CRM Staffing Agencies
A CRM for staffing agencies that keeps every client in one place
Calls, texts, emails, web chats and social DMs from clients all land in one conversation view. Every intake call, quote and payment is tracked in a pipeline built around how staffing agencies actually work, from first inquiry to repeat business.
Serving staffing agencies anywhere in the US. No contracts.
Why choose Ideally for CRM for staffing agencies
What gets in the way
- Two-sided marketing to clients and candidates at once
- Candidates ghost after applying
- Client accounts need constant follow-up
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for staffing agencies
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from clients in one thread.
A pipeline for intake calls
Stages designed for staffing agencies, from new inquiry to intake call booked to won.
Calendars and reminders
Online booking for intake calls with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for staffing agencies
- 1
A client messages you about direct hire
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book an intake call from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for staffing agencies
CRM works best alongside the rest of Ideally, on one platform.
Everything for staffing agenciesCRM for Staffing Agencies: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with staffing agencies anywhere in the US?
Yes. Ideally works with staffing agencies nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for staffing agencies different from a generic setup?
We build around how staffing agencies win business: the intake calls you book, the clients you serve, and services like temporary staffing and direct hire.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.