Running a recruitment agency can be like the Wild West…
You’re juggling candidates who’ve gone AWOL, chasing clients who won’t return your calls, and trying to keep track of where everything is in your pipeline.
And that’s just on a good day.
Here’s the thing though…
Most small agencies are trying to manage all of this chaos with a combination of spreadsheets, sticky notes, and sheer bloody-minded determination.
Which is fine if you enjoy making your life unnecessarily difficult.
But there’s a better way.
Today I want to talk about the 3 core funnels every recruiter needs to stay on top of, and why we’ve built pipeline views for all of them into our free platform.
Yes, completely free.
No trial periods, no “freemium” nonsense where all the good stuff costs extra, and definitely no credit card required just to have a look around.
The 3 Pipelines That Actually Matter
After years of recruiting and now building software for recruiters, I’ve realised that everything boils down to three core areas:
1. Jobs Pipeline — Where are your open roles and what’s the potential revenue?
2. Candidates Pipeline — Where are your people in the interview process?
3. Business Development Pipeline — Which companies are you targeting and where are they in your sales process?
Get these three things organised, and suddenly you’re running a proper business instead of just hoping things work out.
Let me break down why each one matters and how they work together.
Jobs Pipeline: Your Revenue Forecast
This is where most agencies start, and honestly, it’s probably the most important, as we all know with no jobs, there’s no chance of you making any revenue.
What it shows you:
All your open jobs in one place
What stage each role is at (brief received, candidates submitted, interviews happening, etc.)
The total potential revenue if all these jobs get filled
Why it matters: You can actually see what you’re working towards. Instead of just hoping you’ll hit your targets, you can look at your jobs pipeline and think “Right, if I fill these three roles this month, that’s £15k in fees.”
The game-changer bit: Our jobs pipeline automatically calculates your total potential revenue. So you can see at a glance that you’ve got £43,900 worth of opportunities in your pipeline.
That number either makes you feel confident about the month ahead, or it makes you realise you need to get on the phone and generate more opportunities.
Either way, you know where you stand.
Candidates Pipeline: Never Lose Track Again
This is where you keep track of the people in process
What it shows you:
Where each candidate is in the interview process
Who you need to be chasing for feedback
How close you are to closing those deals
Why most agencies struggle with this: Because they’re trying to track dozens of candidates across multiple jobs using spreadsheets or (even worse) just trying to remember everything.
The reality check: When you’re managing 20+ active candidates, there’s no way you’re remembering who needs a call back on Thursday, who’s waiting for interview feedback, and who you promised to check in with next week.
How our pipeline fixes this: Every candidate gets a card that moves through your process. Shortlisted → Phone Screen → Client Interview → Offer → Hired.
You can see the whole picture at once, and you’ll never again have that sinking feeling of realising you forgot to call someone back.
Business Development Pipeline: The One Everyone Ignores
This is the pipeline most recruiters completely ignore, which is mental when you think about it.
What it shows you:
Companies you’re targeting
Where each prospect is in your BD process (first contact → meeting booked → proposal sent → contract signed)
Who needs follow-up and when
Why agencies ignore this: Because BD is scary and most recruiters would rather stick needles in their eyes than pick up the phone to someone who doesn’t know they exist.
The uncomfortable truth: If you’re not consistently working on business development, you’re basically hoping your existing clients will keep giving you jobs forever.
Spoiler alert: they won’t.
I feel victim to that thought process in the past!
How the BD pipeline changes everything: Instead of randomly calling people when you remember to, you’ve got a proper system. You can see that Company A needs a follow-up call, Company B is ready for a proposal, and Company C has gone quiet and needs a nudge.
Suddenly BD becomes manageable instead of terrifying.
Why These Pipelines Work Better Together
It’s nice to have everything in one place right!
These three pipelines don’t exist in isolation. They’re all connected.
For example:
You spot a great candidate in your candidates pipeline who didn’t get the current job
You check your BD pipeline and see you’re in talks with a company that would be perfect for them
You move that company further through your BD process by presenting this specific candidate
If it works out, you get a new job for your jobs pipeline AND place the candidate
That’s how you build a proper recruitment business instead of just filling random jobs when they come up.
Why We Give It Away For Free
Look, I’m not going to pretend we’re doing this solely out of the goodness of our hearts…
I mean, a lot of it is out of the goodness of our heart.. but we’ve got paid plans too, and if you want advanced features like custom pipelines, automation, and bulk email outreach, you can upgrade.
But here’s the thing:
I remember what it was like trying to start a recruitment business without any money.
Having to choose between paying for software or paying the rent isn’t a choice anyone should have to make.
We believe that:
Small agencies shouldn’t get second-class tools just because they can’t afford enterprise prices
You should be able to try before you buy (properly try, not just a 14-day trial)
Professional recruitment software shouldn’t require a mortgage application
The numbers don’t lie: We’ve now got over 800 recruiters globally using our free forever platform. That’s 800 people who are running their recruitment businesses without paying us a penny.
And honestly? That makes me pretty proud.
Some of them will upgrade eventually when their businesses grow. Some will stay on the free plan forever. Both are absolutely fine with us.
What This Actually Means For You
If you’re running a small recruitment agency and you’re currently tracking everything in spreadsheets…
Stop it.
You can have all three pipelines set up and running in about 10 minutes:
Jobs Pipeline: Add your open roles and see your total potential revenue
Candidates Pipeline: Upload your active candidates and track where they are
BD Pipeline: Add the companies you’re targeting and organise your outreach
No credit card required, no trial period that runs out, no restriction on the amount of data you can store on it!
Just proper recruitment software that helps you run your business properly.
The Bottom Line
Running a recruitment agency is hard enough without trying to manage everything in your head or across seventeen different spreadsheets.
You need to know:
What jobs you’re working on and what they’re worth
Where your candidates are in the process
Which companies you should be calling and when
These aren’t nice-to-haves.
They’re the basics of running a professional recruitment business.
And you shouldn’t have to choose between having professional tools and paying your bills.
That’s why we built these three pipelines into our free platform, and that’s why over 800 recruiters around the world are using them to build their businesses without breaking the bank.
If you’re still managing your recruitment business with spreadsheets…
Maybe it’s time to upgrade.
Not to our paid plans (though they’re there if you want them), but to actually running your business like a business.
Because you deserve better than sticky notes and crossed fingers.
Keen To See It In Action?
I like to create these little YouTube videos, to show you how these things work. For two reasons really:
So you can get a sneak peak before you go for it to see if the design/style of the system looks like it will suit you.
If you do decide to go for it, this little tutorial acts as a guide that shows you how to navigate your way around the feature.
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