The recruitment journey
From first call to first sale — every step tracked.
Click a stage to see what Agent CRM handles.
Fill the top of your funnel.
Capture candidates from referrals, job portals, walk-ins, events and campaigns — each tagged to the recruiter and source that brought them in.
Bulk import from Excel
Referral & source tracking
Assign to recruiters automatically
Duplicate detection
Built for hierarchies
See your whole network — every level, every region.
Model your structure the way it really works: head office, regions, branches, recruiters, sub-brokers and advisors. Everyone sees exactly what they should.
Role-based access by level
Recruiter targets and leaderboards
Region and branch roll-up reports
Head office
North region
Delhi branch
Jaipur branch
West region
Mumbai branch
Recruiters
Sub-brokers
Advisors / POSPs
Features
Everything your recruitment team needs.
Candidate pipeline
Kanban and list views with custom stages for your recruitment process.
Digital document collection
Candidates upload KYC and certificates from their phone; you verify in one place.
Exam & licence tracking
Training hours, exam dates, results and licence expiry alerts.
Recruiter performance
Targets, conversion rates and time-to-activate for every recruiter.
Automated reminders
Nudges for pending documents, interviews and exams. [Confirm SMS / WhatsApp]
Hand-off to WealthCRM
Activated advisors get their own WealthCRM workspace — no re-entry.
Ready to scale your advisor network?
See Agent CRM set up around your hierarchy and recruitment process.