Requirements arrive piecemeal
Role details and client expectations are spread across calls and attachments.
Backed byClient Intake & Follow-Up for Staffing Agencies Hiring requests,
Client Intake & Follow-Up for Staffing Agencies Hiring requests,
clearly organized.
Keep staffing client inquiries, hiring requirements, consultation notes, and follow-ups connected. Zweelie supports agency communication alongside your ATS.
Customer work for staffing and recruiting agencies
Zweelie helps staffing and recruiting agencies organize employer inquiries and client communication. A hiring manager may call with a new requirement while recruiters are interviewing or coordinating placements. Capture the request and assign a responsible person so the business discussion does not disappear into separate call notes.
Built around the work of: staffing agency owners, boutique recruiters, agency account coordinators.
When a request gets lost, the work can follow.
The customer communication problems that staffing and recruiting agencies need to solve.
What's at stake
Account handoffs lose context
Another recruiter cannot see what the client was already asked or told.
New business waits
Active placements take attention away from following up on a new employer inquiry.
From the first inquiry to an owned next step
Example workflow for staffing and recruiting agencies; your staff confirm scope, timing, and any professional decisions.
Capture the employer inquiry
Collect the company contact, role requested, work location, and client-stated timeframe.
Prepare recruiter review
Link the job brief and consultation notes to an opportunity assigned to the relevant account owner.
Own the client follow-up
Track the next discussion while candidate management, matching, and placement administration remain in your ATS.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We need a warehouse coordinator. Can I send the role brief to your recruiter?
Thanks, Tessa. Casey will follow up with you.
Warehouse coordinator searchAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
TM
Tessa Morgan
1 call
Tessa sent the coordinator role brief and hiring contact. Arrange a recruiter discussion about requirements.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Warehouse coordinator search
Tessa Morgan
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
TM
Tessa Morgan3 files
Drop files hereFiles for warehouse coordinator search
job-brief.pdfTessa Morgan · Warehouse coordinator search
Documentclient-requirements.pdfTessa Morgan · Warehouse coordinator search
Documentaccount-notes.pdfTessa Morgan · Warehouse coordinator search
DocumentForms
Build an intake form around employer contact, role requested, work location. Accept relevant files and connect submissions to customer opportunities.
Brightpath StaffingHiring support request
Tell our team what you have in mind.
Form submitted
Warehouse coordinator search
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Brightpath StaffingAmount to confirmWarehouse coordinator search
- Customer
- Tessa Morgan
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
CM
Warehouse coordinator search
Tessa sent the coordinator role brief and hiring contact. Arrange a recruiter discussion about requirements.
Tessa MorganWarehouse coordinator searchIn progressTB
Temporary reception cover
DraftDamon requested temporary reception cover. Confirm the dates and responsibilities with the account lead.
Damon HillTemporary reception coverOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain your ATS, candidate permissions, screening, payroll, and scheduling tools. Do not use administrative inquiry data to make automated employment decisions or promise a placement.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from staffing and recruiting agencies
Can Zweelie help coordinate shift scheduling?
Coming soon: shift-scheduling integrations to help coordinate staffing requests with your recruiting workflow. Today, Zweelie organizes employer inquiries, hiring requirements, and client follow-up. Candidate assessment, selection, and employment decisions remain with your team; this is not an announcement of automated hiring decisions. Need this sooner? Contact us to discuss your requirements and timing.
What should staffing and recruiting agencies keep in their existing systems?
Retain your ATS, candidate permissions, screening, payroll, and scheduling tools. Do not use administrative inquiry data to make automated employment decisions or promise a placement.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for staffing agency owners, boutique recruiters, agency account coordinators.