Case study · Recruiting and staffing
Zoho Recruit Staffing Pipeline Setup for a Technical Recruiting Firm
A US technical recruiting firm now manages candidates, clients, job openings and recruiter activity in Zoho Recruit, with set pipeline stages and dashboards for leadership.
- Zoho Recruit (Staffing Enterprise)
At a glance
The challenge
The firm fills technical roles in engineering, IT, construction and project management. It needed to keep strong candidate pipelines moving across these fields and give leaders a clear view without spreadsheets.
- Keep high-quality candidate pipelines moving quickly across several technical disciplines.
- Track client requisitions, candidate stages and recruiter activity in one structured system.
- Give leadership consistent pipeline reports without maintaining spreadsheets by hand.
What we built
We configured Zoho Recruit Staffing Enterprise to run the firm’s candidate and client workflows. Recruiters now follow clear stages, and leaders get standard pipeline reporting.
Core recruiting records
Candidates, clients, job openings and recruiter activities are managed in one Zoho Recruit system.
Custom layouts and fields
We adjusted key layouts and fields to match the firm’s recruiting process and data needs.
Structured pipeline stages
Set stages and process controls govern how candidates progress and how they are submitted to clients, with standard status updates.
Notification automation
Basic automation sends notifications and task prompts so recruiters follow the same routine.
Pipeline reports and dashboards
Standard reports and dashboards track pipeline throughput and recruiter performance.
Plan-aligned setup
The system was configured to fit the firm’s Staffing Enterprise plan of 8 users and 15 GB of storage.
The outcome
- Recruiters work more consistently, with standard candidate stages and tracked activity.
- Leadership has better pipeline visibility, and recruiters coordinate faster with each other.
- Manual tracking is reduced, and candidate and client records hold cleaner data.
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