Win the client, then keep them
An AI-native CRM that understands the brief, works your prospect list, and chases what you are owed.
Most recruitment CRMs are a contact database with a pipeline drawn on top. That is enough to store names and not enough to win the client, deliver the role or collect the money, which is the actual sequence a staffing firm gets paid for.
Staffing firms rarely lose clients over delivery quality. They lose them to silence, to slowness, and to the departure of the person who held the relationship. All three are system problems before they are people problems.
The brief, read properly
The assistant pulls out what the client actually needs and turns it into weighted evaluation criteria agreed before the search starts. Wasted submissions are a briefing failure that surfaces three weeks later, not a sourcing failure.
Prospecting inside the system
Find points of contact through LinkedIn, enrich them, and run campaigns without exporting a list. Every enquiry is tracked to a next step and an owner, so nothing depends on a recruiter's memory of a conversation.
- Auto-updated client reports. Progress reaches the client without anyone writing it, which removes the most common cause of an account going quiet.
- Never miss a lead. Every enquiry carries a next step and an owner.
- Contracts, compliance and payments. Documents, checks and invoice reminders sit on the same record as the placement they belong to.
The relationship survives the recruiter
Calls, meetings, emails and WhatsApp thread onto the client record automatically. When the relationship holder leaves, the firm keeps the history rather than the individual taking it with them.
Questions
What should a recruitment CRM do beyond storing names?
Three things a contact database does not: win the client, deliver the role and collect the money. That means prospecting and brief capture at the front, delivery progress in the middle, and contracts, compliance and invoice chasing at the end, all on one record.
Why do clients actually leave staffing agencies?
Rarely delivery quality. Silence, slowness and the departure of the relationship holder account for most of it, and all three are preventable with capture and reporting rather than with better candidates.
Does a staffing firm need a separate sales CRM?
Not with Sortinghat, where the client side is in the same platform and the same licence. With most vendors the sales CRM sits on a higher or quote-only tier, which is worth pricing before you compare headline numbers.
What keeps a client account once delivery is fine?
Being visible. Progress the client can see without asking for it, a next step against every enquiry, and a history that does not walk out with a recruiter.