Zoho for your industry
Zoho CRM for executive search, talent advisory and HR brokerage firms
Advisory firms keep their most important information in the wrong places: candidate pipelines in individual inboxes, renewal dates in personal calendars, and no view across the team. We have built Zoho CRM for a 30-year executive search firm placing go-to-market leadership for venture- and private-equity-backed tech companies, and for a national HR outsourcing brokerage. The work differs, but both moved off spreadsheets and individual inboxes onto one shared pipeline.
The problems we keep seeing
What was broken before the build
The Rosenstein Group
- • Candidate pipelines lived in individual inboxes
- • Long sales cycles with no structured stage tracking
- • Placement outcomes tracked after the fact, by hand
BRG Advisory Group
- • Carrier quotes compared by hand
- • Renewal deadlines tracked informally
- • No shared pipeline across the advisor team
What we built
The build, client by client
The Rosenstein Group: Giving a 30-year search firm one view across every active search
Every search and every client relationship now lives in Zoho CRM, with placement outcomes flowing back into the same record instead of a separate spreadsheet months later.
- Cross-search pipeline visibility for every partner
- Dedicated relationship-stage pipeline for long B2B sales cycles
- Automated post-placement retention and promotion tracking
- Zoho Sign for search engagement agreements
- Partner-level Zoho Analytics dashboards
- Shared candidate history across concurrent searches
BRG Advisory Group: Turning a national HR brokerage's quote process into a pipeline
BRG's advisors now work from one pipeline with carrier quotes, renewal dates, and compliance deadlines attached directly to the client record — visible to the whole team, not just the advisor who opened the deal.
- Centralized carrier quote comparison inside Zoho CRM
- Pipeline stages from prospect through enrolled client
- Automated renewal and compliance-deadline reminders
- Zoho Sign for enrollment paperwork
- Zoho Books integration for commission and billing visibility
- Team-wide coverage — any advisor can pick up any account's history
Zoho products used
Which Zoho modules these builds rely on
- Zoho CRM · used in 2 of 2
- Zoho Analytics · used in 2 of 2
- Zoho Sign · used in 2 of 2
- Zoho Books · used in 1 of 2
One build was scoped around concurrent searches and long relationship-driven sales cycles, the other around carrier quotes and renewal deadlines. If your firm runs on advisors or recruiters working deals in parallel, the case studies above show how each was set up.
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