How to Use Salesflare CRM for HR Companies & Set It Up Right👌

Imagine a bustling HR agency juggling multiple client accounts, each with different hiring needs, expectations, and timelines. Staying on top of emails, calls, meetings, and recruitment milestones can quickly get overwhelming.

This is where Salesflare steps in. 🚀 Originally built for sales teams, Salesflare is perfectly suited for HR agencies managing B2B client relationships. It helps you organize outreach, maintain visibility into the status of each engagement, and keep your team aligned all in one place.

Salesflare is a B2B CRM, designed to manage company accounts, contacts, and communication pipelines, making it an excellent fit for the way HR agencies operate.

Tailor your pipeline stages to reflect your typical client collaboration process. Here’s a sample flow to get started:

💡 You can create multiple pipelines if you handle different service lines - like permanent placements vs. project-based hiring - if they have different stages in the process.

Import company accounts manually or in bulk. For each client, add relevant stakeholders such as hiring managers, department leads, or procurement contacts.

Salesflare goes through your email inbox and calendar to suggest potential accounts to add to the CRM based on recent interactions. You can accept or reject these suggestions.

Salesflare also auto-enriches both contact and company information from email signatures and publicly available info, saving time and improving data accuracy. This makes it as easy as possible to start tracking your prospects and clients.

Update client statuses throughout the collaboration process using Salesflare's drag-and-drop sales pipeline.

💡Tip: Leverage Salesflare’s “Suggested Tasks” to set reminders for follow-ups, calls, or email outreach, ensuring no client is forgotten.

Custom fields help you capture information specific to your agency’s way of working and your clients’ preferences.

You can create and manage these under Settings > Custom Fields.

💡 Tags can also be helpful for organizing clients by vertical, region, or contract type (e.g., “retainer,” “tech,” “long-term”). It’s however always more structured to use custom fields.

Salesflare makes it easy to stay in touch with clients through templates, workflows, and email tracking keeping your communication timely and consistent.

Consider creating reusable templates for:

Use Salesflare's Workflows to automate follow-up emails and sequences based on key triggers like delays in response, upcoming check-ins, or project milestones.

You can also use it to inform candidates about new vacancies, or to inform clients about new potential candidates. Just filter out the right list and Salesflare can send a personalized email to everyone.

💡 Track open rates and clicks to see which clients are most engaged and tailor your approach accordingly.

Managing multiple accounts means you need crystal-clear visibility into what’s next. Salesflare's Tasks and Suggested Tasks help you:

💡 You can add tasks directly from the client’s task tab to keep everything contextually linked.

Salesflare integrates with LinkedIn to simplify B2B prospecting.

💡 Record LinkedIn messages as notes within Salesflare for richer engagement histories.

If you have any questions or would like advice on your specific use case, reach out to us on the chat at [email protected]. We’re happy to help! 📧