Recruitment and staffing CRM vertical pack · built for staffing agencies Industries · Recruitment

From requisition to placement invoice,
with a fee that never moves.

Two pipelines run at once, client requisitions and candidates, joined by the application. Flags tell you which roles are ageing, scorecards decide who goes forward, the offer locks the client’s fee, and the joining date raises the invoice. A voice agent screens new candidates within about 90 seconds of arrival.

Fee % locked at offer release Placement invoice raised on the joining date Candidates de-duplicated by phone
RequisitionsCandidatesPlacements Flag order Ageing › Hot › Retained › On track
Open roles14
Ageing3
In pipeline62
Joined this month5
Applied to joined8%
RequisitionClientOpeningsSLAFunnelFlag
Senior Backend EngineerBengaluru · 5 to 8 yrs · 30 notice days IT services clientfee 12.5% 3 21 d · day 27 Ageing
Territory Sales ManagerPune · 4 to 7 yrs · 15 notice days FMCG clientfee 10% 2 15 d · day 9 Hot
Finance ControllerMumbai · 10+ yrs · 60 notice days NBFC clientfee 18% · retained 1 30 d · day 6 Retained
Store ManagerHyderabad · 3 to 5 yrs · 30 notice days Retail chain clientfee 8.33% 4 20 d · day 4 On track
Offer released · Priya S. → Senior Backend Engineer · joining date 16 Sep recorded fee 12.5% · locked at release Placement invoice raisedReplacement clock: 90 days
The usual path

Requisition in. Candidate placed. Invoice out.

The pack is written for agencies that place people with clients. Every step below is a screen in the CRM, not a spreadsheet beside it.

1

Requisition opens

A client sends a role. You record SLA days, openings, the placement fee %, fixed CTC, notice days and experience. The SLA clock starts and the flag reads On track.

Requisition · SLA days · fee %
2

Candidates come in

Every candidate is de-duplicated by phone. An application joins them to the requisition and carries the stage. A voice agent rings new candidates within about 90 seconds and books a callback into a real free slot.

Application · de-dup by phone
3

Rounds and scorecards

Each interview round gets a scorecard. The candidate’s headline score is the latest scored round. A rejection cannot be saved without a reason.

Scorecard · reason required
4

Offer, joining, invoice

The offer copies the client’s fee % at release and never changes. Recording the joining date raises the placement invoice and starts a 90-day replacement clock.

Offer · invoice · 90-day clock
Hiring for your own company? That is a different job. In-house recruitment with job boards, a candidate pipeline and onboarding lives in Graciax HRMS Recruitment. This pack is for agencies that bill a client when a candidate joins.
Roles, candidates and placements

What the pack adds to the CRM.

Leads, calls, tasks, tickets and invoices stay exactly as they are. The pack adds the screens a staffing agency runs on, with five tiles on top: open roles, ageing, in pipeline, joined, applied-to-joined.

Two pipelines, one application

Requisitions and candidates each have their own pipeline. An application joins one candidate to one requisition and carries the stage, so both views are always true.

Requisition flags in a fixed order

Ageing, then Hot, then Retained, then On track. One flag per requisition, chosen by precedence, so the list sorts itself by what needs attention.

SLA ageing per requisition

Each requisition carries SLA days and openings. Cross the SLA and the flag turns to Ageing, which counts in the tiles and is what Watcher agents look for.

Stage funnel and source list

See how many applications sit at each stage of a requisition and where the candidates came from, so you know which sources actually convert.

Candidates de-duplicated by phone

The same phone number is always the same candidate, whichever recruiter or form brought them in. Their history, calls and applications stay on one record.

Interview rounds with scorecards

Score each round. The headline score on the candidate is always the latest scored round, so the shortlist reflects the most recent conversation.

Rejections need a reason

No silent drop-outs. A rejection is saved with a reason, so a client review or a source report can say why candidates fell out and where.

Offers with a locked fee

An offer records current, expected and fixed CTC, notice days and experience, and copies the client’s placement fee % at release. That percentage never changes afterwards.

Joining date raises the invoice

Record the joining date and the placement invoice is raised automatically from the locked fee. A 90-day replacement clock starts the same moment.

AI for staffing agencies

Every new candidate gets a call.
Every call gets a transcript.

The Recruitment pack has no AI tools of its own. It does not need them. The CRM’s voice agents, transcripts, agents, AI Studio and MCP already work on candidates and requisitions, because they are leads and pipelines underneath.

Voice agent · screening callA candidate applies. About 90 seconds later, the phone rings.

The voice agent introduces itself as AI, checks notice period, location and expected CTC, then hands over to a named or least-loaded recruiter, or books a callback into a real free slot. Calls run 8am to 9pm in the candidate’s timezone, DNC is honoured, and up to 3 attempts are made if nobody answers.

Agent: Hi Priya, this is the AI assistant for the agency, about the Senior Backend role you applied for. Is now a good time for three quick questions?
Priya: Sure.
Agent: What is your notice period, and are you open to Bengaluru?
Priya: Thirty days, and yes.
Agent: Noted. I have booked a call with Rohan on Thursday at 11:30. You will get a WhatsApp confirmation.
leave notemove lead statusbook a slothand to recruiter

Transcripts & summariesEvery screening call, searchable.

Human or AI, each call gets a transcript, a summary with intent, objections and next step, and full-text search across all of them.

Priya S. · serving notice, 30 daysTue
Aman K. · immediate joinerMon
Neha D. · 60 days, negotiableFri

Triage & Watcher agentsAssign, chase, and fill the gaps.

Hire an agent with one job: score and round-robin new candidates, watch requisitions past SLA, or fill notice days and expected CTC from transcripts each night.

Assign new candidates, round-robin
Flag requisitions past SLA, every 30 min
Nightly fill from transcripts
Message a candidate without approval

AI StudioAsk the whole desk a question.

One chat with requisitions, candidates, calls, tasks and invoices connected. Reads answer at once. Anything that sends a message shows an approval card first, and Undo replays writes in reverse.

Which requisitions are past SLA with no scored interview this week?
Two. Senior Backend Engineer (day 27 of 21, last scorecard 9 days ago) and Finance Controller has none yet but is inside SLA. Want me to create a task for Rohan on the first one?
get_pipeline_funnelfind_stale_leadssearch_call_transcriptscreate_tasklist_invoices

MCP for Claude & CursorYour desk, inside the AI you already use.

One-click Claude.ai connector, or one API key for Cursor and Claude Code. 80+ tools across the CRM. Keys inherit the creator’s role, admin sees the workspace, manager the team, user their own, and every call is audit-logged.

C Claude Cursor Claude Code
search_leadsget_lead_activity_loglist_call_logsget_team_workloadcreate_invoice
Works with

Candidates arrive from wherever you advertise.

Every channel the CRM already captures from lands on the candidate pipeline. Calls go through the telephony provider you already use.

Meta Lead Ads WhatsApp Business Website forms Google Sheets Email Android app

Telephony

ExotelPlivoTwilioTata SmartfloMyOperatorKnowlarityOzonetelServetel

Job boards are not connected to this pack. See the full integrations list.

Questions

Straight answers for staffing agencies

Is this pack for in-house HR teams?
No. The Recruitment and staffing pack is built for staffing agencies that place candidates with clients: requisitions carry an SLA and a placement fee, and a joining date raises an invoice. If you are hiring for your own company, use Graciax HRMS Recruitment, which has job boards, a candidate pipeline and onboarding.
Does it parse CVs or pull candidates from job boards?
Not yet. Candidates arrive through lead forms, website forms, WhatsApp, Meta Lead Ads, Google Sheets or by hand, and are de-duplicated by phone number. CV parsing, job-board connectors, a client shortlist page and calendar sync for interviews are not built in this pack.
How is the placement fee locked?
Every requisition carries the client’s placement fee percentage. When an offer is released, the fee percentage is copied onto the offer and never changes, even if the requisition is edited later.
What happens when a candidate joins?
Recording the joining date on the offer raises the placement invoice automatically and starts a 90-day replacement clock, so the guarantee window is tracked from day one.
What does AI do for a staffing agency here?
A voice agent calls new candidates about 90 seconds after they arrive, introduces itself as AI, asks screening questions and books a callback into a real free slot or hands over to a recruiter. Every call gets a transcript and summary. Triage agents assign candidates, Watcher agents flag ageing requisitions, AI Studio answers questions across requisitions, calls and invoices, and MCP connects Claude or Cursor. Anything that sends a message shows an approval card first.
How is the pack billed?
Per workspace, never per seat. Everyone in the workspace gets the pack the moment the workspace holds it. Pro includes one vertical pack, and packs run side by side. See CRM pricing for plans and add-ons.
Get started

See a requisition go from
open to invoiced.

Book a demo and watch a candidate get screened by a voice agent, scored, offered with a locked fee and invoiced on the joining date, on a real Graciax workspace. Then start free or pick a plan.