Feature Requests

The possible actions when a candidate is selected in the "Candidates by Owner" (second screenshot) is different than the one from "Candidates by Job" (first screenshot). Since the dashboard looks exactly the same, it's weird that we don't have the option like "Update Hiring Stage" in this "by Owner" Dashboard. This becomes a bit annoying when you just want to add a Remark on the current Hiring Stage but need to go to the Candidate to do that

For sales purposes it would be a huge efficiency and success booster to have a kanban view of the contacts based on their state. In the current version the entire sales process from first pitch until something is a deal is invisible by default. There can be a huge deal waiting for that final push and the only way to find out, or get an overview of where the hot leads are, is by using the advanced search and searching again and again for contacts with a certain state.

The vast majority of agencies have a monthly target per consultant. Therefore a month by month graph with target Vs Actual with an accumulative (present) target would be great. I.e - TARGET = £120k PA. I.e £10k PCM Jan £8k Feb £6k March £22k April £7k May £9k June £11 Run rate YTD = £63k of £60k target = + £3k (Green) ** It would also be great if we could double click on the chart to go into that placement. ** The graph could also show the candidate to interview to placement ratio, I.e 3:2:1 ** We should equally be able to look back at this over time, last quarter, last year in months, last 3 years etc.

Consultants would be able to set their KPI's/Targets for the week on CRM

It is usual we advance with our prospects for client in two different funnels. One for the client´s sales and marketing funnel in a commercial perspective, and another one for the deal´s funnel which the system already have. It is also a common feature for your competitors considering a recruitment/executive search business. Additionally, a visual resource as a funnel would be a very interesting feature in the dashboard.

I would like the default mode to be changed to the calendar month rather than the last 30 days as every time I want a report I currently have to change the date fields

I don't see a place on my company or user profile to store my notes, to dos (other than daily calendar), articles, things like that. They're all client by client. I've created a dummy company page for this purpose but wonder about a company or user "file cabinet" of sorts for forms and other items we use and refer to in connection with Recruit CRM day to day.

It would be good to be able to customize the CRM home page. For example, being able to see all my priority candidates on my home page, so its the first thing I see every morning when I open the app. Currently it just shows my jobs.

Generally the Dashboards need a fair bit of work to improve them so that they are informative - As an immediate improvement the current 'Team Performance Report' Dashboard element - does not break down the billings on a monthly basis. Nor does it remember any dates when you come back to the Dashboard. Therefore there is no way to save your Dashboard configuration so that it shows the stats important to the user.. https://prnt.sc/xjqiaj

Instead of different colors for each bar, it would be nice to have legends showing navne of each stage. Alternative an export feature for further graphs in Excel etc.