A client record that tells you everything
Contacts, opportunities, past and live assignments, exchanges, documents and invoices on a single page.
- Accounts, contacts and leads
- Full history of exchanges
- Documents and contracts attached
Clients and candidates in the same tool
Prospecting, opportunities, assignments and invoicing,
on a single database, alongside your candidates.
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What the Nicoka CABS CRM covers
Leads
Accounts and contacts
Opportunity pipeline
Multichannel sequences
Tasks and calendar
Quotes and invoices
in the same place as your candidates
1ProspectQualified lead, contact identified
2OpportunityNeed, budget, deadline
3Assignment openRecruitment starts in the same record
4PlacementCandidate approved by the client
5InvoiceFees invoiced, payment tracked
The principle
Your client and your candidate no longer live in two separate tools
An agency sells a service before it delivers it. On one side, prospecting, meetings and proposals. On the other, assignments, candidates and interviews. When those two worlds sit in two different pieces of software, nobody really knows what a client earns you, or where a deal stands.
In Nicoka CABS, the CRM is not a module bolted on the side: it is the same database. A won opportunity opens an assignment, the assignment produces a placement, the placement becomes an invoice, and everything stays attached to the client account.
- A complete account record : contacts, opportunities, live assignments, exchanges, documents and invoices.
- No double entry : the contact you met while prospecting is the one who approves the candidates.
- Revenue you can actually read : by client, by consultant, by assignment, with no exports to stitch together.
How it works
From first contact to fees invoiced
Four stages, one database, no re-entry between sales and recruitment.
1
Prospect
Leads, accounts and contacts sourced, then qualified. Every exchange, call or message stays attached to the record.
2
Track your opportunities
A visual pipeline stage by stage, with amount, deadline and next action. You see what is about to be signed.
3
Turn it into an assignment
The won deal opens the recruitment assignment, with the same client and the same contacts.
4
Invoice and report
Quotes, invoices, payment schedules and revenue tracking by client and by consultant.
Stage 02
A pipeline that tells you what is about to be signed
Your opportunities move stage by stage, with their amount, their deadline and the next action. Stop steering on gut feel: know, deal by deal, what is missing to close.
- Configurable stages : your sales cycle, not the one a generic tool imposes.
- Amount and probability : the forecast builds itself, by consultant and by period.
- A dated next action : no more deal lost for want of a follow-up.
- Deal won : the recruitment assignment opens with the same client.
Qualification4
38 000 €
ALTIMEA
2 roles, finance department
18 000 €Follow up on 12/09VELORIS
1 role, development
9 500 €Meeting to be scheduledProposal3
52 000 €
MERIDIA
Marketing director
24 000 €Proposal sentORBITECH
3 IT profiles
21 000 €Follow up on 05/09Negotiation2
30 000 €
KAORIS
Production manager
16 000 €Terms to approveWon5
74 000 €
MERIDIA
Assignment open
24 000 €Recruitment startedExample pipeline. Fictional data.
Prospecting and follow-up
Follow up with clients the way you follow up with candidates
Commercial follow-up is won on consistency. Multichannel sequences chain LinkedIn messages, emails, SMS and call tasks, with branches based on the reply you get.
- Multichannel : LinkedIn, InMail, WhatsApp, email, SMS, and tasks for calls.
- Conditional branches : what happens next depends on the reply, or on the silence.
- Variables : first name, company, role, inserted automatically.
- Full history : every message sent stays in the contact record.
Sequence builder in Nicoka CABS. Fictional data.
What an integrated CRM gives you
Sales and recruitment stop talking to each other through exports
Six everyday situations that change when both trades share one database.
A forecast that holds up
The weighted pipeline gives expected revenue by period and by consultant, with no spreadsheet running alongside.
- Amount and deadline per deal
- Configurable sales stages
- Reports by consultant
Follow-ups that actually go out
Multichannel sequences, message templates and dated tasks: follow-up no longer depends on anyone's memory.
- LinkedIn, email, SMS, WhatsApp
- Branches based on the reply
- Tasks and calendar built in
From won deal to open assignment
A signed opportunity opens the recruitment assignment, with the right client, the right contacts and the agreed terms.
- Assignment attached to the account
- Contacts shared by sales and recruitment
- No re-entry
Invoicing straight after
Quotes, invoices, payment schedules and collection tracking follow the placement, without moving to another piece of software.
- Quotes and custom templates
- Payment schedules and allocation
- Electronic signature
Reporting with nothing to stitch together
Revenue by client, by consultant and by assignment, with dashboards and reports you can compare from one period to the next.
- Dashboards by role
- Comparison with the previous year
- Calculated fields
One suite, not a stack
ATS, CRM, sales and AI in the same subscription
130 €
per month per user
The CRM is not an add-on: it is part of Nicoka CABS, alongside the ATS, sales and AI.
+200
clients
Recruitment agencies, IT services firms and staffing agencies run their commercial activity in Nicoka CABS.
30 000+
users
Consultants, researchers and directors work on the same client accounts.
Frequently asked questions
What we get asked about the Nicoka CABS CRM
Is the CRM a paid add-on?
No. It is part of Nicoka CABS, which brings together the ATS, the CRM, sales and AI, at 130 euros per month per user. There is no separate CRM licence to buy.
Can the sales cycle stages be adapted?
Yes. Pipeline stages, record fields and access rights are all configurable. An executive search firm and a temporary staffing agency do not track the same deals the same way.
What happens when an opportunity is won?
The recruitment assignment opens with the same client, the same contacts and the agreed terms. The candidates you present then appear in the deal record, all the way through to invoicing the placement.
Can we prospect from LinkedIn?
Yes. The Nicoka plugin creates a contact or an account straight from a LinkedIn profile, and LinkedIn conversations come back into the record. Sequences then take over on the other channels.
Can we invoice from Nicoka CABS?
Yes. Quotes, a product catalogue, invoices, payment schedules, payment allocation and electronic signature are all part of the suite. An invoiced placement stays attached to the client account and to the assignment.
Do we have to bring our existing data across?
Your accounts, contacts and history import through the import assistant. Our teams support the migration, including from a previous ATS or a generic CRM.
CRM for a recruitment agency: why a generic CRM is not enough
Commercially, a recruitment agency is not a business like any other. It sells a service whose raw material, the candidate, is managed in another piece of software. Hence the most common setup on the market: an ATS for applications, a generic CRM for clients, a spreadsheet for revenue, and exports to try to tie the three together.
What that separation really costs
That separation costs three things. First, time: the same contact is created twice, in two tools, with two histories. Then clarity: there is no way to know what a client really earns you, because assignments live on one side and invoices on the other. And finally quality of follow-up: the consultant presenting the candidates cannot see the commercial promise their colleague made.
A generic CRM knows how to run a deal pipeline. It does not know what a recruitment assignment, a shortlist, a placement or success fees are. So the reconciliation is done by hand, or not at all.
What changes with a CRM built into the ATS
In Nicoka CABS, the CRM shares the database of theATS. In practice, a won opportunity opens a recruitment assignment with the same client and the same contacts. The candidate presented to the client is visible from the account record. The placement turns into an invoice, attached to the original deal.
Lead and contact management and client accounts are therefore not isolated directories: they are the very records used during recruitment.
Prospect, follow up, let nothing slide
Prospecting in an agency looks a lot like its sourcing: identify, approach, follow up, qualify. So the same tools serve both sides. The Nicoka plugin creates a contact from a LinkedIn profile. The multichannel sequences chain LinkedIn messages, emails, SMS and call tasks, with branches based on the reply you get. The inbox keeps every exchange in the contact record, whatever the channel.
Run the business without stitching exports together
An agency director needs three simple answers: what is about to be signed, what is in production, what has been invoiced. When those three sit in the same tool, the reports and the dashboards give them straight away, by client, by consultant and by period, with a comparison against the previous year.
That is also what makes a precise commercial conversation with a client possible: how many assignments entrusted, how many successful placements, what average time to hire, what volume of fees.
What to take away
- An agency CRM has to understand assignments and placements, not just deals.
- A contact created while prospecting must stay the same one who approves the candidates.
- The pipeline exists to help you decide: amount, deadline, next action, probability.
- Follow-ups hold through sequences and tasks, not through your consultants' memory.
- Revenue reads without an export as soon as sales, recruitment and invoicing share one database.
Go further: sales and invoicing, mobile app, pricing.