What this does
This is the engine every other feature plugs into. The snapshot ships with a complete recruiting CRM pre-built: candidate and client pipelines, the workflows that move people through them, and the tags that let you slice any list. 50+ pre-built workflows, 13 pipelines, and 90+ tags — wired and ready on day one.
It covers the full lifecycle: speed-to-lead on new applicants, candidate re-engagement and win-back, post-placement follow-up, and the review-ask. Reporting shows source attribution and pipeline conversion at every stage — which channel produces qualified candidates, where applicants stall, and what actually converts to placements.
Why this matters
Most agencies run their pipeline in a mix of spreadsheets, their inbox, and their head. Things fall through the cracks because there’s no system firing the next touch. The CRM makes the follow-up automatic and the numbers visible — which channel produces, where candidates stall, what converts.
How it’s configured
The pipelines, workflows, and tags install pre-built. During your 10 dedicated hours we map them to your role families and process, and connect reporting. It sits in front of your ATS (Bullhorn, Greenhouse, Loxo, JobAdder) — capturing and nurturing candidates up front and handing qualified ones to your system of record. It never replaces the ATS.
What you’ll have on day 1
- 50+ pre-built workflows, 13 pipelines, 90+ tags
- Candidate + client lifecycle automation (speed-to-lead, re-engagement, win-back, post-placement, review-ask)
- Source attribution + pipeline-conversion reporting
- Works alongside your existing ATS, never replaces it