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EMOROCO CRM Lite

Designing a "double-sided CRM" for recruitment and staffing agencies using EMOROCO CRM Lite to manage both candidates and companies.

Hello, this is Matsubara, CRM Evangelist.

"We can manage our relationships with the hiring company's representatives, but our relationships with each individual candidate are too personal."

"After candidates join the company, the responsibility for following up to ensure their retention is left entirely to the person in charge."

"We should be able to introduce excellent candidates to multiple companies, but the matching information is all in the 담당자's head."

This is a phrase I hear repeatedly from consultants and managers at recruitment and staffing agencies.

The fundamental difference between designing a CRM system for the human resources business and other industries lies in the fact that "there are two types of customers."
The hiring company (client) and the job seeker/candidate (candidate)—these two have completely different relationship structures, yet both need to be managed simultaneously.
This design is called "Double-Sided CRM".


What is Double-Sided CRM?

[Typical CRM Structure]
Our company (service provider) → Customer (1 type)

[Double-Sided CRM in the Human Resources Business]
Our company (agent) → Recruiting company (client side)
Our company (agent) → Candidate (candidate side)

moreover:
 Candidate ← Matching → Recruiting Company
 This third relationship, "matching," is managed

The core of double-sided CRM lies in its three-layered design: separately managing the emotional temperature, state, and relationship context of both the recruiting company and the candidate, while simultaneously recording the matching status between them.


Entity Design – Designing three types of records

EMOROCO CRM Lite allows you to design the following three types of records:

Entity ①: Recruiting company record (client side)

field name Types Message
emotional temperature Selection Red = Hot / Orange = Warm / Blue = Cool / Light Blue = Cold
Enterprise size Selection ~30 people / 31~100 people / 101~500 people / 501 people ~
Industry Selection IT / Manufacturing / Healthcare / Finance / Retail / Others
Name of HR representative text HR representative in charge of recruitment
Name of Approver text Final decision-maker for hiring
Current recruitment challenges text "A chronic shortage of engineers," "No successors for management positions," etc.
Transaction status Selection New business development in progress / In progress / Inactive / Transaction closed
Contract type Selection Referral / Temporary Staffing / Both
Final proposal date Date  
Success-based fee track record Numerical value Total success fees to date (an indicator of the depth of the relationship)
Consultant in charge text Name of the person in charge at our company
Narrative text Examples of their policies include: "Emphasis on speed; interviews take precedence over application documents," "The founder attends interviews," and "Preferring candidates with experience at foreign companies."

Entity ②: Candidate Record (Candidate Side)

field name Types Message
emotional temperature Selection Red = Hot (High desire to change jobs) / Orange = Warm / Blue = Cool / Light Blue = Cold (No desire to change jobs)
Job search status Selection Actively seeking employment / Gathering information / Potential candidates / Accepted job offer / Completed job change
Current position information text Industry, job type, position, and salary range
Desired condition text Job type, annual salary, area, work style, industry, etc.
Motivation for changing jobs text "Increased annual income," "Challenges in management," "Work-life balance," etc.
Desired timing for changing jobs Selection Immediately / Within 1 month / Within 3 months / Within 6 months / Undecided
Consultant in charge text Name of the person in charge at our company
Last contact date Date  
Number of job openings available Numerical value Number of job openings currently available for matching (estimated by the person in charge)
Narrative text Examples include: "Required to work in a rural area due to family caregiving responsibilities," "Trouble in previous job - details have been discussed," and "Prioritizing autonomy over salary."

Entity ③: Selection Record (Matching Management)

This is a record that links a candidate with a recruiting company.

field name Types Message
Candidates (linking) Relationship Target candidate records
Recruiting companies (linked) Relationship Target job posting company records
Selection phase Selective (BPF) Recommendation → Document screening → First interview → Second interview → Final interview → Job offer → Joining the company → Retention support
Recommendation date Date  
Each selection date Date  
Company evaluation text Evaluation comments after each interview
The candidates' reactions text Candidate feedback after each interview
Reason for failure/rejection text Reasons for failing or withdrawing (for learning purposes)
Job offer conditions text Offered annual salary, start date, etc.

Workflow Design – 8 Double-Sided Designs

Workflow ①: Candidate emotional temperature cooling alert (detection of decreased motivation to change jobs)

Trigger: Candidate's emotional temperature changes to "cool" or below.

Action: Create a task for the assigned consultant.
"Candidate's motivation to change jobs has decreased."
 Please contact me sometime this week.
 
 Job search status: {Job search status}
 Last contact date: {Last contact date}
 
 Carefully check the reason why it got cold:
 Has the situation improved in your current position?
 Have you received a job offer from another agency?
 Have there been any changes in your personal life?
 
 Without forcing them to stay,
 "Please feel free to contact me anytime."
 It's important not to end the relationship."

In the recruitment business, a candidate's "emotional temperature" is equivalent to their "desire to change jobs." Quickly detecting when their motivation has waned and understanding the reasons behind it can lead to future re-applications.


Workflow ②: Long-term contact alerts for candidates (regular contact with potential candidates)

Trigger: Job search status = "Potential candidate" or "Information gathering in progress"
     × 60 days have passed since the last contact.

Action: Create a task for the assigned consultant.
"We have not had any contact with {Candidate Name} for 60 days."
 Please contact me to check on my current situation.
 
 Narrative: {Beginning of Narrative}
 
 Never mention changing jobs.
 It all started with the simple question, "How have you been lately?"
 Industry trend information and market trends
 "Sharing it casually is effective."

Candidates who say, "I'm not interested in changing jobs right now," are actually the best candidates for job changes two to three years from now.
Maintaining regular relationships with potential customers will lead to future deals.


Workflow ③: Regular notification alerts to recruiting companies

Trigger: 30 days have passed since the final proposal date from the recruiting company.
     × Transaction status = "In progress"

Action: Create a task for the assigned consultant.
"30 days have passed since we submitted our final proposal to {Company Name}."
 A new candidate proposal or
 Please contact me to check on my current situation.
 
 Current recruitment challenges: {Current recruitment challenges}
 HR representative in charge: {Name of HR representative in charge}
 Emotional temperature: {emotional temperature}
 
 Please contact them even if there are no candidates.
 "Providing information as a 'market trends report' is acceptable."

Workflow ④: Immediate response to both sides when the selection phase changes.

Trigger: The selection phase has been changed.

Action 1: Create follow-up tasks for candidates
"The selection process for {Candidate Name} at {Recruiting Company Name} is
 We have moved on to a new phase.
 How did you feel about the selection process and what are your concerns about the next interview?
 Please conduct the interview today.
 
 "Record the feedback in the selection record."

Action ②: Create follow-up tasks for recruiting companies.
"The selection process for {Candidate Name} at {Company Name} is underway."
 We have moved on to a new phase.
 We will obtain the company's evaluation comments this week.
 Please record this in the selection records."

As the selection process progresses, we collect and record information from both the candidate and the company—this record of two-way feedback becomes learning data that improves the accuracy of the matching process.


Workflow 5: Follow-up after job offer acceptance (prevention of rejection)

Trigger: Change selection phase = "Job Offer"

Action: Create a task for the assigned consultant.
"Candidate Name has received a job offer from {Recruiting Company Name}."
 Our top priority is providing support to help you accept the job offer.
 
 Job offer conditions: {Job offer conditions}
 
 The 72 hours after receiving a job offer is the crucial time to decide whether to accept or decline.
 
 Confirmation items:
 - Satisfaction with the offered conditions
 - Comparison with other companies' selection processes
 - Are there any attempts by the current employee to persuade him to stay?
 - Status of reporting and consultation with family
 - Support for onboarding and offboarding procedures
 
 "Carefully addressing the concerns of the candidates."

Workflow ⑥: Post-hiring retention support (the true goal of recruitment)

Trigger: Selection phase = 1 month, 3 months, and 6 months after "joining the company"

Action: Create a task for the assigned consultant.
"{Candidate Name} has been with the company for {N} months."
 Please contact me for follow-up to ensure retention.
 
 Points to confirm (for the candidate):
 - How well you've settled into the workplace
 - The difficulty level of the work and the gap between expectations and reality
 Is there anything you're having trouble with?
 
 Items to confirm (company side):
 ・Was the performance as expected?
 - How well they fit into the organization
 Are there any needs for additional hires?
 
 After confirming retention, update the emotional response of the recruiting company."

Post-hire retention support is part of the recruitment business."The real goal".
Joining the company isn't the goal; success lies in staying with the company and contributing to its success.
Agents with high retention rates gain the trust of hiring companies, leading to future requests.
There are so many companies that aren't doing this...


Workflow 7: Candidate follow-up after rejection or withdrawal

Trigger: Change selection phase to "failed" or "withdrawn".

Action: Create a task for the assigned consultant.
"The selection process for {Candidate Name} at {Recruiting Company Name} is
 I failed/withdrew my application.
 
 Reason for failure/rejection: {Reason for failure/rejection}
 
 Please follow up and contact me today.
 They may be feeling down.
 
 Things to communicate:
 - Use this feedback to improve future projects.
 - Let's think together about the next selection process.
 • A commitment to supporting your job search until the very end.
 
 Never stop following them.
 How you handle things here directly impacts whether you get referrals from candidates."

Workflow 8: Designing the timing for requesting referrals from recruiting companies

Trigger: The emotional temperature of the hiring company = "hot"
     × A certain level of success-based compensation track record

Action: Create a task for the assigned consultant.
"Our relationship with {Company Name} is very strong."
 Requests for referrals from business owners and HR managers
 It's all about timing.
 
 "If there are any other companies that are experiencing difficulties,
  Would you be willing to introduce me to them?
 "Say that one word naturally."

Preserving the "context of matching" through narrative

In the human resources business, the narrative revolves more around "people's backgrounds" than in other industries.

[Example of a candidate's narrative]

"Mr. Tanaka (35 years old, IT engineer):"
 On the surface, they say it's a "salary increase," but
 Upon further inquiry, it turned out the real reason was related to her relationship with her former boss.
 I'm exhausted because I can't get along with my boss's management style.
 A flat organizational culture and an environment that allows for autonomy.
 That's what I'm essentially looking for.
 High skill level but low self-esteem.
 I need support to prepare for the interview.
 His wife works in the medical field and cannot relocate; only available in the Tokyo metropolitan area.
 My second child is due in February.
 Work-life balance is an essential requirement."
[Example of a record of a recruiting company's narrative]

"ABC Corporation (HR: Ms. Suzuki, Approval: President Yamada):"
 President Yamada will always be present during the interview.
 Our hiring style prioritizes "personality and values" over skills.
 Based on past experiences where employees from foreign companies were not a good fit
 We prefer people with an entrepreneurial spirit.
 We excel at rapid hiring, with the process from the first interview to job offer taking as little as one week.
 Because HR manager Suzuki has little decision-making power,
 A direct approach to the president is effective.
 We are planning to hire two engineers this term.
 Budget is confidential - only success-based fee arrangements are accepted."

As this narrative accumulates for both candidates and companies, it enables highly accurate matching decisions, such as "that candidate and this company are a good match narratively."


Summary — A design based on the principle that "both companies and candidates are important customers."

The recruitment and staffing business must simultaneously manage the emotional state of two clients: the hiring company and the candidate.
Businesses cannot succeed with management that is biased towards one side or the other.

EMOROCO CRM Lite's double-sided ROM design connects three types of records—recruiting companies, candidates, and selection processes—through relationships, creating a system where follow-up on both sides is automatically generated as the selection process progresses.

First, set the sentiment level for all recruiting company records and candidate records.
"Several companies are below average in quality," "Several candidates have lost their motivation to change jobs"—these initial discoveries mark the beginning of using CRM in the talent business.

Click here for a 30-day free trial of EMOROCO CRM Lite.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


Related article

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

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