One connected platform
Salesexecutive search recruitment software
Map the sales market, run the assignment, evidence the process.
Retained assignments on one record — mapping, confidential approaches, milestones and the client report.
- Mapping
- Approach
- Longlist
- Assessment
- Checks
- Offer & fee
How the desk runs
One platform, from the market map to the offer.
Map the market
Build the target list on the assignment record — the clients, the sales directors, heads of sales and commercial directors inside them, and who has already been spoken to.
Confidential approaches
Approaches, conversations and declines are recorded against the assignment, so a discreet search still leaves a trail the team can work from.
Longlist to shortlist
Salespeople move on a visible cycle, so your own record often knows who is looking before they advertise it. Move candidates through the assignment stages with the reasoning attached, and send a formatted shortlist from the record.
Assessment and interviews
Interview stages, feedback and assessment notes sit on the candidate within the assignment. At this level the client is judging whether the billing history stands up to a reference, and the evidence for it belongs on the record.
Retained milestones
Retainer stages are tracked against the assignment, so what has been billed and what is due sits with the work rather than beside it.
The client report
Dashman shows placement fees, pipeline by client and where offers stall, so the update is drawn from the record rather than assembled before the call.
Checks and clearances
On the record before anyone is placed
The checks that gate a placement sit on the candidate record with expiry alerts, and are confirmed before anyone is committed to a client.
How documents and expiry work- Right-to-work documents with expiry alerts
- References confirmed on the worker record
- Driving licence category where the role requires it
- Qualifications held on the candidate record
What the agents add
AI agents working on the sales desk in the background.
Sourcing Sam
Builds the target map of candidates and keeps the assignment's longlist moving.
Compliance Clara
Flags right-to-work documents coming up for expiry.
Timesheet Tommy
Reads submitted timesheets and preps PAYE for permanent placements, with fee agreements held on the placement for review.
Growth Grace
Surfaces new client leads worth a call.
Manager Max
Briefs the desk each morning on placement fees.
Questions
Executive Search Sales recruitment software questions.
Does it support retained assignments?
Retainer milestones are tracked against the assignment alongside the stages, so what has been billed and what is still due sits with the work.
Can approaches be kept confidential?
Approaches and conversations are recorded against the assignment with the access controls you have configured, so a discreet search still leaves a usable trail.
How is market mapping handled?
The target list of clients and candidates is built on the assignment record, including who has already been approached and what they said.
What does the client see?
Assignment progress is drawn from the record stage by stage, so the update is reported rather than reconstructed before each call.
What checks does a sales placement need?
The checks that gate a placement sit on the candidate record with expiry alerts, and are confirmed before anyone is committed to a client. The desk holds right-to-work documents with expiry alerts, references confirmed on the worker record, driving licence category where the role requires it, qualifications held on the candidate record.
ComplianceBusiness DevelopmentSourcingDaily BriefingsTimesheetsSee a week of your own sales desk run in one system
Half an hour on your own kind of work.