Candidate dossiers
Generate branded PDF dossiers with photo, executive biography, career narrative, board positions, key achievements, and custom sections. Everything a client needs to evaluate a senior candidate in a single document.
ATSpro for
Executive Search
Candidate dossiers, live client shortlists, retained search milestones, leadership competency assessments, and panel management — every tool an executive search firm needs, included at £49/user/month.
The retained search workflow
Brief to billed, in one platform
01
Brief received
Create the retained job with milestone structure and fee agreement
02
Longlisting
Source via Apollo + X-Ray, search your network, add board position history
03
Competency assessment
Score candidates across executive competency framework, AI generates narrative
04
Shortlist to client
Share live shortlist link, track views, receive feedback in real time
05
Panel interviews
Manage panel composition, schedule, and record per-member hiring decisions
06
Placement & billing
Invoice first milestone automatically, then placement fee on completion
Everything executive search needs
All included. No modules, no add-ons.
Live shortlists with client feedback
Share a real-time candidate shortlist via a secure link. Clients can review profiles, leave comments, and rate candidates — and their feedback syncs back into ATSpro instantly via WebSocket. No more emailing spreadsheets back and forth.
Shortlist view tracking
See exactly when a client opened your shortlist link and how many times they’ve viewed it. Know whether they’ve looked before you pick up the phone — and follow up at the right moment.
Retained search milestones
Convert any job to a retained engagement with configurable milestone billing — longlist, shortlist, placement. Invoice against each milestone automatically as it completes. Retainer fees tracked alongside contingency work in the same platform.
Leadership competency assessments
Score candidates across 10 executive competency areas — strategic thinking, stakeholder management, P&L ownership, and more. AI generates a narrative summary from the scores. Attach to the dossier or share directly with the client.
Hiring panel management
Define chair, panel members, and HR observers for each role — critical for public sector and regulated industry searches. Track hiring decisions per panel member. Full audit trail for governance requirements.
Board position tracking
Track NED, Chair, and non-executive history per candidate — including organisation, appointment date, sector, and remuneration. Essential for building a quality board-level database and quickly identifying portfolio conflicts.
Bulk candidate distribution
Identify your strongest candidates for a brief and send a speculative introduction to multiple target companies simultaneously. AI writes a personalised cover email per company. Queue for review before anything goes out.
Live shortlists that impress clients
Share a link. Clients review, rate, and comment in real time.
atspro.co.uk/shortlist/tc-cto-2026 · 🔒 PIN protected
Confidential · TechCorp Ltd
Chief Technology Officer — Shortlist
5 candidates·Viewed 3 times·Last viewed 2 hours ago
AR
Alexandra Reid
CTO · FinTech Global
“Strong technical vision. Would like to see more about her P&L experience.”
★★★★★
MC
Marcus Chen
VP Engineering · Revolut
★★★★★
DS
Dr. Sarah Okonkwo
Chief Digital Officer · HSBC
Not yet reviewed
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Executive search FAQs
What is the best CRM for executive search and retained recruitment?
ATSpro is built for executive search and retained recruitment, with branded candidate dossiers, live client shortlists, leadership competency assessments, hiring panel management, retained search milestone billing, and board position tracking. The full feature set is included at £49 per user per month — no executive-search add-on pricing.
How do live shortlists work in ATSpro?
Live shortlists are real-time shared candidate lists where clients leave feedback and rate candidates directly. Updates sync back to ATSpro via WebSocket. Shortlists can be PIN-protected for sensitive searches, and view tracking records when clients open the link and how many times. This replaces emailed PDF shortlists with a collaborative, trackable workflow.
Does ATSpro support retained search milestone billing?
Yes. ATSpro supports converting any job to a retained search with configurable milestone billing — typically split as engagement, shortlist delivery, and placement. Retainer milestones generate invoices automatically and push to Xero, QuickBooks, or FreeAgent on completion.
Can ATSpro handle hiring panels and board-level appointments?
Yes. ATSpro includes hiring panel management (chair, panel members, HR observers — useful for public sector compliance), board position tracking on candidate profiles (NED, Chair, non-exec roles), leadership competency assessments across 10 competency areas with AI-generated narrative summaries, and bulk candidate distribution to multiple companies simultaneously.
What is included in candidate dossiers?
Candidate dossiers are branded PDF presentations with photo, bio, full work history, education, skills, leadership competency assessments, and custom sections per search. Configurable per-search to reveal or hide salary, contact details, and identity (blind/anonymous shortlists supported).
All of this at £49/user/month
No separate executive search module. No dossier add-on. No client portal fee. Every feature on this page is included in the standard licence — the same price a contingency recruiter pays. See pricing or compare to Bullhorn and Vincere.
14-day free trial · No credit card required