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CRM for Recruiting Agencies: Track Candidates and Clients in One Pipeline

Source, nurture and place without losing a candidate to a spreadsheet. KudosCRM tracks every role by stage, keeps your bench warm with follow-ups, and shows which placements will close.

Open roles tracked through stages you define, with a win probability on each
Past candidates kept warm with email sequences between roles
Clients and candidates on one contact and company record
A weighted forecast with a roll-up by recruiter

14-day free trial of Professional, no credit card required.

Park Staffing · Open Role

Stage: Interview

Illustrative

Application received

Web form created a lead

Mar 3

Screening call booked

Booking link, on the contact record

Mar 5

Submitted to client

Stage mover on the deal

Mar 12

Interview feedback task due

Assigned to the recruiter

Mar 20

Bench check-in sequence queued

Starts after placement

Apr 30

What Is a CRM for Recruiting Agencies?

A CRM for recruiting agencies, also called recruitment CRM software, keeps candidates, clients and open roles in one place. You set the pipeline stages, move each role through them, and keep every email, note and task on the contact record.

In your agencyIn KudosCRMWhat you get
A candidateContactEmails, notes, tasks and meetings on one record
A clientCompanyEvery linked contact and deal in one view
An open roleDealMoves through your stages with a win probability
Your benchTag and sequenceTagged once, then followed up on schedule

How Does a Recruiter Track a Role in KudosCRM?

Four steps take a candidate from a web form to a placement, with the history on one record.

Step 1

Capture the Application

Put a form on your site. Each submission lands in an inbox and creates a lead, so no candidate waits in an email thread.

Forms
Step 2

Qualify and Score

Scoring rules grade each lead, so you call the strongest candidates first and keep the rest in nurture.

Lead Scoring
Step 3

Move the Role

Convert the lead to a deal and drag it through the stages you set, with a win probability on each one.

Deals
Step 4

Keep the Bench Warm

Enroll an audience of past candidates in a sequence, so check-ins go out between roles.

Email Sequences

Why Do Hot Candidates Go Cold Between Roles?

A placement ends and the contact stops. Here is how KudosCRM covers the three gaps recruiting teams report most.

Problem

Candidates and clients live in two different systems

With KudosCRM

Both are contacts and companies in one workspace. Each record holds its emails, notes, tasks, meetings and linked deals, so nothing is entered twice.

Problem

Hot candidates go cold between roles

With KudosCRM

Enroll an audience of past candidates in a multi-step email sequence with delays between steps. Each sequence tracks opens, replies and meetings.

Problem

No visibility into which roles will actually close

With KudosCRM

Each stage carries a win probability. The forecast workbench weights open deals by it and rolls up target against attainment by rep.

See Which Roles Are Stalling Before the Client Moves On

The pipeline board shows every role by stage, so you can see what is moving and what has sat still.

Stages that match your process

Set your own stages and a win probability on each, so the forecast reflects your hiring flow.

Rot flags on aging files

Cards that have sat too long get flagged. Watch them in stand-ups before a role quietly dies.

Saved views and an owner rail

Get to my open roles this quarter in one click, and bulk-move or reassign deals from the bulk bar.

Explore the Sales Pipeline
KudosCRM pipeline board with deal cards grouped by stage
Deals pipeline board. Sample workspace data.

Know Every Candidate Before You Pick Up the Phone

Open one record to see the emails, notes, tasks and deals tied to a candidate, with a timeline that updates live.

KudosCRM lead record showing contact details, score and activity
Lead record with score and activity. Sample workspace data.

Custom fields for candidate details

Add the fields your roles need, such as skills or notice period, in sections that keep the record readable.

One shared tag library

Tag candidates, deals and leads from one library, and merge duplicate tags as the list grows.

Import with a revert option

Bring candidates in from a spreadsheet, map your columns, review the per-row report and revert a bad run.

Explore Contacts and Companies

See Which Placements Will Actually Close

The forecast workbench weights open deals by win probability and shows target against attainment for each recruiter.

KudosCRM forecast workbench with pipeline by confidence and a rep roll-up
Forecast workbench. Sample workspace data.

Pipeline by confidence

Open deals are bucketed by win probability, so you see committed and best-case placements apart.

A roll-up by recruiter

See each recruiter's attainment against target for the quarter.

Always the live book

The forecast reads your current deals and the targets set in Territories and quotas.

Want the detail? See Sales Forecasting.

Let Automation Handle the Follow-Up Recruiters Forget

Automations are no-code workflows. Pick a trigger, add conditions, then add actions that fill in record details for you.

KudosCRM automation builder with the event trigger list open
Automation builder. Sample workspace data.
When

A candidate is submitted to a client

Trigger on a deal moving to your Submitted stage.

If

The role is owned by a given recruiter

Add conditions so the workflow only fires when it should.

Then

Create the feedback task and email

Actions pull in record details with merge variables.

Dry-Run Before You Switch On

Test every edit first, then flip the status toggle once the result looks right.

Every Run Is Logged

Inspect each run, see what failed, fix the cause and retry.

Route New Leads to the Right Recruiter

Rules match on source, lifecycle stage or title and assign the owner automatically.

Explore Workflows Explore Lead Routing

Keep Your Bench Warm Between Placements

The next placement often comes from someone you already know. Keep past candidates and clients in view.

Sequences for Bench Check-Ins

Enroll past candidates in a multi-step email sequence, with delays between steps and a funnel from opens to meetings.

Explore Email Sequences

Tasks and Reminders

Set a reminder on any task, and use My Day to see which candidate calls are due today.

Explore Task Management

Stale Account Badges

The Companies table flags accounts with open deals and no activity for 30 days, so a quiet client stands out.

Explore Contacts and Companies

Pricing

What Does KudosCRM Cost for a Recruiting Team?

Per seat, published, with a 14-day Professional trial and no card. Solo recruiters start on Free or Basic. Agencies running several pipelines choose Professional.

Free

Solo recruiters

$0 forever

Up to 3 seats, no card

  • 3 seats and 1,000 contacts
  • 1 pipeline, 10 custom fields
  • 50 Kudos AI messages a month
  • Community support
Start Free

Basic

Small agencies

$9 /seat/mo

Billed yearly · $12 monthly

  • Up to 25 seats, 25,000 records
  • 3 pipelines, 50 custom fields
  • 1,000 automation runs a month
  • Email support in 24–48 hours
Start Free
Most Popular

Professional

Growing agencies

$24 /seat/mo

Billed yearly · $29 monthly

  • Unlimited seats and pipelines
  • 250,000 records, unlimited custom fields
  • 25,000 automation runs, 2,000 AI messages per seat
  • Priority support within 8 hours
Start 14-Day Trial

Enterprise

Multi-office agencies

$49 /seat/mo

Billed yearly · $59 monthly

  • Unlimited records
  • 250,000+ automation runs
  • Highest AI allowance, bring your own key
  • Dedicated success manager and SLA
Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Recruiting Team

Desks differ, but every team wins on speed and follow-up.

Integrations

Works with the Tools You Already Use

Connect Outlook so candidate email lands on the right record, Zoom for screening calls, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations

FAQ

Frequently Asked Questions

Start free today

Track Candidates, Clients and Roles in One Pipeline

Capture applications, keep the bench warm and see which placements will close.