Recruitment Agency Portal Database Template

Overview

This template centralizes your recruitment agency's operations, replacing scattered spreadsheets with a structured database. It allows you to track clients, job openings, and candidate pipelines in a single, unified system designed for scale.

The database organizes data into distinct tables for Users, Companies, Roles, and Applicants while maintaining clear relationships between them. Native connections link candidates to specific job roles and assign recruiters to client companies automatically, ensuring that every placement and interaction is recorded accurately without complex manual work.

Why choose a Recruitment Agency Portal database over Google Sheets

Spreadsheets often become unmanageable when tracking hundreds of candidates across multiple client companies, leading to data errors and broken links.

The power of Softr Databases

Softr Databases enforce structure with dedicated column types for stages, dates, and attachments, eliminating the risk of mixed data types common in Google Sheets. Instead of relying on fragile VLOOKUPs that break easily, you use native relational connections to link applicants to roles and clients instantly. This "one object = one table" approach ensures your data remains clean and scalable as your agency grows.

Core features and functionality

This template includes built-in pipeline tracking with specific "Status" select fields to monitor applicants from "Review" to "Signed" efficiently. It also separates internal lead generation from active recruitment workflows, ensuring your business development data doesn't clutter your operational views or client reporting.

Who is this Recruitment Agency Portal for

This template is designed for recruitment professionals who need to manage multiple hiring pipelines simultaneously.

• Recruitment Agencies: Centralize client information and candidate tracking in one master view.
• Headhunters: Manage complex placement pipelines without losing track of critical details.
• HR Consultancies: Maintains accurate records of client companies and assigned recruiters.

How to take it further

1. Customize the database

Tailor the template to your specific workflow by editing the "Application Status" select options to match your agency's unique hiring stages. You can also add new fields to the "Roles" table, such as commission rates or priority levels, with just a few clicks.

2. Import your existing data

Migrate from Google Sheets instantly by using the CSV import feature. You can bulk upload your existing lists of candidates, clients, and open roles to populate the database immediately.

3. Build an app on top

Transform this database into a secure client portal using the interface builder. You can set granular users and permissions so that clients can log in to view only their specific job openings and candidate progress, keeping your internal agency data completely private.