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.
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
Real workflows for Recruiting, built into Laureo.
Move job orders through sell-side stages: New Lead, Discovery Call Booked, Job Order, Candidates Submitted, Interview Scheduled, Placement Made, Fee Invoiced.
Track client companies, hiring-manager contacts, and live reqs. See which clients generate the most placements and fee revenue.
Build multi-step email sequences to prospective hiring managers for new business. Auto-pause on reply and personalize with role and sector details.
Keep the placement or fee agreement on the deal record, then bill the placement fee by Stripe pay-by-link.
Share a branded booking page that auto-creates a Meet, Teams, or Zoom link for intake and interview-debrief calls, replacing a standalone scheduler.
Generate the fee invoice from the Placement Made card. Track fees, payment terms, and outstanding balances against each client.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
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.
Maintain company records for hiring clients with hiring-manager contacts, live reqs, and placement history. Track which clients generate the most fee revenue.
Build multi-step new-business sequences to prospective hiring managers. Auto-pause on reply, personalize with sector and role details, and track response rates.
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.
Generate the fee invoice from the Placement Made card with fee amount, payment terms, and guarantee period. Track payment status across all placements.
Dashboards show submissions per recruiter, time-to-fill, placement revenue, and client activity. Identify top performers and pipeline bottlenecks.
From setup to results in 5 straightforward steps.
Upload client companies and hiring-manager contacts from spreadsheets or your previous system. Tag clients by sector, fee tier, and relationship status.
Build the sell-side pipeline with your BD stages, from New Lead through Fee Invoiced. Your ATS keeps tracking the candidates alongside it.
Build email sequences for new-business outreach to hiring managers. Personalize with sector details, set follow-up timing, and track response rates.
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.
Dashboards show submissions, placements, revenue per recruiter, and client activity. Use data to coach and allocate resources.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Outreach Agent - Highlighted for Recruiting
When a Job Order card goes quiet, the Outreach 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.
Connect the tools you already use. No code required.
Gmail sync logs candidate and client communications. Calendar shows interviews.
Outlook sync for recruiters on the Microsoft stack.
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 is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
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