About this template

Consulting HR Specialist CRM Template centralizes recruiting, training, and compliance. Automations remind managers about certifications and expiring documents, while dashboards give visibility into workforce readiness. Keep operations smooth and teams supported.

What’s included

Boards

Accounts Board - This board helps HR specialists in consulting firms manage client companies effectively. It tracks essential details such as company name, domain, industry, number of employees, and headquarters location. The board also allows for linking related contacts and deals, providing a comprehensive view of each account. For example, HR specialists can quickly access company profiles and descriptions to tailor their recruitment strategies to the client's needs.
Leads Board - This board is designed to streamline the lead management process. HR specialists can track the status of each lead, create new contact entries, and maintain important details such as the company name, title, email, and phone number. The last interaction date and active sequences help prioritize follow-ups and ensure timely communication, ultimately increasing conversion rates of leads to clients.
Contacts Board - This board centralizes all contact information, making it easier for HR specialists to manage relationships with clients and candidates. It includes columns for email, phone number, title, and company, as well as priority and type status to categorize contacts. The board relations to accounts and deals provide an integrated view, helping HR specialists track interactions and deal values associated with each contact.
Deals Board - This board is crucial for managing and tracking the progress of deals with clients. It includes columns for deal name, stage, owner, value, expected close date, and close probability. The board relations to contacts and accounts ensure that all relevant information is linked, allowing HR specialists to forecast deal values and monitor last interactions to keep deals on track.
Client Projects Board - This board helps HR specialists manage ongoing client projects. It includes columns for project name, owner, priority, status, and timeline, as well as links to related deals, contacts, and accounts. This structure ensures that all project details are organized and accessible, enabling HR specialists to monitor project progress and address any issues promptly.
Job Applications Board - This board streamlines the job application process by tracking applicant details, the position applied for, application date, status, and recruiter responsible. The resume file column allows HR specialists to store and access applicant resumes easily, ensuring a smooth and efficient hiring process for client companies.
Candidates Board - This board is designed to manage candidate information throughout the interview process. It includes columns for candidate name, position applied for, interview date, interview status, interviewer, and interview notes. This setup allows HR specialists to track candidate progress, schedule interviews, and record feedback, ultimately helping to place the best candidates in client positions.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in consulting track the company's yearly hiring and training goals, ensuring alignment with strategic workforce planning and resource allocation.
Monthly Target - This dashboard provides insights into monthly recruitment and retention targets, allowing HR specialists to monitor progress and adjust strategies as needed to meet short-term objectives.
Average Deal Value - While traditionally sales-focused, this dashboard can be adapted to measure the average value of new hire packages or training programs, offering HR specialists a view of investment per employee.
Active deals - Forecasted Revenue - For HR in consulting, this dashboard can track ongoing recruitment efforts and forecast the potential impact on workforce capacity and project staffing.
Deal status distribution - This dashboard can help HR specialists understand the distribution of candidates in various stages of the hiring process, aiding in bottleneck identification and process optimization.
Actual Revenue by Month (Deals won) - By tracking the actual number of hires completed each month, HR specialists can align hiring outcomes with financial planning and project needs.
Pipeline conversion - This dashboard showcases the efficiency of the recruitment process, from candidate application to hire, providing insights on conversion rates and process improvements.
Activity tracker - An essential tool for HR specialists to monitor the activities related to recruitment, training, and employee engagement, ensuring timely follow-ups and task completion.
Forecasted Revenue by month - In an HR context, this can forecast the impact of new hires or training programs on overall productivity and project delivery timelines.
Forecasted Revenue by Stage - This dashboard helps HR specialists predict the impact of pending hires at different stages of the recruitment process on future workforce capacity.
Deals Stages by Rep - For HR, this can be adapted to track the progress of recruitment efforts by different team members, aiding in performance evaluation and workload distribution.
Deal Progress based on Month Added - This dashboard helps HR specialists track the time taken from candidate application to hire, identifying any delays and improving process efficiency.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that HR specialists are immediately informed of new candidate applications or important communications, speeding up the response time.
When an email is opened → Notify item subscribers with a message - By notifying HR specialists when an email is opened, this automation helps track candidate engagement and follow-up actions.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new candidates to the HR database, ensuring that no potential hires are overlooked.
When a lead is created → Set its status to 'New Lead' - Automatically setting new candidates to 'New Lead' status helps HR specialists prioritize and manage their workflow efficiently.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping track of the last interaction date ensures that HR specialists maintain timely communication with candidates, improving the hiring experience and reducing delays.

Frequently asked questions

How can this CRM template help me track candidate pipelines in a consulting firm?

This template allows you to manage and track candidate pipelines by categorizing applicants, scheduling interviews, and maintaining detailed candidate profiles, ensuring an organized and efficient recruitment process.

How does this template streamline employee onboarding for consulting companies?

The template includes tools for tracking onboarding tasks, managing new hire documentation, and setting up training schedules, ensuring a smooth and efficient onboarding experience for new employees.

Can this CRM help with managing performance reviews for consulting employees?

Yes, this CRM template includes features for scheduling performance reviews, setting goals, and tracking employee progress, helping HR specialists conduct thorough and timely evaluations.

How does this CRM template assist in maintaining compliance with HR regulations in consulting?

The template helps you stay compliant by organizing employee records, tracking mandatory training sessions, and keeping up-to-date with regulatory requirements specific to the consulting industry.

Can this CRM template support diversity and inclusion initiatives in a consulting firm?

Absolutely, the template allows you to track diversity metrics, manage initiatives, and ensure that your hiring practices and employee policies promote a diverse and inclusive workplace.

How can this template help me manage employee engagement and retention in consulting?

The template includes tools for conducting employee surveys, tracking engagement metrics, and managing retention strategies, helping you maintain a motivated and committed workforce.

Does this CRM template support managing HR projects and deadlines in consulting?

Yes, this template features project management tools that allow you to set deadlines, assign tasks, and monitor the progress of various HR projects, ensuring timely and efficient project completion.

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