A recruiting CRM for candidates, client roles and placement fees

Short answer: Alori is the all-in-one app for service businesses, and for a small recruiting or staffing agency it works as a recruiting CRM: one pipeline for candidates, one for client roles, booking links for interviews, recorded interviews with a transcript and summary, and invoices for placement fees. Your whole team logs in, since every plan has unlimited users.

A day at a recruiting agency, and the tools it takes

You open the day with a new role from a client, post it, and get forty replies by lunch. You book six screening calls, run three of them, write notes on each, and chase a hiring manager for feedback on last week's shortlist. At month end, someone remembers to invoice the placement.

Most small agencies juggle:

• An applicant tracking tool or a job board inbox
• A spreadsheet of client roles and fees
• A scheduling tool for interviews
• A video call tool and a notes app
• An accounting tool for placement invoices

Candidates and clients live in different places, and good people slip through because nobody followed up.

What Alori gives a recruiting agency

Two pipelines. Make one pipeline for candidates, with stages like sourced, screened, submitted, interviewing, placed. Make another for client roles, from new role to filled. Drag each card along, and you see where every search stands. See customers.

Clients and candidates in one place. Add each client as a company with its hiring managers. Add candidates as people with their notes, tags and history. Tags like "Java", "bilingual" or "open to relocate" help you find the right person fast.

Booking links for interviews. Share a booking link and candidates pick an open time that fits your hours and your Google or Outlook calendar. Both sides get an email, and the candidate gets reminders before the interview. See schedule.

Recorded interviews. Run the interview as an Alori video meeting with Record on. When it ends, Alori writes the transcript and a short summary with next steps. Later, ask questions about a past meeting, like "what salary did she ask for?". See meetings and meeting notes to tasks.

Follow-up that does not slip. Save email templates for the messages you send every day, let Alori draft replies, and ask your bot for automations in plain words, like "when a deal moves to Submitted, remind me in 3 days to ask the client for feedback". Every email and text with a candidate or a client sits in one shared inbox.

Placement fee invoices. Make an invoice without a job for each placement, email it with a card payment link, and let Alori remind clients who pay late. QuickBooks Online sync keeps invoices the same in both places. See invoices.

How to start

1. Describe your business. Tell Alori what roles you fill, for whom, and how a search runs. It builds the app around that.
2. Import your contacts. Paste a list of candidates or clients into Ask Alori, or move from HubSpot with your contacts, companies and deals.
3. Invite the team. Add your recruiters on the Users page, then share your first booking link.

See plans and pricing. There is a free plan, no card needed.

FAQ

Is Alori an applicant tracking system? It covers what a small agency needs from one: candidates on a pipeline, notes, tags, interviews and follow-up. It has no job board posting or resume parsing. If you rely on those, keep that tool next to Alori.

Can I record interviews? Yes. Keep Record on when you start an Alori video meeting. You get the video, a transcript and a short summary, and you can ask questions about the meeting later.

Can I send follow-ups to many candidates? You can use email templates and set up automations with your bot, like a reminder or an email when a deal changes stage. The bot shows you the exact words before any message goes to a customer.

How do I bill a placement fee? Make an invoice without a job, add the fee as a line and email it. The client can pay by card from the link in the email.