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HubSpot: The Best CRM For Recruitment Agencies

HubSpot. It's the best CRM for recruitment agencies.

That’s a bold claim, right?! Well, it would be if it were debatable, but we firmly believe that HubSpot is the best CRM for recruiters.

How do we know? We can prove it. In this article, we’ll show you how.

Who Are HubSpot?

HubSpot are founders of the inbound methodology. We’ve already covered this topic in-depth, showing recruiters how it can benefit your business.

To practise the inbound method, you need a system which delivers the information you want to disseminate. That’s where their CRM comes in. The message can’t be spread without a messenger, so the CRM is vital to your company's success. Once you adopt both, you’ll be amazed at the results.

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Why Should I Take the Full-Package?

Put it this way, you wouldn’t have much use for a bullet if you didn't have a gun. And you wouldn't have much use for a gun if you didn’t have a bullet. I’m not suggesting you shoot anyone by the way!

The point is, it’s an exclusive package. You wouldn't have one without the other! It’s the same with inbound and the HubSpot CRM. Inbound and the HubSpot CRM can work independently, but results won’t be as favourable.


Basic Features

  • Contact management - create a contact management strategy
  • Deals - create a sales pipeline to manage your leads
  • Lead analytics - know how successful your leads are
  • Email scheduling - reach your prospects at the right time
  • Contact and company insights - extra information collected from HubSpot's insights database
  • Tasks - keep track of your to-do-list
  • Outlook and gmail integration - Make targeted marketing easier
  • Facebook lead ads - connect your Facebook account to create or sync ads

Free CRM

  • Contact management
  • Contact & company insights
  • Contact activity
  • Company records
  • Gmail & Outlook integration
  • Deals
  • Tasks


  • Live chat
  • Salesforce integration
  • Quotes
  • Predictive lead scoring
  • Multiple deal pipelines
  • Sales automation
  • Email templates


  • Social media
  • SEO & content strategy
  • Mobile optimisation
  • Blog & content creation tools
  • Email marketing
  • Marketing automation


  • Ticketing
  • Customer feedback
  • Knowledge base
  • Live chat
  • Conversational bots
  • Conversations dashboard
  • Team email
  • Automation & routing

Why Is HubSpot the Best CRM For Recruitment Agencies?

So, you know who HubSpot are and what they offer, but why should you choose them?

It’s Free!

It’s free for as long as you want it to be! Now there’s no point in trying to dupe anyone. If you want premium features, you can expect to pay a premium price, but HubSpot gives you as much time as you need to adapt to the software. There are no pressure-laden trials.

This is why HubSpot is an ideal CRM for small-medium sized businesses; it helps them grow or manage what they already have with the free-then-upgrade model they have.

If you’ve already got a technology stack of an RMS and ATS, you can test how well HubSpot works alongside them and better plan what your options are moving forward with less pressure to sign up for anything.

You can download the free CRM here.


Client Candidate Distinction

If you’ve read our article about customer profiling for recruitment, you’ll know that you should have an idea of who your customers are. Recruitment agencies have two distinct customer types; clients and candidates.

When you’re marketing and selling to them, it can be difficult to determine who’s who! For example, if you send out a list of job openings to potential clients, you risk damaging that relationship as the content won’t be relevant to them.

That’s where HubSpot CRM comes in. Various tools help you determine what resources to send to different profiles.

You can use a simple form to ask if the visitor is a client or a candidate (segmenting) after they submit you’d send the client a different email to the candidate. They’d have separate workflows with different triggers and content being distributed to them. Here’s an example of a workflow:

  • An applicant submits a cv, and their details are automatically sent to the HubSpot CRM, creating a contact. (If they’re using a company address, they'll be saved as a company, and the company details will be pulled in).
  • The hiring manager is going through all the contacts that have submitted today, at this point, they decide whether the contact is worth pursuing. For example, you get an applicant that ticks a few boxes, and you want to speak to them. So you move them to ‘initial phone call in the deals section of HubSpot’.
  • It goes well, the hiring manager sets up a face to face interview and moves the deal along to a face-to-face meeting.
  • You see a pattern emerging...They progress to 1st interview, 2nd interview, references, offer made until all the necessary steps are complete. If the deal breaks mark it as lost, and break the impossible promise of ‘we’ll contact you if anything else comes up by keeping them in another email workflow.

quick brainstorm

What processes could be made easier by using HubSpot CRM? Jot down a list and see what your team ome up with!

HubSpot Can Help You Become a Better Recruiter

You may have a phenomenal recruitment team, but there’s always room for improvement. You have to consider your recruitment and recruiting clients and candidates that will use your service. HubSpot have their own recruitment department (the company has over 1,500 employees) so they’ve been working on their recruitment strategy for some time.

Your CRM can help you distribute content that resonates with your candidates and clients. You need to tell them what it’s like to work for and with your company. And if your employees don’t want to tell? You can't be doing much right!

You should also consider the journey someone takes when they connect with your company. A client will rarely sign up with your agency on their first visit, and you may struggle to get clients to your website if your content isn’t spectacular.

It Forces You To Think Like a Marketer!

Marketing and sales are codependent. Sure, you may sell without marketing your services, but are you maximising your profits?

Marketing and sales have always been seen as separate departments that misunderstand the other’s needs. Not anymore. The marketing team would create leads then the sales team would input them into their CRM.

HubSpot changed that by fusing the two. For example, if a client reads a piece of content on your website called how to write a job ad, they could be automatically qualified as a lead. If they submit a form to make an appointment about their recruitment options, they could automatically qualify as a marketing qualified lead. The recruiter would then determine if they’re worth following and turn them into a sales qualified lead.


Never Miss a Meeting!

Meetings, meetings and more meetings. Sound familiar? It’s easy to trip yourself up between candidates and clients, managers and shareholders, so make it easy with HubSpot’s calendar tool.

It’s a stylish calendar that you can brand; you can add sales sequences, it integrates with your calendar, and it’ll add the meeting to your contact’s CRM record.

It doesn’t matter what you need to do; screening, interviewing or onboarding. You can plan it hours, weeks or months in advance.

How Can I Use HubSpot?

Red-Fern Media are a HubSpot partner, so if you’re interested in learning more about inbound marketing, you can set up a connect call and we can have a chat about your options. We'll show you HubSpot is the best CRM for recruitment agencies!


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