06 — CRM

Staffing CRM

A built-in sales engine — pipeline, contacts, and automated outreach — so relationships turn into placements.

📊

Deals Pipeline

A kanban-style pipeline with drag-through stages and deal-value tracking so nothing stalls.

👥

Contact Management

A contact database linked directly to your clients and open job requirements.

✅

Task Board

A kanban task board that keeps sales and recruiting activities in a single view.

🕑

Activity Timeline

Every call, email, and meeting logged chronologically against each contact and deal.

✉️

Email Sequences

Automated multi-step email sequences for outreach campaigns that run themselves.

🔗

CRM Activities

Log activities against any ATS record — candidates, clients, and requirements alike.

A CRM That Speaks Staffing

Most CRMs are built for generic B2B sales and force staffing teams to bolt on workarounds. SG Connect's staffing CRM is native to the platform — your deals, contacts, and outreach live alongside the requirements and candidates they relate to, with no exports and no double entry.

Move opportunities across a visual deal pipeline, keep every client contact tied to the requirements they own, and let automated email sequencesnurture prospects while your recruiters focus on placements. Every interaction is captured on a single activity timeline, so the whole team always knows where a relationship stands.

1
Pipeline for sales + recruiting
Auto
Multi-step email sequences
360°
Activity view per contact
  • Kanban deal pipeline with stage and value tracking
  • Contacts linked to clients and job requirements
  • Automated multi-step email outreach sequences
  • Unified activity timeline across every record

Sending to a whole list?

Bulk Email sits alongside the CRM: upload a contact list, use a template that already knows the requirement, attach the job description and track what was delivered. See how Bulk Email works.

Turn Pipeline into Placements

See how the SG Connect CRM keeps your whole revenue motion in one place.