Client CRM
Live
Contacts database
Build stronger client relationships. With Happlicant’s contact database, everything you need to manage and collaborate with clients lives in one organized, accessible place.
Contacts database feature review
The key to running an effective business is having an up-to-date and complete CRM.
Keep every client detail in one streamlined CRM—no more spreadsheets, scattered notes, or hunting for contact info. With Happlicant’s contact database, you can create client records instantly using our LinkedIn Chrome Extension, saving you time and ensuring nothing gets lost.
Add notes, update client preferences, and store all key contact info in one place. Share access with your clients via a branded portal link + passcode so they can track progress and stay informed, without clogging your inbox. It’s clean, fast, and purpose-built for solo recruiters and small agencies.
Contacts database key benefits
1
Centralized information
Store all client-related data in one accessible location, enhancing efficiency and minimizing errors with clients and lost information.
2
LinkedIn integration
Quickly create detailed client records using our LinkedIn Chrome Extension, making record management fast and seamless.
3
Client portal access
Offer clients instant portal access via a secure URL and passcode, improving collaboration and transparency in your recruitment efforts.
Jump on a quick demo call to see how this, and many other features, can save you time and help you grow your agency.
