
When recruitment outgrows spreadsheets
A handover often reveals the limit: a colleague finds the row but misses the agreement that determines what should happen next.
Remo Vloet6 min.

Following an application and keeping in touch with a candidate involve different information. Understanding both helps you choose software for your recruitment agency.
An ATS tracks an application through the hiring process for a particular job. A recruitment CRM helps you maintain relationships with candidates and clients, including when there’s no suitable vacancy. Recruitment platforms often combine both. The distinction is useful when you need to answer two different questions: where has this application reached, and what do we know about this relationship?
Consider someone interested in two jobs. An interview is due for one, while they’ve already declined the other. Putting a single status against that person’s name won’t tell the whole story.
An applicant tracking system, or ATS, helps you follow candidates through recruitment. It can show who is under consideration for a job, which interviews are planned and what decision is due next. iCIMS describes an ATS as software for tracking candidates throughout recruitment and hiring.
For a recruiter, the immediate question is often simple: what needs to happen next on this vacancy? One applicant might be waiting for client feedback while another still needs an initial interview. The system should make those separate tasks clear.
Each application has its own progress. Someone can reach a second interview for one job and have been rejected for another. A status attached only to the person won’t describe both situations accurately.
Suppliers offer different sets of functions. Job advertising, calendar connections and document creation may be available, but the ATS label alone doesn’t confirm that a particular package includes them.
A recruitment CRM helps you keep track of relationships, conversations and follow-up actions. For an agency, that often includes clients as well as candidates. You can record what someone is looking for and when you agreed to speak again, even when they’re not involved in an active application.
CRM has two meanings to watch for. In general business software, it stands for customer relationship management. Salesforce defines CRM around managing interactions with current and prospective customers. Recruitment suppliers also use candidate relationship management, which focuses on maintaining relationships with potential hires. Ask which relationships the product actually supports.
A candidate might want to discuss a move later in the year. There’s no application yet, but you still need to find your agreement when that time comes. On the client side, a hiring manager might expect a new vacancy in a few months and ask you to call back then.
Simply brings ATS and CRM into one data model: candidates, jobs, companies and contacts have their own records connected through relationships. You can follow an application for a specific job while maintaining the wider candidate or client relationship. Custom fields and pipelines let you shape that setup around your agency.
| Question during the working day | ATS function | CRM function |
|---|---|---|
| Who is waiting for a second interview for this job? | Application stage and next action | Previous contact can add context |
| Who asked to speak again after the summer? | There may be no application yet | Follow-up agreement and responsible recruiter |
| What did the client say about this candidate? | Feedback against the relevant application | Relationship with the client contact |
| What work might the client need help with later? | Becomes relevant when a vacancy is active | Client conversation and planned follow-up |
These are different jobs for the software to do. They don’t necessarily require two separate purchases.
Keep a person’s general details together while tracking each application separately. Their contact information belongs with the candidate. An interview or rejection for a particular role belongs with that application. Linking the job to its client and contact gives you the context you need to continue the conversation.
Here’s a fictional example. You speak with Alex about a project manager vacancy at Harbour & Co. During the conversation, you also discuss an operations manager role at the same company. Alex wants an interview for the first job but isn’t interested in the working hours for the second.
| Record | Information in this example |
|---|---|
| Candidate Alex | Contact details, stated preferences and when you checked them |
| Client Harbour & Co | The company and its two separate vacancies |
| Client contact | The person arranging interviews and giving feedback |
| Project manager application | Interest confirmed; first interview to arrange |
| Operations manager application | Alex declined because of the working hours |
Change only Alex’s overall status to ‘rejected’ and you lose sight of the other application. Create a fresh candidate record for every vacancy and someone later has to work out which copy contains the current contact details.
A useful setup lets you open Alex’s profile and find both applications. From the project manager vacancy, you can see the progress for that job. Closing the operations manager application should leave its outcome clear without obscuring the other conversation.
Use this as an exercise when reviewing software. The names and fields are illustrative. Replace them with a situation your team recognises, using fictional personal information rather than a real candidate’s details in a sales demo.
Look at what your team needs to track after a vacancy closes. If you keep in touch with candidates about future opportunities and discuss repeat work with clients, both relationship management and application tracking matter. Whether that means buying different software depends on what your existing system already lets you do.
A team mainly handling applications for open roles may start with interview and application progress. An agency serving returning clients also needs to find previous agreements and know who to contact again. Individual recruiters in the same team can have different priorities.
Start by testing your current setup. Can Alex be linked to both jobs? Is the future follow-up still visible after one application closes? Can a colleague take over and identify the next action? If those tasks work well, a different product label alone gives you little reason to move.
Where an ATS and CRM are separate, agree where people update information and how changes reach the other system. Ask what happens if that exchange fails. Otherwise, colleagues may work from different versions of the same agreement.
Bring the two-application example and ask the supplier to work through it. You’ll see how candidates, jobs and clients connect as someone uses the system. Include a change and a closed application: a prepared dashboard doesn’t always reveal how a recruiter gets to that view or updates its information.
Try these four tasks:
Record what you’ve seen and what remains unanswered. A future feature stays on the questions list until you can check it.
Simply’s ATS and CRM page explains its approach to data, relationships and pipelines. To explore what that means for your agency, request a demo and bring a familiar working example. You can then judge how well the setup fits your day.
About the author

Remo Vloet is a co-founder of Simply, the AI Operating System for recruitment agencies: inbox, meetings, sourcing, CV parsing, search and matching, documents and automation in one system. With a background in building complex software, he contributes to the technical vision behind Simply.
LinkedInArticles by Remo VloetAn ATS tracks applications for individual vacancies. A recruitment CRM supports relationships and contact over a longer period. A single software platform can provide both functions.
In general business software, CRM means customer relationship management. Recruitment suppliers also use it to mean candidate relationship management. Check whether the product supports candidate relationships, client relationships or both.
A candidate can reach different stages for different vacancies. Keeping a status against each application allows you to follow both, while maintaining the person's general details separately.
The distinction between ATS and CRM doesn't mean you need two products. Start with the application and relationship tasks you need, then check your current software. If you use separate systems, establish how they exchange information and updates.
A CRM helps you find previous conversations and follow-up agreements. You still decide what to discuss and what action is suitable. A recorded interest in a job doesn't automatically mean someone is available today.

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