Product / Client CRM & BD pipeline
Manage leads, contracts and fee terms in the same place you deliver.
Commercial terms sit in PDFs, so the recruiter and finance team never see the same numbers. Terms captured once, used in submissions and invoices.
The problem
Commercial terms sit in PDFs, so the recruiter and finance team never see the same numbers.
The outcome
Terms captured once, used in submissions and invoices.
- 1
Lead
Track prospects on a BD kanban.
- 2
Contract
Record the agreement, validity and non-solicit rules.
- 3
Fee terms
8.33%, percent of CTC or slab-based, plus rate cards.
- 4
Account health
A health score highlights accounts that need attention.
Key capabilities
What you get with Client CRM
BD lead kanban
Move leads to client with notes and follow-ups.
Contracts and fee terms
8.33% of annual CTC, custom percent, or slab tables.
Rate cards
Reusable pricing by role band or level.
Non-solicit rules
Warnings when a candidate falls under a restriction.
Health score
Activity, submissions and payments summarised per account.
Client contacts
Multiple contacts and portal users per client.
Related modules
See Hana Hire with your own hiring flow
Book a 30-minute walkthrough, or open the live demo and explore every role yourself.