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EightCRM
Features

A complete CRM for your team

Clients, tasks, communication and reports in one place — everything you need to run your business day to day.

Everything for the day-to-day

Every tool, one CRM

No more switching between a dozen tools. Clients, your team and every process live in one system — the screenshots below are real EightCRM screens.

Clients, leads and candidates

A complete database with filters by status, source, recruiter and skills. Communication history always stays on the client record.

  • Detailed filters and search
  • Status and lifecycle at a glance
  • Import from Excel / CSV
  • Bulk actions and export
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Clients, leads and candidates

Pipeline and statuses

A clear kanban pipeline by stage, with conversion rates, average time and a source breakdown on a single screen.

  • Stages that match your process
  • Real-time stage-to-stage conversion
  • Breakdown by source and recruiter
  • Fast drag between statuses
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Pipeline and statuses

Tasks and calendar

Plan meetings, calls and reminders in a weekly calendar. Nothing slips through — tasks also surface on the main dashboard.

  • Weekly and monthly views
  • Reminders and notifications
  • Tasks linked to a client record
  • Add an action in seconds
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Tasks and calendar

Projects and orders

Group orders by client or company and track headcount, fill rate and the person responsible in a single list.

  • Overview by client and status
  • Positions needed vs. filled
  • Owner and deadline
  • Filter by status
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Projects and orders

Your team

Add colleagues, assign roles, and see who reports to whom — built for teams with team leads.

  • Roles: owner, admin, team lead, recruiter…
  • Manager / report hierarchy
  • Account status and join date
  • Invite by email
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Your team

Roles and permissions

Set exactly who can view, create, edit, delete or export data — module by module across the CRM.

  • A permission matrix per module
  • A separate role for every position
  • Enforced server-side, instantly
  • Reset to defaults any time
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Roles and permissions
Communications

Every conversation in one place

Talk to clients and candidates on the channels they already use, straight from the CRM. Messages stay attached to the client record — nothing gets lost.

A unified inbox

Facebook, Instagram and TikTok in one screen, no switching between apps.

Email

Send and receive email straight from a client or candidate record.

Linked to the client record

Turn a conversation into a lead or candidate with one click.

Notifications

Unread messages, new inquiries and important events show up right in the sidebar.

Spend less time on communication and more on what matters — growing your business.

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Every conversation in one place
Channels and integrations

Connect the channels you already use

Some channels are live today, others are on the way — we are clear about what is available now and what is still coming.

Available now

Facebook Messenger
Instagram
TikTok
Email

Coming soon

WhatsApp Soon
Telegram Soon
Viber Soon
Automations

Automate the routine, save your team's time

EightCRM reacts to status changes on its own and creates the follow-up tasks — set the rule once in Settings, and the system does the rest.

Status-triggered actions

For example, moving a candidate to "Placed" automatically opens their onboarding and coordination record.

Automatic tasks

A candidate asks for a callback later? The CRM creates a task with a deadline for the assigned colleague.

Deadlines and reminders

An upcoming start date or end of probation is tracked and flagged in good time.

Replacement window

When someone leaves, a 14-day replacement window opens automatically and a matching task is created.

Automations are included from the Business plan up
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Automate the routine, save your team's time
Analytics

See what's happening in your business

Breakdowns by stage, source and individual performance — all on one screen, with no spreadsheets to maintain.

Stage-by-stage conversion

How many clients move through each stage, and where the process stalls most often.

Source performance

Which channels bring in the most clients and how they compare against each other.

Team performance

Activity, response time and results for each team member over a chosen period.

Completed tasks

An overview of finished and in-progress tasks across the whole team.

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See what's happening in your business
Responsive CRM

Your CRM, always within reach

EightCRM works fully in a mobile browser — built for recruiters, coordinators and managers who are often on the move.

  • A full CRM right in your mobile browser
  • The same data as on desktop, in real time
  • No app to install
  • Works on phone and tablet alike

EightCRM doesn't have a separate native iOS or Android app yet — it's a fully responsive web CRM you open in the browser on any device.

Candidate database on a mobile phone

Start working with EightCRM today

14 days free, no credit card required. Get in touch and we'll help set up EightCRM around exactly what your team needs.

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