Automated Status Updates
Keeping Company, Contact, and Candidate Statuses Aligned with Real-World Engagement
Maintaining accurate statuses for Companies, Contacts, and Candidates within your ATS/CRM is crucial for optimising engagement and driving better recruitment outcomes. However, manual updates are time-consuming and prone to human error.
Our Automated Status Updates solution ensures that every record in your system reflects its real-world relationship with your business. By analysing placements, job activity, opportunities, interviews, offers, and overall engagement history, we dynamically update statuses to provide an accurate and actionable view of your database.
This automation enhances operational efficiency, improves data integrity, and enables recruiters to make informed decisions faster—without the need for constant manual intervention.
Intelligent Contact Status Updates
Automatically determine a Contact's status based on real business interactions. We assess historical and current engagements, such as whether the Contact has been involved in placements, job openings, or opportunities. The system considers whether the Contact has only been associated with lost opportunities, inactive jobs, or active roles to classify them appropriately. This ensures recruiters always have an accurate picture of each Contact’s relevance and relationship with the business.
Dynamic Company Status Updates
Company statuses are updated dynamically by assessing both direct engagements and the activity levels of associated Contacts. If a Company has active Contacts involved in job opportunities, its status remains engaged. However, if all linked Contacts are inactive, the Company status adjusts accordingly. This provides a more holistic and automated way to classify organisations based on actual business activity.
Comprehensive Candidate Status Classification
Candidates move through various stages in the recruitment lifecycle, and our automation ensures their status reflects that journey. We track key indicators such as: - Whether they were identified, sourced, or applied for a job. - The level of recruiter engagement – have they been spoken to or met? - Have they been submitted to clients, interviewed, or received offers? - Have they accepted or declined offers, or withdrawn from processes? By capturing and analysing this data, we provide an accurate, real-time status for every Candidate, ensuring recruiters focus on the most relevant talent.
Historical Data Consideration
Status updates aren’t just based on the latest activity – they consider historical trends over time. A Contact or Company that was engaged years ago but is now inactive will be categorised differently than one with recent activity. This prevents outdated records from misleading recruiters and ensures the most relevant data drives decision-making.
Automated Clean-Up & Data Integrity
By continuously monitoring and updating statuses, we help reduce the number of inactive or redundant records. This enhances data integrity, ensuring that recruiters only focus on meaningful relationships rather than wasting time on misclassified or outdated records.
Customisable Logic for Business-Specific Needs
Every recruitment business operates differently, which is why our solution allows for custom rule configurations. Whether you need status definitions based on specific industries, role types, or business models, our automation adapts to your requirements, ensuring complete alignment with your workflow.
TESTIMONIALS
Trusted by Industry Leaders
Exenai has been there for us since the beginning, offering support, innovation and guidance. Thanks to them, we've been able to focus on growing our business and quickly analysing and automating processes that were holding us back. This has been a real game-changer, especially when it comes to making our compliance processes more efficient. We can't wait to keep working together and make even more great things happen!
Simon Eberherr
Contract & Compliance Manager
ZABEL
Exenai has been instrumental in supporting Meraki Capital, particularly in our work with Hamlyn Williams and the Bullhorn rollout. Thier deep Bullhorn expertise and structured approach have significantly improved operational efficiency through automation, freeing our sales team from manual tasks. Highly responsive, honest, and consistently deliver beyond expectations. More than a service provider, Exenai is a true partner committed to driving success. I highly recommend the Exenai team for both innovation and execution.
Nick Gordon
Founder
Meraki Capital
Working with Exenai has been a game-changer for our business. They have been instrumental in helping us build everything from our core systems to next-level automations that have streamlined our processes. The collaboration is simple and straightforward, making it a pleasure to work together. Their extensive industry knowledge has been invaluable, providing us with insights that have significantly benefited ZABEL. We couldn't be happier with the results!
Susi Krieg
Co-Founder & Director
ZABEL
Exenai’s unmatched ability to understand our needs and goals has enabled us to take our data capture, data quality, and reporting to the next level with efficiency-increasing notifications, custom applications, and automated bulk updates that have significantly reduced the need for manual completion of simple tasks. I look forward to seeing what our extremely collaborative partnership can accomplish together!
Suzanne Hebert
VP, Digital Transformation
Acertitude Inc.
