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WorkTogethr
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CRM for recruitment

A recruitment CRM from client requirement to placement.

Track every hiring client from the first lead to the role you placed - requirements, profiles sent, interviews and fees - with follow-ups that keep each mandate moving.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

For recruitment and staffing firms.

  • A client shares a requirement and it sits in an email thread.
  • Profiles were sent - nobody followed up on feedback.
  • Placement fees are forecast in a spreadsheet nobody trusts.
  • Business development and delivery do not see each other’s work.
02 - Your pipeline

Every lead asks "Role to fill" - and moves through stages named the way your team already talks.

  1. 01
    Your lead

    Lead

    A hiring client gets in touch.

  2. 02
    Your team

    Contacted

    First conversation logged with the next step.

  3. 03
    Your team

    Requirement shared

    Requirement shared - role, experience, location and budget captured.

  4. 04
    Your team

    Profiles sent

    Profiles sent.

  5. 05
    Your team

    Interviews

    Interviews in progress.

  6. 06
    Your team

    Placed

    Placed - the fee counts in the forecast.

  7. 07
    Your team

    Lost

    Lost - with the reason.

03 - Where leads come from

Lead sources

  • Your website enquiry form
  • LinkedIn and job-board tools via webhook
  • WhatsApp links
  • Imports from your existing sheet

Follow-up that cannot slip

  • The next step on every touch sets the reminder
  • Overdue, Due today, No follow-up and Gone quiet
  • Automatic WhatsApp follow-ups when a lead goes quiet
  • Duplicates merged by email and phone; bot junk dropped

If you are the agency

  • A shared pipeline for the whole team
  • An owner on every mandate
  • Weighted forecast of fees
  • Lost reasons to learn from
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Connected

CRM and lead sources

Leads that arrive by themselves

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WhatsApp Inbox

Every chat a CRM deal

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Forms and intake

Briefs, sign-ups and lead capture

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Proposals, contracts and invoices

From proposal to signature to invoice

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Growth engine

SEO, ads and analytics reports per client

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Client portal

One branded place for your client

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Questions
Is this an applicant tracking system?

The CRM tracks hiring clients and mandates, from requirement to placement. For your own agency’s hiring, WorkTogethr also has open roles, referrals and a candidate pool.

Can we track the fee per placement?

Yes. The recruitment pipeline asks for the role to fill and records a fee, which feeds a weighted forecast.

Can we import our current client list?

Yes - from a CSV, a Google Sheet or Airtable, with a preview first and the whole import undoable.

Free plan with every feature. No card required.

Try the demoBook a walkthrough