Three interview rounds tracked
IV1, IV2, IV3 dates with their own briefing and debrief notes. Visible at a glance on the CRM candidate record.
Feature
Interview process tracker for headhunters and recruiters
Every candidate's journey from intake to placement on one CRM record. Interview dates, briefings, debriefs, and the right talking point ready for each phase.
In the app
Interview tracker
- Three interview rounds tracked
- Candidate + client linked
- Stage-specific status
- Knowledge wired to each phase
The candidate side of a recruitment search is its own discipline. From the first intake call through interview one, two, three, the offer conversation, and the start date, the consultant runs a parallel CRM process that rewards the same structure as BD does.
The interview-process side of the CRM captures the candidate, the role, the client, and every interview date with its own briefing and debrief. The status moves through screened, briefed, presented, interviewed, offered, placed. Each transition has its own checklist of what to capture in the CRM and what answer to have ready when the candidate calls in.
Counter-offer scenarios, salary negotiations, and last-minute drop-outs are the moments where CRM structure protects the deal. The tracker links to the canonical answers: what to say when a candidate says 'they made me a great offer to stay', what to say when a client wants a fourth interview.
What's in it
Candidate + client linked
Each interview process in the CRM belongs to both a candidate and a client deal. Updates propagate to both sides.
Stage-specific status
Screened, briefed, presented, interviewed, offered, placed. Every stage in the CRM has its own actions and warnings.
Knowledge wired to each phase
Briefings, debrief questions, counter-offer responses, salary verification. All one click away per CRM stage.
Drop-off pattern recognition
After 50 placements the CRM shows at which stage you lose candidates. Pattern visible because every drop-off is logged with a reason.
Handover-ready
A colleague picking up the search reads the full CRM process history in five minutes. No 'let me check my notes'.
How it works
Step 1
Intake
Capture the candidate's reason-for-leaving, salary expectation, deal-breakers, and timing. The intake template forces the right questions.
Step 2
Interview cycle
Brief the candidate before each round. Debrief within 24 hours. Both feed back into the knowledge base on what works for which audience.
Step 3
Offer and placement
Pre-close before the offer goes out. Counter-offer playbook ready for the day the client makes the call. Signed deal moves to onboarding follow-up.
Frameworks inside
Every relevant entry on this surface maps to a phase in a recruitment sales framework the team already runs.
IPMERC
Intake interviews and screening calls follow IPMERC. The Probe phase uncovers reason-for-leaving and motivators. The Match phase aligns expectations on both sides.
WRIOC
Candidate objections (salary, location, role scope) are handled with WRIOC. The Isolate step is critical: surface the real concern before answering the surface one.