How to evaluate a CRM for a US staffing firm
A staffing business runs two pipelines that behave nothing alike. The candidate pipeline is a supply problem: sourcing, screening, submitting, compliance. The client pipeline is a demand problem: prospecting hiring managers, winning terms, taking job orders and keeping accounts warm. Almost every agency buys software for the first and improvises the second, which is why demand collapses whenever recruiters get busy.
The five criteria
One: is there a genuine client development pipeline with stages and dated actions? Two: does the system model hiring managers as people, since they change employers? Three: is calling and texting native, with recording for coaching? Four: does it surface dormant accounts and expiring assignments automatically? Five: will it sit alongside your ATS without duplicate data entry?
