When your website, CRM and reporting don’t share information, consultants become the connection between them. We help recruitment agencies connect those systems and reduce the extra handling that falls to the team.
Based in Bradford. Working with businesses across the UK.
Recruitment agency · Technology and product support
The agency’s CRM had no API, which prevented the connections the business needed. We assessed a replacement, tested its API and migrated the existing records.
The work extended into a new website, client and staff applications, automated workflows and sales dashboards. We continue to support the agency’s technology and product decisions as the business grows.
Read the recruitment projectThe decisions before development
When systems leave gaps, experienced consultants often fill them: remembering the latest conversation, checking a record and chasing an update. It keeps the agency moving, but makes work harder to hand over and leaves less time for candidates and clients. We look at that daily workload with your team before deciding what should change.
How we work with your teamWe map what the website collects, what the CRM needs and which system owns each record. That includes who follows up, what happens when an update fails and how duplicate records are handled.
Consultants, managers and clients need different views. We agree permissions and the information each person should see before designing a portal, dashboard or shared workflow.
If a system changes, we plan the data mapping, checks and handover around live recruitment work. Your team needs a practical route from the current setup to the new one.
What we can deliver
We can improve one part of the process or plan a connected programme of work. The assessment establishes what to keep, change or build.
Explore all servicesA clear website for employers and candidates, with enquiry and application journeys that pass the right information to your team. Where your systems support it, vacancy listings and forms can connect to the CRM.
Connect agreed records between your website, CRM and other agency software. We check the available interfaces, define the data flow and build in checks for failed updates and duplicates.
Give clients a place to submit requirements or review progress, and staff a shared view of the work behind it. Access and approval steps are designed around your agency’s relationships and responsibilities.
Bring pipeline, team activity and other agreed measures into a useful management view. We establish how each figure is calculated and where its data comes from, so the report can be checked and trusted.
Before you start
That is the starting point. We check the exact product, plan, permissions and available API or export options against the connections you need. We explain any limitations before proposing work. In our recruitment project, replacement was necessary because the existing CRM had no API; it is not a requirement for every agency.
Yes. The work can focus on the website, a specific integration or one internal tool. We identify any dependencies first, then agree a scope that can be delivered and used on its own.
We establish which records, fields and relationships need to move, test the mapping and review the imported data with your team. Duplicates, incomplete records, access permissions and the changeover need decisions before the live move. The migration plan depends on the systems involved.
Yes. We can agree ongoing technical and product support, including improvements and changes as your agency develops. We define the responsibilities and support arrangements with you, so it is clear what is covered.
Technical scoping for recruitment agencies
Bring us the work that is difficult to manage today. We translate how your agency operates into a practical recommendation for its website, CRM connections and custom tools, before you commit to development.
You receive a written scope covering:
Start with the problem you want to solve. We’ll agree what the scoping work needs to cover; no prepared brief is needed.