🤝 Client Relations

CRM built for IT staffing firms.

Vendors, clients, contacts, pipelines and placement tracking in one purpose-built CRM. No more juggling spreadsheets and generic tools that don’t understand your business.

Client Accounts

Every client relationship in one place

Full client profiles with contacts, contracts, active placements, open positions, and billing history — all linked, all searchable, all in one view. Know your clients before you get on the call.

  • ✓ Contact directories with roles
  • ✓ Contract and billing history
  • ✓ Active placements at a glance
Client Profile

Deep account intelligence

Drill into any client to see their org chart, open job orders, submission history, and all your interactions. Relationship context that doesn’t live only in your senior recruiter’s head.

  • ✓ Full interaction timeline
  • ✓ Linked job orders & submissions
  • ✓ Notes, tasks and follow-ups
Tasks & Projects

Stay on top of every engagement

Track deliverables, action items and client milestones in Kanban boards linked to your accounts. Nothing falls through the cracks when every task is owned and dated.

  • ✓ Kanban task management
  • ✓ Assigned owners and due dates
  • ✓ Linked to client accounts

The full CRM feature set

Everything a staffing and consulting firm needs to manage clients, vendors and pipelines.

Vendor Management

Track all your vendor relationships — rates, contacts, active consultants, and agreement status.

Pipeline Tracking

Visualize your sales pipeline from first outreach to signed contract with stage-based views.

Placement Tracking

Record placements with start/end dates, bill rates, pay rates and margin calculations.

Contact Directory

Searchable contact database across clients and vendors with roles, history and activity log.

Job Orders

Open requisitions linked to client accounts with submission counts and fill status tracking.

Activity Log

Full audit trail of every call, email, meeting note and status change across all accounts.

Ready to bring your CRM up to speed?

See how ArgiCRM fits your team’s workflow. Personalized demo, no commitment required.

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