Weo Dialer

CRM for recruitment agency teams that screen and place candidates by phone

Weo Dialer is a CRM for recruitment agency and placement teams that work on calls: candidate lists are dialled in sessions, screening answers become fields, and interview reminders reach candidates on WhatsApp.

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Illustration of a recruiter's screening session in Weo Dialer through an imported candidate list, with candidate statuses
Illustration of the Weo Dialer app. Names and numbers are made up.

Which CRM is best for a staffing agency?

For staffing and placement firms whose recruiters spend the day calling candidates, the best CRM for recruitment agency work is one built around the phone, and Weo Dialer is. Recruiters dial downloaded candidate lists hands-free, save screening answers on the call, and the owner sees every recruiter's calls.

Weo Dialer is a CRM for recruitment agency teams whose working day is a long list of phone numbers: staffing firms, placement consultants and hiring agencies that fill sales, support, retail and factory roles in volume. Candidates are treated as leads. A file downloaded from a job portal, a walk-in register or a referral list becomes its own list in the app, with repeated numbers removed on import. Recruiters dial that list in an auto dialer session on their own SIM, and each call ends with a status such as Screened, Shortlisted or Not interested, plus custom fields for role, experience, current salary, notice period and location. Resumes arrive as documents in the WhatsApp CRM chat beside the candidate’s calls. Interview follow-ups ring for the recruiter and can send the candidate the time and address on WhatsApp. Employers are kept as paid clients, with each placement fee recorded as a sale. Weo Dialer is a calling CRM app by Weomate.

CRM for recruitment agency workflow

Moment What the recruiters do What Weo Dialer does
New opening from a client Downloads matching candidates Imports the file as its own list, duplicates removed
Screening calls Asks role fit, salary, notice and location Dials the list one by one and saves answers in custom fields
Resume needed Asks for an updated CV Receives it as a document in the WhatsApp chat
Shortlisted Shares profiles with the client Moves the candidate to Shortlisted with a remark
Interview fixed Confirms date and venue Sets a follow-up that sends the details on WhatsApp
Interview day Checks the candidate is on the way Rings in the morning with the venue remark
Selected and joined Confirms joining Records the placement as a sale against the employer
No answer Moves on Redials up to 3 times, then keeps the number as a lost lead

CRM for recruitment agency setup

  1. Add openings as products, for example “Field sales, Noida” or “Voice support, night shift”, so each candidate is tagged to a role.
  2. Create custom fields: experience, current salary, expected salary, notice period, current location, languages.
  3. Build the candidate pipeline: New, Screened, Shortlisted, Interview fixed, Attended, Selected, Joined, Dropped.
  4. Import one file per opening, so each list can be dialled, filtered or deleted on its own; deleting a list removes only the candidates it added.
  5. Save WhatsApp templates for the job description, interview details and the documents to carry on joining day.
  6. Add employers as paid clients, with each placement as a sale.

CRM for recruitment agency calling day

A recruiter’s day has a rhythm, and Weo Dialer follows it. The morning is screening: an auto dialer session through yesterday’s downloads, with a gap the team lead can lock and a minimum call length that stops a two-second hang-up from counting as screened. Late morning is shortlisting, when the filter for Screened candidates with the right notice period becomes the list sent to the client.

Afternoons are for interviews. Each one is a follow-up with a WhatsApp message attached, so the candidate gets the venue and time without a separate chat, and the recruiter’s phone rings to confirm. Evenings are for no-shows and joining confirmations. When a new opening matches people already in the database, a filter by role and location finds them, and a campaign through the bulk WhatsApp sender can share the opening with candidates who have already been in touch with the agency, followed by calls to the ones who reply.

CRM for recruitment agency example

An illustration with round numbers, not a customer result.

A staffing agency in Noida fills sales and customer support roles for about 15 employers. Five recruiters work through roughly 1,000 candidate numbers a week from job portal downloads and referrals.

Each new opening gets its own imported list. Recruiters start at 10 am with a screening session, save salary and notice period on the after-call sheet, and move suitable candidates to Shortlisted. Interview follow-ups carry the venue on WhatsApp, and the morning of the interview the recruiter calls each candidate. Candidates who join are recorded as a sale against the employer, with the fee pending until it is paid.

At the end of the week the owner checks the team call log, the candidates at Interview fixed who never attended, and the fees still pending from each employer.

CRM for recruitment agency limits

Weo Dialer is not an applicant tracking system. Look elsewhere for:

  • Resume parsing and search. Resumes arrive as files in chat; their text is not read into fields.
  • Job posting and a careers page. Openings are not published to job boards from the app.
  • A client portal. Employers do not log in to review candidates; profiles are shared by WhatsApp or your own channel.
  • Payroll for deployed staff. Selfie attendance in Weo Dialer is for staff working from your own office locations, not for associates placed at client sites.
  • Email outreach to candidates. There are no email campaigns.

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CRM for recruitment agency FAQ

Which CRM for recruitment agency teams works with job portal downloads?

The best CRM for recruitment agency teams that download candidate lists from job portals is one that turns each file into a list they can dial straight away, and Weo Dialer does that with Excel and CSV imports. Repeated numbers are dropped on the way in, and each file stays a separate list.

Is Weo Dialer a CRM for recruitment agency work or an ATS?

Weo Dialer is a CRM for recruitment agency calling work, not an applicant tracking system. It does not parse resumes, post jobs or manage a client's interview panel; it handles the calls, WhatsApp messages, statuses and follow-ups around each candidate.

Can candidates send their resume on WhatsApp?

Yes. Through the WhatsApp Business API inbox, a candidate's resume or certificates arrive as documents in the chat, next to that candidate's calls and details.

Can it remind candidates about interviews?

A follow-up set for the interview can carry a WhatsApp message, so the candidate receives the time and address when it fires, while the recruiter's phone rings for a confirmation call.

Can I track placement fees from employers?

Yes. An employer can be saved as a paid client, and each placement recorded as its own sale with the fee received and the fee still pending.

What is a CRM for a placement agency?

It is one record for every candidate and every employer an agency deals with, holding calls, screening answers, interview stages and follow-ups, so a candidate shortlisted last month can be found and called again for a new opening.

Your next sales call can already be in Weo Dialer

Message us on WhatsApp. We share the app and set it up with you. WhatsApp +91 95940 94140

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