Win and bill the clients; let your ATS track the candidates
Run the client business-development pipeline: new lead to discovery to job order to placement to fee invoiced. Keep placement agreements on the deal and bill by pay-by-link, all beside your ATS.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
The ATS holds the candidates, but the client business-development side lives in spreadsheets
No single view of which job orders are live and which hiring-manager relationships need a touch
Client relationship tracking is informal and depends on the recruiter remembering details
New-business outreach to hiring managers is manual, and warm clients go quiet while you work active reqs
What you can do with Laureo
Real workflows for Recruiting, built into Laureo.
Client deals BD board
Move job orders through sell-side stages: New Lead, Discovery Call Booked, Job Order, Candidates Submitted, Interview Scheduled, Placement Made, Fee Invoiced.
Hiring-manager relationship management
Track client companies, hiring-manager contacts, and live reqs. See which clients generate the most placements and fee revenue.
Hiring-manager outreach sequences
Build multi-step email sequences to prospective hiring managers for new business. Auto-pause on reply and personalize with role and sector details.
Placement agreements and fee billing
Keep the placement or fee agreement on the deal record, then bill the placement fee by Stripe pay-by-link.
Interview and intake booking
Share a branded booking page that auto-creates a Meet, Teams, or Zoom link for intake and interview-debrief calls, replacing a standalone scheduler.
Placement-fee invoicing
Generate the fee invoice from the Placement Made card. Track fees, payment terms, and outstanding balances against each client.
A pipeline that speaks Recruiting
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- job order
- Contact
- hiring manager
- Company
- client company
- Pipeline
- client deals pipeline
- Invoice
- placement-fee invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Client deals BD board
Track job orders through sell-side stages: New Lead, Discovery Call Booked, Job Order, Candidates Submitted, Interview Scheduled, Placement Made, Fee Invoiced. Drag and drop to update status.
Client and job order management
Maintain company records for hiring clients with hiring-manager contacts, live reqs, and placement history. Track which clients generate the most fee revenue.
Hiring-manager outreach sequences
Build multi-step new-business sequences to prospective hiring managers. Auto-pause on reply, personalize with sector and role details, and track response rates.
Agreements and booking
Keep placement and fee agreements on the deal record, and share a booking page that auto-creates a Meet, Teams, or Zoom link for intake calls.
Placement-fee invoicing
Generate the fee invoice from the Placement Made card with fee amount, payment terms, and guarantee period. Track payment status across all placements.
Activity and revenue reporting
Dashboards show submissions per recruiter, time-to-fill, placement revenue, and client activity. Identify top performers and pipeline bottlenecks.
How it works
From setup to results in 5 straightforward steps.
Import your client and hiring-manager database
Upload client companies and hiring-manager contacts from spreadsheets or your previous system. Tag clients by sector, fee tier, and relationship status.
Set up your client deals board
Build the sell-side pipeline with your BD stages, from New Lead through Fee Invoiced. Your ATS keeps tracking the candidates alongside it.
Launch hiring-manager outreach
Build email sequences for new-business outreach to hiring managers. Personalize with sector details, set follow-up timing, and track response rates.
Place and invoice
Keep the placement agreement on the deal record, and when the placement is made, generate the fee invoice from the deal record and collect by pay-by-link.
Monitor team performance
Dashboards show submissions, placements, revenue per recruiter, and client activity. Use data to coach and allocate resources.
AI agents that work for you
Five built-in agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Deal Follow-Up - Highlighted for Recruiting
AI chases the stale job order for you
When a Job Order card goes quiet, the Deal Follow-Up agent drafts the client check-in and queues a follow-up to the hiring-manager contact for your approval, then on Placement Made it can draft the placement-fee quote. The whole BD relationship moves without manual tracking.
Integrations that matter for Recruiting
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs candidate and client communications. Calendar shows interviews.
Microsoft 365
Outlook sync for recruiters on the Microsoft stack.
Recruiting vs Zoho CRM
The problem
Zoho CRM is a generic CRM that needs heavy customization for the recruiting BD motion (Zoho positions itself as a configurable horizontal platform). Modeling a sell-side job-order board, placement agreements, and fee invoicing means add-ons and setup.
The Laureo advantage
Laureo models the client-acquisition workflow natively: a sell-side board, sequences to hiring managers, placement agreements on the deal record, and placement-fee invoicing, all included.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Recruiting FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Recruiting.
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