# ATSpro — full product reference Source: https://atspro.co.uk Generated from the same content that renders the site, so this cannot drift from what a human reader sees. ATSpro is an AI recruitment CRM and applicant tracking system for UK recruitment agencies. £49 per user per month, every feature included. --- # Frequently asked questions **Q: What is ATSpro?** A: ATSpro is an AI recruitment CRM and applicant tracking system built specifically for UK recruitment agencies. It combines a conversational AI assistant with 170+ tools, 6 AI agents and 29 lifecycle automations, geographic candidate search, full UK compliance (Reg 15/17, Right to Work, GDPR), and timesheet-to-invoice automation. Pricing is £49 per user per month with all features included. **Q: What is a recruitment CRM?** A: A recruitment CRM (Customer Relationship Management system) is software that recruitment agencies use to manage candidates, jobs, clients, and placements in one place. Modern recruitment CRMs like ATSpro combine candidate tracking, client relationship management, AI matching, outreach campaigns, compliance documentation, and invoicing into a single platform — replacing spreadsheets and disconnected tools. **Q: What is the difference between an ATS and a CRM, and do I need both?** A: An applicant tracking system (ATS) manages the candidate side — applications, CV parsing, pipelines, interviews, offers. A recruitment CRM manages the client side — companies, contacts, business development, and the relationships that generate the roles in the first place. A recruitment agency needs both, because a placement requires a candidate and a client. Running them as two separate systems means duplicate data entry and no single view of a deal. ATSpro is an ATS and CRM in one platform: applicant tracking and client relationship management share the same database, so a candidate, the job they are matched to, the client who briefed it, and the invoice that follows are all one connected record. **Q: Is ATSpro an ATS or a CRM?** A: Both. ATSpro combines a full applicant tracking system and a recruitment CRM in a single platform at £49 per user per month, with no separate modules or licences. The ATS side covers CV parsing, semantic and geographic candidate search, Kanban pipelines, interview scheduling, and offer management. The CRM side covers companies, contacts, opportunities, business development campaigns, and client portals. Placements, timesheets, and invoicing sit across both. Agencies replacing a separate ATS and CRM typically consolidate two subscriptions into one. **Q: Does ATSpro work on mobile?** A: Yes. ATSpro is a progressive web app (PWA), which means you can install it to your phone or tablet home screen straight from the browser and it runs full-screen like an app — no App Store or Play Store download, and no separate version to keep updated. Push notifications are supported, so you get alerts for new applications, interview reminders, document expiries and approval requests on your phone. The full interface is responsive rather than a cut-down mobile view: consultants can search candidates, move pipelines, log calls, review submissions and approve timesheets from a phone. If your requirement is specifically a native app-store download, ATSpro does not offer one. **Q: How does migrating to ATSpro from my current CRM work?** A: Migration is included free and we do it for you — there is no self-service import tool to wrestle with. ATSpro has native API migrations already built for JobAdder, Recruit CRM, Crelate, Influence and Giig, which pull candidates, companies, contacts, jobs, placements, notes and documents directly across. If you are on a system we have not integrated yet, such as Bullhorn or Vincere, we build the API migration for you at no cost, or work from a CSV export if the API is not available. Either way the work is ours, not yours. For comparison, enterprise vendors typically quote £5,000 to £25,000 for implementation and hand you to a third-party partner. **Q: How is ATSpro different from other recruitment CRM systems?** A: Three things set ATSpro apart at this price point. First, the AI assistant is a command interface with 170+ tools that take real actions — finding candidates, sending emails, creating jobs, chasing feedback — not a chatbot that only summarises. Second, geographic intelligence with map-based candidate search, radius filtering, and bulk actions is built in for candidates, contacts, and companies. Third, the full UK compliance stack (Reg 15/17, Right to Work, GDPR, blind recruitment) is included, where Bullhorn charges extra for each. **Q: How much does ATSpro cost?** A: ATSpro costs £49 per user per month with every feature included — no modules, no add-ons, no setup fees. There is a 14-day free trial with no credit card required. Annual billing is available with a 20% discount, and custom pricing is available for agencies with 50 or more users or multi-brand groups. **Q: How does ATSpro compare to Bullhorn?** A: ATSpro is typically 3 to 5 times cheaper than Bullhorn for a UK mid-market agency. ATSpro includes the AI assistant, full UK compliance (Reg 15/17, RTW, GDPR), e-signatures, timesheet automation, and a careers site builder at £49 per user. Bullhorn charges extra for each of these as add-ons. Bullhorn Copilot can summarise and search; the ATSpro AI assistant takes real actions in the CRM. **Q: Which AI agents are included in ATSpro?** A: ATSpro separates AI agents from lifecycle automations, because they do different jobs. Six AI agents make judgement calls and run human-in-the-loop with an approval queue: Sourcing (Apollo and X-Ray candidate discovery), Screening (initial qualification against the brief), Outreach (drafts intro emails), Follow-up (chases replies and stalled submissions), Interview (schedules, invites and confirms), and Delivery (monitors consulting projects for risk). Alongside them, 29 lifecycle automations run deterministic rules you configure in Settings — no AI guesswork, they simply fire: placement auto-activates on start date, aftercare check-ins schedule themselves, jobs close when all positions are filled, candidates go dormant after inactivity, interview reminders send, invoices generate on timesheet approval, and chase emails go out on overdue payment. You choose which run automatically and which need your sign-off. **Q: Is ATSpro suitable for UK temp and contract recruitment agencies?** A: Yes. ATSpro is built with UK temp and contract recruitment in mind. It includes Regulation 15 Assignment Confirmations, Regulation 17 Key Information Documents, full Right to Work tracking with all Home Office List A and B document types, digital timesheets with worker and client portals, automated invoice generation on timesheet approval, and direct sync to Xero, QuickBooks, and FreeAgent. Working pattern templates support shifts, part-time, and irregular schedules. **Q: Does ATSpro support consulting projects and Statement of Work engagements?** A: Yes. ATSpro has a built-in projects layer for agencies that run consulting or staffing engagements alongside placements. It supports three engagement types: Time and Materials with timesheet-driven invoices, Work Package with milestone billing, and Retainer engagements. Each project has consultant assignments with charge and pay rates, RAG status updates to the client, project expenses with markup or pass-through policies, and a 10-tab project reports hub covering portfolio health, margin by client, revenue recognition, budget burn-down, and consultant utilisation. Quotes flow through a sign-portal, and accepted quotes convert directly into projects. **Q: Can ATSpro bill milestone-based or fixed-fee project engagements?** A: Yes. For Work Package projects, you split the contract value across milestones with names, due dates, and amounts. Marking a milestone complete generates a draft invoice automatically for review and send. For Time and Materials projects, approved timesheets accumulate within your billing period (weekly, fortnightly, or monthly) and roll up into one invoice per project per period, with line items per consultant. Project expenses can be added at cost, with markup, or treated as non-billable, and they attach to the next invoice automatically. **Q: Does ATSpro integrate with LinkedIn, Indeed and other job boards?** A: ATSpro integrates with Indeed, CV-Library, Reed, Totaljobs, Adzuna, Jora, and Talent.com via XML feeds and direct posting. For LinkedIn, ATSpro provides candidate sourcing via Apollo and Google X-Ray, contact enrichment for hiring managers, and LinkedIn outreach automation through Kakiyo. ATSpro also integrates with Microsoft 365, Google Workspace, Xero, QuickBooks, FreeAgent, Twilio (SMS and WhatsApp), Xelion, and RingOver telephony. **Q: Is ATSpro GDPR compliant and where is data stored?** A: Yes. ATSpro is built with GDPR compliance at its core: 5-state consent tracking (Contacted, Consented, Active, Expired, Withdrawn), automated data retention policies, right-to-be-forgotten workflows, data subject access request handling, and anonymised equal opportunities reporting. Data is hosted on UK and EU infrastructure (Railway and Neon, eu-west-2) with AES-256 encryption for stored credentials and tenant-level isolation enforced at the database layer. --- # Features ## AI Matching URL: https://atspro.co.uk/features/matching **The right candidates, ranked in seconds.** Your best candidate for a role is probably already in your database — you just cannot find them fast enough. ATSpro ranks your entire database against any live role with semantic AI matching: scored, explained, and returned in seconds. All built in at £49/user/month. > Your database already knows who fits — matching ranks it live, explains every score, and has the CVs ready to send. Key facts: - 20% of submissions reach interview. Pooled median across our most active agencies. - Seconds to rank your whole database. Live on the job — no overnight batch. - 100k+ candidates, ranked live. Vector index built for sub-second retrieval. - £49 per user, all in. Matching included, not an add-on. ### Open the job. The shortlist is already there. ATSpro builds vector embeddings of every candidate profile and every job requirement, then compares them on meaning — the way a good consultant reads a CV, not the way a search box does. Every candidate gets a score with the reasoning behind it, ranked so the strongest fits sit at the top. - Semantic, not keyword — a React developer surfaces for a front-end role - A score and the reasoning on every candidate — no black box - Low-confidence matches filtered out, so you only see genuine fits ### From match to client inbox. A ranked match is the start, not the end. Add the best fits straight into the job pipeline, build a LiveList client shortlist, and submit — matching sits inside the same workflow as the rest of your desk. No exporting, no separate tool, no copy-pasting a shortlist into an email. - Matched candidates into the pipeline in one click - Flows straight into LiveList client shortlists - Submit with a branded CV without leaving the job ### Matching that reads like a consultant Six things that make the ranking worth trusting — all included at £49/user/month. **Semantic, not keyword** — ATSpro builds vector embeddings of every candidate profile and every job requirement, then compares them on meaning. A React developer surfaces for a front-end engineer role even without an exact keyword overlap — the way a good consultant would read it. - Vector embeddings of profiles and requirements - Matches on skills, experience, and context - Finds adjacent titles a keyword search would miss **Scored and explained** — Every candidate gets a match score, and you can see the reasoning behind it — what lined up and what did not. You are not trusting a black box; you can judge the shortlist at a glance and dig into any candidate. - A match score on every candidate - The reasoning behind each score - Ranked so the strongest fits are at the top **Works your own database** — Matching ranks the candidates you already have against a live role — the fastest way to rediscover people already sitting in your CRM. For net-new candidates you have never spoken to, ATSpro has a separate AI Sourcing feature. - Ranks candidates already in your database - Turns a dormant CRM into a live talent pool - Pairs with AI Sourcing to grow and then work the database **Seconds, not overnight** — Matching runs against a vector index and returns ranked candidates in seconds, even across databases of hundreds of thousands of candidates. There is no overnight batch — open a job and the ranked shortlist is already there. - Vector index built for sub-second retrieval - Scales to hundreds of thousands of candidates - No batch jobs — results are live on the job **From match to shortlist to client** — A ranked match is the start, not the end. Add the best fits straight into the job pipeline, build a client shortlist, and submit — matching sits inside the same workflow as the rest of your desk, not in a separate tool. - Add matched candidates to the pipeline in one click - Flows into LiveList client shortlists - One workflow — no exporting between tools **Built on real data quality** — Good matches depend on clean data. ATSpro parses CVs into structured profiles, deduplicates candidates, and keeps the match index pruned — so the ranking reflects who your candidates actually are, not stale or duplicated records. - CVs parsed into structured, searchable profiles - Candidate deduplication keeps the index clean - Match table pruned so ranking stays accurate ### Matching vs sourcing AI matching ranks the candidates already in your ATSpro database against a live role — it is how you rediscover people you have already spoken to. For net-new candidates you have never contacted, ATSpro has a separate AI Sourcing feature. ### FAQs **Q: How does AI candidate matching work in ATSpro?** A: When you open a job, ATSpro ranks your existing candidate database against the role using semantic vector search, matching on skills, experience, and context rather than just keywords. Each candidate gets a match score with the reasoning behind it, so you can see the strongest fits in seconds instead of scrolling CVs. **Q: Is the matching based on keywords or actual meaning?** A: Actual meaning. ATSpro builds vector embeddings of candidate profiles and job requirements and compares them semantically, so a React developer can surface for a front-end engineer role even without an exact keyword overlap. Matches are ranked by score, and low-confidence matches are filtered out so you only see genuine fits. **Q: Does matching search my own database or external candidates?** A: AI matching ranks the candidates already in your ATSpro database against a live role; it helps you rediscover people you already have. For sourcing net-new candidates you have never spoken to, ATSpro has a separate AI Sourcing feature. The two work together: source to grow your database, match to work it. **Q: How fast is it?** A: Matching runs against a vector index and returns ranked candidates in seconds, even across databases of hundreds of thousands of candidates. There is no overnight batch; open a job and the ranked shortlist is there. --- ## Geographic Intelligence URL: https://atspro.co.uk/features/sourcing **Draw a radius. Select all. Done.** ATSpro plots every candidate, contact, and company on a live map. Draw a radius around any location, select everyone within commuting distance, and bulk enrich, campaign, or submit CVs — in one operation. > Type a plain-English search and your database becomes a map — radius drawn, clusters ranked, six bulk actions one selection away. Key facts: - 0.1-mile accuracy. Haversine distance on every result. - 50 profiles enriched at once. Apollo and Hunter in a background job. - 6 bulk actions from a selection. Enrich, campaign, submit, and more. - £49 per user, all in. Bullhorn Maps is a separate paid product. ### Your whole database, on a map. Switch any list to map view and every geocoded candidate, contact, and company becomes a pin. Click a point, drag a radius, and everything inside is selected — then the radius stacks with your other filters, so "React developers within 20 miles of Leeds" is one query, ranked by both skill match and proximity. - Candidates, contacts, and companies as independent layers - Radius stacks with skills, salary, availability, and boolean search - Results sorted by proximity, not alphabetically ### How it works **Open the map** — Switch any candidate, contact, or company list to map view. Every record with a known location is plotted as a pin — your entire database, geographically. - Candidates are geocoded from their stored location. Companies show all registered office locations. Contacts appear at their company's address. All three layers can be toggled independently. **Draw a radius** — Click any point on the map — an office address, a postcode, a town centre — and drag to set a radius in miles. Everything inside is selected. - Distance is calculated using Haversine formula — accurate to 0.1 mile. The default radius is 25 miles but you can set any distance. Results are sorted by proximity, not alphabetically. **Combine with search** — The radius filter stacks with any other search. "React developers within 20 miles of Leeds" is a single query — vector semantic search and location filter applied together. - Works with: skill filters, seniority levels, salary range, availability status, source (database, LinkedIn, sourced), and any combination. Boolean AND/OR/NOT operators also apply. **Select and act** — Select individual results or "select all" to grab the entire set. Then bulk enrich, add to a campaign, submit CVs to a client, update status, or export CSV. - Bulk enrichment runs Apollo/Hunter against up to 50 profiles simultaneously in a background job. Campaign enrolment is instant. CV submissions queue for your review before sending. ### The full sourcing stack — six bulk actions Everything you can do with a selection from a radius search **Bulk enrich** — Get verified email and phone via Apollo/Hunter for up to 50 profiles at once. Runs in the background. **Add to campaign** — Enrol the entire selection into any active email campaign. Sequences start on schedule. **Submit CVs** — Spec candidates to a client contact. AI writes a personalised cover email per candidate. Queue for approval before sending. **Add to list** — Add selected candidates or contacts to a named list for later use — talent pools, target account lists, shortlists. **Update status** — Change the status of all selected candidates simultaneously — Active, Placed, On Assignment, or any custom status. **Export CSV** — Download the radius search results as a CSV with all stored fields. Name, contact details, location, skills, status. ### Real workflows How recruiters use geographic intelligence day to day **New role opens — find everyone nearby · 5 min** — A client calls about a DevOps role in Bristol with a tight deadline. You need candidates who can actually commute. - Open map centred on the Bristol office postcode - Draw 30-mile radius - Filter: DevOps, available, active status - Select all 38 results - Bulk enrich to get current emails - Add to "Bristol DevOps" campaign - 38 candidates sourced, enriched, and in a campaign in under 5 minutes. **BD push — target hiring managers near a candidate · 4 min** — You have a strong candidate placed in Canary Wharf. You want to find every hiring manager within commuting distance to pitch them. - Switch to Contacts map view - Draw radius around Canary Wharf - Filter by decision-maker tag or job title - Select all 47 contacts - Add to campaign — "Canary Wharf BD Q2" - 47 hiring managers in a targeted BD sequence within minutes. **Contract renewals — find backfill candidates · 8 min** — Three contracts ending next month in Manchester. You need to start finding replacements now. - Open candidate map - Radius around Manchester city centre, 25 miles - Filter: available soon or open to contract - Sort by proximity - Add top 20 to pipeline for each role - Backfill candidates identified and pipelined before the contractor has even handed their notice. ### FAQs **Q: What is geographic intelligence in a recruitment CRM?** A: Geographic intelligence is map-based candidate, contact, and company management. ATSpro plots all geocoded records on a live map and supports radius-based search using exact Haversine distance — for example, "find React developers within 25 miles of Manchester". Search results can then drive bulk actions: enrich, add to a campaign, submit CVs, or update status across the whole geographic selection. **Q: How does ATSpro geocode candidate and company locations?** A: ATSpro uses a multi-tier resolver: in-memory cache first, then a 500+ city database, then UK postcodes via postcodes.io (free and unlimited for UK postcodes), then external geocoding providers (LocationIQ, Geoapify, OpenCage, or Nominatim) configurable per tenant. Geocoding triggers automatically when location fields are saved, and a backfill endpoint can geocode all existing records retroactively. **Q: Can ATSpro combine semantic search with location filters?** A: Yes. Vector similarity search and Haversine distance can be combined in a single query, so "React developers within 25 miles of Manchester" returns candidates ranked by both skill match and proximity. Each result includes a precise distanceMiles field. Cross-brand candidates (shared within a tenant group) are included when the radius matches. **Q: Which bulk actions work from a map-based search?** A: Six bulk actions run from any geographic search result: bulk enrich (Apollo/Hunter on up to 50 candidates as a background job), bulk add to campaign, bulk add to a list, bulk update status or tags, bulk send personalised emails, and bulk submit CVs (spec one or many candidates to multiple client contacts in one operation). **Q: Do other recruitment CRMs offer map view and radius search?** A: Bullhorn Maps is a separate paid product. Loxo and Vincere have basic location filters but do not combine map view, radius filtering, semantic search, and bulk actions in one operation. ATSpro includes the full geographic intelligence stack natively at £49 per user per month. --- ## Pipeline & Candidates URL: https://atspro.co.uk/features/pipeline **More placements. Less admin.** ATSpro is the recruitment CRM that replaces spreadsheets, sticky notes, and disconnected tools with one fast, AI-powered platform. Built for UK recruitment agencies. > Every candidate, every stage, one board — matched by AI, moved by drag-and-drop, chased by agents while you sell. Key facts: - Kanban visual pipeline. Drag-and-drop every stage. - AI candidate matching. Semantic search, scored and explained. - 1-click add to pipeline. Straight from search results. - 6 AI agents. Working 24/7 for you. ### Stop searching. Start matching. Most recruiters search the same way they did ten years ago — keyword filters, gut feel, manual scrolling. ATSpro’s semantic AI reads your entire candidate database and surfaces the best matches in seconds. Describe what you need in plain English, and the right people appear. - Natural language search across your full database - AI match scores with skills, location & salary alignment - One-click add to pipeline from search results - Sourcing via Apollo — 250M+ enriched contact profiles ### One record. Nothing lost. How many candidates have slipped through because the notes were in someone's head, or the CV was in an email, or nobody logged the call? ATSpro keeps every interaction, document, and compliance check on a single candidate record — so nothing falls through the cracks. - AI CV parsing — structured data from any document format - Branded resume generation with your agency logo - Full communication timeline — emails, calls, notes - Right to work & GDPR compliance tracking built in ### Win more business. Submit candidates faster. Clients judge your agency on how candidates arrive. ATSpro gives you a branded LiveList portal, one-click PDF submissions, and full tracking — so every CV lands professionally and you always know what happened next. - LiveList — send clients a branded portal where they shortlist in real time, not an email attachment - Branded CV generation — professional PDFs with your agency logo generated in one click - Every submission tracked — open rates, response status, and feedback synced to the pipeline - Full submission history per candidate — every CV sent, to whom, and what happened - Client feedback captured directly and moves the candidate to the next pipeline stage automatically ### Kill the scheduling email chain. How many hours a week does your team spend going back and forth to find an interview slot? ATSpro's scheduling portal lets clients pick directly from available times — the interview lands in every calendar automatically, and it's all tracked against the candidate record. - Self-service booking portal branded to your agency — clients pick their own slots - Video, phone, or in-person — the right link goes to the right person automatically - Calendar invites sent to candidate, client, and recruiter without any manual work - Every interview logged against the candidate record — nothing to chase or chase up - Post-interview feedback captured and synced to the pipeline stage automatically ### Your database fills itself. Every candidate you can't reach manually is a missed placement. ATSpro’s branded registration forms let candidates self-register from your website, a job advert, or a direct link — they arrive in your database GDPR-consented, CV attached, and ready to work. - Drag-and-drop form builder — create branded registration forms in minutes, no code needed - CV upload, right to work documents, and custom repeater sections for work history - Multi-page forms with conditional logic — only show relevant questions - GDPR consent captured at the point of registration, stored and auditable - Candidate record created automatically on submission — zero manual data entry ### See it working on your own data Import your existing candidates, set up your pipeline stages, and see why agencies are switching from Bullhorn, JobAdder, and spreadsheets. ### FAQs **Q: What is a recruitment pipeline?** A: A recruitment pipeline tracks candidates through stages of a hiring process — typically Applied → Screened → Submitted → Interviewing → Offered → Placed. ATSpro provides a visual Kanban pipeline per job with drag-and-drop between stages, custom stage names and colours per pipeline template, and a full audit trail of every transition. **Q: Does ATSpro support stage automation in the recruitment pipeline?** A: Yes. Stage automations trigger actions when a candidate moves to a stage — sending an email, assigning a task, triggering an AI agent, or notifying a team member. Stage checklists enforce required items before progression (e.g. "Right to Work must be verified before offer"). Stage approvals require named user sign-off. **Q: How does AI candidate matching work in the ATSpro pipeline?** A: ATSpro uses vector embeddings (pgvector) combined with weighted scoring: skills 40%, vector similarity 25%, experience 20%, location 10%, salary 5%. Match scores appear directly on candidate cards in the pipeline, alongside skill gap analysis and AI recommendations. The matching agent runs continuously across the database. **Q: Can clients see and rate candidates in the ATSpro pipeline?** A: Yes — via Live Lists. Live Lists are shared real-time candidate lists where clients can leave feedback and rate candidates directly. Updates sync back to ATSpro via WebSocket. Lists can be PIN-protected for sensitive shortlists, and view tracking shows when clients opened the link and how many times. **Q: Does the ATSpro pipeline work for retained search and executive recruitment?** A: Yes. Pipelines can be converted to retained search with milestone billing, supporting hiring panels (chair, members, HR observers), branded candidate dossiers, leadership competency assessments, and bulk candidate distribution to multiple companies. See the executive search use-case page for the full feature set. --- ## Careers Website Builder URL: https://atspro.co.uk/features/careers-site **A careers website your agency would actually use.** Six professionally designed templates. Custom domain. Auto-syncing job listings. Applications flow straight into your ATS pipeline. Live in under an hour at £49/user/month — with no website builder subscription on top. ### Drag-and-drop sections. Inline content editing. Every page is built from sections — Hero Banner, Client Logos, Featured Jobs, Benefits & Perks, Testimonials, FAQ, Call to Action. Add, remove, reorder, and edit each one inline. Markdown supported in all text fields. Unsplash and Pexels libraries are built in, giving you free access to millions of professional stock images and videos — or upload your own. - Sections drag-orderable in the page builder - Hero banner with gradient, image, or video backgrounds - Built-in Unsplash & Pexels libraries — millions of free images and videos - Upload your own images and videos straight into any section ### Six premium templates. All mobile-responsive. Six professionally designed templates covering every common UK recruitment vertical — from Forge's industrial bold style to Nova's premium dark theme. Customise typography, colours, logo, and hero copy per template. Click any template below to see it highlight. - Forge — bold and industrial for technical & engineering agencies - Pulse — modern tech aesthetic for fintech and scale-ups - Nova — premium dark theme for executive search - Vivid — photo and video-driven for high-impact employer brands ### Your domain. Cloudflare-managed SSL. Publish to youragency.careers.atspro.co.uk by default, or connect any custom domain you own — both root domains (yourcompany.com) and subdomains (careers.yourcompany.com) are supported. SSL certificates are provisioned automatically by Cloudflare and renewed in the background. There is no extra charge for custom domains. - Default subdomain: youragency.careers.atspro.co.uk — no setup needed - Map any custom domain — root (yourcompany.com) or subdomain (careers.yourcompany.com) - SSL certificates provisioned and renewed automatically by Cloudflare - Per-page SEO controls, sitemap.xml, and robots.txt all generated ### Drop your job board on any website. Don't want to migrate your existing site? Embed the ATSpro job board on your current WordPress, Webflow, or custom-built website with one line of JavaScript — or paste the iframe snippet wherever you want jobs to appear. Layout, colours, and card style all customisable. - Cards Grid, List, or Compact List layout — your choice - 1, 2, 3, or 4 cards per row — responsive by default - Three integration options: iframe, JS widget, or direct link - Live updates — jobs added in ATSpro appear on the embed instantly ### Blog included. SEO out of the box. Publish thought leadership, market insight, hiring advice, or candidate guides directly from the ATSpro builder. Each post gets its own SEO controls, social share metadata, and is automatically added to your sitemap.xml. Same section-based editor as your pages, with the same Unsplash and Pexels media libraries. - Drafts, scheduled posts, and published — full editorial workflow - Per-post SEO title, description, and Open Graph image - Auto-generated category and tag pages with pagination - RSS feed and sitemap.xml — Google indexes new posts within hours ### FAQs **Q: How long does it take to publish a careers site with ATSpro?** A: Most agencies are live in under an hour. You pick one of the six templates, customise the agency name, logo, hero copy, and accent colour, then publish. The default subdomain (youragency.careers.atspro.co.uk) is provisioned automatically with Cloudflare-managed SSL. A custom domain takes a single CNAME record and is usually live within 15 minutes once DNS propagates. **Q: Which templates are included?** A: Six templates are included with every ATSpro account at no extra cost: Forge (bold and brutalist for technical and engineering agencies), Pulse (clean and corporate for finance, legal, and consulting), Nova (premium dark for executive search firms), Ember (warm and human for healthcare, education, and charity), Aura (soft and creative for design and marketing agencies), and Vivid (vibrant and modern for tech, fintech, and scale-up recruiters). Every template is mobile-responsive. **Q: Can I use my own domain?** A: Yes. The default is youragency.careers.atspro.co.uk but you can use a custom domain such as careers.youragency.com. Setup is a single CNAME record on your DNS. SSL certificates are provisioned and renewed automatically by Cloudflare — you never need to touch them. There is no extra charge for custom domains. **Q: Can I embed the job board on my existing website?** A: Yes. ATSpro provides a one-line JavaScript embed widget that drops a styled job board onto any existing website — WordPress, Webflow, Wix, Squarespace, or a custom-built site. The widget pulls live job listings from your ATSpro tenant automatically and applications flow back into your pipeline. You can use the embed widget alongside, or instead of, the full careers site. **Q: Where do applications go?** A: Every application from the careers site or embed widget creates a candidate record in ATSpro automatically. The CV is parsed for name, contact details, skills, and experience, and the candidate is added to the relevant job’s pipeline at the New stage. The assigned recruiter receives an instant Slack and email notification. Source attribution is captured — so you can see which roles your careers site is converting on. **Q: Are the careers sites GDPR-compliant?** A: Yes. Candidate consent is captured at application time, recorded with timestamp and IP address, and stored against the candidate record. ATSpro’s 5-state GDPR consent management then governs how the candidate record is used in the recruitment workflow. Privacy policy and cookie banner are included on every template. **Q: How does the careers site stay up to date?** A: Job listings on the careers site and embed widget pull directly from your live ATSpro vacancies. When you create, update, or close a job in ATSpro, the careers site updates within seconds — no separate publishing step. There is no manual data entry, no copy-pasting between systems, and no risk of expired roles being shown to candidates. **Q: Is there an extra cost for the careers site?** A: No. The careers website builder, all six templates, custom domain support, Cloudflare-managed SSL, embed widget, and CV parsing on applications are all included with ATSpro at £49 per user per month. Most agencies replace a Webflow or WordPress subscription, a job board widget tool, and a CV parsing service — typically saving £300 or more per month. --- ## Email, Calendar & Chat URL: https://atspro.co.uk/features/communications **Every conversation, in one place.** ATSpro syncs your inbox, auto-logs every email to the right candidate or client record, and includes built-in team chat with channels, DMs, and entity discussions. No Slack. No separate email tool. > Your inbox already lives in your CRM — every email logged to the right record, every reply drafted from the thread. Key facts: - OAuth Gmail & Outlook sync. No forwarding rules, no plugins. - Automatic email logging. Every message on the right record. - AI compose & smart reply. Drafted from the thread — you review and send. - 0 Slack subscriptions. Channels, DMs, and @mentions built in. ### Every email, already on the record. Connect Gmail or Outlook once, via OAuth, and every conversation logs itself against the right candidate or client — inbound and outbound, no forwarding rules, no one pasting emails into notes. Open a record and the full history is simply there, for everyone on the desk. - OAuth connection — no plugins or forwarding rules - Inbound and outbound both logged to the timeline - The whole team sees the whole conversation ### AI-powered email **Full Gmail & Outlook sync** — Connect via OAuth — no forwarding rules, no plugins. Every inbound and outbound email linked to a candidate or client record appears automatically on their activity timeline. Your team sees the full conversation history without anyone manually logging anything. **AI email composition** — Describe what you want to say in a few words and the AI writes the email. Regenerate, shorten, make more formal — one click each. Your tone, your voice, a fraction of the time. **AI smart reply** — When a candidate or client replies, the AI reads the thread and drafts a contextual response. Review and send, or edit first. You stop writing emails from scratch. **Sentiment analysis** — Every inbound email is classified as positive, negative, or neutral and categorised as candidate reply, client reply, new enquiry, or unrelated. Surface the ones that need attention without reading everything. **Email scheduling & snooze** — Compose now, send at 9am Monday. Snooze a message to resurface it when you need to follow up. Your inbox stays clean without anything falling through the cracks. **Open & click tracking** — Know exactly when a candidate opened your message and whether they clicked a link — so you follow up at the right moment, not blindly. ### Built-in team chat **Public & private channels** — Create channels for desks, brands, or projects. Public channels are visible to all team members. Private channels for sensitive conversations. Group channels for multi-brand teams. **Entity discussions** — Start a threaded conversation on any candidate, job, company, or contact record. Tag teammates with @mentions. Discussions live alongside the record — not buried in a Slack thread no one can find. **Direct messages** — 1:1 and group DMs. Message reactions, threaded replies, @mentions with push notifications. Real-time delivery via WebSocket. User presence: online, away, offline. **Cross-brand visibility** — For agencies running multiple brands: group channels connect your brands. Shared candidate lists and contact lists work across brands. One platform, one conversation history. ### FAQs **Q: How does email sync work in ATSpro?** A: ATSpro connects to Gmail or Outlook via OAuth — no forwarding rules and no plugins. Every inbound and outbound email linked to a candidate or client record appears automatically on their activity timeline, so your team sees the full conversation history without anyone manually logging anything. **Q: Can the AI write and reply to emails for me?** A: Yes. Describe what you want to say and the AI composes the email — you can regenerate, shorten, or make it more formal with one click. When a candidate or client replies, AI smart reply reads the thread and drafts a contextual response for you to review and send. You stay in control of everything that goes out. **Q: Does ATSpro replace Slack for team chat?** A: For most recruitment teams, yes. ATSpro includes public and private channels, 1:1 and group direct messages with reactions and threaded replies, and @mentions with push notifications — delivered in real time. Entity discussions let you start a threaded conversation on any candidate, job, company, or contact record, so the conversation lives alongside the record rather than in a Slack thread no one can find. **Q: Can I schedule emails and track opens?** A: Yes. Compose now and send at a time you choose, or snooze a message to resurface when you need to follow up. Open and click tracking shows exactly when a candidate opened your message and whether they clicked a link, so you follow up at the right moment. Every inbound email is also classified by sentiment and category so the ones needing attention surface first. **Q: Is email, calendar, and chat included in the price?** A: Yes. Inbox sync, AI composition and smart reply, sentiment analysis, scheduling, tracking, and the full team chat are all included at £49 per user per month — there is no separate email tool or Slack subscription to pay for. --- ## Outreach Campaigns URL: https://atspro.co.uk/features/outreach **More clients. Better conversations.** ATSpro replaces separate email tools with multi-step outreach campaigns built directly into your recruitment CRM. Run spec candidate introductions, BD sequences, and re-engagement campaigns \— with open tracking, merge tag personalisation, and a BD pipeline kanban to manage every client relationship. ### Multi-step sequences. Personalised at scale. Most recruitment agencies send cold emails one at a time, or use generic sequences that feel like mass mail. ATSpro’s campaign builder lets you create multi-step sequences with automatic follow-ups, personalised using merge tags pulled from your contact and candidate database. - Multi-step email sequences with configurable delay days between each step - Merge tags for contact data: {{first_name}}, {{company_name}}, {{job_title}} and more - Candidate merge tags for spec introductions: {{candidate_full_name}}, {{candidate_skills}} - Open rate, click rate, reply rate, and bounce tracking per campaign and per step - Unsubscribe management built in — handles opt-outs automatically and logs them ### Introduce your best candidates before they’re even asked for. The Most Placeable Candidate (MPC) engine identifies your strongest available candidates and suggests which client contacts to approach with a spec introduction. ATSpro pre-builds the contact list and drafts the campaign — you review and launch. - MPC engine surfaces candidates who are ready for spec introductions - AI-suggested target contact list built from your client database - Branded candidate PDF generated and attached automatically - Spec campaign templates pre-loaded — personalise and launch in minutes - Reply tracking linked back to the candidate record — interested clients move to pipeline ### Every prospect tracked. Nothing left to gut feel. Business development in recruitment lives and dies by follow-up. ATSpro’s BD pipeline kanban tracks every prospect from cold through to active client — with SLA warnings when someone has been sitting in a stage too long, and drag-and-drop to move them forward. - Kanban board with customisable stages: Cold, Contacted, Interested, Meeting, Client - SLA warnings — amber and red flags when contacts sit in a stage too long - Drag-and-drop to move contacts between stages - Contact enrichment via Apollo — find emails and phone numbers per contact - Activity timeline per contact — every email, call, campaign, and note logged ### FAQs **Q: Does ATSpro replace tools like Mailchimp, Lemlist, or Instantly for recruitment outreach?** A: For recruitment-specific outreach, yes. ATSpro’s campaign builder is designed specifically for recruiters — it connects to your contact and candidate database, supports spec candidate introduction templates with candidate merge tags, and links replies back to the relevant candidate or contact record. Generic email tools don’t know who your candidates or clients are. **Q: What are merge tags and how do they work?** A: Merge tags are placeholders in your email template that are replaced with real data when the email is sent. For example, {{first_name}} becomes the recipient’s first name, {{company_name}} becomes their company. For spec candidate campaigns, tags like {{candidate_full_name}} and {{candidate_skills}} pull from the candidate record you attach to the campaign. This makes every email feel personally written. **Q: What is an MPC campaign in ATSpro?** A: MPC stands for Most Placeable Candidate. An MPC campaign is a spec introduction — you identify a strong candidate who is actively looking and run an outreach campaign to relevant client contacts introducing them. ATSpro’s MPC engine surfaces strong candidates for spec campaigns, pre-builds the target contact list, and auto-generates a branded candidate PDF to attach. It’s one of the highest ROI activities in recruitment. **Q: How does the BD pipeline differ from the client CRM?** A: The client CRM stores all company and contact information. The BD pipeline is a kanban board specifically for tracking the sales process from prospect to active client. A contact can exist in your CRM without being on the BD pipeline — you add them to the pipeline when you start actively working to win their business. They move through stages (Cold, Contacted, Interested, Meeting, Client) with SLA warnings if they stall. **Q: Can I control how many emails get sent per day?** A: Yes. Each campaign has a daily send limit setting, capped at 100 emails per day to protect your sender reputation. Emails are distributed across working hours rather than sent in a single burst. You can also set a specific reply-to address so replies land in the right inbox. **Q: Is there a free trial of ATSpro outreach?** A: Yes — 14 days, full access, no credit card required. You can build campaigns, import contact lists, and launch your first sequence within minutes of signing up. After the trial it is £49/user/month with no long-term contracts. --- ## Interview Scheduling URL: https://atspro.co.uk/features/interview-scheduling **Interview scheduling on autopilot.** Booking interviews is where recruiters lose hours — three inboxes and a slot that’s gone by the time everyone replies. ATSpro does the chasing for you: one request, and the client and candidate pick their own times while ATSpro schedules, syncs, and reminds. All built in at £49/user/month. > One request from the record — magic links out, calendars synced, and the interview books itself while you work the next role. Key facts: - 1 request to start it. Sent straight from the candidate record. - 0 logins for anyone. Client and candidate both use magic links. - 2-way calendar sync. Outlook and Google — reschedules update the real event. - £49 per user, all in. No Calendly subscription. ### Three inboxes become one request. Send one availability request from the candidate record. Your client marks their free times on a no-login link, the candidate picks from those times on theirs, and ATSpro books it — real calendar event, Teams or Meet link, reminders, and the pipeline stage updated. The ping-pong never starts. - Client and candidate each get a magic link — no accounts - Time-aware auto-scheduling — book now or quietly re-confirm - Reschedules update the real calendar event, not a stale copy ### One request in, a booked interview out Six steps that run themselves — every one included at £49/user/month. **One request from the candidate** — From any shortlisted candidate, send a single interview availability request to your client. No forms to fill in, no separate scheduling tool — it starts from the record you are already working in. - Fire the request straight from the candidate record - Choose interview type: phone, video, in-person, or technical - Set duration and interviewers in one step **The client picks their availability** — Your client gets a private link by email — no login, no account — where they mark the times that work for them on a simple calendar. Everything stays inside ATSpro; nothing gets lost in an inbox. - No-login availability portal for the client - Client marks free dates and times in seconds - Optional notes passed through to the candidate **The candidate picks a slot** — The candidate gets their own link showing only the times the client offered. They pick the one that suits them and confirm — no back-and-forth in anyone's inbox, and no double-booking. - Candidate sees only the client-approved times - One tap to confirm — no login required - Both sides kept in sync automatically **ATSpro schedules it automatically** — Based on how recently the client replied, ATSpro either books the slot straight away or quietly confirms it is still good before locking it in — so you never confirm a time that has gone stale. - Time-aware auto-scheduling — book now or re-confirm - No stale slots, no manual chasing - The candidate moves to the right pipeline stage **Calendar, meeting link, and reminders** — Every interview lands in your Outlook or Google calendar with the full address and a Teams or Meet link generated automatically. Reschedule and it updates the real event — not just the database. Reminders go out before it starts. - Real Outlook or Google Calendar event - Auto-generated Teams / Meet link for video interviews - Reschedule updates the existing event, not a stale copy - Reminders before the interview so no one no-shows **Feedback runs itself** — After the interview, ATSpro asks the candidate and the client for feedback and chases if it is late. The follow-up loop runs on its own, so your records stay complete without you nudging anyone. - Automated feedback requests to candidate and client - Late-feedback chasing built in - Everything logged against the interview record ### FAQs **Q: How does interview scheduling work in ATSpro?** A: From any shortlisted candidate you send a single availability request. Your client gets a private link (no login) to mark when they are free, and the candidate gets their own link to pick from those times. ATSpro then schedules the interview automatically, adds it to your calendar with a meeting link and the full address, and sends confirmations to everyone. No back-and-forth email chains. **Q: Do clients and candidates need an account to pick a time?** A: No. Both the client availability page and the candidate slot-selection page are no-login portals opened from a secure link sent by email. Neither party needs an ATSpro account, a password, or any software; they just open the link, choose their times, and submit. **Q: Does the interview sync with my calendar?** A: Yes. Once an interview is confirmed, ATSpro creates a real calendar event in your connected Microsoft Outlook or Google Calendar, with a Teams or Meet link generated automatically for video interviews. If you reschedule, ATSpro updates the existing calendar event rather than leaving a stale one behind, and reminders go out before the interview so no one no-shows. **Q: What happens after the interview?** A: ATSpro automatically requests feedback from both the candidate and the client, and chases it if it is late. The interview also moves the candidate to the right pipeline stage, so your board always reflects reality without manual updates. --- ## LiveList URL: https://atspro.co.uk/features/livelist **Share your shortlist, live.** Emailing CVs means attachments lost, feedback scattered across replies, and no idea if the client even opened them. LiveList puts your whole shortlist on one live link — clients review, comment, and shortlist without logging in, while you watch their decisions in real time. All built in at £49/user/month. > Your shortlist lives on one link — the client reviews, comments, and decides while you watch it happen in real time. Key facts: - 1 live link per shortlist. No attachments, no lost CVs. - 0 client logins. Secure link — review, comment, decide. - Real-time decisions. See views and verdicts as they happen. - £49 per user, all in. One of 20+ no-login portals. ### One link. The whole shortlist. Build your shortlist in ATSpro and share a single live link. Your client opens it — no account, no password, no software — and reviews every candidate in a clean, branded view: profiles, branded CVs, and your submission notes. They comment on each candidate and mark who they want to progress, all captured in one place instead of scattered across email replies. - No client login or account required - Branded CVs and profiles flow straight in from your shortlist - Per-candidate comments and shortlist/reject decisions captured ### You see every decision, live. The moment your client acts, it lands back in ATSpro — who they viewed, what they said, who they progressed. Candidate statuses update as the decisions come in, so the pipeline reflects reality without you re-keying anything. No more wondering whether they opened your email, and no more silent submissions. - Client views, comments, and decisions in real time - Statuses update on the record as the client decides - Know exactly where every submission stands ### The end of the CV email thread Six things that make LiveList better than attachments — all included at £49/user/month. **One live link, no login** — Instead of emailing a batch of CV attachments, you share a single link. Your client opens it and reviews your shortlisted candidates in a clean, branded view — no account, no password, no software to install. - A single shareable link per shortlist - No client login or account required - Clean, branded candidate view **Structured feedback** — Clients leave feedback against each candidate and mark who they want to progress or reject — captured in one place, not scattered across email replies. You always know exactly where each candidate stands. - Per-candidate comments from the client - Shortlist or reject decisions captured - No feedback lost in an inbox **Real-time visibility** — The moment your client acts, you see it inside ATSpro — who they viewed, what they said, and who they progressed. No more wondering whether they opened your email or sitting on a submission with no signal. - See client activity as it happens - Know who was viewed and progressed - No more silent submissions **Anonymised when you need it** — Present candidates with identifying details stripped for blind or anonymised shortlists, with reveal controlled on your side. Ideal for clients that require anonymised screening, and for protecting candidates until the right moment. - Optional anonymised candidate presentation - Controlled identity reveal - Supports blind client requirements **Fed by your shortlist** — LiveList is not a separate tool you copy candidates into — it is built from the shortlist you create in ATSpro. Branded CVs, profiles, and submission notes flow straight into the client view. - Built from your ATSpro shortlist - Branded CVs and profiles included - One workflow from candidate to client **One of 20+ portals** — LiveList is part of the wider ATSpro portal system — over 20 no-login portals for candidates, clients, and hiring managers, from interview scheduling to right-to-work uploads to references. Secure links, no accounts, all included. - Part of 20+ no-login portals - Consistent secure-link model - Candidates, clients, and hiring managers ### FAQs **Q: What is LiveList?** A: LiveList is the ATSpro client-facing shortlist. Instead of emailing a client a batch of CV attachments, you share a single live link where they can review your shortlisted candidates, leave feedback, and shortlist or reject, all without logging in. You see their decisions in real time inside ATSpro. **Q: Does the client need an account to use LiveList?** A: No. LiveList is a no-login portal opened from a secure link. Your client reviews candidates, adds comments, and marks who they want to progress; no password, no account, no software to install. **Q: How is LiveList different from emailing CVs?** A: Emailing CVs means attachments get lost, feedback comes back as scattered replies, and you never know if the client actually opened them. LiveList keeps the whole shortlist in one place, captures structured feedback against each candidate, and shows you client activity live, so you always know where a submission stands. **Q: Is LiveList included in the price?** A: Yes. LiveList client sharing is included with ATSpro at 49 pounds per user per month, as part of the 20+ no-login portals ATSpro provides for candidates, clients, and hiring managers. --- ## Branded CVs URL: https://atspro.co.uk/features/branded-cv **Client-ready CVs, on your letterhead.** A raw CV upload does not sell your candidate — or your agency. ATSpro turns any candidate CV into a polished, client-ready document on your agency letterhead, generated from the original in seconds, with anonymisation for blind submissions. All built in at £49/user/month. > Their CV, your letterhead — rebranded in seconds, reviewed by you, and in the client's inbox under your identity. Key facts: - Seconds from original to branded. Generated from the candidate's own CV. - 1 template per brand. Multi-brand groups submit under each identity. - 100% reviewed before sending. A starting point you control, not an auto-send. - £49 per user, all in. No per-document formatting charge. ### From their CV to your letterhead. Upload the candidate's own CV and ATSpro re-presents it on your agency template — logo, brand colours, fonts, and header applied automatically, their experience and detail preserved. No re-typing, no reformatting, and nothing goes to the client until you have reviewed and edited it. - Built from the candidate's original document - Your logo, colours, fonts, and header — automatically - Review and edit before anything reaches the client ### Straight into the shortlist. A branded CV is not a dead end — it attaches to your client submissions and flows into LiveList shortlists, so the polished document travels with the candidate you are putting forward. Strip contact details on the way for anonymised or blind submissions, with reveal controlled on your side. - Attaches to client submissions automatically - Flows into LiveList client shortlists - Optional anonymisation with controlled reveal ### Every submission, on-brand Six things that make branded CVs worth sending — all included at £49/user/month. **From the original document** — A branded CV is generated from the candidate own CV — their experience and detail preserved, re-presented on your agency template. You are not re-typing anything, and you are not sending a raw upload that looks like it came from a job board. - Built from the candidate uploaded CV - Experience and detail preserved - No manual re-typing or reformatting **Your agency letterhead** — Your logo, brand colours, fonts, and header layout applied automatically, so every CV you submit looks like it came from your agency — consistent, professional, and unmistakably yours. - Your logo, colours, fonts, and header - Consistent presentation on every submission - Looks like your agency, not a raw upload **Configurable per brand** — Branded CV templates are configurable per agency — and multi-brand groups can set a different template per brand, so each division submits under its own identity from the same database. - One template per agency, or per brand - Multi-brand groups submit under each identity - Central database, brand-correct output **Anonymise for blind submissions** — Optionally strip candidate contact details — and other identifying information — before you send, for anonymised or blind client submissions. Reveal is controlled, so the candidate identity is only shared when it should be. - Strip contact details for anonymised submissions - Supports blind recruitment workflows - Controlled identity reveal **Review before it goes** — The branded CV is a starting point you control, not an automatic send. Review and edit before it reaches the client, so the final document is exactly right every time. - Human review and edit before sending - Fix or tweak anything before the client sees it - Consistent quality on every submission **Straight into the submission** — A branded CV is not a dead end — it flows into your client submissions and LiveList shortlists, so the polished document is attached to the candidate you are putting forward, in the same workflow. - Attaches to client submissions - Flows into LiveList shortlists - One workflow from CV to client ### FAQs **Q: What is a branded CV in ATSpro?** A: A branded CV (also called a formatted or reformatted CV) takes a candidate original document and re-presents it on your agency letterhead, with your logo, colours, and layout, so what you send to clients looks like it came from your agency, not a raw upload. It is generated from the candidate existing CV, so you are not re-typing anything. **Q: Does it keep the content of the original CV?** A: Yes. ATSpro builds the branded version from the candidate original document, preserving their experience and detail while applying your agency template. You can review and edit before sending, and you can optionally strip candidate contact details for anonymised client submissions. **Q: Can I use my own agency template?** A: Yes. Branded CV templates are configurable per agency (your logo, brand colours, fonts, and header layout) so every CV you submit is consistently on-brand. Multi-brand groups can configure a different template per brand. **Q: Is branded CV formatting included in the price?** A: Yes. Branded CV generation is included with ATSpro at 49 pounds per user per month; there is no separate CV formatting tool or per-document charge. --- ## Opportunities & BD URL: https://atspro.co.uk/features/opportunities **Track and win new business.** Winning the client is half the job — and the half most CRMs ignore. ATSpro gives you a visual business development pipeline: every deal from first contact to won, with revenue forecasting and one-step conversion into a live job. All built in at £49/user/month. ### Every deal, on a stage. Every piece of business you are chasing — new clients, retainers, roles you are pitching for — sits as a card on a kanban from first contact to won. Each card carries a value and a stage, so the weighted and committed forecasts build themselves, and a won deal converts into a live job in one step with all its context intact. - Kanban of deals, separate from the candidate pipeline - Weighted and committed revenue forecasts from value × stage - Won → live job in one step, no re-keying ### Run your BD on data, not memory Six things that turn business development into a pipeline — all included at £49/user/month. **A visual BD pipeline** — Track every business development deal on a kanban board — new business, retainers, and roles you are pitching for — moving through stages from first contact to won. The whole book of work you are chasing, in one view, separate from the candidate pipeline. - Kanban of deals from first contact to won - Separate from the candidate pipeline - Every live conversation tracked in one place **Forecast your revenue** — Each opportunity carries a value and a stage, so ATSpro can show weighted and committed pipeline forecasts across your active deals — a view of likely revenue before a single job goes live. - Value and stage on every opportunity - Weighted and committed pipeline forecasts - See likely revenue before jobs go live **Won deals become live jobs** — A won opportunity flows straight into a live job vacancy, so the deal you tracked on the BD pipeline becomes a role your team can work — without re-keying the details or losing the context you built up winning it. - One-step conversion from won deal to live job - No re-keying of client or role detail - Context from the deal carries into the job **Tied to your client CRM** — Opportunities sit against the companies and contacts in your client CRM, so every deal is linked to the relationship behind it. Notes, activity, and history stay attached to the account, not scattered across inboxes. - Deals linked to client companies and contacts - Account history and notes in one place - Relationship context on every opportunity **Fed by outreach** — Opportunities is what happens after outreach lands. Your multi-step email campaigns start the conversation; when one turns into a real deal, you track it here through to won — outreach opens the door, Opportunities manages what walks through it. - Campaigns start the conversation - Live deals tracked here through to won - One flow from outreach to booked business **Nothing left to gut feel** — Stage-based tracking, activity history, and forecasting mean your BD is run on data, not memory. You always know which deals are progressing, which have gone quiet, and what the pipeline is worth — so nothing slips. - Stage-based deal tracking - Activity history on every opportunity - Know what is progressing, stalled, or at risk ### FAQs **Q: What is the Opportunities pipeline in ATSpro?** A: Opportunities is the ATSpro business development pipeline: a visual kanban of deals — new business, retainers, and roles you are pitching for — moving through stages from first contact to won. It is where you track and forecast the work that turns into live jobs, separately from the candidate pipeline. **Q: How is Opportunities different from Outreach campaigns?** A: Outreach campaigns are the multi-step email sequences you send to win attention. Opportunities is what happens next: once a conversation is live, you track it as a deal on the BD pipeline through to won. Outreach starts the relationship; Opportunities manages the deal it becomes. Both are included at 49 pounds per user per month. **Q: Can I forecast revenue from the Opportunities pipeline?** A: Yes. Each opportunity carries a value and a stage, so ATSpro can show weighted and committed pipeline forecasts across your active deals — giving you a view of likely revenue before any job goes live. **Q: Does a won opportunity become a job automatically?** A: A won opportunity is designed to flow straight into a live job vacancy, so the deal you tracked on the BD pipeline becomes a role your team can work — without re-keying the details. --- ## Jobs & Clients URL: https://atspro.co.uk/features/jobs-clients **Every job. Every client.** ATSpro replaces your job management spreadsheet and disconnected client CRM with one platform. Create vacancies, surface AI matches from your database, source passive candidates from Apollo, and track retained billing — all connected to the same candidate pipeline. ### Every open role. Fully under control. Most agencies track jobs in spreadsheets or disconnected ATS tools. ATSpro gives every vacancy its own record — with a live pipeline, AI candidate matches, submission tracking, and billing milestones, all in one place. - Perm, contract, temp, retained, and exclusive mandates supported - Card-grid view shows applicants, posted dates, and AI match strength - Submission, interview, and placement history tracked per job - AI matches banner highlights jobs with strong candidates ready to review ### Your database is full of candidates you've forgotten. ATSpro's AI Matches tab ranks every candidate in your database against a job — scoring fit on skills, experience, location, and salary in real time. The candidates who already trust your agency surface first. - Ranks candidates from your full database — not just recent applicants - Per-criterion breakdown: Skills, Experience, Location, Salary - AI Analysis explains every score in plain English - One-click shortlist, reject, or send straight into the pipeline ### When your database isn't enough, Apollo is. ATSpro's AI Sourcing tab pulls passive candidates from Apollo's 280M+ contact database and LinkedIn directly into your job — ranked by fit, enriched with email and phone, and ready to add to your pipeline with one click. - Searches Apollo's 280M+ contacts and LinkedIn for every job - Auto-ranked by fit — best matches surface first - Email and phone enriched automatically for high-confidence matches - Add to pipeline in one click — profile created in your ATS instantly ### Know every job's revenue position. Each job record shows live counts for pipeline, submissions, interviews, and placements — plus the full retained search billing structure. Set up milestones once and ATSpro invoices automatically as each stage is hit. - Live stats per job: in pipeline, submissions, interviews, filled - Retained billing with custom milestone splits (33/33/34, 25/25/50, your own) - Each milestone auto-invoiced when the trigger condition is hit - Pipeline, Find Candidates, Activity, Billing, and Job Info in one view ### Know every client better than they expect. Recruiters lose clients because relationships live in email and memory rather than a shared system. ATSpro's client CRM keeps every company record updated with contacts, jobs, placements, revenue, and activity — so anyone on your team can pick up where another left off. - Company profiles with contacts, open jobs, placement history, revenue - Account tier ratings — A, B, or C accounts at a glance - Detail drawer with sector, size, contacts, and full activity log - Contact enrichment via Apollo — emails and phone numbers in one click ### FAQs **Q: Does ATSpro work for retained and exclusive search mandates?** A: Yes. ATSpro supports retained search with milestone billing built in — you define the milestones (retainer, shortlist, placement) and the billing agent raises invoices automatically when each stage is reached. Exclusive mandates are tracked with a flag on the job record. It also supports contingency, perm, contract, temp, temp-to-perm, and fixed term. **Q: How does the AI matching work per job?** A: Every job in ATSpro has an AI Matches tab. When you open it, ATSpro semantically analyses the job description and searches your entire candidate database for the best matches — ranked by overall fit across skills, location, salary, and experience. Each match comes with a per-criterion breakdown and an AI Analysis explaining strengths and gaps in plain English. You can shortlist or reject directly from the results, or run a new search with different criteria. **Q: How is AI Sourcing different from AI Matches?** A: AI Matches searches your existing candidate database — the people you already have in ATSpro. AI Sourcing searches externally via Apollo’s 280M+ contact database and LinkedIn for passive candidates you don’t yet have. Both run from the same job record, both rank by fit, and both let you add candidates to your pipeline with one click. Apollo enrichment for email and phone is included for high-confidence matches. **Q: Does ATSpro replace a separate CRM like HubSpot or Salesforce?** A: For recruitment agencies, yes. ATSpro’s client CRM is built specifically for the recruitment context — it connects companies to contacts, jobs, submissions, placements, and revenue in a way that a generic CRM cannot. If your agency uses HubSpot or Salesforce for pure business development before candidates are involved, you can run both, but most agencies find ATSpro’s BD pipeline covers that use case. **Q: How many AI matches are included per job?** A: AI Matches and AI Sourcing are unmetered — you can run as many matches as you need across as many jobs as you have, included with the £49/user/month subscription. Apollo enrichment uses your tenant’s shared credit pool, which is generous enough for normal recruitment use. You will only hit the Apollo limit if you are running mass-enrichment campaigns, in which case extra credits can be purchased. **Q: Is there a free trial of ATSpro jobs and clients?** A: Yes — 14 days, full access, no credit card required. You can create jobs, add clients, run AI matches against your imported database, and source candidates via Apollo from day one. After the trial it is £49/user/month with no long-term contracts. --- ## Placements & Compliance URL: https://atspro.co.uk/features/placements **Every placement. Fully protected.** ATSpro automates the full placement lifecycle for UK recruitment agencies. Offer letters with e-signatures, Regulation 15 and 17 assignment confirmations, right to work verification, GDPR compliance tracking, DBS checks, guarantee monitoring, and automated invoicing — all on one placement record. > Offer signed in minutes, Reg 15/17 sent themselves, compliance flagged weeks ahead — the placement runs on rails. Key facts: - £45,000 fine per illegal worker. First RTW breach — why the dashboard exists. - Reg 15/17 generated automatically. E-signed, stored, audit-trailed. - 5 GDPR consent states. Active consent through to forgotten. - £49 per user, all in. E-signing included — no DocuSign. ### Signed offers in minutes, not days. Chasing wet signatures on offer letters is a waste of everyone’s time. ATSpro generates branded offer letters from the placement record and sends candidates a secure e-signing portal. They sign on any device, and the signed document is stored automatically. - Offer letter generated from placement data — no manual template filling - Branded e-signature portal sent to candidate via secure link - Candidates can type their name or draw their signature - Signed documents stored permanently on the placement record - Instant notification when the candidate has signed ### Reg 15 and Reg 17 automatically generated. The Conduct of Employment Agencies and Employment Businesses Regulations 2003 require assignment confirmations for temp and contract placements. Most agencies still do this manually. ATSpro generates and sends Regulation 15 worker confirmations and Regulation 17 client confirmations directly from the placement, with e-signing built in. - Regulation 15 assignment confirmations for temp and contract workers - Regulation 17 client booking confirmations for employment businesses - Both documents generated automatically when a placement is created - Electronic signing via branded portal — legally binding under UK eIDAS - Full audit trail of when each document was sent, viewed, and signed ### Compliance issues flagged before they become problems. One non-compliant placement can cost an agency its licence — and the Home Office fine for a first right-to-work breach is up to £45,000 per illegal worker. ATSpro’s compliance dashboard shows every candidate’s right to work status, document expiry dates, DBS check status, and GDPR consent in one view — with automated alerts before anything expires, and a dated audit trail behind every check. - Full UK RTW check framework — List A, List B Group 1 and Group 2 supported - Share code verification prompts for EU Settlement Scheme candidates - Expiry tracking and automated alerts for time-limited documents - DBS Basic, Standard, Enhanced, and Enhanced with Barred Lists tracked - Compliance dashboard with RAG status across every active candidate ### GDPR built in, not bolted on. UK GDPR compliance for recruitment agencies requires tracking consent, managing data retention periods, and handling right to be forgotten requests. ATSpro manages the full consent lifecycle — from collection through to suppression and deletion — with a complete audit trail. - 5-state GDPR system: active consent, expiring, expired, suppressed, forgotten - Legal basis recorded per candidate — consent or legitimate interests - Automated consent renewal reminders before expiry - Right to be forgotten workflow — full data suppression with one action - GDPR audit log for every consent event, request, and data change ### FAQs **Q: What are Regulation 15 and Regulation 17 in recruitment?** A: Regulation 15 and Regulation 17 refer to the Conduct of Employment Agencies and Employment Businesses Regulations 2003. Regulation 15 requires employment businesses to provide workers with written confirmation of their assignment terms before or at the start of each assignment. Regulation 17 requires similar written confirmation to the hirer. ATSpro generates both documents automatically when a temp or contract placement is created and sends them for e-signature. **Q: Does ATSpro handle UK right to work checks?** A: Yes. ATSpro supports the full UK RTW check framework including List A documents (unlimited right to work), List B Group 1 (time-limited single documents), and List B Group 2 (combination documents). It prompts for EU Settlement Scheme share code verification and tracks expiry dates with automated alerts. All checks and documents are stored on the candidate record with timestamps for your audit trail. **Q: How does the GDPR compliance system work?** A: ATSpro tracks consent across 5 states for every candidate: active consent, expiring (within 30 days), expired, suppressed (opted out), and forgotten (right to be forgotten exercised). Legal basis is recorded per candidate — either explicit consent or legitimate interests under UK GDPR Article 6(1)(f). Consent renewal reminders are automated, and right to be forgotten requests suppress all personal data with a complete audit log. **Q: Are the e-signatures legally binding?** A: Yes. Electronic signatures executed through ATSpro’s signing portal are legally binding under the UK Electronic Communications Act 2000 and the retained UK eIDAS regulation. The portal captures the signer’s name, timestamp, IP address, and device fingerprint, which are stored with the signed document as evidence of intent. **Q: Does ATSpro support temp and contract placement billing?** A: Yes. For contract and temp placements, ATSpro includes a timesheet management system. When a timesheet is approved, the billing AI agent raises an invoice automatically. For retained search mandates, milestone billing is tracked on the placement record and invoices are triggered when you mark each milestone as complete. **Q: Is there a free trial of ATSpro placements and compliance?** A: Yes — 14 days, full access, no credit card required. All compliance features, e-signing, Reg 15/17, and invoicing are available from day one. After the trial it is £49/user/month with no long-term contracts. --- ## Timesheets & Invoicing URL: https://atspro.co.uk/features/timesheets **Timesheets collected. Invoices raised. Automatically.** ATSpro replaces spreadsheet-based timesheet management for temp and contract recruitment agencies. Workers submit from a branded portal, clients approve online, and invoices are raised automatically. Exports to Sage, Xero, and QuickBooks. ### Workers submit. You approve. Chasing timesheets by email is a time sink that grows with every worker on your books. ATSpro gives every temp and contractor a branded portal where they submit their hours, log expenses, and flag sick days or holidays — from any device, without calling your office. - Branded submission portal sent to workers via secure link each week - Daily time entries with start time, end time, break, and status (worked, sick, holiday) - Expense claims with category and receipt upload attached to the timesheet - Workers can view their full submission history and payment status - Automated reminders sent if a timesheet is overdue ### Clients approve in one click. No login needed. Getting timesheet approvals from busy hiring managers is one of the biggest bottlenecks in temp recruitment. ATSpro sends clients a branded approval portal via a secure link — they see all pending timesheets, can approve everything in one click, and never need to create an account. - Branded approval portal accessible via secure link — no client login required - Approve individual timesheets or all pending timesheets in one action - Clients can query or reject with a reason, which notifies you immediately - Approval deadline banner reminds clients when payment processing will be affected - Full approval audit trail with approver name, title, and timestamp ### Invoice raised the moment a timesheet is approved. The billing AI agent watches for approved timesheets and raises invoices automatically — pulling the correct rate, calculating the total, applying VAT, and sending the invoice to the client contact on file. No manual invoice creation. No missed billing. - Invoices auto-generated when a timesheet moves to APPROVED status - Pay rate and charge rate per worker pulled from the placement record - Expenses line items included automatically when attached to the timesheet - Invoice sent to the client contact via email with a PDF attachment - One-click sync to Xero, QuickBooks, or FreeAgent for reconciliation ### FAQs **Q: Do workers need to create an account to submit timesheets?** A: No. Workers receive a secure link each week which takes them directly to their timesheet portal. There is no account creation or password required. The link is unique to that worker and that week, so it’s both secure and frictionless. **Q: Do clients need to create an account to approve timesheets?** A: No. Clients receive a secure approval link by email. They click through to see all pending timesheets for their workers, can review individual entries, and approve everything with one click. No account, no login, no system to learn. **Q: How does ATSpro calculate timesheet totals?** A: ATSpro uses the pay rate and charge rate set on the placement record. When a worker submits their hours, the system calculates the total based on the rate type — daily, hourly, or weekly. Overtime rates and weekend rates can be configured per working pattern. Expenses are added as separate line items. **Q: Which payroll systems does ATSpro export to?** A: ATSpro exports approved timesheets in Sage 50 / Sage Payroll format, Xero Payroll format with earnings types, QuickBooks Payroll format, and a generic CSV for any other payroll or finance system. Invoices sync directly to Xero, QuickBooks, and FreeAgent via API. **Q: Can I set up different rates for different shifts?** A: Yes. ATSpro’s working pattern templates let you configure multiple shift types — day shift, late shift, night shift, 4-day week — each with its own pay rate, charge rate, and margin. These populate timesheets automatically based on the pattern assigned to the placement. **Q: Is there a free trial of ATSpro timesheets and invoicing?** A: Yes — 14 days, full access, no credit card required. All timesheet and invoicing features are available from day one. After the trial it is £49/user/month with no long-term contracts. --- ## Pay & Bill URL: https://atspro.co.uk/features/pay-and-bill **Pay and bill, built into the CRM ** Approved timesheets become a BACS file, a NEST pension file, umbrella payment reports and a client invoice — from the same numbers, with no re-keying. ### One set of approved hours. Four outputs. A worker submits hours through a no-login portal, the client approves on a link, and the same approved numbers fan out into everything the back office needs: the client invoice, the BACS payment file, the NEST contribution file, and per-umbrella payment reports. Nothing is re-keyed, so what you bill and what you pay come from one place. - Worker and client portals — no logins, no chasing - Multi-approver flows where clients need two signatures - Invoice and payment file built from the same approved hours ### Timesheet to payment, in one chain **Worker submits** — Timesheet through a portal. No login, no app, no chasing. **Client approves** — Approver gets a link. Approves or rejects with a reason. Multi-approver flows where the client needs two signatures. **Invoice raised** — Approved hours roll into the client invoice for the billing period. Syncs to Xero, QuickBooks or FreeAgent. **Worker paid** — The same approved hours build the payment file. BACS for PAYE, umbrella reports for umbrella workers. ### What comes out the other end Four outputs, generated from one set of approved hours. **BACS payment file** — For PAYE workers. Formatted for direct import into Barclays.Net and iPortal — sort codes and account numbers normalised, amounts in pence, payment references built from week and name. **NEST pension contribution file** — For PAYE workers who have not opted out. Employee and employer contributions calculated from the pay line. Opt-out status lives on the worker record. **Per-umbrella payment reports** — One report per umbrella company, so each umbrella can pay its own contractors. CIS is handled within the umbrella and limited-company grouping. **Client invoices** — The same approved timesheets that drive the payment file drive the invoice. One source of truth, so what you bill and what you pay cannot drift apart. ### Every UK worker payment type **PAYE** — Bank details, NI number, pension opt-out, student loan plan. BACS + NEST outputs. **Umbrella** — Umbrella company name and reference. Grouped into per-umbrella payment reports. **Limited Company** — Company bank details held separately from personal. VAT eligibility checked before invoice. **CIS** — Handled within the umbrella / limited-company grouping. ### What this is not ATSpro is not a payroll bureau. It does not file RTI submissions to HMRC, and it does not calculate PAYE tax and NI deductions for you. If you employ PAYE workers directly, you will still run a payroll provider or bureau for that — and ATSpro hands them a clean BACS file and NEST contribution file instead of a spreadsheet. If your workers are Umbrella or Limited Company, ATSpro covers the whole chain, because the umbrella or the contractor’s own company handles the payroll obligation. Most UK agencies running contract desks sit in exactly that position. ### FAQs **Q: Does ATSpro handle pay and bill for temp desks?** A: Yes. Approved timesheets flow straight into payroll outputs without re-keying. ATSpro generates a BACS payment file for PAYE workers (importable into Barclays.Net and iPortal), a NEST pension contribution file for workers who have not opted out, and per-umbrella-company payment reports so each umbrella can pay its own contractors. The same approved timesheets also drive client invoicing, with direct sync to Xero, QuickBooks and FreeAgent. **Q: Which worker payment types does ATSpro support?** A: All four UK models: PAYE, Limited Company, Umbrella, and CIS. Each worker record carries its own payment type, bank details, NI number, pension opt-out status and IR35 status determination, and ATSpro validates that the billing mode is compatible with the payment type before an invoice can be raised. CIS is handled within the umbrella and limited-company grouping. **Q: Do I still need separate payroll software?** A: ATSpro produces the payment and pension files your bank and pension provider need — a BACS file for Barclays.Net or iPortal, and a NEST contribution file. It is not a full payroll bureau: it does not file RTI submissions to HMRC or calculate PAYE tax and NI deductions for you. Most UK agencies run a payroll bureau or provider for that, and use ATSpro to get from approved timesheet to payment file without spreadsheets in between. If your workers are Umbrella or Limited Company, ATSpro covers the whole chain, because the umbrella handles the payroll. **Q: How does timesheet approval work?** A: Workers submit timesheets through a portal with no login required. Client approvers receive a link and approve or reject with a reason. Multi-approver flows are supported where a client requires more than one sign-off. Approved timesheets then generate both the client invoice and the worker payment line automatically, so the same numbers drive what you bill and what you pay — which is where most margin leaks start. --- ## Projects & SoW URL: https://atspro.co.uk/features/projects **Place people. Run projects.** For agencies that run consulting engagements alongside placements. Quotes with e-signature, milestones with auto-invoicing, T&M consultant assignments, RAG status updates, and a 10-tab project reports hub including margin and revenue recognition. Built into the same recruitment CRM your team already uses. ### From conversation to signed engagement. Build a quote from line items — roles, quantities, charge rates, expenses — pull rates from a client rate card, send by email, and let the client sign on a branded portal. No DocuSign licence, no PDFs flying around inboxes. The signed quote converts into a Project in one click. - Line items from a rate card or entered manually — VAT handled per line - Send to client by email with a branded sign-portal link - Client signs by typing their name or drawing a signature — full audit captured - Accepted quote converts directly into a Project with milestones and assignments - Lock-from-edits the moment the quote is sent — no quiet changes after the fact ### Bill the way each engagement is sold. Work Package projects break the contract value into milestones — marking one complete drafts an invoice automatically. Time and Materials projects roll approved timesheets into one invoice per project per billing period (weekly, fortnightly, or monthly). Retainers cycle on schedule. Every invoice draft lands in Finance for review before it goes out. - Work Package — split contract value across milestones, complete to draft invoice - T&M — approved timesheets group into one invoice per project per period - Retainer — scheduled cycle with optional milestone gates - Project expenses with at-cost / markup / non-billable per-project policies - Every invoice is a draft until you review and send — no surprise outbound emails ### Know which projects make money. Margin is charge minus pay across every consultant on a project. Top and bottom leaderboards, distribution histograms, and margin by client and engagement type roll up automatically from the same data your invoices come from. No separate finance system to reconcile, no manual margin calculation in a spreadsheet. - Top 10 highest-margin projects, bottom 10 lowest — no manual sort - Margin by client to see which accounts are profitable, which are not - Margin by engagement type — T&M, Work Package, Retainer compared - Negative margin flagged automatically as a risk on the Risks tab - Versioned rate edits — past invoices keep their original rates ### Sales pipeline as committed revenue. Most agencies have a sales pipeline in one tool and project revenue in another, with a manual handover that loses cards. ATSpro's Pipeline-to-Projects forecast pulls Quote totals from BD pipeline cards, weights them by stage probability, and surfaces the gap between Won deals and Projects that have not yet been created. - Committed — totalFee summed across active projects, locked-in revenue - Weighted pipeline — BD card value × stage probability, deal-by-deal - Won-not-converted — Won cards that have not yet become projects - Per-stage rollup chart — see whether pipeline is front- or back-loaded - Click through to the BD card or attached Quote in one tap ### Catch slippage before it becomes a problem. The Risks tab is the page consulting leaders should open first thing every morning. It cross-scans the active portfolio for AMBER or RED status, sub-threshold margin, overdue milestones, missed status updates, and burndown overruns. Each flagged project has a one-click action. - AMBER / RED on last status update — live RAG read across the portfolio - Margin below configurable threshold (default 15%) flagged automatically - Behind on milestones, no recent status update, burndown overrun - AI Delivery agent proposes the next action when you ask it to - Weekly status updates with AI draft from timesheets, milestones, and recent activity ### Who is billable and who has capacity? Two grid views answer the two questions that matter for resource decisions: which consultants are billable now (Utilization, backward-looking), and where they are committed in the future (Allocation). Green cells are well-utilised, red cells are on the bench. When sales asks 'can we land June 1st?', open Allocation and find out in seconds. - Per-consultant grid — rows = consultants, columns = weeks - Backward-looking Utilization — billable hours vs target, RAG colour-coded - Forward-looking Allocation — assignment commitments week by week - Spot under-utilised consultants and over-stretched ones at a glance - Pairs with the Margin and Revenue views — same source of truth ### FAQs **Q: Does ATSpro support consulting projects and Statement of Work engagements?** A: Yes. ATSpro has a full projects layer built into the recruitment CRM, designed for agencies that run consulting or staffing engagements alongside placements. It supports three engagement types: Time and Materials with timesheet-driven invoices, Work Package with milestone billing for fixed-fee engagements, and Retainer with scheduled billing cycles. Each project has consultant assignments with charge and pay rates, RAG status updates to the client, project expenses with markup or pass-through policies, and a 10-tab project reports hub covering portfolio health, margin by client, revenue recognition, budget burn-down, and consultant utilisation. Quotes flow through a sign-portal, and accepted quotes convert directly into projects. **Q: How does milestone-based fixed-fee project billing work in ATSpro?** A: For Work Package engagements, you split the contract value across milestones — each with a name, due date, and amount. Marking a milestone complete generates a draft invoice automatically for that amount, picking up any unbilled project expenses for the same project on the way through. The invoice lands in Finance for review before it is sent. Milestones are versioned, so you can rebaseline a project mid-flight without losing the audit trail of what was originally agreed. **Q: How does Time and Materials billing work for consultant assignments?** A: Time and Materials projects bill from approved consultant timesheets. Each consultant assignment has a charge rate (what the client pays) and a pay rate (what you pay the consultant). The difference is margin, tracked automatically. Approved timesheets accumulate within your billing period — weekly, fortnightly, or monthly — and roll up into one invoice per project per period, with a line item per consultant. Late timesheet submissions land on the next open invoice automatically rather than backdating. **Q: What is the Pipeline → Projects forecast?** A: It is the bridge between sales and delivery. The forecast pulls Quote totals from BD pipeline cards, weights them by stage probability, and surfaces three KPIs: committed revenue (active projects), weighted pipeline (BD value × probability), and won-not-converted (Won deals that have not yet been turned into projects — the handover gap). The per-stage rollup chart tells you whether your pipeline is concentrated in early stages (thin near-term forecast) or late stages (imminent conversions). **Q: Does ATSpro track project margin and consultant utilisation?** A: Yes. Margin is computed as charge minus pay across every consultant on every project, with leaderboards for top and bottom performers, distribution histograms, and breakdowns by client and engagement type. Utilisation is tracked on a per-consultant week-by-week grid, RAG colour-coded so under-utilised consultants on the bench and over-utilised consultants at risk of burnout are both visible at a glance. The Allocation grid shows the same layout but forward-looking — useful when sales asks whether you have capacity for a new engagement. **Q: Do you have to pay extra for the projects feature?** A: No. Projects are part of the standard ATSpro plan at £49 per user per month. There is no per-project licence, no separate consulting tier, and no add-on for milestone billing or margin reporting. The same recruiters who use ATSpro for placements get the projects layer included. **Q: How does ATSpro compare to a dedicated PSA tool like Projectworks or Scoro?** A: ATSpro is a recruitment CRM with a built-in projects layer for agencies that run consulting alongside placements — not a dedicated Professional Services Automation tool. PSA tools like Projectworks, Scoro, and Kantata are purpose-built for consulting firms with hundreds of consultants and have deeper resource scheduling, detailed task-level time tracking, and accounting integration than ATSpro offers. If consulting is your only business and you need full PSA capability, those tools may suit you better. If you run recruitment and want consulting projects in the same platform alongside your placements, ATSpro is built for that. **Q: Can quotes be sent for client signature without DocuSign?** A: Yes. ATSpro has a built-in quote sign-portal. You build a quote from line items, send it to the client by email, and the client signs on a branded web page by typing their name or drawing a signature. The signed quote, audit trail, and timestamp are captured automatically. No DocuSign licence is required, and no PDF is sent back and forth. **Q: Is there a free trial that includes the projects feature?** A: Yes — 14 days, full access, no credit card required. You can create projects, send quotes for signature, set up milestones, run consultant assignments, generate timesheet-driven invoices, and use every project report from day one. After the trial it is £49/user/month with no long-term contracts. --- ## Portals URL: https://atspro.co.uk/features/portals **No logins. No friction.** Stop forcing accounts on candidates and clients. 20+ magic-link portals for scheduling, signing, RTW, timesheets, references, and more — branded, mobile-friendly, secure-by-token. ### One email. One click. Done. Trigger an action in ATSpro — schedule an interview, request a signature, chase a document — and the recipient gets a tokenised link by email. They click, complete the action on a branded, mobile-friendly page, and the response logs itself against the right record. No passwords, no app downloads, no accounts to reset. - Single-use or time-limited tokens — unguessable, expiring - Signing additionally tied to the recipient's email address - Rate-limited endpoints with a full audit trail ### Clients act without accounts. Shortlist reviews, interview slots, offer approvals, Terms of Business signatures, timesheet sign-off — the whole client back-and-forth runs on the same magic-link model. Feedback syncs into ATSpro in real time, and long-term clients can have a persistent dashboard of every active placement, timesheet, and invoice. - Real-time shortlist feedback straight into the pipeline - One-click and bulk timesheet approval - Persistent dashboard for long-term clients ### Candidate portals Every interaction a candidate needs to have with you — registration, scheduling, signing, document upload — without an ATSpro login. Branded with your agency colours and logo. **Registration portal** — Full candidate registration form with file upload, repeater sections, and equal opportunities questionnaire. Branded per agency. **Scheduling portal** — Pick from available interview slots; calendar invite generated automatically with Zoom or Teams link. **Feedback portal** — Submit interview feedback after the meeting. Structured questions; the response auto-routes to the recruiter. **Offer signing portal** — View, accept, and e-sign offer letters. PDF stored against the placement record automatically. **Right to Work upload portal** — Upload passport, BRP, share code, or other RTW documents securely. Recruiter notified instantly. **Reference collection portal** — Candidate enters referee details. ATSpro emails referees directly with the structured reference questionnaire. **Timesheet submission portal** — Contractors submit weekly hours via mobile-friendly portal. Working pattern templates pre-fill defaults. **Assignment confirmation portal** — Sign Reg 15 Assignment Confirmations and acknowledge Reg 17 Key Information Documents. ### Client portals Replace email back-and-forth, spreadsheet shortlists, and DocuSign add-ons with built-in client portals. Real-time feedback, structured shortlists, one-click approvals. **Live shortlist portal** — View, rate, and comment on submitted candidates. Feedback syncs back to ATSpro in real time. **Feedback portal** — Provide structured feedback after candidate interviews. No login, no account creation. **Scheduling portal** — Submit available interview slots; ATSpro lets the candidate choose without back-and-forth emails. **Confirmation portal** — Confirm final interview details — location, attendees, agenda — before the meeting. **Offer portal** — Approve offer terms before they go to the candidate. Configurable approval flow per client. **Booking & signing portal** — Sign agency Terms of Business or other client contracts. PDF stored against the company record. **Timesheet approval portal** — Approve contractor timesheets with one click. Bulk approve multiple contractors at once. **Submission feedback portal** — Provide quick feedback on individual CV submissions — yes, no, or "want to interview". **ToB signing portal** — Counter-sign Terms of Business agreements electronically with full audit trail. **Client dashboard** — For long-term clients: a persistent dashboard showing every active placement, timesheet, and invoice. ### Referee portals Reference collection without phone tag. Referees fill in a structured questionnaire by email; ATSpro compiles the report. **Reference questionnaire** — Referees complete a structured reference form sent by email. Configurable question set per agency or per role. **Reference report PDF** — Combined reference report — all referees, all answers, branded — generated as a PDF for the candidate file. ### How a magic-link portal works One email, one click, signed. ### FAQs **Q: How do ATSpro portals work?** A: ATSpro provides 20+ no-login magic-link portals for candidates, clients, and referees. When you trigger an action in the CRM — schedule an interview, request a signature, send a reference questionnaire — the recipient gets a tokenised email link. They click, complete the action, and the response is logged automatically against the candidate, contact, or placement record. No passwords, no app downloads, mobile-friendly. **Q: What can candidates do without an ATSpro account?** A: Candidates can register through a branded registration portal, schedule interviews, submit feedback, sign offer letters, upload Right to Work documents, provide referee details, and submit timesheets — all via magic-link portals with no login required. Each portal is branded with your agency colours and logo. **Q: What can clients do without an ATSpro account?** A: Clients can review live shortlists with real-time feedback, schedule interviews, approve offer terms, sign Terms of Business agreements, approve timesheets, and provide post-interview feedback — all through magic-link portals. Long-term clients can also be given a persistent dashboard showing every active placement, timesheet, and invoice. **Q: Are the portals secure if there is no login?** A: Yes. Every portal link is a single-use or time-limited tokenised URL — the token is unguessable and expires. Sensitive actions (e.g. signing) are additionally tied to the recipient email address. Rate limiting is enforced on every public portal endpoint, and all activity is logged with full audit trail. **Q: Do the portals replace DocuSign?** A: For typical recruitment agency use cases, yes. Offer signing, Terms of Business, Reg 15 Assignment Confirmations, and Reg 17 Key Information Documents can all be signed natively in ATSpro — no DocuSign subscription required. PDFs are stored against the candidate, contact, or placement record automatically. **Q: Can the portals be branded?** A: Yes. Each tenant can customise portal branding — agency logo, primary colour, and accent colour. The branding applies consistently across every candidate, client, and referee portal. For multi-brand groups, each brand can have its own portal branding. --- ## UK Compliance URL: https://atspro.co.uk/features/compliance **The compliance stack UK recruiters actually need.** One non-compliant placement can cost an agency its licence. ATSpro covers Reg 15/17, every Right to Work document type, GDPR consent, blind recruitment, and document expiries — all built in at £49/user/month. > Right to work, DBS, and GDPR — checked, dated, and audit-trailed on every candidate, chased before anything expires. Key facts: - 18+ RTW document types. Full Home Office List A and List B framework. - 5 GDPR consent states. Automated transitions, DSAR built in. - 30/60/90-day expiry alerts. Configurable per document type. - £49 per user, all in. No separate compliance module. ### Right to work, without the chasing. Send a candidate one magic link and they upload their documents themselves — no login, no account, no PDF ping-pong. ATSpro knows every Home Office List A and List B document type, tracks the expiry on each, and chases renewals automatically before they lapse. The statutory excuse evidence sits on the record when you need it. - Self-service upload portal — magic link, no login - 18+ visa and document types, List A and List B - Automated chase emails before every expiry ### Every document, on the record. RTW, DBS, qualifications, training certificates — every compliance document lives on the candidate record with an expiry date and an audit trail. Configurable alert windows trigger chases automatically, and one dashboard shows every expiring document across your entire candidate base, so nothing lapses quietly. - Expiry tracking on every compliance document type - Every view, edit, and reveal logged for audit - One dashboard for every upcoming expiry ### The full compliance stack Eight pillars — every one included at £49/user/month. **Regulation 15 & 17 documents** — Generate Assignment Confirmations (Reg 15) and Key Information Documents (Reg 17) from configurable templates. Send for e-signature, track status, and store signed copies against the placement record. No DocuSign subscription required — e-signing is built in. - Configurable Reg 15 templates per agency or per client - Reg 17 KIDs generated from placement data automatically - Built-in e-signature portal — no DocuSign add-on - Signed PDFs stored against the placement record - Full audit trail of who signed and when **Right to Work — every Home Office document type** — Full Home Office List A and List B framework: eVisa/Share Code, BRP, Skilled Worker, Student, Graduate, EU Settlement Scheme, and 12 more. Document expiry alerts and automated chase sequences. Self-service candidate upload portal — no logins required. - List A and List B document types covered (18+ visa types) - Self-service RTW upload portal — magic link, no login - Document expiry tracking with configurable alert windows - Automated chase emails before expiry - Statutory excuse evidence stored against the candidate record **GDPR 5-state consent management** — Track candidate consent across five states: Contacted, Consented, Active, Expired, and Withdrawn. Automated retention policies, right-to-be-forgotten workflows, and Data Subject Access Request handling. Tenant-level data isolation enforced at the database layer. - 5-state consent model with automated transitions - Data Subject Access Request workflow built in - Right-to-be-forgotten — full deletion with audit - Configurable retention policies per data type - Anonymisation for soft-deleted records **Blind recruitment & anonymisation** — Anonymise candidate names, photos, ages, and other personally-identifying fields during the screening stage to reduce unconscious bias. Identity reveal is logged for full audit trail. Configurable per job — required for some public-sector and regulated-industry briefs. - Anonymisation settings configurable per tenant and per job - Hide name, photo, age, gender, and other personal fields - Identity reveal log — every "who looked at the real name" tracked - Override per job for clients that don't require blind screening - Compatible with structured shortlisting scoring **Equal opportunities reporting** — Optional equal opportunities questionnaire on the candidate registration portal. Responses are stored anonymously and reported in aggregate only — never linked back to individual candidates in the recruitment workflow. Designed for UK public-sector reporting requirements. - Equal opportunities questionnaire on registration portal - Anonymised storage — never linked to individual candidate records - Aggregate reporting for public-sector and regulated clients - Configurable question set per tenant or per client - Compliant with UK reporting frameworks **Background check workflow tracking** — Track DBS (Basic, Standard, Enhanced, Enhanced with Barred Lists), reference checks, qualification verification, and other pre-employment checks against each candidate. Configurable workflow per check type, with status, expiry, and document storage. Manual data entry — no third-party background check integration today. - DBS Basic, Standard, Enhanced, and Enhanced with Barred Lists tracked - Configurable check types per tenant - Document upload, expiry, and re-check reminders - Status workflow per check type - Note: Background checks are tracked manually — ATSpro does not currently integrate with Certn, uCheck, or other third-party providers **Document expiry alerts** — Every compliance document — RTW, DBS, qualifications, training certificates — is tracked with an expiry date. Configurable alert windows (30/60/90 days) trigger automated chase emails. The dashboard shows every expiring document across the entire candidate base in one view. - Expiry tracking on every compliance document type - Configurable alert windows per document type - Automated chase emails to candidate and recruiter - Group dashboard view of every upcoming expiry - Re-issue tracking — chain of related documents over time **Audit trail & data isolation** — Every record action is logged: who created, who modified, who viewed sensitive data. Soft-delete with full audit trail; hard-delete only via explicit admin action. Tenant isolation is enforced at the database query layer — one tenant cannot access another's data by architecture, not by convention. - Full activity log on every candidate, job, and placement - Soft delete with restore window; hard delete logged separately - Tenant isolation at the Prisma middleware layer - AES-256 encryption for stored credentials - 2FA available for all users; enforceable by admins ### One dashboard for every compliance state RTW, GDPR, DBS, and document expiries — across every candidate, in one view. ### FAQs **Q: What UK compliance does ATSpro cover?** A: ATSpro covers the full UK recruitment compliance stack: Regulation 15 Assignment Confirmations, Regulation 17 Key Information Documents, Right to Work tracking for every Home Office List A and B document type, GDPR 5-state consent management, blind recruitment (anonymisation), equal opportunities reporting, document expiry alerts, and a full audit trail. All of this is included at £49/user/month — no separate compliance module. **Q: Does ATSpro integrate with background check providers like Certn or uCheck?** A: Not currently. ATSpro tracks DBS checks (Basic, Standard, Enhanced, Enhanced with Barred Lists) and other pre-employment checks manually within the candidate record — including status, expiry, and document upload — but does not currently integrate with Certn, uCheck, or other third-party background check providers. Integrations may be added in future. For now, recruiters run checks externally and record the result in ATSpro. **Q: Which Right to Work document types are supported?** A: ATSpro supports the full Home Office List A and List B framework — including British Citizen, Irish Citizen, Skilled Worker visa, Student visa, Graduate visa, BRP, eVisa with Share Code, EU Settlement Scheme (Settled and Pre-Settled), Family visa, Global Talent, Health and Care Worker, Innovator, Investor, Senior or Specialist Worker, Tier 1, Tier 2, and other categories. Each document type has its own expiry tracking and re-check workflow. **Q: How does GDPR 5-state consent work in ATSpro?** A: ATSpro tracks every candidate consent across five states: Contacted (no explicit consent yet), Consented (explicit consent received), Active (consent confirmed and current), Expired (consent has lapsed and needs renewal), and Withdrawn (candidate has explicitly withdrawn consent). State transitions are automated based on configurable retention policies, and Data Subject Access Requests and right-to-be-forgotten workflows are built in. **Q: Can ATSpro support blind recruitment for public-sector clients?** A: Yes. Anonymisation can be enabled per tenant or per job — hiding candidate name, photo, age, gender, and other personally-identifying fields during screening. Identity reveal is logged for full audit trail. The blind recruitment workflow is compatible with ATSpro's structured shortlisting scoring framework. **Q: Does ATSpro provide equal opportunities reporting?** A: Yes. The candidate registration portal can include an optional equal opportunities questionnaire. Responses are stored anonymously — never linked back to individual candidate records in the recruitment workflow — and reported in aggregate. The questionnaire is configurable per tenant or per client and is designed to support UK public-sector and regulated-industry reporting requirements. **Q: How does document expiry tracking work?** A: Every compliance document — RTW, DBS, qualifications, training certificates — has an expiry date. ATSpro tracks expiries with configurable alert windows (typically 30/60/90 days). Automated chase emails go to the candidate, and a group dashboard view shows every upcoming expiry across the candidate base. Re-issued documents are linked back to their predecessor for an audit chain. --- ## Analytics & Reporting URL: https://atspro.co.uk/features/analytics **Recruitment reporting that answers back.** A report builder, live dashboards, leaderboards and AI forecasting — built into the CRM, included at £49 per user per month. > Most agencies don't know which recruiter is drifting or which job is going cold until it's too late — ATSpro answers both in one screen. Key facts: - 8 analytics views. OneView, Leaderboard, OnPoint, Forecast, and more. - 3 forecast scenarios. Conservative, Expected, and Best Case. - 13 data-quality dimensions. Scored daily, with one-click fixes. - £49 per user, all in. No Cube19, no separate analytics licence. ### Your whole team. One screen. Most managers find out a recruiter is underperforming at the end of the month when the numbers land. ATSpro's OneView gives you a live read on every KPI — revenue, placements, CVs sent, interviews — with RAG status telling you what needs attention before it becomes a problem. - Role-aware — recruiters see their own numbers, managers see the whole team in one view - Target donuts with RAG status — know instantly who is on track and who needs support - Activity funnel — track every step from calls made to placements landed - Recent deals and top performer widgets keep the team motivated - Filter by recruiter, period, or placement type — drill into any number instantly ### See exactly who needs a conversation. Gut feel is a bad management tool. ATSpro's Leaderboard ranks your team by placements, revenue, or conversion rate — whoever you want to see, in whatever order matters today. The OnPoint heatmap maps every recruiter against every metric so you can spot patterns across the team in seconds. - Ranked leaderboard — switch between placements, revenue, CVs sent, or conversion rate instantly - OnPoint RAG heatmap — every recruiter vs every metric, colour-coded green to red - Revenue bar chart with individual target progress — great for Monday morning stand-ups - Period comparison — see if this month is trending better or worse than last month - ATSpro TV — full-screen office display mode to put the leaderboard on the wall ### Know your revenue before month end. Going into a client meeting without knowing your pipeline is guesswork. ATSpro's AI Forecast analyses your historical close rates and live pipeline to give you Conservative, Expected, and Best Case revenue projections — so you can have confident conversations about capacity, headcount, and growth. - Three-scenario forecast — Conservative, Expected, and Best Case for the current month - AI confidence score calibrated against your agency’s own historical close rates - Weighted pipeline value — each stage weighted by its real conversion probability - Per-job health scores — identify slow-moving roles before they go cold - Source effectiveness — see which channels are producing your best candidates and placements ### Garbage in, garbage out. Analytics are only as good as the data behind them. ATSpro's Data Quality view scores every candidate, job, and company record across 13 dimensions — missing CVs, no fee agreed, stale records, no right to work on file — and surfaces them with one-click fixes. Your dashboard numbers are only trustworthy if your data is. - CRM health score out of 100 — updated daily so you always know where your database stands - Per-entity breakdown — separate scores for candidates, jobs, and companies - Top issues surfaced by severity — missing CVs, no fee agreed, stale records, no RTW on file - One-click fixes for common data problems — clean up at scale, not record by record - Trend tracking — see whether your data quality is improving week on week ### FAQs **Q: What is a recruitment report builder?** A: A recruitment report builder lets you construct your own reports from your CRM data without a developer or a separate BI tool — you choose the metric (placements, revenue, CVs sent, interviews, conversion rate), group it by a dimension (recruiter, client, job type, source, month), apply filters, then save or export the result. ATSpro includes one called Slice & Dice at £49 per user per month, with CSV and Excel export and an AI assistant that will build the report for you if you describe it in plain English. **Q: What is recruitment forecasting software?** A: Recruitment forecasting software projects future billings from your live pipeline rather than from a spreadsheet guess. It uses your agency’s own historical conversion rates at each pipeline stage — how often a first interview becomes a placement, how long that takes — and applies them to the roles currently in play. ATSpro produces three projections (Conservative, Expected and Best Case) for the current month and is included in the £49 per user per month price, not sold as an analytics add-on. **Q: What reporting and analytics should a recruitment CRM include out of the box?** A: At minimum: a KPI dashboard covering placements, revenue and activity; a consultant leaderboard; pipeline health showing which jobs are stalling; source effectiveness so you know which job boards actually pay for themselves; and a custom report builder with export. Many recruitment CRMs charge separately for the last two, or require a third-party analytics product such as Cube19. ATSpro includes eight analytics views, a report builder and AI forecasting in the base subscription. **Q: Does ATSpro replace Cube19?** A: For most UK recruitment agencies, yes. ATSpro includes OneView dashboards, team leaderboards, OnPoint heatmaps, AI revenue forecasting, pipeline health, data quality scoring, and a custom report builder — all at no extra cost. Cube19 is a standalone analytics product that costs hundreds of pounds per month on top of your ATS. With ATSpro, it is all one platform at £49/user/month. **Q: What is OnPoint and how does it work?** A: OnPoint is ATSpro’s RAG-coded performance heatmap. It maps every recruiter in your team against every key metric — calls, CVs sent, interviews, placements, revenue, and conversion rate — in a single grid. Each cell is colour-coded green (on fire), amber (good), orange (at risk), or red (needs support). At a glance, you can see exactly where the team is performing and where a conversation is needed. **Q: What is ATSpro TV mode?** A: ATSpro TV is a full-screen display mode designed to be put on the office wall or a shared screen. It rotates through your key dashboards — leaderboard, OnPoint, pipeline health — in a live display that updates in real time. It creates healthy competition and keeps the team focused on numbers without anyone having to pull up a report. **Q: How does the AI revenue forecast work?** A: ATSpro’s AI Forecast analyses your agency’s historical close rates by pipeline stage and combines that with your current live pipeline to generate three projections: Conservative (based on your worst recent periods), Expected (your typical close rate), and Best Case (if everything in the pipeline converts). The confidence score updates as your pipeline changes throughout the month. **Q: Can I build custom reports in ATSpro?** A: Yes. The Slice & Dice report builder lets you choose any metric, group by any dimension (recruiter, client, job type, source), and add any filter. Reports can be exported to CSV or scheduled to arrive in your inbox weekly. There is no separate reporting licence — it is included in the standard £49/user/month plan. **Q: Is there a free trial of ATSpro analytics?** A: Yes — 14 days, full access, no credit card required. You get every analytics view including the Leaderboard, OnPoint, Forecast, Data Quality, and report builder from day one. After the trial it is £49/user/month with no long-term contracts. --- ## AI Assistant URL: https://atspro.co.uk/features/ai-assistant **Ask it anything. It actually acts.** Most AI tools summarise. ATSpro's AI assistant has 170+ tools that control your entire CRM — finding candidates, sending emails, creating jobs, chasing feedback, and reporting on revenue. All from a single command line. > Ask in plain English, approve the action, and the CRM does the rest — 170+ tools behind one chat box. Key facts: - 170+ real CRM tools. The same service layer as the app itself. - 200 messages per user, per day. History persisted between sessions. - Works from Claude.ai over MCP. OAuth-secured, revokable tokens. - £0 extra per month. Included in every £49 seat. ### Pick a prompt. Watch it work. These are real assistant transcripts, replayed — the questions recruiters actually ask, and how the assistant reads the CRM, takes the action, and shows its working. ### Not a chatbot. A command interface. **Real actions, not summaries** — The assistant calls the same service layer as the CRM itself. When it sends an email, the email is sent. When it creates a job, the job exists. It's not generating text about your data — it's operating your CRM. **170+ tools covering the full lifecycle** — Query candidates, create jobs, send emails, build campaigns, report on revenue, approve AI actions, log RTW checks — every major CRM function has a corresponding tool the assistant can call. **The app moves with you** — When the assistant navigates to a candidate or job, the application UI moves there automatically. You don't have to click around after asking — it takes you there. **200 messages per user per day** — A per-user daily quota keeps usage fair across your team. Conversation history is persisted with token-aware truncation so the assistant remembers context within a session. **Human-in-the-loop on actions** — Outbound emails, CV submissions, and invoices show you a preview before sending — you approve before anything leaves ATSpro. Ask for a draft, review it, send it. The judgement stays yours. **Works alongside the 6 AI agents** — The assistant is for interactive, on-demand requests. The 6 AI agents run in the background handling the recurring lifecycle work. Together they cover both reactive and proactive automation. ### It doesn't just answer. It takes you there. Ask about a candidate and the assistant opens their record as it answers — CV, timeline, compliance, submissions, all in front of you. It works with your permissions, on your live data, inside the app you already have open. No copy-pasting between a chat window and your CRM: the chat window is the CRM. - Navigates the UI to the records it's talking about - Same permissions as you — it sees what you see, nothing more - Every outbound action previewed before it goes ### All 170+ tools Every tool with an example prompt and what it returns Query & retrieval: What needs my attention today?, Revenue this month vs last month, Show me the pipeline for TechCorp, Which candidates are expiring RTW?, Upcoming interviews this week, Find React developers near Leeds Candidate actions: Send intro email to Sarah Chen, Add Tom Hargreaves to TechCorp pipeline at Interview stage, Create a task to call Marcus Johnson tomorrow at 10am, Log RTW check for Emily Parker — UK Passport, expires 2029, Generate a branded CV for James Wilson, Find me jobs that match Sarah Chen Jobs & submissions: Create a DevOps Engineer role at Barclays, £80–95k hybrid London, Submit Sarah Chen to TechCorp Senior Dev role, Create a shortlist for the Barclays role, Update submission status for James Wilson at Monzo to First Interview, Schedule interview — Sarah Chen, TechCorp, Thursday 2pm Teams Campaigns & BD: Create a campaign for DevOps candidates in Bristol, Enrol all candidates from the Bristol map search into the DevOps campaign, Get BD opportunities in my queue, Create a contact list of all CFOs in Manchester Finance & approvals: Show me all overdue invoices, Approve all pending AI actions, Reject the outreach action for Marcus Johnson — too senior, List all placements started this quarter ### How it compares ### The assistant vs the 6 agents The assistant is you-driven: you ask, it acts, in the moment. The 6 agents are the other way round — they work in the background and file drafted actions for your approval. Most teams use both: the assistant for everything ad hoc, the agents for the routine lifecycle work. ### FAQs **Q: What is the ATSpro AI assistant?** A: The ATSpro AI assistant is a conversational command interface for the recruitment CRM, powered by Claude Sonnet 4. It has 170+ tools that take real actions — finding candidates, sending emails, creating jobs, scheduling interviews, chasing feedback, generating reports, and approving AI agent actions. It is included in the £49 per user per month price. **Q: What is the difference between the ATSpro AI assistant and Bullhorn Copilot?** A: Bullhorn Copilot summarises records and answers search queries — it is read-only. The ATSpro AI assistant takes real actions in the CRM: it can send an email, create a job, move a candidate through a pipeline stage, generate a CV submission, or chase post-interview feedback. The ATSpro AI assistant is included at £49 per user; Bullhorn Copilot is a separate paid add-on. **Q: Can the AI assistant operate the CRM on my behalf?** A: Yes. The AI assistant has 170+ tools that call the same service layer as the CRM itself, so anything a recruiter can do in the UI, the assistant can do from a chat interface. When the assistant navigates between records, the app moves automatically. Sensitive actions (sending external emails, submitting CVs, launching campaigns) can require human approval before execution. **Q: Is there a usage limit on the ATSpro AI assistant?** A: Each user has a daily quota of 200 messages to the AI assistant, which resets each day. Conversation history is persisted with token-aware truncation so longer threads work seamlessly. Most recruiters use a fraction of the daily quota. **Q: Can the AI assistant be accessed outside the ATSpro CRM?** A: Yes. The same 170+ tools are exposed via an MCP (Model Context Protocol) server with full OAuth 2.0 PKCE flow. This means Claude.ai users can connect their ATSpro account directly and operate their CRM from Claude.ai conversations. Access tokens last 90 days and are user-revokable from settings. --- ## AI Agents URL: https://atspro.co.uk/features/ai-agents **Your team, minus the admin.** ATSpro comes with 6 AI agents that handle the repetitive work recruiters hate — outreach emails, CV submissions, interview scheduling, feedback chasing, invoicing, and more. They run in the background while your team focuses on relationships and placements. > Six agents watch your desk around the clock — and every action they take waits in one queue for your yes. Key facts: - 6 AI agents. Every plan, no add-ons. - 24/7 watching your pipeline. Jobs, candidates, dates, inboxes. - 100% reviewed by you. Nothing sends without approval. - 1-click approve & send. Review, edit, or dismiss from one queue. ### Every agent files its work in one queue. The agents watch your pipeline around the clock — new registrations, interviews completed, feedback overdue, contracts approaching their end date. When one spots work to do, it drafts the action and files it in your AI Actions queue with full context: what it wants to send, who it's for, and why now. - Drafts written from the live record — the candidate, the job, and the full history - One queue for all six agents, newest and most urgent first - Approve, edit, or dismiss — one click each, individually or in bulk - Nothing leaves ATSpro until you say so ### Approval-first, by design. ATSpro agents are deny-by-default: they draft, you decide. Every action is attributable, editable before it goes out, and logged after it does. **Nothing sends itself** — Every drafted action waits in the queue for your explicit approval. There is no fire-and-forget mode. **Working hours** — Set the hours agents are allowed to work. Outside them, everything holds in the queue until morning. **Per-agent switches** — Enable or disable each of the 6 agents individually. Run only the ones that fit how your desk works. **Full audit trail** — Every suggestion, approval, and send is logged — who did what, when. Ready for client and compliance questions. ### First contact, before you've opened the CV. The Outreach agent drafts a personalised introduction the moment a candidate enters your database — pulled from their current role, skills, and location, matched against your live jobs, and written in your voice. It sends from your connected Gmail or Outlook account, so the email sits in your sent folder as if you wrote it. - Personalised to the candidate and the role — not a templated sequence - Works in your connected mailbox, so replies land back with you - Every draft reviewed in the queue before it goes anywhere ### Interviews arranged without the ping-pong. The Interview agent sends the invites, coordinates availability between candidate and client, and confirms everything to both calendars — the back-and-forth that normally eats half an hour per interview, gone. The Feedback agent picks up where it leaves off, chasing post-interview feedback until it actually arrives. - Availability coordinated between candidate and client automatically - Calendar confirmations to both sides, no manual emails - Feedback chased on a schedule until you have an answer ### Six agents, each with one job Every agent covers one step of the recruitment lifecycle, from first contact to invoice — and every one is included in every plan. **Outreach — First contact, automatically.** — Drafts and sends personalised introduction emails to new candidates as soon as they enter your database — tailored to the role, written in your voice. **Submission — CVs sent before you have time to ask.** — Prepares and sends formatted candidate submissions to clients the moment a candidate is ready — with a covering note, match rationale, and branded CV attached. **Interview — No more back-and-forth scheduling.** — Sends interview invites, coordinates availability between candidate and client, and confirms everything via calendar — without a single manual email. **Feedback — Feedback chased so you never have to.** — Requests post-interview feedback from clients and candidates on a schedule — and keeps chasing until it arrives, so you always know where things stand. **Offer — Offer letters ready before the call ends.** — Generates offer letters and contract summaries as soon as an offer is agreed — pulling in the right salary, start date, and terms from the job record automatically. **Billing — Invoices raised the moment a placement lands.** — Creates and sends invoices for permanent placements and processes timesheets for temp and contract workers — automatically triggered by placement status changes. **Aftercare — Every placed candidate stays on your radar.** — Checks in with placed candidates at key milestones — day one, week one, end of probation — to catch issues early and build the kind of relationship that generates referrals. **Rebooking — Contract renewals handled before they expire.** — Monitors end dates for temp and contract placements and initiates renewal conversations with clients and candidates before the contract lapses — keeping revenue on the books. **Matching — The right candidates, surfaced automatically.** — Runs AI matching against every active job whenever a new candidate registers or an existing one updates their profile — so your pipeline stays stocked without manual searching. **Sourcing — Find candidates outside your database.** — Uses Apollo to surface passive candidates matching your open roles — enriched with contact details, LinkedIn profiles, and seniority data — ready to add to your pipeline with one click. **Screening — First-pass qualification without the calls.** — Reviews new candidate applications against your open roles and scores them for fit — flagging strong candidates for your attention and filtering out mismatches before you spend time on them. **Email — Smart replies, drafted in seconds.** — Monitors your inbox and drafts contextual replies to common messages — candidate enquiries, client follow-ups, status updates — so you can review and send rather than write from scratch. **Resume — CVs parsed, structured, and ready to submit.** — Extracts structured data from any CV format — PDF, Word, LinkedIn export — and populates the candidate record with skills, work history, education, and contact details automatically. **References — References requested and chased automatically.** — Sends reference requests to named referees, follows up if they go unanswered, and records responses against the candidate record — keeping the compliance process moving without manual chasing. ### Agents vs the AI assistant The 6 agents work in the background and file actions for your approval — you react. The AI assistant is the other way round: you ask, it acts, with 170+ tools you drive in plain English. Most teams end up using both — agents for the routine lifecycle work, the assistant for everything ad hoc. ### FAQs **Q: How many AI agents does ATSpro include?** A: ATSpro includes 6 AI agents covering every stage of the recruitment lifecycle — from candidate outreach and CV sourcing through to offer letters, invoicing, aftercare, and contract renewals. All 14 are included in every plan at no extra cost. There are no agent add-ons or premium tiers. **Q: Do the agents send emails without my approval?** A: No. ATSpro agents are approval-first: every action an agent drafts — emails, submissions, interview invites, invoices — waits in the AI Actions queue until you approve it. You can approve items individually or in bulk, edit a draft before it goes out, or dismiss it entirely. Nothing is sent on your behalf without your sign-off. **Q: How are the AI agents different from basic automation?** A: Most recruitment automation tools work on rigid if-this-then-that rules. ATSpro agents use language models to draft contextual, personalised communications — not templated sequences. The outreach agent reads the candidate record and the job description and writes a relevant introduction. The feedback agent knows who the interview was with and what role it was for. The result is communications that feel human-written, not automated. **Q: Can I turn individual agents on or off?** A: Yes. Every agent can be individually enabled or disabled. You can also configure working hours — agents will only act between the hours you specify — and you receive notifications for every action drafted, approved, or failed. **Q: What does the Outreach agent actually send?** A: The Outreach agent drafts personalised introduction emails to new candidates as they enter your database. It pulls context from the candidate record — their current role, skills, location — and the open jobs in your pipeline to write a relevant, specific introduction. It works in your connected email account (Gmail or Outlook) and the email appears in your sent folder as if you wrote it. **Q: Is there a free trial of ATSpro AI agents?** A: Yes — 14 days, full access, no credit card required. All 6 AI agents are available from day one. You can connect your email, import candidates, and see the agent queue start populating within minutes of signing up. --- ## Integrations & API URL: https://atspro.co.uk/features/integrations-api **Connects to your entire tech stack.** ATSpro integrates with your accounting system, telephony, job boards, email, and LinkedIn outreach tools. Plus a REST API, Zapier, and the only recruitment CRM with an MCP server for Claude.ai. Key facts: - MCP server for Claude.ai. The only recruitment CRM with one. - 170+ tools exposed via MCP. Operate your CRM from a Claude conversation. - AES-256 encryption at rest. Keys and tokens never stored in plain text. - UK data infrastructure. Railway + Neon PostgreSQL in eu-west-2. ### Your CRM, in a Claude conversation. ATSpro exposes its full tool surface through an MCP server with OAuth 2.0 PKCE — so Claude.ai can search your candidates, create jobs, send emails, and chase feedback on your behalf, from a chat window. Tokens last 90 days and are revokable from settings. No other recruitment CRM has this. - Full OAuth 2.0 PKCE flow — no API keys pasted into chat - The same tool surface the built-in AI assistant uses - User-revokable tokens, scoped to your permissions ### All integrations Your inbox, calendar, phone system, accounting package and AI assistant — wired in, not bolted on. No middleware to maintain. **AI & automation** — Outbound event notifications to any endpoint. Real-time updates for external systems when records change in ATSpro. - MCP Server - Expose all 170+ ATSpro tools directly to Claude.ai. Ask Claude to find candidates, send emails, or report on revenue — and it operates your live CRM. - Unique - Zapier - Triggers for new candidate, new placement, new company. Actions to create records. Searches to look up existing data. Connect ATSpro to thousands of other apps. - REST API - Full REST API authenticated via API keys (ats_xxxxx format). API key management with create, revoke, and audit — ADMIN/OWNER only. - Webhooks - Outbound event notifications to any endpoint. Real-time updates for external systems when records change in ATSpro. **Telephony & messaging** — Inbound and outbound SMS. WhatsApp messaging with channel selection. SMS templates for common messages. All logged to the activity timeline. - Xelion - Click-to-call with twin call flow, SMS, and automatic call logging with duration and notes to the candidate or contact timeline. - RingOver - Click-to-call, SMS, call logging, and real-time webhooks for call events. Every call automatically logged to the timeline. - Twilio SMS & WhatsApp - Inbound and outbound SMS. WhatsApp messaging with channel selection. SMS templates for common messages. All logged to the activity timeline. **LinkedIn outreach** — LinkedIn outreach automation via the Kakiyo platform. Push candidates or contacts from ATSpro into a Kakiyo campaign. Receive LinkedIn events (replies, accepts, views) back into ATSpro via webhook. - Kakiyo - LinkedIn outreach automation via the Kakiyo platform. Push candidates or contacts from ATSpro into a Kakiyo campaign. Receive LinkedIn events (replies, accepts, views) back into ATSpro via webhook. **Accounting** — CSV export in Sage-compatible format for agencies on legacy Sage systems. - Xero - OAuth sync. Invoices, contacts, and payment reconciliation pushed automatically when timesheets are approved. - QuickBooks - OAuth sync. Invoice and customer sync with automatic push on timesheet approval. - FreeAgent - OAuth sync. Invoice and contact sync. - Sage - CSV export in Sage-compatible format for agencies on legacy Sage systems. **Email & calendar** — Full sync via Gmail API with push notifications. Google Calendar sync and Zoom meeting link generation. - Microsoft 365 / Outlook - Full sync via Microsoft Graph API with webhook push notifications. Calendar, email, and Teams meeting link generation. - Google Workspace / Gmail - Full sync via Gmail API with push notifications. Google Calendar sync and Zoom meeting link generation. **Job boards & sourcing** — Native sourcing — not integrations. Built into the CRM. - Indeed - Full OAuth, campaign management, and application ingestion via webhook. - LinkedIn - XML feed for automatic job distribution. - Broadbean & LogicMelon - Multi-poster integration for broad distribution. - Reed, CV-Library, Totaljobs - XML feeds with automatic job sync. - Adzuna, Jora, Jobrapido, Talent.com - Aggregator XML feeds with UTM source tracking. - Apollo, Hunter, Serper (X-Ray) - Native sourcing — not integrations. Built into the CRM. - Native ### Free migration — from any system **Influence ATS** — Candidates, contacts, vacancies, placements, journals, documents — 15 data processors **JobAdder** — Full data import **RecruitCRM** — Full data import **Crelate** — Full data import **Giig** — Full data import **CSV import** — Bulk candidate import with deduplication and auto-embedding generation ### Security & infrastructure **2FA — TOTP authenticator** — Every user can enable two-factor authentication via any TOTP app — Google Authenticator, Authy, or any compatible app. ADMIN and OWNER accounts can enforce 2FA across the team. **AES-256 encryption at rest** — All third-party API keys stored at rest are encrypted with AES-256-CBC. Your Xero credentials, Apollo keys, and email tokens are never stored in plain text. **Tenant isolation** — Every database query is scoped by tenantId at the Prisma middleware level. One tenant cannot access another's data — by architecture, not just by convention. **Role-based access control** — OWNER, ADMIN, RECRUITER, and READ-ONLY roles per brand. Users with multi-brand access switch without logging out. Granular permissions enforced server-side. **UK data infrastructure** — Railway (containerised backend) + Neon PostgreSQL (eu-west-2). Your data stays in the UK. Cloudflare handles SSL for custom careers site domains. **Rate limiting & audit trail** — Rate limiting on all public-facing portals. JWT authentication with refresh token rotation. Soft delete with full audit trail. Hard delete only via explicit admin action. ### FAQs **Q: What is the ATSpro MCP server?** A: ATSpro exposes its full tool surface through an MCP (Model Context Protocol) server, so Claude.ai can operate your CRM from a conversation — searching candidates, creating jobs, sending emails, and chasing feedback on your behalf. The connection uses a full OAuth 2.0 PKCE flow with tokens that last 90 days and are revokable from settings. ATSpro is the only recruitment CRM with an MCP server. **Q: Does ATSpro have a REST API and Zapier support?** A: Yes. ATSpro provides a REST API and a Zapier integration alongside its native integrations for accounting (Xero, QuickBooks, FreeAgent), telephony (Xelion, RingOver), SMS and WhatsApp via Twilio, LinkedIn outreach via Kakiyo, email and calendar, and job boards — all included at £49 per user per month. **Q: Can I migrate from my existing ATS or CRM?** A: Yes, and migration is free. ATSpro has importers for Influence ATS (candidates, contacts, vacancies, placements, journals, and documents across 15 data processors), JobAdder, RecruitCRM, Crelate, and Giig, plus bulk CSV import with deduplication and automatic embedding generation for AI matching. **Q: How is my data secured?** A: Every user can enable two-factor authentication via any TOTP app, and admins can enforce it across the team. Third-party API keys are encrypted at rest with AES-256, every database query is scoped by tenant at the middleware layer, and role-based access control is enforced server-side. Infrastructure runs on Railway with Neon PostgreSQL in eu-west-2, so your data stays in the UK. **Q: Do integrations cost extra?** A: No. The MCP server, REST API, Zapier, telephony, accounting integrations, migration importers, and all security features are included in the standard £49 per user per month plan — there are no integration add-ons or connector fees. ---