Manage Clients

Make sure to complete all the steps below to set up and manage your client relationships efficiently.

Here's an elaboration on the purpose of each setup step:

• Step 1. Create Client: A client refers to an organisation or employer that partners with the recruitment agency to fill job positions with qualified candidates.
• Step 2. Client Landing: Provides a centralised hub to access and manage all created clients, displaying key details like client name, parent name, industry, state, and city.
• Step 3. Client Summary: Offers a detailed view of each client’s profile, including contact information, job requirements, communication history, and associated documents.
• Step 4. Client Jobs: Create and track job opportunities linked to each client for better visibility and coordination.
• Step 5. Assign Client Contacts: Add and manage client contacts such as key decision-makers, stakeholders, and representatives directly under the client profile.
• Step 6. Client Activities: Track all interactions, communications, and events related to a client through a consolidated activity log for better engagement management.
• Step 7. Client Notes: Record important client-related information in one place to support collaboration and informed decision-making.
• Step 8. Client Mails: Send and track emails directly from the platform to streamline client communication without switching to external mail tools.
• Step 9. Client Documents: Store and manage all client-related documents — including contracts, agreements, and files — in a centralised hub for quick access.
• Step 10. Call Page – Client Summary: View and manage call logs for each client, including total calls and the option to manually log new ones.
• Step 11. Client Relationship Team: Assign users or team members to manage client tasks, fostering collaboration and accountability.
• Step 12. Contact Clients and Contacts: Manage client relationships effectively to enhance satisfaction, ensure clear communication, and support their recruitment needs.