AI CRM is a staffing agency CRM that writes itself from your front office: every client company, hiring manager and candidate who calls, chats, e-mails or fills a form becomes a contact in real time, with the whole story on one record. Client deals open on the first request and move through your stages, while your recruiters keep every decision about who is placed.
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7 days free · per company, never per seat · nothing to install


Contacts & Leads
Everyone who leaves a name with an e-mail or a phone, on any channel, lands here with where they came from and their status.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a field for the branch and one for the shift on every contact.”
Lisa“I'm adding two fields to every contact, Branch and Shift, both as choices you can edit. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Staffing & Recruiting use it
A distribution center's operations manager e-mails twice and calls once; all three land on her contact, under her company's record.
A hiring manager asks for a quote for six packers; a deal opens on the client company by itself, at the first stage.
Before calling a quiet client, the account manager uses Brief me and reads one page of what was asked and sent.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
What it keeps
Most recruitment CRM tools wait for a recruiter to type. AI CRM is filled by your branch phone, career-site chat, desk inboxes and job order forms while your recruiting teams work.
A hiring manager calling about a job order, a candidate asking about a role, an associate writing about a shift: anyone who gives a name with an e-mail or a phone becomes a contact, with the channel as its source.
Calls, chats, e-mails, forms, quotes, files and tasks sit on one timeline, newest first. Track every client and candidate conversation without typing, and the next recruiter reads the history instead of asking again.
Contacts who write from the same verified business domain form one company, with its people, deals, tasks and combined timeline in a single record your account managers share.
Workflow automation with nothing to build: a client's quote or demo request opens a deal that moves through New, Qualified, Quoted, Negotiation and Won as the client acts; only a person marks it lost.
Tap Brief me and Lisa writes a one-page call brief from the story: who the client is, what they asked, what was sent and what to say next.
Name the kinds of contact you work with, such as client, hiring manager and candidate, and add your own fields, text, number, date or choice, to contacts, companies and deals.
Client accounts
Roles are inferred from what each person asked: the HR director as economic buyer, the plant manager as technical evaluator, the supervisor who keeps calling about coverage as champion.
When nobody has spoken yet with the person who signs the staffing agreement, the company's health line says so, before the account manager sends the rate quote.
Sort by READY TO BUY and the clients who opened a quote, watched a demo or replied in the last two weeks come first, with the reason under each name.
The pipeline view shows open deals by stage, with the sales pipeline total and the weighted forecast above the board, each amount times a probability that blends the stage with the contact's health score.
Candidates
A candidate's record holds the calls, chats, e-mails and forms in their own words, with the transcript of each call the AI answered, never a fit score or a ranking: your recruiters decide who the qualified candidates are.
The time zone comes from the country, so the e-mails the AI writes wait for daytime on the person's own clock, and lead notes tell the AI what to mention.
Tasks you create and the TO DO desk of replies to answer, calls due and drafts to review sit in one list, with the person's local time on each line.
Tell Lisa to pause all marketing to a candidate who asked for it; every scheduled step holds until you resume, while a reply you write by hand still goes out.
What it is not
AI CRM is not an applicant tracking system. Your ATS and CRM work side by side: the ATS stays the system of record for candidate management, resumes, candidate profiles and placements, and AI CRM keeps every conversation with candidates and clients.
AI CRM does not read, parse or rank resumes. A candidate's record holds what they said on your channels, and the resume stays where your recruiters already keep it.
Jobs go on the job boards and career pages where you post them today. The AI answers questions about the roles your website lists and books the registration, and that is where its part ends.
Hours, pay runs and timesheet approval stay in your payroll system. Questions about them reach the CRM only as conversations on the associate's record.
It is not a vendor management system for client programs, and it does not replace the recruiting software or agency software you run. It keeps client companies, contacts and deals, and the conversations that move them forward.
Compared
Most staffing firms start with a spreadsheet, move to a recruiting CRM recruiters must type into, and keep the phone, the chat and the inbox apart across multiple tools. Here is the difference on a busy Monday.
| What a staffing desk needs | A spreadsheet | A CRM you fill in | Separate phone, chat and mail tools | AI CRM |
|---|---|---|---|---|
| A new caller | Added if someone remembers | Typed after the call | Lost in the phone log | A contact by itself: with the channel as its source |
| The client's history | Notes in a cell | What recruiters typed | Spread over three inboxes | One timeline: every call, chat, e-mail and form, newest first |
| Client companies | One row per name | Built by hand | Not linked | Formed from verified domains: with people, deals and tasks together |
| A job order deal | A colour in a column | Moved when someone updates it | Not tracked | Opened on the first request: and moved forward as the client acts |
| Before the callback | Scroll and guess | Read a page of notes | Search each tool | Brief me: one page: who, what was asked, what to say next |
A day with it
The account manager sorts by READY TO BUY: the clinic that opened Friday's quote and the plant that replied to the rate e-mail come first, each with its reason.
Lisa lists the quoted clients silent for a week, with each contact's health and the outreach sequences AI Follow-up runs for them, and the account manager picks the two to call.
The account manager marks the hospital's order Won; the win and loss report reads it with the stage history and the days it spent in each stage.
Set-up
The AI tools of your front office write every call, chat, form or e-mail that gives a name and an e-mail into Contacts & Leads from day one; a CSV import of your clients waits in Import review.
Tell Lisa the kinds you use, client, hiring manager, candidate and associate, and the types of business you staff for; she shows the settings before applying them.
Keep the deal stages as shipped or rename them for your job orders, and add fields such as branch, shift or division to contacts and deals.
Run the free trial for 7 days with no credit card and read every contact captured and every deal opened when the week ends.
Questions & answers
A staffing agency CRM is client relationship management for staffing firms: client companies, their hiring managers and deals, and the people who call about work, kept in one place. AI CRM fills itself from your phone, chat, e-mail and forms, so every conversation lands on the right record without a recruiter typing it.
No, it is not an applicant tracking system. It does not post jobs, parse resumes, score candidates or track timesheets and payroll. It keeps the conversations: client companies, contacts, deals with stages, and each candidate's calls, chats and e-mails on their own record, beside the ATS that holds resumes and placements.
The best staffing CRM is the one your recruiters do not have to feed. Look for contacts captured from every channel, client companies built from e-mail domains, deals that move as the client acts, and a price per company. AI CRM does those four, and the 7-day free trial runs on your own clients and candidates.
Yes. You name the kinds of contact your agency needs, such as client, hiring manager, candidate and associate, and one person can carry several. Filter the list by kind, source or status, so candidates, clients and associates each get the views their desk works from.
People who write from the same verified business domain become one company by themselves, so a plant's HR lead, its shift supervisor and its purchasing clerk sit under one record. You can edit it, merge two records and read the combined timeline of everyone there.
Yes, as deals, for temp, temp-to-hire and executive search orders alike. A deal opens when a client asks for a quote or a demo and moves through stages such as New, Qualified, Quoted, Negotiation and Won. You can rename the stages, and only a person marks a deal lost, with the reason.
No. Each contact carries a health score, and it measures engagement with your agency, such as a hiring manager who opened your quote this week; it never rates a candidate's fit or quality. Every judgment of fit stays with your recruiters.
Yes, with AI Phone. Every call the AI answers lands on the contact's timeline with its transcript and summary, and with recording switched on each call keeps its recording in the call register. Recording is off as shipped, and callers can be told the call may be recorded.
Yes. A CSV import waits in Import review until each lead is accepted, and imported contacts are never auto-called. Exports of client data are for Managers only, and each export is logged with its author.
AI CRM is priced per company, never per recruiter seat, so in this CRM for staffing companies every desk and branch works in the same records. The plans are on the pricing page, and you can try it for 7 days on your own agency with no credit card.
Yes. Add fields of your own to contacts, companies and deals, as text, a number, a date or a choice, and keep the deal stages as shipped or rename them. Tell Lisa what you need and she shows the change before applying it.
The conversations, yes. A candidate's record shows every call, chat, e-mail and form with its channel, newest first, plus the tasks, so a recruiter picking up a call knows what was said last week and by whom.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
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