CRM for employment agencies
Conducting employee recruitment and customer service is the core process around which staffing, employment and recruitment agencies organize themselves. Implementing a CRM and AI system for employment agencies to support recruitment and candidate selection processes is the primary challenge facing companies in this industry in the coming years.
How to choose the right CRM for an employment agency?
Choosing the right CRM for an employment agency requires taking into account the agency’s specific needs, such as managing a large number of candidates, integrating with other tools (such as job posting systems), and automating recruitment processes. The chosen CRM should offer data analysis and reporting functions, allowing you to monitor the effectiveness of your operations and make better decisions in the recruitment process. When choosing a CRM for an employment agency, also pay attention to:
- Ability to build your own recruitment processes in CRM
- Implementation of artificial intelligence (AI) to support the candidate preselection process
- Quickly prepare and conclude contracts with candidates and clients using electronic signatures
Recruitment of employees
Automated recruitment and preselection process for job candidates.



AI support in recruitment
How can CRM help in an employment agency?
CRM can significantly improve the operation of an employment agency, offering a variety of benefits that improve the management of both candidates and customers. First of all, all job inquiries can be integrated into the CRM via the Applications Module – regardless of which channel the job inquiries come from. In addition, by enabling AI chatbot for employment agencies, you can speed up the pre-selection of candidates applying for a position. In addition, process automation will help you in handling repetitive activities, follow-ups, communication with clients and candidates.

Employee recruitment process supported by AI chatbot
Chatbot AI can significantly support a staffing agency’s recruitment process, offering features that streamline and automate many steps in the process. First and foremost, chatbot AI for an employment agency can answer a candidate’s basic questions about the position for which he or she is applying. Appropriately parameterized AI can also examine the candidate in a set area, such as conducting preliminary interviews, asking about the candidate’s experience, skills, financial expectations and availability. In addition, a useful option will be to perform automatic evaluation and ranking of candidates based on their answers, allowing to quickly filter out those who do not meet the basic criteria. If you want to learn more about how AI works for staffing agencies, go here.
SalesWizard CRM modules for employment agencies.
Find out what SalesWizard CRM modules you will use in your staffing agency. If you want to learn about all the modules go to the CRM Functionality page.

Handling candidate applications
You store incoming applications from candidates for a position in one centralized CRM system.
Chatbot AI for employment agencies
An AI chatbot backed by OpenAI artificial intelligence and equipped with the knowledge of your employment agency will help preselect candidates, conduct initial interviews and evaluate all resume applications.
Creating recruitment offers
Prepare personalized employee recruitment offers for your clients, track their conversions, and conclude contracts electronically.
Automation of contact with candidates
Each job inquiry can be automated – the candidate will receive an email and SMS, which will greatly speed up the process of candidate verification.
Artificial intelligence to support the employment agency
Artificial intelligence from OpenAI will help your staffing agency automate processes such as handling inquiries, generating advertisements, and analyzing candidates’ resumes.
Handling contracts and documents
Generate documents necessary for the recruitment process – RODO consents, contracts with clients and candidates, handwritten or electronic signatures.
Digitize your employment agency now!
Why SalesWizard CRM?
Implementation of CRM in an employment agency
Implementing a CRM system in an employment agency will help your company with recruitment processes, both in terms of recruiting and handling contractors for whom you perform recruitment services.
- Automation of candidate handling
- Pre-selection of candidates with AI
- Control over the recruitment process
- Offering and contracting with customers
Analysis of the needs of your employment agency
Before implementing the CRM, we will discuss the needs of your labor agency, identify the necessary processes for digitization.
Automation and AI
We will automate repetitive processes such as recruitment follow-ups, as well as implement AI to analyze candidates’ resumes and conduct a remote candidate vetting process.
Building processes in CRM
Together with your team, we will design and implement service funnels for processes such as prospecting and customer quoting, as well as handling recruitment processes.
CRM system development
We provide further development of the CRM platform to support your employment agency.
We are still creating new functionalities!
If you haven’t found the functionality you need for your organization, see our Road Map for Application Development.
- Customized implementation of SalesWizard
- Possibility to commission unique modifications
- Full support in implementation

How to implement a CRM for an employment agency?
Do you want to implement a CRM in an employment, recruitment, HR or staffing agency? Not sure where to start, have questions? Learn more in the FAQ on implementing CRM in an employment agency.
What is a CRM and why is it needed in an employment agency?
CRM (Customer Relationship Management) is a customer relationship management system that helps staffing agencies organize, automate and synchronize recruitment processes and interactions with candidates and customers. It enables more efficient data management, automation of routine tasks and better understanding of customer needs.
What are the benefits of implementing CRM in an employment agency?
Benefits include centralization of data, automation of recruitment processes, improved customer relationship management, data analysis and reporting, improved team collaboration, and increased marketing efficiency.
What problems can CRM solve in an employment agency?
CRM can solve the problems of managing large amounts of candidate and client data, automating administrative tasks, monitoring the effectiveness of recruitment efforts, personalizing communications and data security.
How can AI support recruitment processes?
AI can support recruitment processes by automating pre-screening of candidates, analyzing resumes, conducting initial interviews, scheduling appointments, evaluating candidates, and analyzing recruitment data.
What are the benefits of implementing AI in an employment agency?
Benefits of implementing AI include time savings, increased efficiency in recruitment processes, improved quality of candidate selection, better matching of candidates to jobs, and the ability to personalize the candidate experience.
How can chatbot AI help recruit employees?
The AI chatbot can conduct initial interviews, collect basic information about the candidate, answer frequently asked questions, automate appointment scheduling, inform candidates of their application status and collect data for further analysis.
Can chatbot AI replace recruiters?
Chatbot AI will not replace recruiters, but it can significantly assist their work by automating routine tasks and allowing recruiters to focus on the more strategic aspects of recruiting and building relationships with key candidates.
How can CRM improve the handling of the recruitment process?
CRM improves the handling of the recruitment process by centralizing data, automating administrative tasks, better managing communications with candidates, monitoring recruitment progress, and analyzing and reporting results.
What are the benefits for candidates of implementing CRM in an employment agency?
Candidate benefits include a better and more personalized experience, faster recruitment processes, regular updates on application status, and easier access to information.
How does CRM support candidate analysis and evaluation?
The CRM supports candidate analysis and assessment by automatically collecting and analyzing data, creating candidate profiles, monitoring key performance indicators, and generating reports to help make informed recruitment decisions.
Can CRM help identify the best candidates?
Yes, CRM can help identify the best candidates by automatically filtering applications, assessing candidates’ skills and experience, and analyzing historical data on candidates’ performance in similar positions.