Site logo

Choosing Your Recruitment CRM – 10 Top Tips For Start-Ups

Every year, thousands of experienced recruiters take the leap out of paid employment to venture on a journey of entrepreneurship, building their own businesses and taking command of their financial destiny. And along with hopes, dreams and (ideally) a solid business plan, every start-up needs recruitment software to support its growth.

The CRM system that powers your recruitment business is among the most important components of your new venture. 

“Isn’t it just a glorified spreadsheet? Can’t I just get started with Excel?”

Well, yes … if you want to:

A professional CRM platform is far more than a data storage system. It is the technology heart of your business, and one that can make a huge pro-active difference to your top and bottom-line growth.  

The right recruitment software for start-ups creates workflow efficiencies, frees up time to sell and place candidates. As well as providing a resource that helps new hires bill and generate revenue faster. 

1. Don't buy twice

Your business is just getting started – does it really matter which tools you use?

You can always upgrade later, right? 

CRM systems and recruitment software occupy such a central and prominent position in your agency’s workflow that it pays to get them right from the start. 

Used properly, your tech platform will drive recruiter behaviour, structure data, create automated workflow steps and plug into other areas of your front and back office.  

It’s far more than a ‘place to store CVs’, and should be a resource continually adding value to your business.  

With this in mind, getting started on the wrong platform and migrating data, workflows and systems across to a new provider creates distracting and unnecessary work. 

Pick the right tool first time around and go all in on making it work for you. 

2. Get references and check the reviews

Choosing any software can be challenging, but you don’t have to do it alone. The recruitment industry has thousands of agencies of all shapes, sizes and ages, and any CRM provider should be confident to offer you a host of customer references to explore. 

If demos are the fireworks designed to grab your attention, reviews are the reality left behind once the smoke clears.

Every CRM supplier will tell you that they have a great recruitment agency software. That, in fact, theirs is the best recruitment CRM system in the UK. And they will back it up by a few client testimonials or case studies.

However, a small selection of hand-picked customer referrals is no substitute for a trusted public review platform, such as Trustpilot. If your potential technology partner is not featured… why not?

As with any other major financial decision, it’s hard to replace the testimony of people in similar situations who have been there before you and can share their stories, guiding your decision-making with honest feedback.

Your CRM is the backbone of your business. Selecting the right one is a critically important move, and one that must have comprehensive, rational grounds.

3. Budget does not mean cheap

Technically speaking, recruitment CRM software is not a cost – it’s an investment. 

This means you should not be looking for the lowest-priced tool, but rather the one that provides the best ROI to your business. 

Sure, price plays into this – it is part of the ROI calculation. 

But when it comes to shopping for recruitment software and technology, the question you should be asking is how the investment in the tool will repay itself in efficiency and opportunity to create more revenue.  

If you focus solely on price and do not calculate ROI, you’re soon back into Excel territory again. 

4. Buy for success, not for failure

If you’re committing time, energy, money and – more than likely – a chunk of your career to building a business, chances are you think it will succeed. 

Launching any company is a big risk, but with the right planning and effort, hundreds of new recruitment agencies succeed every year. 

This raises a key question – if you think you’ll succeed, why choose your software as though you won’t?

Buying a basic CRM tool that only gets your business to square one is a false economy – you’ll soon outgrow it and have to go back through the vetting and testing process all over again.  

As the primary tech platform for your company, it is best to buy with confidence – investing in a system that can accelerate and support your growth from start-up to thriving agency, growing and expanding your business without migrating from your original tech setup. 

5. Service, service, service

On top of a stacked feature list, true value from recruitment software partners comes from the service they deliver – working with their clients to create win-win partnerships where tangible business outcomes are directly generated by use of the technology. 

This runs right the way through the customer life-cycle, beginning with implementation and training, through support, account management and a commitment to long-term customer success. 

Technology companies who work to make sure that their customers fully understand product capabilities, develop workflows and internal programs to drive adoption, monitor usage and track results, set themselves apart from platform-only providers who simply hand over the login information and leave clients to their own devices.  

Real value from recruitment software is a partnership – one enabled by technology, but not purely dependent on it. 

Instead, it’s a blend of education, problem-solving, training and process development – all with the shared goal of having a proven impact on client outcomes. 

When feature lists are set to one side, if technology providers can’t stand behind their tools and help customers put them to maximum use, they’re only doing half their job. 

6. You are buying much more than a database

Even if we allow for some obvious, shared functionality across CRMs, there are differences that go far beyond each system’s basic ability to store and organise your data.

A well-chosen CRM platform will contribute measurably to your recruiters’ performance. It will accelerate the pace with which they carry out their daily tasks, cutting out the unnecessary repetitive admin tasks and using intelligent features to pro-actively position them to capture more revenue from the market.

A great recruitment agency software will feed them with prompts, insights and actionable alerts that turn them into super-recruiters. They will work faster and with better accuracy than their competitors, delivering client-candidate matches consistently powered directly by their technology.

7. Security should come as standard

Robust data security has grown in importance in recent years. Ransomware attacks can cause huge damage to your business. Attackers can hold your data hostage and steal confidential information.

In this climate enterprise-grade security, regular data backups and disaster recovery solutions should come as standard with any modern CRM such as Voyager Infinity.

Some recruiters are still experiencing nightmarish supplier failures where their data is hacked, stolen or they are simply frozen out of their own systems.

As the world continues to place an ever-growing emphasis on security, it should neither be a blind spot nor an optional extra in a professional CRM platform. Thus, a great quality recruitment agency software comes complete with security and risk management against any form of ransomware attacks.

8. Your CRM supplier is a partner, whether you like it or not

It can be tempting as a business owner to dismiss the significance of the dynamic you will have with your CRM supplier.

Purchasing a CRM is not a one-off transaction when you sign on the dotted line and never speak to your supplier again.

The reality is, that your CRM supplier is a partner, however much you would like to just buy login access and get on with business.

Getting the best out of technology requires commitment and effort – configuration, training, workflow development, integration with other tools, and as your business grows and change, flexibility and support to  All to ensure the best return on your investment.

Using a CRM is a true partnership between the technology provider and the end-user. And the best dynamics work hard towards a single shared goal – the profitability and growth of the customer’s business.

9. Ease of use is key

Even with the world’s most comprehensive functionality, the software is next to useless if recruiters do not engage with it.

Dazzling systems with head-spinning complexity might have the potential to revolutionise your business. But it counts for nothing if your team never gets their head around the basic interface and navigation and fails to get any benefit from the platform.

Recruiters make money from data – that is the bottom line.

They need quick, easy access to it, and need to work as part of a collaborative digital environment where data can be easily found and processed by a range of users in a range of functions within the business.

The better your CRM can give each user what they needed to find, the faster you will see climbing ROI.

10. Do not be wowed by the demo

Sales demos are designed to highlight attention-grabbing features and sell a high-impact vision of a product. They resonate emotionally and drive potential customers to sign up without a deep-dive review of functionality and support.

However exciting the initial overview may be, nothing beats a detailed evaluation of genuine usability for calculating whether a tool truly is the right answer to your business challenges.

Great recruitment software is the perfect partner for recruitment agencies.

SERVICE PROVIDER SPOTLIGHT

This article has been provided by TEAM Service Provider – Ikiru People

Ikiru People is a leader in the supply of technology solutions and services to recruitment, staffing and executive search businesses, as well as corporate HR teams around the world – providing the platforms they need to test and train candidates, support further development, enhance the recruitment process and source the best talent. 

Ikiru People have developed some of the best-known recruitment technology brands, including:

  • Voyager Software www.voyagersoftware.com is one of most established Recruitment Software brands in the market today – streamlining recruitment processes and automating mundane admin tasks, making businesses more efficient, customer-centric and competitive. Available Cloud-based or server-based. 

Voyager has two core recruitment solutions: 

  1. Voyager ‘Infinity’ is the smart CRM for Permanent, Contract and Temporary recruitment – and now comes with FREE Skills Testing, to help recruiters deliver better candidates faster. Also incorporating Infinity Connect, the essential Mobile App which syncs seamlessly to your Infinity SaaS database, enabling recruiters to contact candidates and clients whilst on the go, and the Voyager Business Intelligence reporting tool offering free customisable dashboards providing valuable insights on your business performance. 
  2. Voyager ‘Mid-Office’ – The ultimate Pay & Bill solution (also in Bureau mode). Automatically import placements from Voyager Infinity, process your timesheets in-house or online with our automated workflows and serve the diverse requirements of your clients with our bespoke invoice templates. 
 
  • ISV.Online www.isv.online is the market leader in online skills testing and training, working with consultancies and employers to help them secure and retain the best talent. ISV gets the recruitment process right by avoiding bad hires and improving onboarding. 
About the author: TEAM Hub Support
Tell us something about yourself.
Andrew Sills
Andrew Sills

Just left us a 5 star review

google
Andrew Sills
October 13, 2022

TEAM is a fantastic network to join especially as a solo recruiter. I would recommend joining as the benefits will help grow any recruitment company.

google
Tom Carr
June 29, 2022

We joined TEAM at the beginning of the year as a Service Provider. Such a close-knit group of great, like-minded people. The team put on some great events and give everyone a go at presenting!

google
Julian Thompson
June 20, 2022

I have been a member of TEAM for over 10 years now and as an independent recruitment business owner its a no brainer! The whole ethos is designed to help build a strong network of allies with likeminded business owners and service providers who can use their knowledge and expertise to help you reach your business's true potential.

google
Mark Bideleux
June 20, 2022

I have been a member of TEaM for over 7 years and always find the head office staff and service providers to be an excellent resource to lean on. For a small or medium sized recruitment business, membership and involvement is a must.

google
Melanie Johnson
June 15, 2022

TEAM offers great support for all stages of your recruitment business. The service providers are all experts in the recruitment sector, so the advice you receive will be up to date and relevant to the recruitment market. What attracted me to TEAM was the ability to split fees with other TEAM members. This USP separates TEAM from other recruitment networks in the UK. They also partner with other global split fee recruitment networks, so becoming a member is a no-brainer!

google
Tim Lane
June 15, 2022

One of the most inclusive, diverse and professional recruitment associations there is. If you're in recruitment but not in TEAM... Join. Now :)

google
Maxine Hart
June 15, 2022

Best buying decision we've made in 32 years of business. Not only do we receive supplier discounts, help with documentation and back office support, we get to network and share business with like minded independent recruiters. Why wouldn't you want to do that?

Jonathan Pearson - Bluzinc
Jonathan Pearson - Bluzinc
April 9, 2022

Your growth and productivity can be transformed with proactive relationship building among TEAM Members.

Will Smith - Savanna Driver Recruitment
Will Smith - Savanna Driver Recruitment
April 9, 2022

Being able to listen and talk to other company owners going through the same experiences and facing the same challenges as me is reassuring.

Anthony McCormack - Macstaff
Anthony McCormack - Macstaff
April 9, 2022

I have probably been involved in over 50 split fees on both sides of the coin, sometimes our job, sometimes our candidate, and that is beneficial to everyone involved.

google
Laura Sharpe
February 9, 2021

It’s refreshing to meet so many like minded independent recruiters in one place and be able to do everything online. It’s great to be able to share knowledge and split fees with each other. The supplier discounts are really helpful and the head office staff have all made me feel really welcome. TEAM has been invaluable in accelerating the success of Sharpe Recruitment so thank you very much!

google
Sue Turney
February 3, 2021

TEAM have been fantastic for before lockdown, the growth and since lockdown, the survival of Aspire Personnel. TEAM offers great networking with agencies and like minded business owners across the UK, giving the opportunity to work with split fees, and more so building great relationships with other recruiters. TEAM HQ have also been a fantastic support, with answers from recruitment legislation, legal docs and more.

google
Neil Johnson
February 1, 2021

TEAM have provided my business with great support for many years. It is great to be able to meet with other independent agency owners and TEAM provides us with the platform on which to do this. TEAM provide a variety of webinars and training opportunities which are always well thought out and informative. Throughout the COVID-19 period I also managed to do some "Split" business with other members which was a welcome boost to my business. Would thoroughly recommend membership to anyone

google
Ieuan Savage
October 28, 2020

prosperIS Recruitment have been members of TEAM for many years and have benefited from their fantastic support throughout this period. Both the network itself and TEAM HQ create a highly supportive and collaborative environment and I would highly recommend to independently owned Recruitment businesses. Thank you to Tricia, Jackie and the team for all of your invaluable advice and support.

google
Ronald Ravenhill
August 4, 2020

I'm really pleased that I joined Team since joining they have supported me and my business in a big way and I couldn't be without them now!

google
John Stanton
July 31, 2020

MYNT Recruitment have been members of TEAM for many years and I now am one of its Regional Directors. TEAM is a wonderful organisation and brings together like minded professional recruiters across the UK, it is here to genuinely help support it members in every aspect of the recruitment sector. Added into this, is a wide range of service providers that offer excellent services and or products , tailored to the recruitment industry. TEAM "Working Together"

google
Tracey Clay
July 31, 2020

It was an easy decision to join TEAM when I set up on my own as an independent recruiter in 2019 as Pivotal Recruit. I had already been an active participant and had seen first hand the direct and indirect value and return on investment this organisation brings. A more supportive and collaborative network of professionals you couldn't find anywhere else, providing knowledge, expertise and a few laughs along the way, what more could you ask for? I'm proud and thankful to be part of such a great organisation

google
Lesley Whiting
July 30, 2020

It's the largest network of independent recruitment agencies who work alongside each other to fulfill their clients requirements in an efficient, professional manner. Excellent benefits and the support from H/O is second to none. The numerous suppliers as members means you can trust them and know you'll get a good deal. Brilliant organisation, wouldn't be without them.

google
Michelle Theuma
July 21, 2020

I've been a TEAM member for a number of years and have gained so much from this organisation. To build a network with other professionally minded recruiters is invaluable. Add to that expert service providers in the recruitment sector, as well as specialist legal advisors and the opportunity to build a new revenue stream with trusted recruitment partners whilst supporting your existing Clients, makes this membership the most valued one I have.

google
Susan Jones
July 15, 2020

We've been members of TEAM for several years, but during the Covid19 pandemic we've been especially grateful to be part of the network and really appreciated all that TEAM have been doing over the last few months, in very challenging circumstances. We’ve felt well supported and amongst knowledgeable people regarding all the legal stuff and amongst friendly (albeit distanced) colleagues for everything else. There haven’t always been easy answers but it’s helped to be part of the TEAM network, definitely!

google
Will Smith
July 6, 2020

I was recommended to join TEAM by a couple of partners. I was sceptical at first, but then realised that the money we'd save on advertising is double the cost of the membership, so I signed up. Two years later, my only regret is not signing up earlier, as their documents library and free support would have made my life a lot easier when I set the business up. During the covid-19 period their support has been invaluable, with weekly video calls with legal experts and the ability to share challenges with other directors and being able to get advise there and then. Thanks to everyone at TEAM. Appreciate your help! The Savanna Team.

google
John Docherty
June 25, 2020

A great network for small recruitment businesses who have shown to be very innovative during the Corona Virus crisis

google
Natalie Taylor
May 14, 2019

Fabulous network! A well organised, professional and friendly group of independent recruiters. Wagstaff joined TEAM in 2011 and have enjoyed the support of like-minded industry professionals to deliver additional recruitment projects for our customers. This has been achieved by collaborating with other recruiters and sharing business. Additional benefits have included ongoing regular updates from legal professionals relating to employment law, a great annual conference with up to date and on topic training, plus a great event to network in a friendly environment with nice people! Highly recommend to any independent recruiter.

google
Alex Dean
May 7, 2019

We have been members of TEAM for 15+ years and have found our membership to be invaluable. The support and expertise TEAM offer members is second to none and I would highly recommend that any burgeoning recruitment business join this incredible network.

google

Great way to expand your business, benefits of discounts, support, ideas sharing and caoching.

google

Fantastic fee sharing, supplier discount & peer to peer coaching network. TEAM has been invaluable in accelerating the success of Macstaff and I am proud to be an active member!

google
Mark Rye
August 25, 2018

Elevate Recruitment & Training Consultants Limited (ElevateRTC) joined TEAM in September 2010, shortly after the business was established. We were enticed by the discounts offered by TEAM’s network of handpicked service providers - not least the exclusive job boards discounts. Since becoming a part of TEAM, our membership has literally saved us £000’s on essential products and services. Being a part of TEAM though, is so much more than just making savings: TEAM Xchange (TEAM’s fee sharing platform – which has helped us make placements we would not have made otherwise), free helplines manned by industry experts, the library of hundreds of documents and the networking opportunities afforded by a membership of over 700 locations makes TEAM a huge part of our company’s success.

google
Maxine Hart
June 7, 2018

We have been members of TEAM for over 10 years now and it's always been a no brainer for us. Splitting fees with other like minded, independent agencies means that both our Candidates and our Clients get a much larger pool to choose from. It allows us to grow our turnover without immediate overheads. Then of course, there are the savings that buying as a larger group bring. The Employment Agents' Movement gives the smaller recruitment agency the ability to punch above their weight and compete with the high street agencies.

google
Clare Wight
April 12, 2018

An amazing organisation that I am proud to be part of, helping independent agencies in many ways. Including a friendly, professional and inclusive support nework, training, market updates and the opportunity to win business through collaborative work with like minded businesses.