ATS + Client CRM — Built Into One Complete Software in Duino, Friuli–Venezia GiuliaItaly
How Expertini ATS handles ATS + Client CRM — Built Into One Complete Software for employers hiring in Duino. View without a localization
ATS + Client CRM — Built Into One Complete Software
An ATS manages the applicants; a client-focused CRM wins and manages the corporate accounts who pay for those hires. Expertini ships with both built in — no separate sales CRM required.
An Applicant Tracking System manages active job applications from open to hire, whereas a Customer Relationship Management system focuses on engagement. Specifically, an ATS + CRM (Clients) system manages both the job applicants — the ATS side — and the corporate clients who pay for those hires — the CRM side. While a standard recruiting CRM nurtures relationships with passive candidates, a client-focused CRM acts as a traditional sales tool: winning business from new companies and tracking current client accounts.
Most agencies end up running this as two or three separate products — an ATS for candidates, a generic sales CRM for client accounts, and spreadsheets for commission. Expertini is shipped as one complete software with the client CRM built in alongside the ATS, on the same data. This page is written primarily for recruiters and agencies; in-house HR teams can skip the client layer entirely — it stays out of your way unless your account type is agency.
On this page
- The ATS side: active applicants, same as always
- The client CRM side: a sales tool for the accounts that pay you
- What a client CRM needs that generic sales software doesn't have
- Built in, not bolted on — the agency economics
- What's actually included
- The two CRMs, side by side
- How this is architected in the platform
- Operational and audit posture
- Frequently asked questions
01The ATS side: active applicants, same as always
Candidates move through the same job-scoped Hiring Pipeline — applied through hired — with CMS scoring for evidence-based ranking. The client layer sits alongside this, not instead of it: every placement the client CRM tracks is a real hire that happened in the same pipeline, not a figure re-typed into a second system.
02The client CRM side: a sales tool for the accounts that pay you
A client-focused CRM does a fundamentally different job from a candidate CRM: it's a traditional sales instrument for winning new hiring-company accounts and managing the ones you already have. That means prospect-to-active account tracking, logged outreach touches with next-follow-up dates, and business-development discipline — the same job a sales CRM does in any B2B company, aimed at hiring companies instead of software buyers. Your candidates are your inventory; your clients are your revenue. This is the layer that manages the revenue side.
03What a client CRM needs that generic sales software doesn't have
A generic sales CRM can track accounts, but it knows nothing about recruitment. A client CRM built into an ATS adds what actually matters to an agency: commission modelling — percentage or flat fee per placement — computed automatically against real job and salary data from the pipeline; confidential job postings that mask a client's identity on public listings using their own industry and size data, while your team keeps full internal visibility; per-client reporting on submissions, time-to-fill, and estimated market-rate savings; and a client-facing review portal that shows shortlisted candidates without exposing your pipeline or your margins.
04Built in, not bolted on — the agency economics
Running an ATS plus a separate sales CRM means paying two subscriptions and manually keeping placements, salaries, and commission figures aligned between them — a reconciliation chore that silently drifts wrong. Because Expertini ships the client CRM inside the same software as the ATS, realized and projected commission per client are computed from the same job and application records the pipeline runs on. When a candidate is marked hired, the client's earnings figures update from that same event — nothing to re-enter, nothing to drift.
05What's actually included
Client CRM at /clients/: client records with industry, size, contacts, and a commission model; jobs linked to clients with optional confidential masking; realized and projected earnings per client, strictly internal; prospecting and outreach tracking (last contacted, next follow-up, full touch history); shareable client reports; and the tokenized, no-login Client Review Portal where a client reviews only the candidates you explicitly share, requests interviews, and leaves feedback — with commission figures never shown there. Included from the Pro plan upward.
06The two CRMs, side by side
Candidate CRM (Talent Pipeline, Talent Pool Messaging, Candidate Sourcing — covered on the ATS + Candidate CRM page) answers "who should we consider for future roles?" Client CRM answers "which hiring companies do we work for, how is each relationship going, and what is each worth?" Both ship inside the same complete software alongside the same ATS core, but they track fundamentally different entities — people versus paying accounts — and Expertini keeps them as distinct, purpose-built tools rather than one blurred database.
Platform architecture & operations
A1How this is architected in the platform
ATS + Client CRM — Built Into One Complete Software is not a bundle of point products — it is a slice through one platform. The platform is deliberately server-rendered: every view is prepared by the application server and shipped as complete HTML, with no client-side framework, no third-party CDN scripts, and no build pipeline between the data and the page. What renders is what the server computed — the property that makes the interface auditable.
All persistence runs on a single search-native document store; every query carries the organisation's identifier as a mandatory filter at the lowest query layer. Tenant isolation is therefore structural — a property of how every request is composed — rather than a policy that relies on application code remembering to check.
Every capability referenced on this page resolves to a registered tool or connector: the tools directory and the integrations catalogue are renderings of the same registries the application enforces at runtime, so what this page describes and what the product gates can never drift apart.
A2Operational and audit posture
Screening is deterministic and published — the same inputs produce the same outputs, hard requirements block rather than average away, and the methodology is public on the research page. Actions that touch external systems are explicit and journalled per event; usage reporting aggregates the same journals the actions write, not a parallel telemetry system.
Anything that leaves the request path — notification fan-out, webhook delivery, activity journalling, mail — runs in fire-and-forget background threads. A slow external endpoint can never make the interface hang, and a failed side effect is logged rather than silently retried into inconsistency.
Everything written is yours to take: CSV exports and the Data Export app cover the same stores the product itself reads. The exit is as open as the entrance — by design, not concession.
Frequently asked questions
What is an ATS + CRM (Clients) system?⌄
How is a client CRM different from a standard recruiting CRM?⌄
Do I need a separate sales CRM alongside Expertini?⌄
Can a client see commission figures or my full pipeline?⌄
I'm an in-house HR team, not an agency — do I need this?⌄
At a glance
- Client CRM = a sales tool for hiring-company accounts, not a talent database
- Shipped built into the same complete software as the ATS — no second product
- Commission computed from live pipeline data, never re-keyed
- Confidential postings mask client identity publicly, never internally
- Prospect → active → inactive account tracking with outreach follow-ups
- Included from the Professional plan upward, 14-day free trial available
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