Vitae is the ATS and CRM that adapts to your business. Clients is the agency CRM module: every client, every role, every fee, every conversation in one record. The BD pipeline an agency actually needs, wired into the delivery side so the picture is always complete.
Running embedded engagements for multiple clients? See how embedded recruiters use Vitae →
Not a generic deal pipeline. A real client portfolio with the recruiting-specific tools you would otherwise stitch together across HubSpot, a spreadsheet, and your inbox.
Each client is a record with BD pipeline stage, contacts, fees, jobs in flight, candidates submitted, and a live activity timeline. The portfolio view rolls up across every account on a single screen.
A real CRM pipeline for the way agencies actually win and lose accounts. Move opportunities across stages, attach win/loss reasons, and see how many roles and fees each stage holds.
When a client hits Request a new role in their portal, an intake item lands here with title, description, location, work type, salary hint, and urgency. One click turns it into a draft Job linked to the right client.
Percentage, flat, retainer, or hybrid. Per-client fee structure stored on the record, surfaced when a candidate moves to Hired so the placement is flagged to invoice against the right terms.
Inbound and outbound conversations, scheduled meetings, candidates shared, feedback given. The full account history in one feed, attributed to the right team member and tagged to the right role.
Active roles, candidates submitted, last conversation, fee structure, the next thing you promised them. All on one record. No more hunting through inboxes, spreadsheets, or asking your team for the latest. Even when a recruiter moves on, the relationship history stays.
Each client can get a portal under your agency's name: candidates put forward, interviews, feedback, messages, and a Request a new role form. Portals are included with every agency plan, and most agencies bundle them into their monthly offer.
Send formatted CVs and branded shortlists straight from the client record. Views and feedback land back on the activity timeline, so you know who looked and what they thought.
Shortlists and formatted CVs come from Candidate Presentation →
The whole agency story runs on a single record. Here is what a placement looks like end-to-end.
A new client lands in the CRM as a Prospect, with contacts, company details, and notes attached. Enrichment pulls in firm size, sector, and signal.
First role opens. The client moves to Active. The kickoff playbook spins up their branded portal, invites the hiring team, and schedules the briefing call.
Every role lives on the client record. Candidates submitted, interviews scheduled, feedback received, all logged to the activity timeline in real time.
Request a new role from the client's portal creates a draft Job back in the CRM, pings the account manager, kicks off the kickoff playbook.
Move to Hired triggers the offer envelope, the HRIS handoff, and flags the invoice to raise against the fee structure on the record.
Open any client and see the active roles, candidates submitted, last conversation, fee structure, and the next thing you promised them. New recruiters, returning recruiters, and the founder all see the same picture.
What agencies ask when moving their client portfolio onto Vitae.
Why agencies are moving off generic CRMs onto a recruiting-specific portfolio platform.
See the agency CRM running across BD, delivery, and finance in your workspace.