HR Agency CRM Template
Use TemplateManaging a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements.
Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place.
Why Use This HR Agency CRM Template?
Recruitment agencies often struggle with:
- Scattered candidate data – Difficulties in tracking applicant progress across different job orders.
- Inefficient job order management – No structured system to organize job postings and department-specific roles.
- Client relationship challenges – Lack of a centralized client database for communication and feedback.
- Placement tracking difficulties – Unclear visibility on placed candidates and open positions.
This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking.
How This Template Works in Stackby
The HR Agency CRM Template consists of four key tables:
1. Job Order Table
Manages job openings and department-specific hiring needs.
- Job Orders View – Lists all job openings with details like position, department, and urgency.
- Job Departments View – Organizes job orders by department for better classification.
2. Candidates Table
Tracks applicants and their status throughout the recruitment process.
- Candidates View – Stores all candidate details, resumes, and job applications.
- Candidate Profile View – Displays detailed profiles with skills, experience, and assessments.
- List View – Helps recruiters filter and shortlist candidates.
- Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected).
3. Clients Table
- Maintains a database of clients who are hiring.
- Stores client details, contact information, and hiring preferences.
- Helps recruiters track interactions and feedback from hiring managers.
4. Placement Table
- Tracks successful candidate placements.
- Placement Record View – Logs placements with job details, company, and salary.
- Placed Candidates View – Lists candidates who have secured jobs.
Key Features & Benefits
- Structured Candidate Tracking – Organize candidates by job application status.
- Efficient Job Order Management – Manage job postings and departmental hiring needs.
- Client Relationship Management – Keep track of client interactions and feedback.
- Placement Tracking – Monitor placed candidates and hiring success rates.
- Custom Views & Filters – Easily switch between different recruitment stages.
- Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly.
Who Can Benefit from This Template?
- Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently.
- HR Consultants & Freelancers – Streamline hiring for multiple clients.
- In-House HR Teams – Organize internal recruitment workflows.
- Staffing Firms – Track temporary and permanent placements.
Getting Started
- Copy the HR Agency CRM Template into your Stackby workspace.
- Enter job orders in the Job Order Table and categorize them by department.
- Add candidate details, resumes, and track progress in the Candidates Table.
- Maintain client information and feedback in the Clients Table.
- Track successful hires in the Placement Table and monitor hiring trends.
