CRM SYSTEM FOR A RECRUITMENT AGENCY


About the Company

The company specializes in staffing for businesses. The main focus is on efficient vacancy management, communication with clients and candidates at all stages.

Czech Republic🇨🇿

Timeline

✅ Delivered in 4 months
🔄 Ongoing support: 3 months

Project Goals

• Centralize information about vacancies, clients, and candidates
• Automate the recruitment funnel
• Assign responsibilities and track statuses
• Automatically calculate recruiters' bonuses
• Provide analytics on projects and team workload
• Integrate the system with Bitrix and set up notifications

Results

• Instead of five different systems — one centralized system
• Transparent pipeline for each candidate and vacancy
• Significant time savings and error reduction
• Automatic bonus calculation without manual adjustments
• Notifications and interfaces improved team interaction

How We Solved It

1

Airtable as the Core

Created a database and logic on Airtable, with relationships between vacancies, candidates, stages, and clients.

2

Custom interfaces

We developed user-friendly interfaces for recruiters to manage funnels and candidates.

3

Visual funnel

Candidates progress through stages automatically — from application to onboarding. The transfer between recruiters takes seconds.

4

Automated bonus calculation

The system calculates bonuses for closed positions and visualizes workload across projects.

5

Notifications and integrations

Integration with Bitrix and notifications within the team ensure everyone stays updated on changes and new tasks.

    • Before

    • After

    • Before

    • Before

    • After

    • After

    • Information was scattered across multiple systems and spreadsheets.

    • Everything is gathered in one place — a centralized database on Airtable.

    • Before

    • Information was scattered across multiple systems and spreadsheets.

    • After

    • Everything is gathered in one place — a centralized database on Airtable.

    • Candidate statuses were tracked manually, often getting lost.

    • The funnel displays all stages, nothing is lost.

    • Before

    • Candidate statuses were tracked manually, often getting lost.

    • After

    • The funnel displays all stages, nothing is lost.

    • Bonuses were calculated manually, leading to inaccuracies.

    • Calculations are automated, everything is transparent and accurate.

    • Before

    • Bonuses were calculated manually, leading to inaccuracies.

    • After

    • Calculations are automated, everything is transparent and accurate.

    • Team members learned about changes with delays.

    • Notifications come instantly — within the team and via Bitrix.

    • Before

    • Team members learned about changes with delays.

    • After

    • Notifications come instantly — within the team and via Bitrix.

    • Management couldn't see the full picture.

    • There are dashboards for load, efficiency, and progress.

    • Before

    • Management couldn't see the full picture.

    • After

    • There are dashboards for load, efficiency, and progress.

TAKE THE FIRST STEP

Book a short call, and we'll:
• show how automation can save you time and money
• talk through what we can simplify in the next 2–3 weeks

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