Win the clients.
Place the candidates.
Client conversations and candidate follow-ups both live in your inbox. Run one pipeline for clients and roles, another for candidates — with every email linked to the right person.
Clients on one board.
Candidates on the other.
See which clients are warming up and which roles are open, then move each candidate through your process — hiring manager, interview notes and next step on the card.
- Separate pipelines for clients and candidates
- Hiring manager and candidate on every deal
- Campaigns to hiring managers when you have strong candidates
- Team visibility across clients and roles
"Works perfectly for my use cases. Other CRMs on the market are complex and have too many features I do not need."
From client to placement
Track what matters on both sides of the placement.
Use custom fields for the details your agency actually decides on — no ATS-level setup.
Client account
Company, hiring manager and existing relationship.
Role
Title, seniority, location and salary range.
Candidate
Current role, availability, notice period and source.
Fee
Expected fee, percentage and probability.
Timing
Interview dates, offer deadline and start date.
Source
Referral, LinkedIn, job board or previous placement.
Two pipelines, one workspace.
Start simple and rename the stages to match your process.
| Pipeline | Stages |
|---|---|
| Clients | Target account → Conversation → Terms sent → Role agreed → Repeat roles |
| Candidates | New candidate → Screening → Interview → Offer → Hired |
Need CV parsing or job boards?
Teamopipe keeps clients, candidates and email together. For CV parsing or job-board posting, pair it with your ATS.
Campaigns to hiring managers, reporting, 10 automations and 10,000 active deals per workspace — plus LinkedIn when messaging launches. Plans start at $19 on Starter.
Common questions
Start your 14-day Teamopipe trial.
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