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Intake software for recruitment agencies: Separate vacancy agreements from candidate contact.

Intake software for recruiters to organize vacancy intake, contact moments and case status, with appropriate access for recruiters and clients.

Intake software for recruitment agencies

Example

Worked example

Awaiting review
Vacancy
Assignment A
Intake
Update
Sharing
Not released

Next step

Check before proceeding

Update intake.

Activity

  1. Sharing recorded · Client10:05
  2. Intake recorded · Team09:48
  3. Vacancy recorded · Client09:12
Example with demonstration data.

Receiving a CV does not authorize sharing with every client.

Make disclosure a deliberate step with recorded arrangements and limited access.

Intake software for recruitment agencies

Example
  1. 1

    Agree the vacancy

    Done

    Preserve discussed assignment criteria.

  2. 2

    Record contact

    In progress

    Link conversations and next steps to the correct case.

  3. 3

    Control sharing

    Next

    Let staff determine what information reaches whom.

From vacancy intake to candidate contact.

Agree the vacancy

Preserve discussed assignment criteria.

Record contact

Link conversations and next steps to the correct case.

Control sharing

Let staff determine what information reaches whom.

Files and access per client.

Vacancies, candidate files and contact moments sit in the same software. It does not automate suitability decisions or candidate rejection. Clients may have several vacancies with different contacts. Access to one assignment must not grant all case access. When staff change, permissions transfer without losing earlier contact arrangements.

Assignment changes

Update intake.

Duplicate record

Review merging.

Access ends

Revoke relevant permissions.

What we set up for your agency.

At the start we set up roles for recruiters and clients, case statuses and retention rules. We put the intake system for your agency in place once; a fixed monthly licence then keeps hosting, updates and support covered.

View pricingSupport and updates
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Can clients have access?

Yes, to agreed information.

Can existing tools connect?

Yes, where that software offers access. Existing contacts are imported at the start.

Are candidates automatically assessed?

No, not within this intake flow.

See it in your own business.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeSeparate vacancy agreements from candidate contact. Being filled in Ready for the call
What you want

Intake software for recruiters to organize vacancy intake, contact moments and case status, with appropriate access for recruiters and clients.

Parts
  • Agree the vacancy
  • Record contact
  • Control sharing
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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