What is an education recruitment CRM?

An education recruitment CRM is software that helps a recruitment agency manage its candidates, schools and other clients, vacancies, bookings, compliance records and timesheets in one place. Edun CRM is a cloud-based CRM built for this work, designed by education recruiters for independent agencies.

What does an education agency need from its CRM?

Education recruitment is not only about matching a name to a job. Every placement comes with checks, documents, bookings and timesheets, and most of the day-to-day work sits around the placement rather than in it. A CRM for this work needs to cover:

• Candidates. One pipeline from first contact to placement, with search that helps you find the right person quickly.
• Compliance and safeguarding. Onboarding, documents, references and checks together, so your team can see what is outstanding and what is about to expire.
• Vacancies and bookings. Short-term, long-term and permanent work in one booking system.
• Timesheets. Candidates and clients submitting and approving hours online.
• Clients and finance. Client records, invoices and payment runs alongside the bookings they come from.
• Your team. Reporting, permissions for each user and a record of changes.

How is that different from a general CRM?

A general sales CRM tracks contacts and deals. An education agency also needs bookings, compliance records and timesheets, so teams using a general CRM often end up buying add-ons or keeping separate spreadsheets for core processes. An education recruitment CRM puts those processes in the same record as the candidate and the client.

How Edun CRM covers it

Finding the right people. Search for candidates in natural language, with Candidate AI helping identify relevant matches beyond exact search terms. You can also search by location and distance from a school, client or site, and keep track of when candidates are available.

Onboarding and compliance. Candidates complete onboarding online in a browser, and they do not need an app. You can collect documents, request references and chase outstanding ones, and send DBS applications through the Matrix integration. Edun supports your compliance process, and your team stays in charge of it.

Vacancies and bookings. Manage daily bookings, long-term placements, permanent placements, tuition, interviews and trial days, with calendar and table views. Post vacancies to connected job boards from Edun CRM.

Timesheets. Candidates and clients submit and approve timesheets online, and approved changes are reflected in your bookings.

Clients and finance. Keep client contacts and interactions together, create invoices from approved timesheets and bookings, connect Xero and export payment runs.

Your team. Set permissions for each user so people only see and do what their role needs. Track targets and performance in reporting, and see a record of changes in the audit trail.

What to ask when you compare options

These questions work for any education recruitment CRM:

1. Does it handle every booking type you place, not only daily supply?
2. Can candidates and clients submit and approve timesheets online?
3. Does it show what compliance information is outstanding or about to expire for each candidate?
4. Which finance, email, phone and job board systems does it connect to, and can you build your own connections through an API?
5. Can you control what each user sees?
6. How will your existing data move across?

Frequently asked questions