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CRM

CRM for recruitment agencies

Keep client companies and candidates as contacts, run a pipeline for each placement and invoice your fee when someone starts.

Start free

Free plan, no card needed. Or book a demo.

Two sides, one list

Recruiters manage hiring managers on one side and candidates on the other, usually across LinkedIn, WhatsApp and email. The risk is simple: a good candidate or a warm client goes cold because nobody followed up.

In startbuddi, client companies get company pages with their contacts, open deals and invoices. Candidates are contacts too, tagged and filtered your way. A pipeline tracks each placement from brief to start date.

Be clear on what it is

startbuddi is a CRM and business workspace, not a full applicant tracking system. There is no job board posting or CV parsing. Small agencies that place a few people a month often find a pipeline, tags and custom fields are enough.

  • Custom fields for role, salary range, notice period or anything else.
  • Segments that update themselves, like "available, senior, Lagos".
  • Placement fees invoiced and tracked to paid.
  • A client portal where a hiring manager reviews the shortlists you share and approves them.

See startbuddi for recruitment agencies for more.

  • Company pagesEvery hiring manager, open role and invoice under the client company.
  • Placement pipelineStages you name, from brief to shortlisted to started.
  • Custom fields and segmentsStore what matters and build lists that update themselves.
  • Fees tracked to paidInvoice the placement and see what is still owed.
Companies

A page for every client company.

Add a company by its website and the logo and details fill in. Its page shows every contact, open deal and invoice.

  • Add company: "Start with the website"
  • Sync brand details for many companies at once
  • Find lookalikes: ask Chip for companies like your best ones
More about Contacts & companies
Board

A placement pipeline you can see.

Name the stages your way, drag each placement forward and mark it won when the candidate starts.

  • Start with New Leads, Qualified, Proposal Sent, Negotiation, Won and Lost
  • Double-click a stage title to rename it. Deals are never deleted with a stage
  • Mark as won or Mark as lost, with an optional reason
More about Sales pipeline & deals
Data quality

A candidate list that stays tidy.

Find duplicates by email or phone and merge them, and see which records are missing details.

  • Merge duplicates and keep the fullest record
  • Assign everyone shown to an owner in one go
  • Add form responses to contacts one by one, never marked as marketing
More about Contacts & companies
Same workspace

Your CRM is already connected to the rest of the business.

The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.

01

Invoices that get paid

Send the invoice from the client's record. When it is paid, the deal is marked won.

Explore Invoices that get paid
02

Online bookings

Clients book from your link and land in your contacts with the booking on their page.

Explore Online bookings
03

Follow-ups that run themselves

Follow-ups, reminders and tasks that start when a form, booking or deal changes.

Explore Follow-ups that run themselves
04

Projects your team can follow

Won the work? Start the project, track tasks and share progress with the client.

Explore Projects your team can follow
05

Dashboards and reports

A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.

More about Analytics
Plans

A CRM on every plan, including Free

The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
SolutionRecruitment & Staffing Agencies Free toolRecruitment Placement Agreement Template ProductClient portals ProductCustomers ProductContacts & companies ProductSales pipeline & deals ProductInbox CompareBest CRM Software for Small Business GuideHow to organise your customers: from WhatsApp chats to a real pipeline

Questions people ask

Is startbuddi an applicant tracking system?
No. It is a CRM with pipelines, custom fields and segments. It has no job board posting or CV parsing, so it suits small agencies more than high-volume hiring.
Can I keep candidates and clients separate?
Yes. Use tags, custom fields and saved segments for candidates, and company pages for your clients.
Can I invoice placement fees?
Yes. Invoice the client company from Money Manager and track what is paid, part-paid and overdue.
What does it cost?
The CRM is free on Free with 250 contacts. Starter ($29 a month) raises that to 2,500 and adds the shared inbox.

Put every client in one place.

Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.

Start free
Free plan available. Every paid plan starts with a 30-day trial.