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

Turn Pipeline into Placements

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