Client company records
Company profile, industry context, locations and the internal owner of the relationship, with every mandate ever run for that client attached.
All features
CRM & Customer Management
Your client relationships, attached to the work they produced.
A generic CRM can tell you who you spoke to. It cannot tell you that this client rejected two candidates for the same missing qualification, or that the hiring manager on this search is the one who never replies before Thursday. RayCruit keeps account intelligence where the placements are.
- Client companies with full mandate history
- Contacts with explicit roles per mandate
- Activity history across every search, and mandate-wide events in their own right
- Commercial terms carried into each mandate
The problem
The client context that decides a search lives outside the system that runs it.
Search firms usually adopt a general-purpose CRM for the commercial relationship and something else for delivery. The result is that the two most useful things a firm knows about a client — what they actually accept, and who really decides — are stranded in the tool that has no idea which mandates exist.
- Account history sits in a CRM that knows nothing about candidates or shortlists
- Contact roles are implicit, so a new recruiter cannot tell the decision maker from the coordinator
- Commercial terms are re-negotiated per mandate because nobody can find the last agreement
- Rejection patterns repeat across searches because the reasoning was never captured against the account
One customer record that every mandate, candidate and document hangs off.
Customers in RayCruit are the backbone of delivery, not an address book. Each client company carries its contacts, its mandates, its commercial arrangements and its full activity history — and every one of those connects to the placement work performed underneath it.
Contacts with real roles
Contacts carry explicit roles rather than a free-text job title field, so it is clear who is the hiring manager, who signs, who coordinates and who receives the shortlist.
Mandate contact sets
Each mandate gets its own contact set drawn from the account, because the stakeholder map for a CFO search is rarely the stakeholder map for a plant manager search.
Commercial model per mandate
Success fee, retainer, fixed, hourly or subscription terms are recorded on the mandate, so delivery reporting and profitability discussions use the same numbers.
Account activity timeline
A business-level timeline across the client: mandates opened, candidates submitted, feedback received, placements closed.
Relationship history that survives handover
When an account changes owner, the context transfers with the record instead of leaving with the previous recruiter.
Where the CRM sits in the placement workflow
Customer management is the first step of the chain and the last: it opens the mandate, and it receives the outcome.
- 01
Create the client
Capture the company, the owning recruiter and the initial contact set.
- 02
Assign contact roles
Mark decision makers, coordinators and shortlist recipients so the team knows who to address.
- 03
Open a mandate
The mandate inherits the account context and takes its own contact subset and commercial terms.
- 04
Deliver against it
Submissions, feedback and placements post back to the account timeline automatically.
- 05
Reuse the intelligence
The next search for the same client starts with what the last one taught you.
How search firms use it
Multi-mandate accounts
A client running four parallel searches has one account view showing every pipeline, every submitted candidate and every outstanding piece of feedback.
Partner handover
When a partner leaves or an account is reassigned, the incoming owner reads the relationship history rather than rebuilding it from an inbox.
Commercial review
Terms are attached to mandates, so a quarterly account review can compare what was agreed with what was delivered.
What changes
Less rebuilding
Client context is read, not reconstructed, at the start of every new search.
Fewer surprises
Explicit contact roles mean shortlists reach the person who can act on them.
Compounding accounts
Each completed search makes the next one for that client faster and better targeted.
See it in motion
The platform, end to end, in two minutes.
How the modules hand over to each other in the real product — customer and mandate, candidate and matrix, the workspace where a pairing is decided, and the material that goes to the client.
2 min
Continue across the platform
Placement work does not stop at one module. These parts of RayCruit connect directly to this one.
Mandate Management
Structured search briefs with requirements, gates, commercials and a live pipeline.
Learn moreClient Access
Branded, invitation-only access for named client contacts — no shared logins, no attachments.
Learn moreAdvanced Filters & Saved Views
CRM-style search across every object, saved as one-click work queues.
Learn moreSee the modules working together.
A demo follows one mandate across every module, which is the only way the connections become obvious.