About this template

Recruitment Pipeline Management CRM Template creates transparency from lead to close. Track pipeline health, measure conversion rates, and coach reps with reliable data.

What’s included

Boards

Accounts Board - This board helps HR specialists manage all company accounts by tracking essential details such as the company name, domain, industry, number of employees, and headquarters location. It consolidates information on associated contacts and deals, and includes a company profile link for quick reference. This board streamlines the management of client companies, enabling HR specialists to easily access and update account information, facilitating better client relationships and more efficient recruitment processes.
Leads Board - The Leads board is crucial for tracking potential candidates or client leads. It includes columns for lead name, status, company, title, contact information, and the last interaction date. The 'Create a contact' button allows HR specialists to quickly convert leads into contacts, ensuring no potential candidate or client is overlooked. This board enhances lead management by providing a clear view of lead status and interaction history, enabling timely follow-ups and improved conversion rates.
Contacts Board - This board centralizes all contact information, including names, emails, phone numbers, company associations, and deal values. It also tracks contact priority and type, ensuring HR specialists can prioritize interactions effectively. The comments section allows for detailed notes on each contact, supporting personalized communication and relationship management. This board is essential for maintaining an organized and comprehensive contact database, facilitating efficient communication and relationship building.
Deals Board - The Deals board is designed to manage and track all recruitment deals. It includes columns for deal name, stage, owner, deal value, contacts, accounts, expected close date, close probability, and forecast value. This board helps HR specialists monitor the progress of each deal, forecast outcomes, and ensure timely follow-ups. By providing a clear overview of deal stages and values, it supports strategic decision-making and enhances deal closure rates.
Job Applications Board - This board tracks job applications, including applicant names, application dates, emails, positions applied for, application statuses, interview dates, and notes. It allows HR specialists to manage the applicant pipeline efficiently, ensuring timely updates and follow-ups. This board is crucial for organizing and tracking the recruitment process, from application submission to interview scheduling, enhancing the overall efficiency and effectiveness of hiring efforts.
Candidates Board - The Candidates board helps HR specialists manage candidate information, including contact details, email, position applied for, experience, status, and date of application. This board provides a comprehensive view of all candidates, facilitating efficient tracking and management of the candidate pipeline. By organizing candidate information in one place, it supports better candidate engagement and streamlines the recruitment process.

Dashboards & Reports

Annual Target - Helps HR specialists in recruitment track yearly hiring goals, ensuring they meet annual recruitment targets and adjust strategies accordingly.
Monthly Target - Enables HR specialists to monitor monthly hiring goals, providing insights into short-term recruitment performance and helping to identify trends or issues early.
Average Deal Value - Offers insights into the average value of placements, helping HR specialists understand the financial impact of their hires and optimize recruitment strategies for higher-value roles.
Active deals - Forecasted Revenue - Provides a forecast of potential revenue from active placements, allowing HR specialists to prioritize efforts on deals with the highest potential return.
Deal status distribution - Displays the current status of all recruitment deals, helping HR specialists to identify bottlenecks and improve the efficiency of the hiring process.
Actual Revenue by Month (Deals won) - Tracks the revenue generated from successful placements on a monthly basis, offering insights into the effectiveness of recruitment strategies and efforts.
Pipeline conversion - Shows the conversion rates at different stages of the recruitment pipeline, helping HR specialists to identify and address stages with low conversion rates.
Activity tracker - Monitors recruitment activities and engagements, ensuring HR specialists maintain consistent and effective communication with candidates and clients.
Forecasted Revenue by month - Projects potential revenue from placements on a monthly basis, helping HR specialists to plan and allocate resources more effectively.
Forecasted Revenue by Stage - Breaks down forecasted revenue by recruitment stage, allowing HR specialists to focus on progressing candidates through the pipeline efficiently.
Deals Stages by Rep - Highlights the performance of individual recruitment reps, providing insights into their effectiveness and areas for improvement.
Deal Progress based on Month Added - Tracks the progress of recruitment deals based on when they were added, helping HR specialists to ensure timely follow-ups and manage the pipeline effectively.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR specialists are promptly informed of new candidate or client communications, enabling timely responses and improving engagement.
When an email is opened → Notify item subscribers with a message - Alerts HR specialists when candidates or clients open emails, allowing for timely follow-ups and increased communication effectiveness.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates or clients to the CRM, ensuring that all contact information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new candidates or clients as 'New Leads', ensuring a standardized process and quick identification of new opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date up-to-date, helping HR specialists to track engagement history and maintain consistent communication with candidates and clients.

Frequently asked questions

How can this template help me track candidate applications and their progress through the recruitment pipeline?

This template allows you to monitor candidate applications at every stage, from initial contact to final hiring decision. With customizable columns, you can track key details such as application status, interview dates, and feedback.

Can this CRM help me manage job postings and their associated candidates?

Yes, the template includes a dedicated board for job postings where you can link candidates to specific openings, track the number of applicants, and manage job-specific details.

How does this template assist in scheduling and managing interviews?

The template features an interview scheduling column where you can set dates, assign interviewers, and send notifications. It also allows you to track interview outcomes and feedback for each candidate.

Can I use this CRM to store and manage candidate resumes and documents?

Absolutely. Each candidate's profile can include attachments for resumes, cover letters, and other relevant documents, making it easy to access and review all necessary information in one place.

How does this template support collaboration within the HR team?

The template allows multiple team members to access and update candidate information, add comments, and tag colleagues for follow-ups, ensuring seamless collaboration and communication.

Can this CRM help me generate reports on recruitment metrics and KPIs?

Yes, the template includes reporting features that allow you to generate insights on key recruitment metrics such as time-to-hire, candidate source effectiveness, and pipeline conversion rates.

How can this template help me comply with recruitment regulations and data privacy laws?

The template is designed to help you maintain compliance by securely storing candidate information, tracking consent for data processing, and ensuring only authorized personnel have access to sensitive data.

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