Build the contact context
Keep the person, company and relevant notes together. Check imported fields against the records you want to use.
Topolo for Staffing agency operator
Use CRM to organise client contacts, companies, opportunities and tasks. Add structured intake and booking where they help, with the first workflow focused on the client relationship your agency needs to manage.

How it works
Start with CRM for this part of the work. Verify the handoffs before extending the workflow.
Keep the person, company and relevant notes together. Check imported fields against the records you want to use.
Use deals and tasks to keep the commercial work and its next action visible.
Ask the next owner to pick up the record and explain what needs to happen next.
The suite
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Contacts, companies, opportunities and the tasks that keep a relationship moving.
OpenEditable websites, reusable CMS content and reviewed publication.
OpenStructured intake, public forms and submissions with defined delivery settings.
OpenAppointment types, availability and a clear booking experience.
OpenBusiness documents, saved versions and an assigned review.
OpenDocument envelopes, signer progress and audit certificates.
OpenUseful questions for choosing the right starting point.
Use CRM to organise client contacts, companies, opportunities and tasks. Add structured intake and booking where they help, with the first workflow focused on the client relationship your agency needs to manage.
Start with the workflow above and compare the result with your current process. Check the relevant app access, supported inputs and handoffs before bringing more work into the suite.
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
Check the product, review the details or talk through your next workflow.
See the CRM workspace and its current availability.
OpenSee the available capabilities and how they work.
OpenFind another starting point for your business or role.
OpenReview current plan terms and the apps your workflow needs.
OpenTalk through the process and requirements you want to evaluate.
OpenSee how this workflow fits your recruitment services company work. Review the apps or book a demo around the process you want to improve.