Ideas to put to work
Client reporting and pipeline analysis for every open role, without a coordinator.
Weekly client update per role
Sofia reviews the job's pipeline and stage movements and drafts the client's weekly update in Outlook, sent with your approval.
Shortlist pack with scorecards
Sofia reads each shortlisted candidate's scorecards and activity and drafts a shortlist pack in Word for the client.
Where placements stall
Sofia reads stage movements across jobs, builds an Excel view of time in each stage, and shows recruiters where candidates wait.
Client roles noted in the CRM
Sofia reviews each client's open jobs and logs a progress note on the HubSpot company, with your approval.
What Sofia can do with Recruiterflow
Sofia reads and keeps current
- Candidates
- Jobs
- Candidate activities
- Users
- Locations
- Job departments and statuses
Sofia does, with your approval where you want it
- Look up a candidate's activity history
- Review a candidate's stage movements
- Look up a candidate's scorecards
- Review a job's pipeline
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- HubSpotCRM and marketing platform for growing businesses
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
Let Sofia report on your Recruiterflow pipelines
Score your firm in three minutes, or talk to our team.