CRM for recruitment
A recruitment CRM that screens candidates while you talk to clients
Candidates and clients in one place, open roles in a catalog and an AI manager that answers applicants, asks screening questions and books interviews around the clock.
CRM included in every plan, from $39/month. AI manager included.
New candidate
Screened
Submitted to client
Interviewing
Quick answer
What is a recruitment CRM?
A recruitment CRM tracks both sides of the business: candidates moving toward a placement and clients with open roles. Clientager gives small agencies one place for candidates, clients, roles, interviews and placement invoices, plus an AI manager that answers applicants 24/7, asks your screening questions, records answers on the candidate record and books screening calls with the right recruiter.
Built for recruitment agencies and independent recruiters
Your Recruitment CRM comes set up with the stages and fields recruitment agencies and independent recruiters actually use. Change anything, add your own.
Pipeline stages
- New candidate
- Screened
- Submitted to client
- Interviewing
- Offer
- Won
What each record holds
- Role applied for
- Current title and employer
- Years of experience
- Key skills
- Salary expectation
- Notice period
- Work authorization (self-reported)
- Location and remote preference
- Assigned recruiter
- Client company
Open roles in the catalog
List each open role with client, location, salary range and fee. The AI manager answers applicant questions from it, and invoices pull the placement fee in as a line item.
Candidate pipeline
Every candidate moves from New candidate through Screened, Submitted to client, Interviewing and Offer to Won, with the expected fee as the deal value.
Candidate and client records
Candidates hold skills, salary, notice period and location. Client contacts hold company, roles and hiring manager notes. Tags link candidates to the roles they fit.
Interview scheduling
Screening calls and client interviews land on a shared week calendar with automatic confirmations and reminders to candidates.
Smart lists for sourcing
Save filters like Java developers in Austin open to remote or nurses with under 30 days notice, and pull a shortlist in seconds when a new role opens.
Placement fee invoices
Invoice clients for placements with tax and send a secure pay link through your own Stripe, Razorpay or PayPal account. Paid invoices update automatically.
Reports on placements and sources
See new candidates by source, submissions, win rate and fees collected, so you know which job boards and clients are worth the effort.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers every applicant
Candidates message at all hours. Your AI manager replies by phone, WhatsApp, SMS, chat and email, replying to messages in each customer's own language, so good people do not wait days for a reply.
Runs first-round screening
It asks the screening questions you set for each role, such as experience, salary, notice period and location, and records the answers on the candidate record.
Books screening calls
Qualified candidates get a call slot with the recruiter for that role, with confirmations and reminders sent automatically.
Captures client hiring requests
When a hiring manager calls about a new role, it logs the request, the details it learns and creates a callback task for the account owner.
Summarizes and scores candidates
AI insights give a short summary of each candidate's history with you, a hot, warm or cold score and a suggested next step.
How a recruitment runs on Clientager
- 01
A nurse applies at midnight
Your AI manager answers, asks about license, shift preference, notice period and location, and logs the candidate as Screened if they match.
- 02
Screening call booked
It books a call with the healthcare recruiter for the next morning and sends a reminder.
- 03
Submitted to the client
After the call, the recruiter submits the candidate and the stage change triggers a follow-up task with the client.
- 04
Interview and offer
Interviews land on the calendar with reminders. The candidate moves to Offer, then Won when they accept.
- 05
Fee invoiced and paid
The placement fee goes out with a pay link and is marked paid automatically when the client pays.
Automations ready to switch on
- When A new candidate contact is created→ Send an SMS thanking them for applying and explaining the next step.
- When A candidate moves to Submitted to client→ Send the candidate an email update and create a follow-up task with the client after 2 days.
- When A candidate moves to Interviewing→ Send interview prep tips by email and an SMS reminder the day before.
- When An invoice is paid→ Tag the client as Active and create a check-in task to ask about new roles after 30 days.
- When No visit for 180 days→ Send placed and past candidates a check-in asking if they are open to new opportunities.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Applicants wait days for a reply and take another offer
- Candidates in one sheet, clients in another, roles in email
- Screening questions asked by hand, over and over
- Client follow-ups forgotten after a submission
- Placement invoices chased manually
Clientager Recruitment CRM
- Every applicant answered and screened 24/7
- Candidates, clients and open roles in one CRM
- Screening answers saved to fields automatically
- Stage-based follow-up tasks after every submission
- Placement fees collected by pay link
A recruitment CRM that handles both sides of the desk
Recruiting means juggling two groups of people at once. Candidates need fast replies and clear next steps. Clients need a shortlist of good people before a competitor sends theirs. A recruitment CRM has to handle both without turning your day into data entry. Clientager keeps candidates, client contacts, open roles, interviews and placement invoices in one place, with every conversation saved on the right record.
Open roles live in the catalog with client, location, salary range and your fee. Candidates are tagged to the roles they fit, and smart lists let you pull a shortlist the moment a new job comes in. The pipeline shows every candidate from New candidate to Won, so you can see at a glance who is waiting on client feedback and who is close to an offer.
Screen applicants around the clock with your AI manager
The best candidates are usually employed and apply in the evening. If they hear nothing for two days, they move on. Your AI manager answers by phone, WhatsApp, SMS, chat and email at any hour. It asks the screening questions you set for each role, records the answers in candidate fields and books a screening call with the recruiter who owns that job.
This first-round screening saves hours of repetitive calls each week. Your recruiters start the day with qualified candidates already booked instead of a stack of applications to sort through. When a hiring manager calls about a new role, the AI manager captures the details and creates a callback task, so new business never sits in voicemail while you are on another call.
- Screening questions set per role
- Answers saved to candidate fields
- Screening calls booked with the right recruiter
- Client hiring requests logged with callback tasks
Follow up, invoice and keep your talent pool warm
Placements are often lost to silence after a submission. Automations create a client follow-up task when a candidate is submitted and send candidates updates and interview reminders as they move through stages. Recruiters can send texts and emails from each record using saved templates or AI-drafted replies, and every message is logged on the timeline for the whole team to see.
When a candidate starts, invoice the client for the placement fee and send a secure pay link through your own Stripe, Razorpay or PayPal account. The invoice is marked paid automatically. Placed and past candidates stay in your database, and a check-in message after a set number of days keeps your talent pool active for the next role that comes in.
Questions about the CRM
What is the difference between a recruitment CRM and an AI manager?
The recruitment CRM stores your candidates, clients, open roles, pipeline and invoices. The AI manager answers applicants and clients 24/7, runs first-round screening, books calls and writes everything into the CRM. With Clientager both come in one product, so your database grows and stays up to date without manual entry.
Is this an applicant tracking system?
It covers the parts small agencies use most: candidate records, open roles, a placement pipeline, interview scheduling, screening by the AI manager and placement invoicing. It does not post jobs to job boards. Applicants from any board can reach you by phone, message, chat or email.
Can I import my candidate database?
Yes. Export candidates and clients from any spreadsheet or CRM as a CSV and import them. Duplicate detection catches candidates who appear twice, and you can merge them. Map columns to custom fields like skills, salary expectation and location so your smart lists work right away.
Can junior recruiters use it without seeing fees?
Yes. Give junior recruiters and sourcers the staff role. They can screen, submit, schedule and message candidates, but they do not see payments, billing or revenue. Owners and managers see placement fees and reports. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Can the AI manager screen for different roles?
Yes. Set screening questions per role, such as license type for nurses or years with a framework for developers. The AI manager asks the right questions based on the role the candidate applied for and saves the answers to fields on their record.
How do I invoice clients for placements?
Create an invoice from the client record with the placement fee from your catalog, add tax and send a secure pay link. Payment goes to your own Stripe, Razorpay or PayPal account, and the invoice is marked paid automatically when the client pays.
How much does the recruitment CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can see it screen candidates in a live demo, and you can get a refund if you change your mind before your AI agent goes live.
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