> A CRM BUILT FOR RECRUITMENT, HR & ADVISORY FIRMS
We developed a complete CRM and operations platform for people-focused firms: recruitment pipeline, client CRM, bookings, e-signatures, timesheets, Xero invoicing, and automation.
Customised to your business model. Faster and cheaper than the big names.
> SOUND FAMILIAR?
PAYING TOO MUCH
Big-name recruitment CRMs charge serious per-seat money for features you barely use, then charge again for the add-ons you actually need. The bill grows every year; the product doesn't.
GENERIC SOFTWARE, FORCED WORKFLOW
Generic CRMs don't understand placements, references, engagement letters, or confidential case work. So your team bends its process around the software and lives in spreadsheets on the side.
TOOL SPRAWL
One tool for the pipeline, another for bookings, another for e-signatures, another for timesheets, plus manual invoicing. Nothing talks to anything, and reporting means copy-paste.
> ONE PLATFORM. THE WHOLE OPERATION.
Every module below is live, in production, running a multi-division professional services firm today. Turn on the ones you need; skip the ones you don't.
RECRUITMENT PIPELINE
- Drag-and-drop kanban from applied to placed
- Boolean candidate search across profiles + CV text
- CV parsing: upload a CV, get a prefilled candidate
- Reference checks with one-time secure referee links
- Interviews, offers, placements, and aftercare tracking
- Job feeds for your website, Seek, and Indeed
CRM & CLIENT MANAGEMENT
- Companies, contacts, and opportunity pipeline
- Notes, tasks, and full history on every record
- Global search across everything you have access to
- Website enquiry capture with automatic triage
- Client portal: clients see only what you submit
- Auto-generated client progress reports
BOOKINGS & SCHEDULING
- Public booking pages for your services
- Per-practitioner availability rules and exceptions
- Video, phone, and in-person session modes
- Automated reminders and waitlists
- Calendar feeds that sync to Outlook and Google
- Buffer times and recurrence built in
DOCUMENTS & E-SIGNATURES
- Versioned documents on any record
- Sensitivity tiers for confidential files
- E-sign engagement letters and variations
- Tamper-evident signing with content hashing
- Letters of engagement with your standard terms
- Secure expiring links: nothing public, ever
AUTOMATION & COMMS
- Trigger → condition → action rules, no code needed
- Email and SMS templates with merge fields
- Every message logged against the record
- Stage-change notifications to candidates and clients
- Task creation and team alerts on autopilot
- Webhooks to push events anywhere else
TIMESHEETS, INVOICING & REPORTING
- Contractor engagements with rate templates
- Timesheet entry, approval, and invoice sweeps
- Invoices pushed straight to Xero
- Consultant desk performance reports
- Cross-division management dashboards with trends
- Excel export on everything
> WHY IT BEATS THE INCUMBENTS
SHAPED TO YOUR BUSINESS
Your branding, your terminology, your roles, your modules, your automation rules: all configuration, not custom code. It fits how your firm works on day one, and keeps fitting as you change.
MODERN AND FAST
Built on a current stack (Next.js, TypeScript, PostgreSQL), not a 2009 codebase with a new coat of paint. Instant pipeline updates, fast global search, background workers for the heavy lifting, and a UI your team won't fight.
YOUR OWN INSTANCE
Single-tenant architecture: your own deployment, your own database, no noisy neighbours. Confidential case work stays locked behind record-level access controls, and NZ data residency is available.
CONNECTED TO YOUR WEBSITE
Job listings, application forms with CV upload, enquiry forms, and booking pages plug straight into your website via public APIs. Xero invoicing, Microsoft 365 mail sync, REST API, and webhooks cover the rest.
Switching is the easy part. We built a migration importer that brings your companies, contacts, candidates, jobs, placements, and notes across from your existing CRM, re-runnable safely, with no duplicates. Most migrations complete in days, not months.
SECURITY & NZ PRIVACY ACT COMPLIANCE
> FREQUENTLY ASKED QUESTIONS
> SEE IT RUNNING ON YOUR WORKFLOW
Tell us your team size, what you're using now, and what it costs you.
We'll show you a live demo and quote a like-for-like comparison.
> INITIATE CONTACT
Ready to start your quest? Send us a message!