Keep candidate and client workflows connected
Recruitment teams depend on CRM, applicant tracking, email, telephony, job boards and mobile access throughout the day. Stratiis helps agencies in Scotland support the IT beneath these systems and coordinate with the specialist vendors who own the recruitment platforms.
What is CRM and ATS co-ordination for recruitment?
CRM and ATS co-ordination maps how candidate, client, vacancy and placement information moves between recruitment platforms and the tools consultants use. It defines who supports identity, devices, connectivity, integrations, data, recovery and supplier escalation. Stratiis can support agreed business IT and work with recruitment software vendors; product configuration and platform-specific faults remain with the relevant application owner and supplier unless separately scoped.
Clear support keeps placements moving
When a consultant cannot see a vacancy, send a message or update a candidate record, the problem may involve several systems and owners.
Quicker fault routing
Separate device, account, network, integration and application issues.
Consistent information
Identify the authoritative record and reduce avoidable duplication.
Controlled access
Give consultants appropriate access and remove it promptly when roles change.
Recoverable workflows
Plan how candidate contact and client service continue during an outage.
Which systems should be included in a recruitment support map?
Follow the journey from sourcing a candidate to communicating with a client, filling a role and producing the records needed afterwards.
| System area | Typical workflow | Dependencies to record |
|---|---|---|
| Recruitment CRM | Client relationships, opportunities, vacancies, notes and activity. | Application owner, accounts, integrations, data rules and vendor support. |
| Applicant tracking system | Applications, candidate progress, interviews and placement status. | Identity, job-board feeds, document access, retention and recovery. |
| Email and collaboration | Candidate and client correspondence, calendars, Teams and documents. | Microsoft 365, permissions, device access, security and backup. |
| Telephony and contact tools | Calls, queues, remote consultants, messages and reporting. | Provider, connectivity, user setup, approved integrations and escalation. |
| Job boards, payroll and finance | Sourcing, advertising, contractor administration, invoicing and reporting. | Account ownership, data exchange, approvals, supplier contacts and continuity. |
Not every system needs a direct integration. Agree the business purpose, data owner, supported interface and change route before joining platforms.
Define the boundary between IT and recruitment software
A clear support agreement avoids sending a platform issue between the helpdesk and vendor without an owner.
| Area | Potential Stratiis role | Agency or platform-vendor role |
|---|---|---|
| Accounts and devices | Support agreed identities, laptops, mobiles, security policies and user access. | Approve consultant roles and platform-specific privileges. |
| Connectivity and Microsoft 365 | Manage agreed networks, email, collaboration and cloud dependencies. | Define business workflow and platform integration needs. |
| CRM and ATS applications | Help isolate IT-side faults and coordinate vendor escalation. | Own product configuration, workflows, application fixes and data definitions. |
| Integrations and automation | Support agreed IT components and coordinate a controlled project. | Approve data movement and change each vendor-owned product. |
| Incident and recovery | Restore agreed IT services and communicate across suppliers. | Prioritise consultant work and confirm application and data restoration. |
Can Stratiis support a recruitment CRM or ATS?
Stratiis can support the agreed devices, identities, Microsoft 365, connectivity and security around a CRM or ATS, and coordinate with the specialist software provider. Application configuration, product defects and platform-specific data changes should remain with the software owner and vendor unless the service scope says otherwise.
Keep access and data ownership clear
Candidate records and client details may appear in the ATS, CRM, email, documents, job boards and call tools. Each important field needs an agreed source, a business owner and a process for correcting or removing information.
Identity and devices
Use named accounts, suitable authentication, managed devices and a joiner-leaver process for consultants.
Secure information
Protect email, endpoints and approved sharing, and review external supplier access.
Mobile consultants
Make approved candidate and client information available to consultants working across offices and locations.
Support the calls and cloud access consultants need
A CRM or ATS may be healthy while consultants still cannot work because of identity, telephony or internet problems. Map those dependencies to the same support route.
Business connectivity
Plan office capacity and resilience around cloud platforms, calls and video meetings.
Calling in Teams
Coordinate calling, users and approved workflow integrations with the telephony provider.
Remote work
Give consultants secure access from managed devices outside the office.
Plan how recruitment work continues during an outage
Restoring a laptop or email account is only part of recovery if the CRM, ATS, internet connection or phone service remains unavailable. Leaders should decide which candidate and client activities return first.
| Question | Why it matters | Useful evidence |
|---|---|---|
| Which activities are critical? | Candidate contact, interviews, client updates and payroll deadlines can have different impacts. | Priorities, owners and temporary procedures. |
| What is backed up? | Microsoft 365, CRM, ATS, files and finance systems may have different protection. | Documented scope, vendor terms, exclusions and retention. |
| What else is needed? | Identity, connectivity, telephony and integrations may be required to resume work. | Dependency map and supplier contacts. |
| Has recovery been tested? | A backup report does not prove consultants can use the full workflow. | Restore results, issues and retest dates. |
Stratiis can support the agreed business platform through cloud, backup and disaster recovery services.
Build a practical CRM and ATS support map
A useful review shows consultants, IT and vendors who owns each part of the recruitment workflow.
Discover
List platforms, users, data flows, integrations and suppliers.
Assign
Name the agency, IT and vendor owner for each dependency.
Prioritise
Address access gaps, integration faults and recovery risks.
Improve
Review incidents and update the map as teams and systems change.
Major platform and integration changes can be delivered through projects and digital transformation, with priorities tracked through vCIO services.
Support the technology around every placement
Recruitment systems work best when the devices, identities, connections and communications around them are dependable.
Recruitment IT support
See the wider approach to consultants, candidate data, communications and business continuity.
Managed IT services
Helpdesk, monitoring, users, devices, networks and vendor liaison within an agreed scope.
Co-managed IT
Add specialist capacity alongside an internal technology team.
Business communications
Calling and connectivity designed around consultants and cloud platforms.
CRM and ATS co-ordination for recruitment explained
What is the difference between a recruitment CRM and an ATS?
A recruitment CRM helps manage client and candidate relationships and activity. An applicant tracking system organises applications and progress through hiring stages. Some platforms combine both functions.
Can Stratiis support our recruitment platform?
Stratiis can support agreed devices, identity, Microsoft 365, connectivity and security, and coordinate with the CRM or ATS vendor. Product configuration and platform fixes remain with the specialist provider unless separately scoped.
Who owns candidate data shared between the CRM and ATS?
The recruitment business should assign a data owner and decide which platform is authoritative for each record. IT and vendors can then document the supported integration and escalation route.
How should consultants get access to the CRM and ATS?
Use named accounts and role-based access approved by the business, with suitable authentication and managed devices. Review permissions as consultants join, move roles or leave.
What if an integration with a job board stops working?
Check whether the issue is with the account, network, supported interface or platform. The relevant application or job-board vendor should fix its product, with IT coordinating agreed dependencies and communication.
Should recruitment agencies back up cloud CRM and ATS data?
Confirm each vendor’s protection and restore options, what data the agency can export, and what business records need separate backup. Test that a usable workflow can be restored.
Can one support plan cover several offices and remote consultants?
Yes. Common identity, device, security and support standards can span offices and remote staff, while each location’s connectivity and telephony dependencies are recorded.
How do we start a CRM and ATS review?
Map a common candidate-to-placement workflow. Stratiis can identify the supporting IT, access, integrations and vendors, then agree responsibility and recovery priorities with the recruitment team.
Discuss your CRM, ATS and support routes
We can help clarify the IT beneath your recruitment platforms and identify practical improvements to access, integration and recovery.
