CRM – Clients & Suppliers
From first contact to full client. Track business opportunities, activities, and orders – everything in one place.
JOBSON CRM covers the entire business cycle of a staffing agency – from the first approach to a potential customer to day-to-day collaboration with an active client.
Once a potential customer signs a contract, JOBSON converts them to a branch client with one click. This unlocks the full feature set: selection processes with candidate tracking by round, employee placements, accommodation invoicing, and everything else that comes with temporary staffing.
- Basic details – company data (company ID, VAT, registered address, workplace, website), contact persons
- Meetings and calls – chronological log of all business activities: who was involved, what the outcome was
- Business opportunities – opportunity pipeline with estimated timelines, probability of success, and quarterly revenue forecast
- Document storage – contracts, proposals and documents directly on the record
- AI settings – custom instructions for automatic processing of work timesheets for this customer
Why CRM – Clients & Suppliers?
Sales pipeline and client management in one system
no switching between tools
Automatic timesheet processing via AI
each customer has their own rules
Real-time overview of all orders and their fulfilment on the client profile
One click separates a lead from a full client with complete functionality
Interested in the module CRM – Clients & Suppliers?
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