Website
- A custom website on your brand
- Enquiry forms straight into the CRM
- Articles and testimonials managed from the CRM
- Newsletter sign-ups
For recruitment agencies
Your agency, built properly.
A new website, a CRM made for the desk, and compliance that runs itself: one platform, set up for you, on your brand and your own database.
The problem
Most agencies run on five tools that don't talk to each other
Every handover between them is where candidates, and fees, get lost.
- Recruitment CRM, per user, per month
- A website built and hosted separately
- A plugin to join the two
- A spreadsheet for ticket expiry
- An outreach tool on top
- Staffold: one platform, one invoice.
What's in it
Everything the desk needs, in one place
Built with working recruiters, from the first advert to the placement and the compliance in between.
Recruitment
- Candidate records with AI CV reading
- Jobs published to your website
- Pipeline boards and applications
- Placements and anonymised client CVs
Certificates & compliance
- Certificates on companies, staff and candidates
- Green, amber and red status on every record
- A task raised before anything lapses
- Onboarding checks and references for candidates
Timesheets
- Weekly timesheets built from shifts
- Clients approve from a private link, on record
- Approved hours invoiced in one click
- A payroll export every week
- Charge, pay and margin on every timesheet
Documents & e-signature
- Documents on companies and candidates
- Send anything to be signed by email
- Audit trail: who, when, from where, which file
- A task when it is signed or declined
Quotes & invoices
- Quotes accepted online with one click
- Invoices with VAT, numbered automatically
- Branded PDFs sent from your own Outlook
- Card payments through Stripe
- Payments, balances and overdue at a glance
Xero sync
- Invoices sent to Xero as they go out
- Customers created in Xero for you
- Payments sent both ways, invoices marked paid
- Voids carried across, errors shown on the invoice
Recurring billing
- Weekly, monthly, quarterly or yearly invoices
- Raised every morning, never twice
- Emailed with the PDF, or left for you to check
- The month or quarter filled in on each one
Automations
- Rules: when this happens, do that
- Tasks raised and emails sent for you
- Overdue invoices chased automatically
- Ready-made recipes, one click to add
Reports
- Invoiced and received, month by month
- Who owes what, and how late
- Your biggest clients
- Work, margin, stock and review numbers together
Customer portal
- A private link for every customer contact
- Quotes, invoices and documents in one place
- Links straight to accept, pay or sign
- Reset or turn off a link at any time
Scheduling & bookings
- A shared diary by day or by person
- Online booking in your opening hours
- No double-booking, ever
- Repeat bookings for rotas and regular visits
- Invoice completed work in one click
Email marketing
- Campaigns written in plain words, laid out on your brand
- Send to subscribers, clients or candidates
- Opens, clicks and unsubscribes counted
- Unsubscribes honoured everywhere, automatically
- Schedule for later, test to yourself first
Reviews
- Review requests with one-tap stars
- Asked automatically when the work is done
- Everyone invited to review you on Google
- Low ratings raise an urgent task
- Quotes customers agree to, on your website
Outreach
- Multi-step email sequences
- Sent from each person's own mailbox
- Replies stop the sequence automatically
Prospecting
- Company and contact search
- Hiring signals from job-ad feeds
- One click from prospect to client
Tenders
- A live tender feed
- Who is bidding and who won
- Buyers linked to your prospects
Text messages
- Send and receive texts in the CRM
- Every message on the record
- STOP handled automatically
- AI-drafted LinkedIn posts
- Publish to company and personal pages
Revenue
- Weekly margin and forecasts
- Revenue by client and consultant
What's included
We don't hand you a login. We build your platform.
01
A brand-new website
Designed around your brand and your sectors, with your jobs, articles and testimonials live from the CRM.
02
Two promo videos
Short motion videos to launch the new site on LinkedIn and your careers pages.
03
Your data, moved across
Candidates and clients imported from your current system, so the desk starts with its history.
04
Set up and trained
Branding, email, texting and mailboxes connected, and your team shown how to get the most from it.
See Halden Recruitment, a live agency on the platform
Browse its website, apply for a job, then open the CRM and watch the application arrive.