Case Studies

Recruitment CRM & Workflow Automation Platform.

Building a system around the way the business actually works

The Challenge.

Cameo Consultancy had outgrown its off-the-shelf recruitment CRM. Although the system offered a broad range of functionality, much of it wasn't needed, while key recruitment workflows still relied on manual workarounds.

The business wanted a CRM designed around the way it actually worked, reducing administration, improving visibility and supporting future growth without paying for unnecessary functionality.

Nigel Purvis with his Client Monkeywood
Nigel Purvis with his Client Monkeywood

The Solution.

Nigel designed and developed a bespoke recruitment CRM using Microsoft Power Platform, built around Cameo's own recruitment processes rather than forcing the business to adapt to generic software.

The platform manages the complete recruitment lifecycle, including candidate matching, vacancy management, client and candidate management, workflow automation, reminders, contract monitoring, document management, Broadbean integration, reporting and business dashboards.

Automation removes repetitive administration through reminders, follow-ups, contract end notifications and workflow prompts, ensuring nothing is missed. Being cloud-based, consultants can securely access live information from the office, home or on the move using laptops, tablets or mobile phones.

Business Outcome.

The CRM has become the operational hub of the business, giving the team greater visibility of clients, candidates, vacancies and workflow while significantly reducing manual administration.

Automation has improved consistency, reporting and day-to-day efficiency, while secure mobile access ensures the team always has live information wherever they are working.

Moving away from the previous subscription-based CRM also reduced software costs, while providing a platform that is better suited to the business and continues to evolve as recruitment requirements change.

Key Benefits:

  • Bespoke recruitment CRM
  • Workflow automation and reminders
  • Broadbean integration
  • Mobile access to live information
  • Improved reporting and dashboards
  • Lower software subscription costs
  • A platform that continues to evolve with the business

"Nigel took the time to understand exactly how our business works and built a system around our processes rather than expecting us to adapt to the software. We now have a platform that genuinely supports us and continues to evolve as our business grows."


Hannah Nicholls
Director, Cameo Consultancy

Nigel Purvis with his Client Monkeywood