What we typically integrate and automate
- Placement creation flow - CRM placement record creates an entry in finance, kicks off contractor onboarding, schedules timesheet collection.
- Contractor onboarding - ID verification, RTW check, tax setup, bank details, pension AE - all from a single trigger.
- Timesheet to invoice - timesheets approved in CRM flow into invoice generation in Xero.
- Commission calculation - automated per-consultant commission calc based on actual billed/paid amounts.
- Consultant dashboard - real-time visibility of personal pipeline, billings, commission accrual.
- Pipeline reporting - weighted forecast across the agency, with conversion rates by consultant and stage.
CRMs we work with
- Bullhorn (most common in UK recruitment)
- Vincere
- Salesforce (with custom recruitment overlays)
- JobAdder
- Mercury
- Itris
- HubSpot (for early-stage agencies before specialist CRM)
What it costs
| Engagement | Time | Fee |
|---|---|---|
| Single integration (e.g. Bullhorn → Xero) | 2-4 weeks | £5K-£15K |
| Multi-tool integration suite | 6-12 weeks | £15K-£40K |
| Ongoing automation retainer | Monthly | £500-£2,000/month |
FAQ
Frequently asked questions
Can we keep maintaining it after you're done?+
Yes - everything's documented, your team is trained. Most agencies move to a smaller monthly retainer for new automations as the agency grows.
What if we're already using a specific recruitment CRM?+
We work with whatever you have. Tool-agnostic. The starting point is your stack, not our preference.
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