Customer CRM
Capture requirements, source, team ownership and follow-up.
Odoo for recruitment and staffing businesses
Odoo for recruitment services: connect the customer request, candidate, stages and contract
Recruitment and staffing businesses often manage two connected journeys: the customer requirement and the candidate process. When both live in separate chats and spreadsheets, status and document ownership become difficult to control.
We design a request workflow with clear stages, customer and candidate data, documents, ownership, follow-up dates and commercial or financial links according to the service model.
Why recruitment workflows need structure
✓Customer requests and candidates are not linked in one clear record.
✓Documents and follow-up dates are distributed across messages and files.
✓The team cannot easily see blocked requests and the reason.
✓Contracts and collections are disconnected from the actual service stage.
Solution components
Candidate records
Manage candidate data, documents and connection to relevant requests.
Stages & activities
Use clear statuses, deadlines and responsibility for each step.
Contracts & finance
Connect quotation, contract, invoicing and payment according to the approved process.
From customer request to closure
Define services
List service types, stages and required documents.
Connect request & candidate
Design data relationships and permissions.
Automate follow-up
Use activities, reminders and approvals where they add value.
Commercial reporting
Connect contracts, invoicing and management visibility.
Frequently asked questions
Does every recruitment service use the same workflow?
No. Stages and documents usually differ by service type, so the process should be designed accordingly.
Can documents be stored against the request?
Yes. Documents can be attached to the appropriate records with controlled access.
Can employees receive reminders?
Odoo activities and automation can support follow-up and reminders, with external integrations considered when required.
Can collections be tracked?
Yes, requests or contracts can be connected to invoices and payments according to the accounting design.
Related services and solutions
See Odoo around a real scenario from your business
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