CRM templates

Recruitment CRM template: candidates, jobs, and placements

Which objects a recruitment CRM template needs and how SchemaDesk seeds candidate and job pipelines as configurable schema.

Updated September 22, 2026

We built SchemaDesk. These guides are our honest take on the CRM category, including where we are not the right fit.

What a recruitment CRM template should include

Recruitment is a multi-sided pipeline. Candidates, clients, jobs, submissions, interviews, and placements each need structure. Flattening everything into deals creates reporting fiction.

SchemaDesk recruitment templates seed those objects on the object engine so agencies can keep CRM and desk workflows in one model.

Suggested schema and objects

Model the desk the way consultants already work. Relationships matter as much as fields.

Candidates: skills, status, notice period, owner
Clients or companies: hiring orgs and billing contacts
Jobs: role, salary band, status, client relation
Submissions or applications: candidate, job, stage
Interviews and placements: dates, outcomes, fees if needed

How SchemaDesk templates and seeds work

SchemaDesk does not ship a separate recruitment product codebase. The template is metadata: objects, fields, relations, and views seeded into a workspace.

Because seeds sit on the schema engine, adding a contractor object or a new interview stage is configuration, not a customization project in the enterprise sense.

Pipelines that should exist on day one

Ship at least a candidate status view and a job fill pipeline. Many desks also want a submissions board by job. Templates should make those screens obvious without a week of builder work.

What to customize after install

Tune stages to retained versus contingent search. Add compliance fields only when regulation or clients demand them. Keep the first schema thin enough that consultants actually update it.

SchemaDesk keeps those changes on the same customizable object foundation as every other template.

FAQ

Is an ATS the same as a recruitment CRM template?

Overlap exists, but many desks need CRM relationship history plus job pipelines. A recruitment CRM template focuses on objects and follow-up; specialist ATS features may still sit elsewhere.

Should submissions be their own object?

Yes when a candidate can be submitted to many jobs and you need stage history per pairing. That many-to-many reality is why generic deal CRM breaks down.

How does SchemaDesk keep recruitment templates flexible?

SchemaDesk seeds recruitment as configuration on the object engine. You can extend candidates, jobs, and placements without waiting for a hardcoded vertical release.