Small agency launch
Use Vision as the daily workspace for job intake, candidate tracking, CV submissions, client notes, placement revenue, and recruiter ownership.
Product guide for recruitment agencies
Run candidates, clients, jobs, and revenue from one agency workspace.
Vision Team is built for recruitment agencies that need a clean operating system now, without forcing recruiters to relearn their entire day. It connects candidate intake, job pipelines, client contacts, submissions, placements, finance, and candidate-facing tools in one workflow.
Who Vision is best for today
Vision is currently strongest for small and growing recruitment agencies that want structured control over jobs, candidates, clients, submissions, and team accountability without buying a heavy enterprise ATS on day one.
Owner visibility
Owners and admins can monitor activity, pipeline health, recruiter progress, and revenue without asking every recruiter for manual updates.
Better talent experience
Candidate tools, resume support, salary benchmarking, and role-watch notifications give talent a reason to come back before they apply again.
What Vision does
The product is designed around one shared database. Candidates, jobs, companies, contacts, submissions, placements, activity, and revenue are connected instead of sitting in separate tools.
Agency ATS workflow
- Candidate records with CVs, notes, ownership, activity history, and pipeline state.
- Job records connected to applications, public job pages, submissions, and recruiter actions.
- AI-assisted matching, CV review, screening context, and candidate shortlisting support.
- Manual pipeline injection for candidates sourced outside public applications.
Client CRM and account memory
- Companies and contacts connected to jobs, deals, submissions, placements, and revenue.
- Contact sentiment, relationship health, and commercial activity history.
- Account ownership controls for recruiters, sales leads, admins, and owners.
- Client-facing submission workflow with response tracking and placement conversion.
Candidate-facing portal
- Public job pages and candidate application flow.
- Resume narrative audit, parse-ability view, confidence heatmap, and tone guidance.
- Salary benchmark tools with region-aware market context.
- Role-watch consent so candidates can be notified when similar jobs appear in their region.
Revenue and finance visibility
- Placement records, fee preview, VAT/tax fields, and multi-currency display.
- Printable invoice generation and CSV export for bookkeeping handoff.
- Revenue attribution by company, contact, job, recruiter, and placement.
- Forecasting foundations for agencies that need stronger commercial reporting.
How the workflow fits together
Vision should feel like a faster path through the work recruiters already do, not a separate product layered on top of their day.
Add the company and contact
Create or import a company, attach decision makers, record ownership, billing terms, notes, relationship health, and historical activity.
Create the job order
Connect the job to the company, contact, role requirements, compliance needs, pipeline, public job page, and expected revenue.
Capture applications and sourced talent
Candidates can apply through Vision-hosted pages, while recruiters can still manually inject sourced candidates with CVs and screening context.
Screen, match, and shortlist
Use CV parsing, AI matching, screening responses, notes, and candidate history to move faster without losing decision quality.
Submit to client and track response
Send client-ready submissions, log responses, keep contact activity attached to the account, and track submittal-to-hire performance.
Place, invoice, and report
Convert successful hires into placements, calculate fees and tax, generate printable invoices, export revenue, and keep reporting tied to the original job and client.
Team and admin controls
Vision separates control by role so owners can protect commercial data while giving recruiters enough access to work quickly.
Full agency control
Manage billing, team settings, danger actions, reporting, permissions, and agency-wide configuration.
Operational control
Manage team roles, workflow setup, jobs, candidates, companies, contacts, and reporting without owner-only destructive actions.
Focused daily workspace
Recruiters work candidates and jobs. Sales or account managers work companies, contacts, deals, relationship health, and revenue flow.
Live now vs scale roadmap
Vision is useful for smaller agencies now. The next major enterprise jump is deeper inbox/calendar sync, automated job distribution, and high-volume infrastructure hardening.
Area
Available now
Scale roadmap
Agency operations
Candidates, jobs, companies, contacts, submissions, placements, revenue, and team controls in one workspace.
Deeper forecasting, larger team analytics, and more automated account risk detection.
Email and calendar
Email actions and controlled notification flows through Vision-managed workflows.
Full Gmail and Outlook sync, logging, scheduled send, bounce detection, and open/link tracking after provider verification.
Job publishing
Vision-hosted job pages, candidate application routing, sitemap support, and role-watch notifications.
Automated third-party job board distribution, posting status, source attribution, and larger publishing controls.
One-day launch checklist
A small agency should not need months to move. The practical path is to launch the core operating workflow first, then expand once the team is using it every day.
- Create the agency workspace and confirm owner/admin access.
- Add recruiters and assign permissions.
- Import or create companies, contacts, and active jobs.
- Upload priority candidates and attach CVs to active roles.
- Publish job pages and test the application flow end to end.
- Standardize candidate stages and client submission rules.
- Review duplicate candidates, ownership, notes, and activity history.
- Track placements, tax, currency, and invoice handoff.
- Use candidate tools to improve resume quality and role-fit insight.
- Monitor reporting to see where candidates, jobs, and clients are getting stuck.
The product position
Vision is not trying to feel like legacy ATS software. It should feel faster, cleaner, and more commercial. The core promise is simple: keep the agency's candidate database, client relationships, jobs, submissions, placements, and revenue connected so recruiters can move faster without losing control.