Existing Team

Potential Recruits

Onboardees

Downline Management

Recruit CRM

"Pizza Tracker"

Tasks
 

Nurturing Workflows
Screening / Interviewing
Acceptance / Offer
 

Single in-tool Journey

Thoughtful & pre-filled

Fast-lane to Training

Automatic Downline Management. Edit via UI or API

Every team leader can add their contacts, start nurturing sequence, watch "Pizza Tracker" progress.

Start nurturing drip to potential recruits as soon as a team leader adds a contact!

Automate entire recruiting journey with built in nudges, micro-pages.

Eliminate busy work like scheduling.

Schedule Interview

Lehi

Faster interview, to offer, to onboarding.

Faster interview, to offer, to onboarding.

Phase 1

Send gift-wrapped recruits to Pipeline for Onboarding

Faster interview, to offer, to onboarding.

Know thy Funnel

Reporting Designed

for high-volume recruiting.

Turn Onboarding into Motivation, Mindset Campaign

Customize, personalize. Control Experience

No dev sprints needed.

{{contact.relations.recruited_by.name}}

{{contact.first_name}}

Just a video in a Lesson. Keep "winning the mind" of the rep early.

Collect Anything

Make a contact field

Add to onboarding

Store in contact

Zero integration work, auto-sync with snowflake

Streamline Permitting

Dynamic Assignment
Automatic Nudging & Alerting

Embedded, Pre-filled

Seamless E-Sign

Pre-written Text

Use ConveYour or 3rd Party (SignWell, Adobe)

Built in Nudges & Integration

Don't just "HR", Sell

Give context, guide, excite, & of course collect.

A chance to learn / pulse too.

Keep Leaders in the Know

Customize what managers & team leaders see.

Automate Task Delivery without sprints

Baby Smooth

Transition to Training

Before, during, after signing

progressively enhance a rep's profile.