7 Easy Steps to Choose the Right CRM for Your Small Recruitment Business

7 Easy Steps to Choose the Right CRM for Your Small Recruitment Business

Every connection and candidate matters in recruitment, so having the right Customer Relationship Management (CRM) system can make a huge difference for any recruitment agency.?

Big or small, a recruitment agency is as efficient as its technology.


According to research, CRMs can improve an employee’s productivity by 30%. A CRM can help you compensate for your smaller workforce by allowing your current employees to scale performance.


Choosing the right CRM for your small business is an important decision. You need a CRM that works best with your:

  • Size
  • Niche
  • Proposed growth strategy


Here are seven things to consider before you decide on a CRM:

  • Go over your needs and requirements.

Before diving into options of available CRMs, take a moment to reflect on your business processes. Identify specific requirements and features that you prioritise for your recruitment operations.?

Do you want to be an agency with great candidate engagement? A robust email marketing system will be a priority. If you are big on saving admin time? Automation will be a good tool for you. Reporting and analytics - you need to track key metrics such as time-to-hire and cost-per-hire.?

Remember: Your needs and requirements should determine your CRM, not the other way around.


  • Set a Realistic Budget

With small businesses, budget considerations are important. It is difficult to know that money is a hindrance to better tools, but you need to balance essential features and cost-effectiveness.?

Explore affordable options without compromising on the functionality your business demands - You want to save where you can, but you can also invest in your business to grow.?

When you have your budget, ensure that the CRMs you are considering offer clear pricing information. Look for flexible contracts that will not leave you feeling trapped or hidden policies against data migration.


  • Consider Scalability

Your CRM solution should adapt to your needs as they evolve.

Flexible pricing plans that adjust to your team's size and usage, an adjustable contract, and the ability to add or remove features as needed without a complex process, will significantly improve the possibility of business growth.?

At Talisman, scaling up or down does not involve dealing with complicated contracts. Our goal, and this should be the goal of every CRM provider, is to provide an easy partnership that sets your business up for success.


  • Prioritise Ease of Use

The best CRM is one that your team can easily integrate into their workflow and that happens with user-friendly software. An easy-to-use CRM will reduce training time and enhance overall productivity.?

Recruitment agencies of all sizes have adopted cloud technology, with more than 63% of businesses opting for cloud-hosted CRM systems over on-premise applications. This means work can be done anywhere.?

Go for intuitive systems that help your team do more rather than creating unnecessary hurdles. After all, the purpose of technology is to make things easier than they used to be.


  • Supplier Availability

Choose a provider with a track record and experience, offering not just a tool but a partnership. A reliable and available partner can be a great improvement to your early stages as a small recruitment business.?

  • Look for experience: Choose a company with experience in the recruitment industry that understands your specific challenges.

  • Consider customization: Does the CRM offer features that adapt to your specific needs and niche?

  • Value customer support: A reliable and responsive support team is crucial for a smooth experience, especially when you're getting started with a new system.


  • Data security and compliance

?Recruitment runs on data, which means security is non-negotiable. Ensure that your chosen CRM has security measures, especially when dealing with sensitive candidate information.?

Here's what to ensure:

  • Standard security measures: Encryption, access controls, and regular data backups to protect sensitive information.

  • Compliance with regulations: Make sure the CRM complies with data protection regulations in your region.?


  • Talk to other users.?

Experience is the best teacher, but it doesn't have to be your experience.?

Ask within your network of other small businesses using the CRM. Read reviews, testimonials, and case studies. Engage with user communities or forums to gain firsthand knowledge of the CRM's performance in a real-world setting.

If you are searching for the right CRM for your small business,? these points will guide you to make informed decisions. Remember that the right CRM is not just a tool; it's a partner that evolves with your business.


Looking for a CRM? Book a demo with Talisman and let's help you move your recruitment business forward.

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