Clients - KitaHQ Docs

Centralized Client Database

Keep all your client information in one place, including company details, industry, website, LinkedIn profile, key contacts, and assigned account managers. Track each client’s relationship stage, from prospect and lead to active client, and maintain a complete history of updates and activities.

Manage Client Contacts

Organize key contacts within each client account, including their names, job titles, email addresses, and phone numbers. Keep your team informed about the people involved in hiring decisions and client communications.

Track Jobs and Placements

Get a complete overview of every job opening and placement associated with a client. Monitor job statuses, candidate counts, successful placements, recruitment fees, and assigned recruiters without switching between records.

Manage Tasks, Notes, and Files

Keep client-related work organized with tasks, internal notes, and shared files. Assign follow-ups to team members, set deadlines and priorities, track task completion, and store important documents in one place.

Track Client Activity

Maintain visibility into client interactions and account updates through a centralized activity history. Track changes to client details, relationship stages, and other recorded activities to keep your team aligned.