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Fig. 01 — Module 06 · Service specification

CRM & reporting

A full-channel system only works if your team can see it clearly. Every touch — LinkedIn message, email, text, call, ad click — is logged against a shared CRM view, with a monthly report on volume, qualification, and show rate.

Fig. 02 — What it does

One shared view, not six disconnected inboxes.

We set up your CRM (or work inside the one you already use) so every candidate's full history is visible in one place. Your team always knows exactly where a candidate stands, and the monthly report shows what's actually converting by channel and by territory.

  • CRM setup and configuration, using your existing tool or one we help you stand up.
  • Calendar integration so qualified candidates land directly on your team's schedule.
  • Monthly reporting on volume, qualification rate, and show rate, by channel and territory.

Included

CRM setup · calendar integration · qualification framework · shared pipeline dashboard · monthly report · pipeline reviews

Fig. 03 — Why it works

Built so nothing falls through the cracks.

Visibility is what turns a set of channels into a system your team can actually manage.

Full candidate history

Every touch across every channel visible in one record, not scattered across inboxes.

Territory-level detail

Reporting broken out by territory so your team can prioritize where it matters most.

Monthly pipeline reviews

A standing review of what's converting and what needs to change.

Fig. 05 — Call to action

Want crm & reporting running inside your machine?