CRM KitsRecruiting & staffing firms
Every job order. Every candidate.
A staffing firm does not run one funnel. It runs one funnel per job order, and the work is knowing which order is thin at which stage. Placer gives every job order a wide row with its own segmented funnel bar, so a recruiting manager can see in one pass which orders need sourcing, which need submittals and which are waiting on a client.
One row per order. One funnel per row.
Every job order is a wide row carrying the client label, the role title, the openings count, the recorded fee reference, the recruiter label, the order status and a funnel bar segmented by the recorded candidate stage counts. A row that is all pale blue has candidates sourced and nobody submitted. A row with a dark tail has somebody placed.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Job order board with a segmented candidate funnel bar on every row
- In-place row expansion into that order’s candidate ledger
- Candidate, placement, client and interview record views
- Desk insights drawn from recorded workspace data
- White, black and blue Placer application frame with full CRM tools
four pipelines
- Job order intake · 8 stages
- Candidate pipeline · 7 stages
- Client development · 7 stages
- Placement and onboarding · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Intake call prep note
- Sourcing kickoff task
- Screen scheduling task
- Submittal follow-up
- Interview feedback task
- Offer follow-up
- Placement start check-in
- 30 day placement check task
- Client account review note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore eight fictional job orders with 30 recorded candidates spread across the six funnel stages, four recorded placements, and a brand new order with nobody sourced yet. Example edits stay in the current page’s memory and reset on navigation or reload; sample orders are never inserted into your CRM.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set company name, descriptor, and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original recruiting helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the six recorded candidate stage keys and stable candidate and placement IDs, enforces the four cross-field rules, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One job order is a native contact-linked opportunity with a recorded role title, client label, openings, location label, pay range references with a period label, fee reference, recruiter label, order status, opened and target start dates, intake notes and a next-step note. Candidates and placements are stable-ID child records. Unrelated custom fields are preserved and stale record versions are rejected.
This is not an applicant tracking system. It stores no resume, document or attachment, and parses nothing. Candidate names are labels your team types. It posts to no job board, receives no application, sends no email or SMS, runs no background or reference check, books no interview and creates no calendar appointment. It runs no payroll, records no hours or timesheets, issues no invoice and calculates no margin or commission. It guarantees no compliance of any kind. Four rules are checked on the server as well as in the editor: a pay range ceiling is never lower than its floor, an interview date needs the candidate at interviewing, offered or placed, a placement references a candidate on the same order, and an order recorded as filled needs at least one recorded placement.
Four optional pipeline templates and nine inactive workflow drafts. Eight fictional in-memory job orders with 30 candidates and four placements.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Placer keeps its job order navigation across the original recruiting views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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