One platform that covers your entire revenue cycle — from first prospect call to final placement payment. Your team stays on the phones. The system handles the rest.
"We abandoned our CRM. It was working against us."
Mid-market recruiting firms are caught between tools built for high-volume applicant tracking and platforms designed for retained C-suite search. Neither fits the contingent model. The result: fragmented stacks, manual data entry, and no real visibility into the business.
CRM, dialer, invoicing, proposals, email, and calendar all operate in silos. Data doesn't move between them. Your team spends hours bridging the gaps manually.
Recruiters spending 30+ minutes a day logging calls, updating stages, and writing notes — time that should be on the phone building relationships and closing searches.
No real-time view of team activity, which searches are healthy, which are stalling, or whether current activity will hit revenue targets 60–90 days from now.
Every module is purpose-built for contingent executive recruiting — not adapted from generic enterprise software or stretched from a different use case.
Your entire search operation on a single kanban board. Every candidate, every search, every stage — with automatic logging on every move. No manual entries required. The pipeline fills itself as your team works.
Every recruiter gets a dedicated business number. Every call is recorded, transcribed, and logged to the correct candidate record — automatically — before the recruiter hangs up. Zero manual note-taking.
Connect your existing contact data subscriptions (ZoomInfo, SignalHire) and LinkedIn imports. Your AI assistant searches your database first, then pulls in and enriches external candidates on request.
AI-drafted proposals delivered as polished PDFs. Engagement letters and offer summaries with built-in e-signature — no third-party accounts required for your clients, no per-document costs for you.
Placement invoices auto-generate when an offer is signed. Clients pay by ACH or card via an embedded payment link. Your accounting software stays in sync — zero manual entry from placement to payment.
When a candidate moves to the interview stage, the platform checks all calendars, suggests three time slots, sends invites to every party, and queues SMS reminders — automatically.
Connect your existing Microsoft 365 accounts. Emails sync to candidate records automatically. Calendar availability is checked in real time. Your AI assistant sends from your own email identity.
Event-driven rules run your firm's repetitive operations. When a letter is signed, a search opens. When an action item goes overdue, a manager is notified. Configurable per firm. No code required.
A clean, professional view for your hiring managers. Candidate submissions, feedback, document signing, and invoice payment — all in one link. No account creation required.
Every recruiter on your team gets their own dedicated AI assistant — with isolated memory, full access to your live pipeline, and the ability to take real action.
Available in Microsoft Teams, in-platform, and running autonomously in the background. It processes call transcripts as they arrive, updates records without being asked, and flags situations that need a human — all while your team stays on the phones.
The platform manages every step of the revenue cycle — no process falls through the cracks, no step requires manual chasing.
Track prospects through a structured BD pipeline with stage-based progression. The AI assistant helps draft outreach, logs every touchpoint, and surfaces similar clients from past searches to sharpen your pitch. Proposal close rates and average sales cycles are tracked automatically.
When a client is ready to proceed, send the engagement letter in two clicks. Built-in e-signature — no third-party accounts for your client, no per-envelope fees for you. The signed document is stored automatically and the search opens immediately.
The kanban pipeline takes over. Recruiters make calls — the AI handles everything after. Transcripts logged, notes extracted, stages updated, emails drafted. The CRM fills itself while your team stays focused on the phones. Search health is scored continuously so nothing goes cold without a flag.
The AI generates a polished, branded 5-page candidate write-up for each finalist — executive summary, career narrative, key qualifications, and your recruiter's recommendation. Posted to the client portal for review. No email attachments, no formatting work.
Offer summary is e-signed by both client and candidate. Invoice auto-creates with the exact fee amount. Payment link included. Your accounting software is updated when the payment clears. The guarantee clock starts on placement — and is tracked for the full guarantee period.
If a guarantee is invoked, the platform creates a replacement search automatically at zero fee, notifies the team immediately, and tracks the outcome. Nothing falls through the cracks at the most sensitive moment in the client relationship.
Real-time KPIs at every level of your firm. With a 60–90 day revenue forecast driven by today's activity data.
Daily, weekly, and monthly performance per recruiter: calls made, connection rate, candidates added, stage transitions, open action items. Role-scoped — each person sees what's relevant to them.
Today's calling activity predicts revenue 60–90 days out. A health bar shows whether the team is pacing to hit targets — and surfaces specific recommendations if they're falling short.
AI-generated coaching reports for your clients: compensation benchmarks, candidate market realities, rejection reason breakdowns. Auto-generated at key milestones and shareable as branded PDFs.
Hiring managers access everything they need — without creating an account, downloading anything, or sending a single email.
Clients see each submitted candidate's write-up, background summary, and key qualifications. One-click feedback triggers the scheduling workflow automatically — no back-and-forth emails or spreadsheet trackers.
Engagement letters, NDAs, and offer summaries are signed directly in the portal. No account creation, no third-party login required. Your client clicks a link, reviews, and signs. Done.
Placement invoices are viewable and payable directly in the portal via ACH or card. No wire transfers, no checks. Payment confirmation goes to both parties the moment it clears.
Real-time progress view showing how many candidates have been sourced, screened, and submitted. The market intelligence report shows clients exactly why the search is trending the way it is — backed by data.
Pre-built automation rules handle repetitive operations across the full revenue cycle. Configurable per firm. No code, no plugins.
| When this happens | The platform does this | Mode |
|---|---|---|
| Engagement letter signed | Search project created + kickoff call scheduled on recruiter's calendar | Automatic |
| Call ends | Transcript processed → notes, action items, and key data extracted → candidate record updated | Automatic |
| Candidate → Interview stage | AI drafts scheduling email + checks all parties' calendar availability, suggests time slots | Automatic |
| Offer summary signed | Placement invoice created → payment link emailed → accounting record created → guarantee clock starts | Automatic |
| Action item overdue 24h | Recruiter and manager notified in Teams with the specific item and candidate context | Automatic |
| Search health → red | Recruiter and manager notified with specific recommendations for re-engaging the search | Automatic |
| Placement hits 5 months | Recruiter flagged for proactive client check-in before the guarantee window closes | Automatic |
| Guarantee invoked | Replacement search opened at zero fee + full team notified immediately + original placement marked | Automatic |
Role-based access ensures every person on your team sees exactly what they need — and nothing they don't.
Every firm's data is fully isolated. Your candidates, clients, and pipeline are never accessible to another firm on the platform — architecturally enforced, not just policy.
Each AI assistant runs in a hardened container with strict network controls and filesystem restrictions. Your data never leaves your firm's security boundary.
Every action — user, automated, or AI-triggered — is logged with a timestamp and actor. Complete traceability for compliance reviews, disputes, and internal oversight.
Fine-grained permissions ensure each role sees only what they're authorized to access — enforced by default, not something that requires manual configuration per user.
Placed is purpose-built for mid-market contingent executive recruiting. No adapting generic software to your model. No workarounds. The full revenue cycle — owned end to end.