# Edun CRM – Education Recruitment CRM for Agencies | Edun URL: https://edun.ai/core-crm/ Edun CRM is a cloud-based recruitment CRM for education agencies. Manage candidates, bookings, timesheets and compliance in one place. Book a demo. Introduction ## Edun CRM What is Edun CRM? ### Designed by education recruiters, for education recruiters An all in one CRM system created to save you time on admin processes, whilst maintaining visibility of core business metrics and offering a completely cloud based, secure, cutting edge platform for independent agencies to thrive. If you have ever felt that the CRM you use just isn’t built for your business, if you have to buy bolt-ons to support core processes, then Edun is for you. #### 20%+ Market share of education recruitment agencies #### 22,000+ Bookings processed every week #### 15,000+ User actions every day #### APSCo, REC & EAS Built around industry audit standards #### 500,000+ Candidates managed in Edun CRM #### 8,400,000 Emails sent from Edun in Edun CRM #### 2,000,000+ Documents handled in Edun CRM #### Multiple Connected systems including Xero, Outlook and Dialpad Candidates ### Find, track and place the right people Keep every candidate in one pipeline, from first contact to placement, and find the right match quickly. - Candidate pipeline management Follow each candidate from onboarding through to ongoing engagement in one clear view. - Natural-language search Search for candidates using natural language, with Candidate AI helping identify relevant matches beyond exact search terms. - Map and radius search Find candidates by location and distance from a school, client or site. - Availability management Keep track of when candidates are available for work. Compliance & safeguarding ### Compliance automation Keeping high safer recruitment standards has never been so easy with clear visibility of candidate onboarding journeys, document expiry notifications and automation pathways. Enhance compliance further with Edun ID, our certified IDSP solution! - Digital onboarding Collect candidate details, bank information and documents online. - Document submission Candidates submit documents digitally and your team checks them in Edun CRM. - Digital reference requests and chasing Request references online and chase outstanding ones automatically. - Candidate compliance Keep checks, documents and references together so your team can see what is outstanding. Vacancies & bookings ### Fill vacancies and manage every booking Manage numerous booking types to give you the visibility your business needs such as traditional daily bookings, long-term placements, Perm fees, Tuition hours, Interviews, Trial days and more! - Vacancy management Manage your open vacancies and placements in one place. - Job board integrations Post vacancies to connected job boards from Edun CRM. - Complete booking system Handle short-term, long-term and permanent bookings, with calendar and table views. Workforce management ### Timesheet approval and supply workers Submit, Approve and Query worker timesheets instantly for a variety of booking types. Allow clients to download and keep record while syncing changes to your bookings calendar. - Electronic timesheeting Candidates and clients submit and approve timesheets digitally. - Timesheet approval Review, approve or query timesheets, with changes reflected in your bookings. Clients & finance ### Client management and invoicing Keep client details together and manage invoicing and payments alongside them. - Client management Keep client contacts, interactions and details together in one place. - Invoice management Create and manage invoices from approved timesheets and bookings. - Payment runs Prepare and export payment runs for your candidates. Edun integrates with third party phone systems as well as Microsoft outlook and invoicing systems. Meaning your vital communications are kept in one system record and you never lose your important conversations or billing history. You can also build your own connections with the Edun API. User & team management ### Team management & oversight Scale your team and users easily in Edun with granular level permissions to support compliance, recruiter, team manager and director level overview. Segment your team by region or client base and benefit from target setting & reporting easily in our KPI dashboards. - Reporting Track core business metrics, targets and performance. - Granular user permissions Decide what each user and role can see and do. - Audit trail See a record of changes made in your account. ### Free Pricing & Rate Card Tool Calculate and compare agency pay rates in minutes with Rate Wizard, the free tool built for recruiters, agencies and MATs. Quickly generate professional rate cards, improve pricing consistency and simplify conversations with schools and clients. [Try Rate Wizard](https://rate-wizard.edun.ai) ### Frequently asked questions **Who is Edun CRM for?** Recruitment agencies that deal with complex, compliance-heavy work. We started in education recruitment and it is our primary market, but we are building Edun CRM for any agency that needs it. **Can we move our existing data into Edun CRM?** Yes. We can do a bespoke migration with our migration tooling, or you can import your data yourself using our import pro-formas. **Do candidates need an app to complete onboarding?** They do not need an app. You send an onboarding link by email, and by text message where the candidate's preferences allow, and they complete it in a browser on any device. **How does Edun CRM help with compliance?** It keeps each candidate's checks, documents and references in one place, so you can see what is outstanding and what is about to expire. It also chases outstanding references, expired documents and compliance deadlines. Edun supports your compliance process, and your team stays in charge of it. **Can we send DBS applications through Edun CRM?** Yes. You can send DBS applications through our Matrix integration and follow their progress without leaving Edun CRM. **What kinds of bookings can we manage?** Daily bookings, long-term placements, permanent placements, tuition, interviews and trial days. You can send confirmations to clients and candidates from your own templates. **How do timesheets work?** Candidates and clients submit and approve timesheets online, so you spend less time chasing them. **Can we invoice clients from Edun CRM?** Yes. You can create and send invoices to your clients, connect Xero, and export payment runs for payroll. **What does Edun CRM connect to?** Xero and Quba for finance, Microsoft Outlook for email, CloudCall and Dialpad for calls, CV-Library for job postings and Matrix for DBS, and more! You can see them on our About page. You can also build your own connections with the Edun API. **Does Edun CRM have an API?** Yes. The Edun API lets approved applications work with records held in Edun, such as candidates, clients, vacancies and bookings, using OAuth 2.0. Access is by request. See the Edun API page. **How does candidate search work?** Search for candidates using natural language, with Candidate AI helping identify relevant matches beyond exact search terms. You can also search by location. **Can we control what each person sees?** Yes. You set permissions for each user, so people only see and do what their role needs, for example only their own clients. **Is our data secure?** Everyone signs in with two-step verification, and you control who can see and do what with user permissions. We operate in a secure cloud based environment, multiple failovers, scaling rules and have a dedicated security tools in place. **Do we need to install anything, and how long does it take to get started?** No, Edun CRM runs in your browser. Getting started varies depending on your business requirements, you could be up and running within a few hours!