The challenge
Recruiters were tracking candidates in a spreadsheet and clients in the CRM, which meant a placement required updating two systems and reconciling them by memory.
Objectives
- Model candidates and clients as separate but linked pipelines
- Stop the parallel spreadsheet
- Make placement history queryable
- Give directors a live view of both sides
What we built
A dual-pipeline Zoho CRM build with custom modules for candidates, linked to client deals, so a placement updates both sides from one action.
Technology
Deluge · Zoho CRM · Zoho Forms
How it was delivered
- Custom candidate module with its own stages and layouts
- Linking logic between candidate, role and client deal
- Bulk import and de-duplication of the legacy spreadsheet
- Director dashboards covering both pipelines
Outcomes
- Recruiters work in one system instead of two
- Placement history is queryable rather than remembered
- Directors see candidate and client pipelines side by side