About this template

Recruitment CRM Template for Customer Success centralizes client health, renewals, and proactive outreach. Track satisfaction trends and reduce churn with playbooks that scale.

What’s included

Boards

Accounts Board - The Accounts board is essential for managing all your client companies. It allows you to keep track of essential details such as company name, domain, industry, and headquarters location. The board relation and mirror columns enable seamless linking to related contacts and deals, ensuring you have all necessary information at your fingertips. This helps in maintaining a comprehensive profile of each account, facilitating better relationship management and customer success.
Leads Board - The Leads board is designed to streamline your lead management process. It tracks the status of each lead, captures contact information such as email and phone, and records the last interaction date. The 'Create a contact' button simplifies the process of converting leads into contacts, making it easier to manage the sales pipeline and follow up with potential clients effectively.
Contacts Board - The Contacts board centralizes all contact information, linking each contact to their respective accounts and deals. This ensures you have a holistic view of each contact's interactions and deals. Priority and status columns help you prioritize follow-ups, while the comments section allows you to add notes and context, aiding in personalized customer interactions and improved customer success strategies.
Deals Board - The Deals board is crucial for tracking the progress of all ongoing deals. It includes columns for deal stage, owner, deal value, and expected close date, helping you manage and forecast sales. The close probability and forecast value columns provide insights into potential revenue, while the last interaction date ensures timely follow-ups, enhancing deal closure rates and overall sales performance.
Job Applications Board - The Job Applications board helps manage the recruitment process efficiently. It tracks each application by position, candidate name, application date, and current status. The recruiter column identifies the responsible recruiter, while the comments section allows for detailed notes on each candidate, ensuring a smooth recruitment workflow and better candidate management.
Candidates Board - The Candidates board stores detailed profiles of job applicants, including their contact information, current position, experience, and skills. The status column helps track the recruitment stage of each candidate, enabling recruiters to manage the candidate pipeline effectively and ensure a seamless hiring process.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in recruitment set and monitor yearly revenue goals, ensuring they stay on track with long-term objectives.
Monthly Target - Provides a breakdown of monthly goals, allowing Customer Success Managers to assess performance in shorter intervals and make necessary adjustments to meet targets.
Average Deal Value - Tracks the average value of deals closed, offering insight into the overall market and helping in setting appropriate pricing strategies.
Active deals - Forecasted Revenue - Displays potential revenue from active deals, assisting in revenue forecasting and resource allocation for ongoing recruitment efforts.
Deal status distribution - Shows the current status of all deals in the pipeline, enabling Customer Success Managers to identify bottlenecks and prioritize follow-ups.
Actual Revenue by Month (Deals won) - Provides insights into monthly revenue from closed deals, helping to measure success and identify trends over time.
Pipeline conversion - Tracks the conversion rate of leads to closed deals, offering insights into the efficiency of the recruitment process and areas for improvement.
Activity tracker - Monitors all activities, including calls and emails, ensuring that Customer Success Managers maintain consistent communication with clients and candidates.
Forecasted Revenue by month - Projects monthly revenue based on ongoing deals, aiding in financial planning and resource management.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the deal, providing a clearer picture of potential income and helping prioritize high-value opportunities.
Deals Stages by Rep - Shows the progress of deals managed by individual representatives, assisting in performance evaluations and identifying top performers.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added to the pipeline, helping to manage timelines and ensure timely follow-ups.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication by notifying the Customer Success Manager of new emails, facilitating prompt responses and better client engagement.
When an email is opened → Notify item subscribers with a message - Alerts the Customer Success Manager when a client or candidate opens an email, providing an opportunity to follow up and maintain engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the addition of new contacts to the CRM system, ensuring that all relevant information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automates the initial categorization of new leads, helping Customer Success Managers quickly identify and prioritize fresh opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with clients and candidates, ensuring up-to-date records and facilitating timely follow-ups.

Frequently asked questions

How can this Recruitment CRM template help me track candidate pipelines effectively?

This template provides structured boards to manage and track candidates through various stages of the recruitment process, ensuring you never miss an update and can easily monitor progress.

Can I use this CRM to automate follow-ups with candidates?

Yes, the template includes automation features that allow you to schedule and send follow-up emails, reminders, and notifications to keep candidates engaged and informed.

How does this template assist in managing communication with candidates?

The CRM template centralizes all candidate communication, allowing you to log emails, calls, and messages, ensuring that all interactions are documented and easily accessible.

What features does this CRM have for handling multiple job vacancies simultaneously?

The template includes separate boards for each job vacancy, enabling you to manage multiple positions, track candidates per role, and coordinate hiring efforts efficiently.

Can this CRM help me improve candidate engagement during the recruitment process?

Absolutely, with tools to personalize communication, send timely updates, and provide candidates with a smooth and transparent hiring experience, this CRM enhances overall candidate engagement.

How does this CRM template support compliance with recruitment regulations?

The template includes features to track consent, store important documents securely, and ensure all recruitment activities comply with relevant regulations and data protection laws.

Is it possible to customize this Recruitment CRM template to fit our specific hiring processes?

Yes, the template is highly customizable, allowing you to tailor the boards, columns, and workflows to match your unique recruitment processes and requirements.

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About this template

What’s included

Frequently asked questions

How can this Recruitment CRM template help me track candidate pipelines effectively?

Can I use this CRM to automate follow-ups with candidates?

How does this template assist in managing communication with candidates?

What features does this CRM have for handling multiple job vacancies simultaneously?

Can this CRM help me improve candidate engagement during the recruitment process?

How does this CRM template support compliance with recruitment regulations?

Is it possible to customize this Recruitment CRM template to fit our specific hiring processes?

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