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Features Directory

Everything Your Agency Needs

A comprehensive catalogue of every feature across the recruitMaxx platform — from AI-powered sourcing to revenue intelligence.

Module 1

CRM & Relationships

Build deeper client connections with actionable intelligence.

Client account management

Maintain complete visibility over client hierarchies, subsidiaries, and key stakeholders in one unified view.

Candidate database with CV parsing

Instantly extract skills, experience, and contact details from uploaded CVs to build your talent pool.

Prospect pipeline tracking

Visualise your business development efforts with customizable Kanban boards for lead generation.

Activity timeline & logging

Automatically log calls, emails, and meetings to ensure no client interaction slips through the cracks.

Intelligence scoring

Leverage AI to score clients and candidates based on engagement, fit, and historical success rates.

Relationship mapping

Map out internal client structures to identify decision-makers and influencers within target accounts.

Communication history

A centralised inbox for all SMS, email, and LinkedIn communications linked directly to records.

Custom fields & record types

Tailor the CRM data structure to match your exact agency workflows and specialisms.

Module 2

Applicant Tracking System (ATS)

Move candidates through pipelines with speed and precision.

Visual pipeline boards

Drag and drop candidates through customisable interview stages with automated triggers.

Job posting & distribution

Publish jobs to your website and major job boards (LinkedIn, Indeed) with a single click.

Interview scheduling

Sync with Outlook/Google calendars to let candidates self-schedule interviews seamlessly.

Offer management

Generate, send, and track digital offers with integrated e-signatures for faster closing.

Automated CV screening

Let AI highlight the most relevant candidates based on job descriptions and requirements.

Knockout questions

Automatically reject or flag applicants based on custom pre-screening questionnaires.

Source tracking

Measure the exact ROI of your job board spend by tracking where successful placements originate.

Candidate feedback

Collect structured interview feedback from hiring managers via automated secure links.

Module 3

AI & Intelligence Engines

Unlock 10x productivity with purpose-built recruitment AI.

HireMaxx sourcing agent

An autonomous agent that crawls databases to find and engage passive talent on your behalf.

PilotMaxx AI copilot

Your in-app assistant for drafting emails, summarising candidate profiles, and prepping for calls.

Candidate Intelligence Score

Predictive scoring that highlights candidates who are highly likely to respond or change jobs.

Client Intelligence Score

Identify accounts with high flight risk or upcoming hiring spikes before your competitors do.

Job Intelligence Snapshot

Instantly generate detailed briefs and suggested interview questions from a simple job title.

AI-powered skill matching

Go beyond keywords. Semantic matching understands context to find the true best fits.

Predictive fill-rate

Estimate how long a role will take to fill based on historical data and current market conditions.

Natural language queries

Ask your database questions like "Show me Java developers in London who speak French".

Module 4

Placements & Compliance

Ensure 100% compliance with automated onboarding workflows.

Placement lifecycle

Manage permanent, contract, and temporary placements with bespoke workflows for each.

Compliance document tracking

Automatically request, store, and verify passports, visas, and certifications securely.

Right-to-work verification

Built-in integrations with identity verification providers to ensure legal compliance.

Onboarding automation

Trigger automated welcome emails and portal access the moment a placement is confirmed.

Extension & renewals

Automated alerts for contract end dates to ensure you never miss a renewal opportunity.

IR35 status tracking

Dedicated fields and workflows to manage contractor tax status and determinations.

Audit trail & governance

Uneditable history logs of all compliance checks to protect your agency during audits.

Contract generation

Merge placement data into branded legal templates and send for signature instantly.

Module 5

Revenue & Invoicing

Close the gap between placements and cash collection.

Auto-generated invoices

Create accurate invoices directly from approved placements without re-keying data.

Timesheet collection

A dedicated portal for contractors to submit hours and clients to approve them digitally.

Payment status tracking

Sync with Xero or QuickBooks to track exactly which invoices are paid or overdue.

Revenue forecasting

Predict future cash flow based on active contractor run rates and permanent placement dates.

Margin analysis

Real-time calculation of gross margin, accounting for pay rates, charge rates, and employer costs.

Multi-currency support

Bill clients and pay candidates in different currencies with automated exchange rate handling.

Rate card management

Store complex client-specific rate cards, overtime rules, and shift multipliers.

Consultant profitability

Track individual consultant performance against revenue targets and commission tiers.

Module 6

Analytics & Reporting

Make data-driven decisions with real-time dashboards.

Revenue dashboard

A live view of billed revenue, forecasted pipeline, and year-over-year growth metrics.

Pipeline conversion analytics

Identify bottlenecks by seeing exactly where candidates drop out of the interview process.

Time-to-fill analysis

Track how long it takes to close roles to set better expectations with clients.

Source effectiveness

Understand which job boards or sourcing channels yield the highest quality candidates.

Performance leaderboards

Gamify your sales floor with live leaderboards for calls made, CVs sent, and deals closed.

Client health scoring

Monitor engagement levels to proactively save churning accounts or upsell active ones.

Custom Salesforce reports

Leverage the world's most powerful reporting engine to build any chart imaginable.

Scheduled report delivery

Automatically email weekly KPI summaries to management and individual consultants.

Module 7

Portal & Candidate Experience

Provide a frictionless experience for top talent.

Branded career portal

A white-labelled job board that seamlessly integrates with your agency's website.

Job search with filters

Allow candidates to search by location, salary, remote flexibility, and keyword.

One-click applications

Reduce drop-off rates with quick apply options via LinkedIn or CV upload.

Self-service profiles

Give candidates a login to update their own availability, preferences, and documents.

Application tracking

Candidates can log in to see exactly where they stand in the interview process.

Secure document upload

A safe, GDPR-compliant portal for candidates to upload sensitive right-to-work files.

SEO-optimised listings

Job pages structured with schema markup to rank higher on Google Jobs.

Mobile-responsive

A flawless experience for the 70%+ of candidates who apply via their smartphones.

Module 8

Platform & Integrations

The power of Salesforce, supercharged for recruitment.

100% Salesforce-native

Built entirely on Force.com, meaning enterprise-grade security and reliability.

Lightning Experience UI

A fast, modern interface that requires minimal training for new consultants.

Salesforce Flow compatibility

Build completely custom automations without writing a single line of code.

AppExchange certified

Passed rigorous Salesforce security reviews to ensure your data is always protected.

Open API access

Connect recruitMaxx to your existing proprietary tools with extensive API documentation.

Email integration

Bi-directional syncing with Outlook and Gmail, bringing the CRM directly into your inbox.

Calendar sync

Real-time scheduling without the back-and-forth, directly linked to Microsoft or Google.

Job board integrations

Pre-built connections to Broadbean, LogicMelon, and other major multi-posters.

See Every Feature in Action

Book a personalised demo and explore the features that matter most to your agency.