Client CRM | MindHunt AI

Track clients, offices, and contacts, then bill them without leaving your pipeline. Invoices auto-fill from placements. Unlimited clients on every plan.

How does MindHunt AI's Client CRM work?

MindHunt AI's Client CRM tracks recruiting agency clients β€” companies, offices, and contacts β€” and links them directly to the candidates placed with them. When it's time to bill a client, invoices are built from those placement records instead of a blank template, then printed or emailed straight to the client.

What Client CRM includes

Client CRM vs. Spreadsheets & Generic CRMs

Capability Spreadsheet / Generic CRM (e.g. HubSpot) MindHunt AI Client CRM
Cost Free to $20–90+/seat/month for a separate CRM tool Included in every plan, from $49/month total
Connected to the pipeline No β€” client data lives apart from candidate and placement records Yes β€” clients link directly to positions and hired candidates
Invoice creation Manual β€” rebuild each invoice from scratch Auto-filled from placement records, then print or email
Client structure Flat contact list, no office/location hierarchy Clients β†’ offices β†’ contacts, with documents attached

Frequently Asked Questions

Is Client CRM only for recruiting agencies?

It's built for anyone billing a client for a placement β€” most commonly recruiting agencies, but any team that tracks external hiring clients can use it the same way.

How does invoice auto-fill work?

When you create an invoice for a client, MindHunt AI pulls in that client's hired candidates as placement fee line items, so you're not re-typing candidate names, positions, or dates by hand.

Can I send invoices to clients from MindHunt AI, or do I need another tool?

Both. A finished invoice can be printed or emailed directly to the client from within MindHunt AI β€” no separate invoicing or accounting software required for that step.

How many clients can I add?

Unlimited clients are included on every plan, including Free. Each client can have multiple offices and multiple contacts.

Can I store contracts and other files against a client?

Yes. Documents such as fee agreements and contracts can be uploaded and attached directly to a client's record.

Best Recruitment Agency CRM 2026 β†’  |  Recruitment CRM vs ATS: Key Differences β†’

Try Client CRM free β€” unlimited clients on every plan.