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Candidate & Client Comms

Placement Communications

Send templated placement confirmations and briefs to internal and client stakeholders, with tracked delivery and automatic note write-backs.

Configurable templates for different placement types and stakeholder groups. Delivery is tracked and written back to the record as a note, so there's always a clear trail of who was told what and when, without anyone manually logging it.

Works on
Placements & Onboarding
Platform
Bullhorn and Invenias
Complexity
Simple
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.