Executive Search Firms

Recruitment Software for Executive Search Firms

Executive search runs on long relationships and careful records. The executive you approach this year may be the client who calls you in five. PCRM keeps retained and contingency work, client history and business development in one database, configured around the way your firm runs a search.

Retained Search Runs Its Own Pipeline

A retained search and a contingency role rarely move through the same stages. A retained engagement might run from research through a longlist, a shortlist and client interviews, while contingency work moves faster with fewer steps. A single fixed pipeline forces one of them to pretend.

In PCRM each type of role gets its own pipeline, with your own stage names, and candidates move through it with drag and drop. Custom forms capture the details each client asks for.

PCRM · Company

Northwind Logistics

Company record · Client since 2021

Client

AL Alex Lee
Hiring manager · placed by you in 2022 Contact

JO Operations Director
Job order · 4 in pipeline Open

$ Q1 Warehouse Hiring
Deal · Warm · 60% probability Proposal

✉ Email thread saved
Re: shortlist for Thursday Today

“Alex called about a second role. It is all on the record.”

Client and Candidate History in One Record

PCRM is organized around the company. Contacts, candidates, job orders and placements all connect to the company record, so when an executive you placed becomes a hiring client, the whole relationship is already there.

Email threads land on the record through the Outlook, Office 365 and Gmail integrations. Deals track business development against the company, with stage, probability and projected value, so a mandate you are pitching is visible to the firm and not only to the partner pitching it.

Role based security and permissions let you decide what each person on your team can see and change.

Reporting for Retained and Contingency Work Side by Side

Because both kinds of work sit in the same database, you can see activity, pipeline and placement reporting across the firm without stitching two systems together. Standard reports are part of the current offering.

Research Beyond Your Own Records

PCRM does not buy contact data or search the open web for you. Search firms that research outside their database usually connect a sourcing tool, and ZoomInfo and hireEZ both export into PCRM in one click.

Support

When You Call,

We Pick Up.

Our support team is US based and employed by PCRM. Call and a real person picks up. Prefer to write? Open a ticket and it goes to the same team.

Under 30 Seconds

Average time to answer the phone

One Business Day

To get your first training session scheduled after your onboarding call

4.6 Out of 5

For customer service across 380 reviews

See What Our Support Actually Covers →

Questions From Search Firms

Can retained and contingency searches use different stages?

Yes. Each role type has its own pipeline and stage names, in the same database.

Can we track the mandates we are pitching?

Yes. Deals track opportunities against the company record, with stage, probability, projected value and the activity that goes with them.

Can we control who sees what?

Yes. PCRM has role based security and permissions.

Does PCRM find executives outside our database?

No. External research comes from a tool you connect, such as ZoomInfo or hireEZ, which both export into PCRM in one click.

Do you train AI on our candidate records?

We never use identifiable customer data to train AI. Anonymized data, meaning data that cannot reasonably identify or be linked back to you or any person, may be used, and we commit not to re-identify it. Some AI features use third-party providers to process data, and they are not allowed to use your data to train their models.

Bring a Live Search

Show us how a search moves through your firm today, and we will show you how it would run in PCRM.