Recruitment Agency CRM
Manage client job orders and candidate pipelines simultaneously. The dual-sided CRM for boutique recruitment agencies and solo headhunters — track placements, fees, and both sides of every hire.
What's Included
- Client job order pipeline with stage tracking
- Candidate database with skills, CV link, and status
- Interview schedule and feedback tracker
- Placement log with fee structure and invoice status
- Candidate-to-job matching view
- Time-to-fill and source channel metrics
- Monthly revenue and placement volume dashboard
- Lifetime updates
The Recruitment Agency CRM handles what makes agency recruitment unique: managing two parallel pipelines at once. Client companies with open roles on one side, candidates you’re actively placing on the other — and the matches, interviews, and offers in between.
Track every role, every candidate, every placement, every fee.
Why a Spreadsheet CRM?
Recruitment ATS platforms like Bullhorn, Vincere, or Loxo cost $50–$150/month per seat. For boutique agencies and solo headhunters placing 5–30 candidates per month, this template gives you the dual-pipeline visibility you need — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Open roles, active candidates, placements this month, revenue and fees |
| Job Orders | Client roles tracked by stage: Briefed → Sourcing → Shortlisted → Interviewing → Offer → Placed |
| Candidates | Candidate database with skills, experience level, availability, and CV link |
| Interviews | Interview schedule with feedback log and outcome (advance/reject/offer) |
| Placements | Completed placements with start date, fee %, invoice amount, and status |
| Clients | Client company database with contacts, fee agreements, and relationship notes |
| Metrics | Time-to-fill by role, source channel performance, and revenue by client |
Who It’s For
- Boutique recruitment agencies doing 5–30 placements per month
- Solo headhunters and independent recruiters
- Internal talent teams managing high-volume hiring pipelines
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.