For Recruiting & Staffing

Run Your Recruiting Firm From One Platform

Manage both sides of the recruiting workflow — client companies and candidates — without switching tools. Track every job order, candidate submission, interview, and placement fee in one place so your team always has full context.

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A

Acme Corp

Pro plan

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AKAlex Kim
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PS

Priya Sharma

Senior Software Engineer · Candidate

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Recent Activity

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You sent follow-up email

2h ago

Alex K. completed: Review proposal terms

5h ago

You moved deal to Proposal stage

1d ago

You logged a 15min discovery call

2d ago

Open Deals

2
Sr. Engineer — NovaTech
Final Interview$28,000
Tech Lead — Apex Labs
Submitted$35,000

24

Emails

8

Tasks

4

Notes

6

Files

DetailsComments

Email

priya.sharma@email.com

Phone

+1 (555) 321-6789

Company

Candidate

Location

San Francisco, CA

Website

acmecorp.com

Tags

ActiveSeniorFull-Stack

Lists

Q2 ProspectsNewsletter

Assigned To

AKAlex Kim

Created

Jan 15, 2025

Updated

Mar 8, 2025

Placement pipeline visibility

You can't see which candidates are at which stage across all your open job orders. Submissions, screens, and interviews blur together in email threads.

A visual placement pipeline that tracks every candidate from sourcing through placement. See who's been submitted, who's interviewing, and which offers are pending — across every job order your firm is working.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Placement Pipeline

BoardTableForecast

Sourced

2
MC

Data Analyst — Greenfield Corp

Marcus Chen

$18,0001d
AW

Product Manager — Summit Health

Aisha Williams

$22,0003d

Phone Screen

2
PS

Sr. Engineer — NovaTech

Priya Sharma

$28,0002d
PS

Sr. Engineer — NovaTech

Priya Sharma

$28,0002d

Client Submitted

1
JO

VP Finance — Meridian Partners

James Okafor

$40,0004d

Interview

1
PS

Tech Lead — Apex Labs

Priya Sharma

$35,0001d

Offer

1
EV

Controller — Sterling Partners

Elena Vasquez

$32,0002d

Placed

1
RM

DevOps Lead — NovaTech

Ryan Mitchell

$25,0000d

Interview scheduling

Coordinating phone screens and panel interviews between candidates, hiring managers, and your recruiters involves endless email chains and timezone confusion.

Let candidates and hiring managers self-book phone screens, panel interviews, and debrief calls from shared availability calendars. Automatic confirmations and reminders keep everyone aligned without back-and-forth.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Candidate Phone Screen

30 min Google Meet
March 2026
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Thursday, Mar 12

9 slots available

Client company management

Client relationships, job order history, fee agreements, and multiple open searches per company get scattered across spreadsheets, email, and your head.

Manage every client company account in one place. See job order history, active searches, fee agreements, and recruiter assignments — so your team always knows the full relationship before a call.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Search accounts...
Filters
5 accounts
Columns
NameEmailPhoneAssignedTagsVisibilityCreated
NovaTech Solutionshr@novatech.io+1 (628) 555-0234
KR
Technology+1
sharedJan 15, 2026
Apex Labstalent@apexlabs.com+1 (415) 555-0987
ML
Biotech
publicFeb 03, 2026
Meridian Partnersrecruiting@meridian.co+1 (212) 555-0456
KRDP
Finance+1
privateFeb 18, 2026
Greenfield Corphr@greenfield.com+1 (332) 555-0789
DP
Manufacturing
sharedMar 01, 2026
Summit Healthtalent@summithealth.org+1 (917) 555-0321
MLKR
Healthcare
publicMar 05, 2026

Placement agreements & documents

Fee schedules, placement agreements, and candidate submission forms live in random folders. Finding the right document before a client call wastes valuable time.

Store placement agreements, fee schedules, submission forms, and offer letter templates alongside the client or candidate they belong to. Find any document in seconds and send it for e-signature without leaving Agiled.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Placement Agreement — NovaTech
contractSignedhr@novatech.ioJan 20, 2026
Fee Schedule — Apex Labs
contractSenttalent@apexlabs.comFeb 10, 2026
Candidate Submission Form
proposalDraftMar 01, 2026
Offer Letter Template
proposalDraftMar 05, 2026

Placement fee estimates

Calculating placement fees, background check costs, and onboarding coordination charges for each job order is a manual headache that delays client proposals.

Generate placement fee estimates with line items for contingency fees, background checks, and onboarding coordination. Send polished estimates to clients and convert them to invoices when the candidate starts.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
EST-2026-047
draft
Send
Account
NovaTech Solutions
Contact
Sarah Chen, VP Engineering
Issued
Mar 1, 2024
Expires
Mar 31, 2024
DescriptionQtyRateAmount
Placement Fee (25% of $165,000)1$41,250.00$41,250.00
Background Check & Verification1$350.00$350.00
Onboarding Coordination1$1,500.00$1,500.00

Placement billing

Tracking placement fees, retainers, and payment terms across clients is a manual spreadsheet exercise that leads to missed invoices and late payments.

Generate invoices for placement fees the moment a candidate starts. Track payment status across every client and follow up on overdue fees — all from one financial dashboard.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2026-310NovaTech Solutions$41,250paidFeb 15
INV-2026-311Meridian Partners$40,000pendingMar 01
INV-2026-312Apex Labs$35,000overdueFeb 10
INV-2026-313Summit Health$22,000pendingMar 12
INV-2026-314Greenfield Corp$18,000draftMar 20
INV-2026-308NovaTech Solutions$25,000paidJan 28

Client portal

Clients email constantly asking for candidate updates, shortlist status, and invoice balances — pulling your recruiters out of sourcing work.

Give every client company a portal to view candidate submissions, track interview progress, approve placements, and pay invoices — on their own schedule, without interrupting your team.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

Recruiting workflow automation

Sending candidate follow-ups, interview reminders, submission confirmations, and placement notifications manually slows your team down and lets things slip.

Automate the repetitive steps in your recruiting workflow — candidate follow-up emails after screens, interview reminders to hiring managers, submission confirmations, and placement notifications. Keep every search moving without manual admin.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
ActiveCandidate submission to client
EditorRuns 70
Live
Publish
YesNo
Trigger
Deals

Record command

Trigger on a Company

Condition
Logic

Deal value > $10k?

Evaluate deal amount

Action
Email

Send welcome email

Send onboarding email

Action
Teams

Assign to sales team

Route to sales rep

100%
Run #7115Just now
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Run #69151 min ago
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Run #64106 min ago

Overview

70
Completed
0
Failed
0
In progress
17 sec
Avg. runtime

How it works

A day with Agiled for recruiting firms

See how Agiled fits into the two-sided workflow you run every day — managing client companies and candidates in parallel.

1

Job order logged

Create a new placement in the pipeline with role details, salary range, fee terms, and start date target.

2

Fee agreement sent

Send the placement agreement and fee schedule to the client for e-signature directly from the account record.

3

Sourcing begins

Your recruiters start sourcing candidates and logging them in the pipeline at the Sourced stage.

4

Client portal activated

The hiring manager gets portal access to view candidate submissions, interview schedules, and status updates.

5

Intake call booked

A scheduling link goes out so the hiring manager books the intake call to align on requirements.

Done

Built for recruiting firms

Everything you need from job order to placement fee

Agiled gives recruiting and staffing professionals a single platform for managing client companies, tracking candidates, coordinating placements, and collecting fees.

Visual placement pipeline

Track every candidate from sourcing through phone screen, client submission, interview, offer, and placement. See your entire pipeline at a glance.

Candidate profiles with full context

Store candidate history, interview notes, salary expectations, and submission status in detailed profiles. Never lose context between calls.

Client company accounts

Manage job orders, fee agreements, and recruiter assignments per client. See all active searches and placement history in one view.

Placement fee invoicing

Generate invoices for contingency fees, retained searches, or contract staffing rates. Track payment status and follow up on overdue fees automatically.

Client portal for hiring managers

Share candidate submissions, interview schedules, and placement updates with clients through a branded portal. Reduce status-check emails.

Automated candidate follow-ups

Set automated emails for post-screen follow-ups, interview reminders, and placement confirmations. Keep searches moving without manual admin.

Interview scheduling

Let candidates and hiring managers book phone screens and panel interviews from shared availability calendars. Eliminate scheduling back-and-forth.

Placement agreements & e-signatures

Send fee schedules and placement agreements for e-signature. Store every document alongside the client or candidate it belongs to.

Recruiter workload visibility

See how many active job orders, candidate submissions, and pending placements each recruiter is managing. Balance workload across your team.

Testimonials

Trusted by recruiting & staffing who value their time.

We went from tracking candidates in spreadsheets and fees in QuickBooks to having everything in one place. My recruiters can see a candidate's full submission history and the client's fee agreement without switching tools.
RS

Rachel Simmons

Founder, TalentBridge Recruiting

The placement pipeline changed how we operate. We can see every candidate at every stage across all our open job orders. When a client calls, we have the answer in seconds instead of digging through email.
MH

Marcus Hale

Managing Partner, Hale & Associates Search

I replaced three tools with Agiled — Bullhorn for CRM, Trello for tracking placements, and FreshBooks for invoicing. My team actually uses it because the workflow matches how recruiters think: candidates on one side, clients on the other.
DM

Diana Morales

Operations Director, Apex Talent Group

Integrations

Works with the tools you already use.

Keep your sourcing platforms while Agiled handles CRM, placement tracking, and fee collection.

Google CalendarZoomStripeGmailZapierSlackGoogle DriveOutlookLinkedIn+100 more

FAQ

Common questions about Agiled for Recruiting & Staffing

An ATS focuses on the applicant-side workflow — job postings, applications, and compliance tracking. Agiled focuses on the business side of recruiting: client company relationships, placement fee tracking, invoicing, and the recruiter's two-sided workflow of managing clients and candidates together. Most firms use Agiled alongside their ATS.

Yes. Set up placement fee estimates with percentage-based or flat fees. For retained searches, split the fee into installments and track each payment. Convert estimates to invoices when the candidate starts.

Each job order is a separate placement in your pipeline, linked to the client company account. You can see all active and past searches for a client in one view, along with fee agreements, recruiter assignments, and billing history.

Yes. Client companies live in Accounts with job order history, fee terms, and portal access. Candidates live in Contacts with profiles, interview notes, and submission history. The placement pipeline connects both sides.

Absolutely. Solo recruiters use Agiled to stay organized across all their client relationships and candidate pipelines. As you grow and hire recruiters, add team members without changing your workflow.

Yes. The client portal lets hiring managers view candidate submissions, interview schedules, placement status, and invoices — all without emailing or calling your recruiters. You control what's visible.

Ready to run your recruiting firm from one platform?

Manage client companies, track candidates, coordinate placements, and collect fees — all in Agiled. Start free.

No credit card requiredFree 14-day trialCancel anytime

Resources

Related Guides

In-depth comparisons and recommendations to help you choose the right tools.

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