FAQ · EXPERTINI ATS

Customer Relationship Management (Client CRM) — FAQ

Managing your own clients as a recruiting agency, answered directly.

2 min read · Updated July 2026 · Expertini Editorial

Client CRM is the agency-facing side of Expertini ATS — for recruiting agencies and independent recruiters who work for multiple hiring companies at once, not for direct in-house HR teams hiring for their own company.

01Setting up a client

A client record holds their industry, size, contact details, and commission model — either a percentage of the filled role's salary or a flat fee. Jobs can then be linked to that client when posted.

02Confidential postings

A job linked to a client can be marked confidential — candidates and the public then see an auto-generated description (e.g. "a mid-size fintech company") instead of the client's real name, generated from the client's own industry/size data rather than requiring a manual write-up per job.

03Commission and earnings

Realized and projected commission are computed automatically from each linked job's salary and the client's commission model, visible on the client's detail page — strictly internal, never shown to the client themselves.

04Client reports and the Review Portal

A generated report shows the client what was submitted, how long it took, and an estimated market-rate savings figure (using a recruiter-editable comparison percentage, not proprietary data). The Client Review Portal is a separate, tokenized link where the client can view candidates you've explicitly shared, leave feedback, and request interviews — no login required on their end, and commission figures never appear there.

Frequently asked questions

Does the client see how much commission we're earning?⌄

No — commission and earnings figures are strictly internal. The Client Review Portal only ever shows candidates, timeline, and feedback.

Can a client see candidates I haven't submitted yet?⌄

No — a candidate only appears on the Client Review Portal once you explicitly mark that specific application as shared.

Is Client CRM available on every plan?⌄

It's available from the Professional plan upward, alongside Candidate CRM which is included on every plan including Starter.

Can we work for several clients with conflicting confidentiality needs?⌄

Yes — confidentiality is per-job, each portal link is per-client and tokenized, and no client can ever see another client's existence, candidates, or terms. The isolation is structural, not a setting you could misconfigure.

How does the "market-rate savings" figure on client reports work?⌄

It compares your fee against a recruiter-editable market-comparison percentage — deliberately editable and visible, so the figure is an honest, adjustable estimate you stand behind rather than a black-box number we generate about your own pricing.

What happens to a client's jobs if we stop working with them?⌄

The client record and its linked history stay in your account for your own records and reporting — deleting a client is an explicit owner/admin action, not a side effect. Candidates in those pipelines remain part of your talent pool per the normal retention rules.

We're an in-house team, not an agency — do we need any of this?⌄

No — skip it entirely. The direct employer path never touches Client CRM, and nothing about the core pipeline depends on it.

At a glance

Commission model: percent-of-salary or flat fee, per client
Confidential postings auto-mask identity from industry/size data
Commission/earnings are internal-only, never shown to the client
Client Review Portal needs no client login — just a secure link
Nothing is shared with a client until you explicitly toggle it

See customer relationship management (client crm) — faq on your own hiring.

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