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StaffFlow
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Client & Vendor Relationships

Build stronger client and vendor relationships.

Give your team the company context, contact history and next steps behind every opportunity.

A connected workflow in practice

Import a hiring manager’s details, research their company, track the opportunity and keep the next follow-up connected to the account.

EXPLORE THE WORKSPACE

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StaffFlow / CRM pipelineSample data

Relationships, with a next step.

Northstar Labs · Account owner: Jordan Lee

CRM
AC
Alex Chen

Hiring Manager · Northstar Labs

Opportunity

Cloud engineering team expansion

Open roles3 engineers
Next activityRequirements review

The account context moves with the opportunity.Contacts · Notes · Meetings · Contracts · Rate cards

Select a stage to explore this sample opportunity.

Inside CRM

Built for the details
behind the work.

Explore the workflows in this workspace. Organization permissions, enabled modules and connected services determine access and setup.

Relationships & sales
  • Companies, clients and vendors
  • Account owners
  • Opportunities and deals
  • Sales pipelines
  • Calls, meetings and follow-ups
  • Notes and communication history
  • Contracts and rate cards
  • Client and vendor requirements
  • Relationship analytics
Contact management
  • CSV and Excel import
  • Name, phone, email and company extraction
  • Email validation
  • Duplicate review
  • Contact lists and segmentation
  • Contact updates and export
  • Designation, location and notes
  • Public website reconnaissance
Partner network & Deal Room
  • Vendor contacts and agreements
  • Submission tracking
  • Vendor performance and ratings
  • Job distribution
  • Compliance documents
  • Client contracts and NDAs
  • Proposals and statements of work
  • Document versions, approvals and expiration tracking

Connected to the rest of your business.

ATS

Keep every job, candidate and conversation moving toward the right placement.

Explore ATS

CRM

Give your team the company context, contact history and next steps behind every opportunity.

Explore CRM

HRM

Bring employee information, documents and day-to-day HR work into one organized workspace.

Explore HRM

Workforce

Connect assignments, time, approvals and financial operations across every engagement.

Explore Workforce

AI

Turn unstructured information into useful context for your next recruiting decision.

Explore AI

Recruit. Manage. Deploy. Pay. Grow.

One platform to run your
entire staffing business.

From your first client requirement to your final invoice, connect recruiting, sales, HR and workforce operations.

Book a demo Start your 14-day free trialNo credit card required. All modules included.