Recruiterflow

One three-column page for every deal, job, company, and conversation tied to a contact.

Overview: The adaptive contact workspace

Choose which cards appear on the contact profile, where they sit, and publish the layout for your firm or for yourself.

Customize your adaptive contact profile layout

Every card on the contact profile, the columns it can sit in, and whether it has settings.

Contact profile card reference

Add companies to a contact, set a primary company, and record a job title at each one.

Manage multiple companies on a contact

View, link, create, and update the deals tied to a contact without leaving the contact profile.

Track deals from the contact profile

Amogh Balikai

Everything about building and managing contact profiles the way you want

Adaptive Contact Workspaces

Create a custom design with text, images, and links

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Recruiterflow Academy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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