRM for people, companies and deals, and one secure page per shortlist that the client answers.
Why it helps
What you get
One page per shortlist
Share a secure page with named or anonymised CVs and your reasons for each candidate.
Answers come straight back
The client answers interested, not interested or request interview, and you see it at once.
A day that is planned
"My day" and a dated next actions list keep every call and follow-up in view.
How it works
Four simple steps
Build the shortlist
Choose the candidates and write your reasons for each.
Send the page
Share one secure page per shortlist, with CVs named or anonymised.
The client answers
Interested, not interested or request interview. The answer comes straight back.
Offer and place
Send the offer for e-signature. A signed offer becomes a placement.
Client presentations
A secure page for every shortlist
Each shortlist gets one secure page with named or anonymised CVs and the recruiter's reasons. The client answers on the page and the answer comes straight back.
- Named or anonymised CVs
- Your reasons for each candidate
- Interested, not interested or request interview
CRM
People, companies, deals and next actions
Keep people, companies and deals together, start the day from "My day", and work through a dated next actions list.
- People, companies and deals
- "My day" and a dated next actions list
Messages and offers
SMS, WhatsApp and e-signature
Message candidates and contacts by SMS and WhatsApp from the conversation panel, with templates and opt-outs respected. The agency connects its own sender number. Offers go out for e-signature, and a signed offer becomes a placement.
- Templates, with opt-outs respected
- Candidate email templates you edit and switch on
- Signed offers become placements
You stay in control
You choose what goes out
You build each shortlist, write the reasons and decide when it is sent.
Shortlists on a secure page
Clients see one secure page for each shortlist.
Opt-outs respected
Messages respect each person's opt-out.
Your own sender number
The agency connects its own number for SMS and WhatsApp.
Questions
Frequently asked questions
What does the client see?
One secure page per shortlist, with named or anonymised CVs and the recruiter's reasons.
How does the client reply?
They answer interested, not interested or request interview, and the answer comes straight back.
Can I message candidates?
Yes, by SMS and WhatsApp from the conversation panel, with templates and opt-outs respected. The agency connects its own sender number.
What happens to a signed offer?
A signed offer becomes a placement.
What is in the CRM?
People, companies, deals, "My day" and a dated next actions list.
See GoRecruit with your own vacancies
Start a trial with sample recruitment data to explore, or tell us about your agency and we will reply by email.