Every client, one view
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.
Vitae is the ATS and CRM that adapts to your business. 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.
Not a generic deal pipeline. A real client portfolio with the recruiting-specific surfaces 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 clients across stages, attach win/loss reasons, see conversion at each stage, and forecast revenue against the live pipeline.
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 invoice auto-drafts 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.
Roles per client, time-to-fill, conversion at each pipeline stage, fees in the pipeline, revenue forecast, SLA breaches, and the candidates who need attention this week.
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, firmographics, 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 an auto-drafted invoice against the fee structure on the record.
The dashboard rolls live pipeline value, time-to-fill, conversion per client, SLA breaches, and the placements close to landing.
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.