Running a successful agency requires efficiency, organization, and a streamlined workflow. Here are some of my favorite features that can help agencies save time, improve their processes, and focus on growth without getting stuck in day-to-day administrative tasks.
Make your candidate and client profiles professional, on-brand, and visually appealing. These profiles represent your agency, whether you're sharing a candidate’s profile with a client or vice versa. Even if you don’t share client profiles with candidates, you can still brand the header with your logo to create a polished experience when clients log in.
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Automatically send email, SMS, or push notifications when a candidate or client has remained in a specific status for a certain period. This feature ensures timely follow-ups without the need for manual tracking, keeping clients and candidates engaged.
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Plan and schedule essential emails in advance, such as holiday greetings or important announcements. Set them up once, and let the system handle the rest—eliminating the need for last-minute email creation. Even can do this for birthdays!
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Streamline your team’s workflow with automated task creation based on status changes. This ensures that critical tasks are assigned and completed, keeping the process organized and efficient.
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This tool is especially helpful for agencies with multiple service offerings or complex workflows. The primary status reflects where a client or candidate is in the process, while the secondary status can serve as a sub-status. For example, if a client’s main status is “Job Posted,” secondary statuses could include “Send Invoice” or “Looking for Candidates.”
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Automatically send scheduled check-in emails after a candidate is placed in a long-term role. You can set follow-ups for the first day, 30 days, 60 days, or any custom timeline. This is also a great way to automate review requests or send supportive messages like “Have a great first day!” without adding extra work for your team.
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Guide candidates and clients smoothly through the onboarding process. When a candidate reaches a certain status, they can log in, complete required steps, and click a button confirming their profile is ready. This updates their status, notifies your team, and can even trigger an automatic follow-up email—keeping the process moving effortlessly.
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Enhance candidate screening by allowing them to record video responses to set questions. This feature provides insight into their communication skills, personality, and professionalism beyond what a written response can offer—streamlining the hiring process.
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Gain a clear, visual representation of your candidate and client workflows. Easily edit statuses, automate emails, and adjust document templates in one centralized location, simplifying process management.
By leveraging these features, agencies can optimize their operations, improve efficiency, and provide a seamless experience for both candidates and clients. Let the system handle the repetitive tasks, so you can focus on growing your agency!
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