Mandate stages, client development, firm-owned candidate records, fee instalment tracking and naira invoice ageing in one system. Built for boutique search firms in Lagos and Abuja.
Free Forever • No Credit Card Required
Quick answer
Mandates come from a tight circle of buyers in banking, fintech, energy, telecoms and consumer goods, plus development organisations and family-owned groups professionalising their leadership. Full retainers are not always achievable, so firms work staged progress fees and completion arrangements that differ from mandate to mandate. That variety is precisely why fee terms belong on the record rather than in a partner head.
Brief agreed, market map, approaches, profiles shared, client interviews, package discussion, offer, resignation confirmed, start date reached. The stages after offer decide whether the fee is ever earned, because an executive serving notice can be counter-offered, or can accept a role abroad, and the firm needs to be in contact often enough to hear it first.
Rarely at shortlist. Usually in the gap between interest and offer, when a strong executive is simultaneously in an emigration process or negotiating with an existing employer. Availability notes revisited at every stage, plus overdue-task alerts when a candidate goes silent, turn that from a surprise into a managed risk.
Does WhatsApp run on the firm number so relationships survive a consultant setting up alone? Can fee instalments be tracked in naira with ageing and withholding reconciliation? Does the mobile app work well enough to be used in traffic? And is pricing per seat with no minimum, so a small practice pays for what it uses?
| Capability | Spreadsheets | Volume ATS | HelloGrowthCRM |
|---|---|---|---|
| Mandate stages with owners | Partial | Partial | Yes |
| Variable fee structures | Partial | No | Yes |
| Availability and mobility notes | Partial | Partial | Yes |
| WhatsApp on the firm number | No | Add-on | Native |
| Dialer with recording | No | Add-on | Native |
| Off-limits register | No | No | Yes |
| Naira invoice ageing | Partial | No | Yes |
| Client-ready progress reports | No | Partial | Yes |
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
A shortlisted executive accepts an opportunity abroad mid-process and the client learns of it before the firm does.
Availability and mobility notes are captured and revisited at each stage, and silence becomes an overdue task, so a candidate drifting away is visible weeks earlier.Availability tracking
Fee instalments are agreed differently on every mandate and nobody tracks which trigger has been met.
The fee structure sits on the mandate with each instalment, its trigger, its owner and its invoice status, so billing follows the search rather than a partner memory.Fee structure records
Candidate history lives in personal phones, so when a consultant sets up alone the desk is empty.
Calls and WhatsApp threads run on the firm business number and attach to firm-owned records, so a successor inherits the relationship and the context behind it.Firm-owned records
Payments arrive short of the invoice and the difference is only reconciled much later.
Invoices are tracked expecting withholding tax deducted by clients, so the receipt is matched against the record and the balance is chased as a dated task.Receipt reconciliation
AI-powered CRM with the features you need to close more deals.
Common questions about using HelloGrowthCRM in your industry.
Join small businesses that close more deals with HelloGrowthCRM.
Free Forever • No Credit Card Required
Free Forever • No Credit Card Required
Prefer email? Write to sales@hellogrowthcrm.com