CRM for Recruitment Agencies: Place More Candidates, Win More Clients
Manage candidates and clients in one system without enterprise recruitment software costs.
The Challenges You Face
As a recruitment agencies, managing client relationships comes with unique challenges:
- Managing candidates and clients in separate systems
- Tracking job requirements and candidate submissions
- Following up on multiple open roles simultaneously
- Building long-term relationships with clients
- Competing with larger agencies
- Keeping candidate data GDPR compliant
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Candidates and clients in one unified database
- Pipeline tracks each placement opportunity
- Tags and segments for skills and specialisms
- Email campaigns for candidate and client nurture
- GDPR-compliant data management
- Track which sources deliver quality candidates
Key Features for Recruitment Agencies
Everything you need to manage your recruitment agencies business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Simple Pricing for Recruitment Agencies
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Recruitment Agencies
Can I manage candidates and clients in one system?
Yes, use contacts for both candidates and clients. Tags help you distinguish between them and segment by skills, industry, or status.
How do I track placements and opportunities?
Use the deal pipeline to track each placement opportunity from job brief through to successful placement. Customise stages to match your recruitment process.
Can I search candidates by skills?
Use tags to categorise candidates by skills, experience level, and specialisms. Then filter to find the right candidates for each role quickly.
How do other recruitment agencies use Kabooly?
Recruitment agencies typically use Kabooly to manage candidate and client relationships, track active roles and placements, send targeted communications, and understand which sourcing channels work best.
Is Kabooly GDPR compliant for candidate data?
Yes, Kabooly is UK-based with European data storage. We provide tools for managing consent and handling data deletion requests, essential for recruitment GDPR compliance.
Can I send bulk emails to candidates?
Create marketing lists based on skills or availability, then send targeted emails about relevant opportunities. Track opens and clicks to see engagement.
How do I track where quality candidates come from?
Lead attribution shows which sourcing channels bring candidates. Know whether they found you through job boards, LinkedIn, referrals, or your website.
Can my team collaborate on placements?
Yes, team members share access to candidates and clients. Activity logging means everyone can see the latest updates and who made them.
How a recruitment agency runs in Kabooly
Not a feature list. This is what agencies actually set up.
It is a CRM, not an applicant tracking system
Kabooly does not parse CVs or post to job boards. What it does well is the side most agencies neglect: business development, client relationships, and a candidate contact list you can actually search. Smaller agencies often run it on its own, larger ones run it alongside an ATS.
Pipeline stages for the client side
Stages are yours to define. Agencies usually land on Prospect, Intro Call, Terms Sent, Vacancy Live, Placed, and Lost. The deals report then shows fee value by stage instead of a whiteboard nobody has updated since Tuesday.
Candidates as contacts you can filter
Tags and custom fields cover sector, seniority, location, notice period and availability, so finding everyone in a discipline within a region is a filter rather than a memory test. Tagging is the whole job here and it takes a minute per candidate.
A registration form that populates the database
Build the form, embed it on your site, and each submission creates a contact, stores the answers as fields, and can add a tag and put the candidate on the right list automatically.
Intro calls booked without a diary war
Set up booking types for client intro calls or candidate registration calls, set each consultant's availability, and publish the booking widget. Kabooly sends the reminder email before the call automatically.
One database, several consultants
Users and permissions mean the team shares one contact database rather than three private spreadsheets, and when someone leaves, the relationships stay with the agency. Data export means the database is always yours.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The candidate who registered and heard nothing
When a form is submitted, send a confirmation explaining what happens next, add a tag for their discipline, add them to a list, and create a task for the right consultant. Silence after registering is the most common complaint about agencies.
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The terms of business sitting unsigned
When a deal moves to your Terms Sent stage, wait three days, then send a short email offering to walk through them, and create a task to phone. Deals stall at paperwork more often than at price.
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The placement that should produce the next vacancy
When a deal is marked won, wait twelve weeks, then send the hiring manager an email asking how the hire has settled in. Repeat business is cheaper than any advertising, and this is when it is decided.
Ready to Grow Your Recruitment Agencies Business?
Start your free trial today and see how Kabooly can help.