Recruitment CRM (Customer Relationship Management) platforms are designed to help you automate and simplify the day-to-day admin in your agency. From managing bookings and processing timesheets to keeping on top of recruitment legislation like RTW (Right To Work), CRM’s are a crucial business tool in helping you manage your agency, so its important to pick the right one for you. Read on for our 6 factors to consider when looking for a recruitment agency CRM.
- Is it User friendly – The hiring process can often feel overwhelming, and there is nothing more frustrating than having to learn a complex new system. An easy to use recruitment CRM saves time and resources for businesses, by automating certain tasks such as data entry and reporting. This frees up staff to focus on other important tasks, such as building customer relationships and developing new business strategies.
- Does it produce reports - A CRM system that produces reports can provide valuable insights into agency performance, such as the number of candidates placed in jobs, as well as help you keep track of client spend and your weekly payroll. This information can then be used to make data-driven decisions about how to improve recruitment processes and set goals.
Learn more about the WorkFlo Recruitment Software platform
- Will it help you keep complaint - Record keeping is critical for recruitment legislation, in particular RTW compliance. As a UK employer, you have the legal obligation to comply with the prevention of illegal working and must perform basic checks on every UK-based employee. In a CRM you can store and update a worker’s RTW documents, passport, and any other job specific documents. A helpful CRM should also alert you when workers have missing documents or documents that are about to expire such as training certificates or any legal checks, such as a DBS check, to prevent you from sending out unsuitable workers.
- Is it customisable to your agency - The CRM should be customisable to meet the specific needs of your recruiting process. It should allow you to collect, organise, and manage candidate information in a way that works best for your business. Its also worth considering if the CRM is adaptable to fit the look and feel of your brand, can you add your company logo for example.
- What support is offered - Getting support with your CRM system is especially crucial in the early days in that it helps to ensure that the system is set up correctly and customised to meet your business needs, as well it can help to ensure that your staff is adequately trained in using the system. Proper training can help to increase user adoption, reduce errors, and improve the overall efficiency of the system.
- Is it secure – Considering the sensitive nature of the data collected on candidates, making sure your data is secure is crucial in recruitment. When looking for a new CRM, make sure you have vetted and trust the product, check whether your data is safe and can you remove it when needed.
When taking these 6 factors into account, you can find a recruitment CRM that meets your specific needs and helps you tackle each element of your day-to-day administration and compliance, simply and efficiently.
We can support you from the off at Flo, with software and all the services needed to launch your recruitment agency or help you grow your existing recruitment business.
Contact us on 01827 438065 or send us a message.
