ATS feature
Placement Management
Seamlessly manage placements from offer to onboarding, invoicing, and follow-ups - all within one powerful recruitment CRM platform.
- No credit card
- Free data migration
- Live onboarding
Overview
Everything it does, in one place
Placements are the moment where your recruitment efforts convert into revenue. ATZ CRM’s end-to-end placement management ensures every detail - offers, onboarding, billing, and beyond - is tracked, automated, and optimised for maximum operational efficiency and profitability.
Complete Placement Lifecycle
Manage the full lifecycle of every placement - from offer confirmation to onboarding, guarantee tracking, invoicing, and follow-up. ATZ CRM provides a structured, automated workflow so no step is missed during these critical revenue-generating moments.
Differentiated Placement Types
Handle permanent, contract, and temporary placements with specialised flows. Whether it's one-off hires or ongoing assignments, ATZ CRM tailors workflows, billing terms, and timelines to fit your placement type and recruitment model.
Revenue Recognition & Forecasting
Track projected and realised revenue from each placement using advanced forecasting tools. View cash flow timing, payment stages, and fee schedules to make better financial decisions and predict agency performance more accurately.
Commission Calculation & Tracking
Easily automate commission splits with smart logic for team-based payouts, individual targets, management overrides, and tiered commission slabs. ATZ CRM ensures precise, transparent, and audit-ready commission distribution every month.
Placement Extension Management
Manage contract extensions, role changes, or rate updates with a few clicks. The system automatically updates revenue forecasts and ensures proper documentation to maintain billing accuracy and compliance across contract renewals.
Integrated Billing & Accounting
Connect seamlessly with tools like QuickBooks or Xero. Auto-generate invoices based on terms, track payments, and reconcile commission statements - no duplicate entry or manual finance processes required.
Key benefits
What changes for your team
- Eliminate revenue loss with structured, end-to-end placement lifecycle tracking
- Automate multi-user commission splits using customisable calculation rules
- Forecast cash flow accurately using real-time placement pipeline projections
- Sync billing and invoicing directly with tools like QuickBooks and Xero
- Apply consistent workflows across permanent, contract, and temporary placements
- Maintain compliance with audit-ready records for every placement and modification
- Minimise admin time with automated placement, billing, and documentation tasks
- Never miss guarantee periods or rebate deadlines with built-in reminders
- Measure recruiter performance through placement volume, value, and speed
- Share transparent, real-time commission statements with recruiters and managers
Across ATZ CRM customers
15+ hrs
saved per recruiter every week, with 35% more placements.
65%
lower cost than enterprise tools
30+
countries using ATZ CRM
How it works
From setup to results in 6 steps
Step 1 of 6
Placement Type Management
Manage permanent, contract, and temp placements with dedicated workflows, tailored tracking, and compliance features for each engagement type.
Step 2 of 6
Revenue Tracking & Forecasting
Track projected revenue, placement timelines, and fee realization with forecasting tools that support cash flow visibility and business planning.
Step 3 of 6
Automated Commission Calculation
Apply complex commission rules with ease - supporting multi-tier splits, team overrides, accelerators, and incentive-based payouts automatically.
Step 4 of 6
Integrated Invoicing
Auto-generate branded invoices from placement terms and sync directly with Xero, QuickBooks, or other supported accounting software platforms.
Step 5 of 6
Guarantee Period Tracking
Get timely alerts for guarantee checkpoints to manage follow-ups, reduce risk, and ensure rebate compliance across placements.
Step 6 of 6
Contract Extension Management
Manage contract renewals, rate adjustments, and updated terms while maintaining accurate revenue projections and full change history.
Ready to transform your recruitment tech stack?
Join hundreds of agencies saving money while improving performance.
- Save 65% on costs
- Reclaim 15+ hours weekly
- Increase placements by 35%
What recruiters are saying
An excellent ATS for startup companies and recruiters. The platform combines an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt to.
The customer support stands out as one of the strongest aspects of ATZ CRM. The team is responsive, knowledgeable and genuinely committed to resolving issues efficiently.
ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback. A strong choice for agencies needing flexibility and customisation.
Proof and next steps
Explore the resources behind this workflow
Guides, benchmarks, templates and comparisons to check fit before you shortlist.
Help docs See product workflows Read setup and workflow guides that show how recruiters use ATZ CRM after adoption. Case studies Review agency outcomes Explore staffing, healthcare, IT, and remote recruiting examples connected to real agency use cases. Free tools Use recruiter utilities Try calculators, planners, and generators that support the same workflows described on this feature page. Reports Validate the strategy Use recruitment benchmarks and reports to connect feature value with measurable agency decisions. Templates Put workflows into action Start from practical recruiter templates for intake, outreach, screening, and client communication. Comparisons Compare alternatives Check ATZ CRM against recruiting CRMs and ATS platforms before shortlisting software.
Use cases
Built for how agencies actually work
01
Permanent Placement Agencies
Automate end-to-end workflows from placement through invoicing to ensure timely fee collection and eliminate manual tracking errors.
02
Contract Staffing Firms
Track active contracts, manage extensions, and automate recurring invoices to maintain predictable revenue and accurate financial oversight.
03
Mixed-Model Recruitment Agencies
Handle permanent, contract, and temp placements with flexible workflows supporting varied billing terms and guarantee obligations.
04
Commission-Driven Teams
Auto-calculate commissions with real-time tracking of placements, fee splits, team bonuses, and overrides using dynamic incentive rules.
05
Executive Search Firms
Support retained search models with milestone-based billing, long-term guarantee tracking, and customised workflows for senior-level placements.
Integrations
Works with your stack
Looking for another integration?
Request an integration- Zapier
- DocuSign
- Google Workspace
- Eversign
- Legalesign
- Microsoft 365
Frequently Asked Questions
Can't find what you need? Our team replies in minutes on live chat.
Can ATZ CRM support different commission structures for various recruiters?
Absolutely. ATZ CRM offers highly flexible commission setup options tailored to your business model. You can assign different commission rules for each recruiter, placement type, client, or contract. Whether you're using flat rates, performance tiers, revenue-based percentages, split commissions, or override systems - ATZ CRM calculates it all automatically to ensure timely and accurate payouts.
How does ATZ CRM manage the financial side of placements?
ATZ CRM fully automates placement-related financials, from calculating fees and expected revenues to generating invoices and tracking payments. It integrates natively with accounting tools like QuickBooks and Xero, so once a placement is marked as finalized, invoicing and payment reconciliation can flow seamlessly - cutting down on manual effort and reducing financial errors.
Can we track placed candidates during the guarantee period?
Yes. ATZ CRM has built-in guarantee period monitoring for every placement. You’ll get automated reminders at key checkpoints, such as 30-, 60-, or 90-day milestones. If a candidate exits or underperforms, the system helps initiate the replacement process or triggers rebate rules - minimizing revenue risk and ensuring client commitments are met.
Is it possible to tailor the placement process to our workflow?
Definitely. ATZ CRM lets you customise placement workflows to match the specific way your agency operates. You can define process stages, assign team responsibilities, automate alerts, and add mandatory documentation at each step. This helps maintain consistency across teams while supporting flexibility for different placement types or client expectations.
Related help articles
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