STAFFING & RECRUITMENT

Turn placements into profit with precise contract billing

  • Track billable hours for contract placements directly against the client project
  • Automate complex payroll-to-billing calculations for contract staff
  • See recruiter performance and pipeline health in real time
  • Convert signed client agreements into active placements - no re-entry
  • Manage candidate interviews and client tasks in one unified view
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Placement Pipeline

Active Placements
Sr. DevOps - FinTech Corp
Contractor: J. Doe
40 hrs
UX Lead - Bright Agency
Direct Hire
Fee Pending
Product Mgr - SaaS Ltd
Contract-to-Hire
32 / 40 hrs
Placement Margin24%
How Staffing Firms Actually Bill

Direct hire fees and contract hourly billing - managed in one loop

Recruitment firms often juggle flat-fee direct hire placements alongside long-term contract billing. CrmLeaf PSA captures the recruiter's activity and the contractor's time in the same ecosystem, ensuring that every placement is tracked for cost, revenue, and margin without double-entry between the CRM and the accounting tool.

Where Staffing Margins Bleed

Six places captures billable time and placement profit quietly slip

PainContractors submit hours in one tool, while billing happens in another, causing errors.
SolutionSeamless flow from timesheet approval to client invoice calculation.
PainRecruiter productivity is measured by 'gut feel' or manual call logs.
SolutionLive activity dashboards showing pipeline velocity and placement success rates.
PainContractor payroll costs aren't visible against client revenue until month-end.
SolutionReal-time margin tracking per contractor and client.
PainClient orders get buried in email, delaying the start of the search.
SolutionStructured client portals for submitting and tracking job orders.
PainPlacement fees are missed because there's no tie-in between the ATS and the billing trigger.
SolutionAutomated billing triggers when a placement status moves to 'Hired'.
PainCompliance and background check status is scattered across spreadsheets.
SolutionIntegrated task tracking for onboarding and compliance checks.
Modules Used

Built from the CrmLeaf PSA modules staffing agencies use most

Recruitment CRM & PipelineContractor Time & TimesheetsPlacement Billing & FeesCompliance & Task OnboardingClient & Candidate Portal
31%
Reduction in billing errors for contract placements
4 hrs
Saved per recruiter per week on back-office sync
100%
Visibility on placement margin across all clients
Instant
Status updates for clients via the portal
FAQ

Questions staffing agencies ask

Insights for staffing and recruitment firms looking to streamline consultant billing and compliance.

Industries We Serve

Built for service businesses with different delivery models

From IT and consulting to legal and accounting firms, CrmLeaf PSA adapts to how your teams plan work, allocate resources, and bill clients across recurring and project-based engagements.

IT & Managed Services

Manage SLA-based delivery, recurring retainers, and technical projects in one pipeline.

SLA Ready

Consulting & Advisory

Coordinate consultants, utilization, and milestone billing across multi-client programs.

Advisory Flow

Audit, Tax & Accounting

Plan seasonal workloads, monitor deadlines, and bill mixed fixed-fee and hourly engagements.

Compliance Focus

Legal Firms

Manage case timelines, client communication, and matter-based billing with full audit trails.

Matter Tracking

Staffing Agencies

Handle recruiter pipelines, contractor allocations, and multi-client staffing engagements with confidence.

Placement Ops
See how each business model uses CrmLeaf PSA

Stop double-entry between recruitment and billing.

Start your 14-day free trial and see placement pipeline, contractor time, and client billing in one platform.

Start 14-Day Free Trial Book a 30-min Demo