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Managed implementation

Your CRM should be ready for your agency before your agency has to adapt to it.

We work through your sectors, terminology, teams, workflow, compliance and reporting requirements, then prepare the workspace for testing and launch.

Talk through implementationSee the journey
  • Clear agreed scope
  • Configured workspace
  • Role-based launch
AxamyOne manager dashboard configured with team margin, KPIs and consultant performance
Launch outcomeA workspace already shaped around the team using it
Eight clear stages

Replace uncertainty with an agreed implementation path.

The detail depends on your agency and the agreed scope. These stages keep decisions visible and prevent configuration being deferred until after users are invited.

  1. 01
    Discovery

    Understand sectors, teams, terminology, workflow, compliance, permissions and reporting requirements.

  2. 02
    Configuration

    Prepare the workspace, roles, terminology, workflows, compliance, dashboards and portals.

  3. 03
    Branding

    Apply supported logos, colours, communications, portal appearance and document presentation.

  4. 04
    Data

    Review the current source, agree what can be imported and validate the supported migration scope.

  5. 05
    Microsoft 365

    Set up the organisation connection and authorise the users or shared mailboxes agreed for recruitment communication.

  6. 06
    Testing

    Walk through the relevant candidate, client, compliance, placement, portal and commercial workflows.

  7. 07
    Training

    Introduce users to the views and processes relevant to their role rather than every setting in the platform.

  8. 08
    Launch

    Invite the team into a CRM already configured around how the agency operates.

What discovery covers

Start with the operating model, not a list of fields.

Configuration decisions make more sense when they follow the real way candidates, clients, placements and commercial records move through the agency.

  • Temporary and permanent desks
  • Sector terminology
  • Candidate statuses
  • Client structure
  • Compliance groups and dates
  • Role permissions
  • KPIs and reporting
  • Portal and email journeys
AxamyOne compliance workspace showing candidate checks and operational readiness
Data migration

Agree the useful data before anyone promises a simple import.

The exact migration scope is confirmed after reviewing the existing source, its structure, quality and available exports. Supported implementation can include agreed candidate, client, contact, user and relevant compliance records.

We do not promise that every historic field, attachment or workflow can be transferred automatically. The goal is a validated launch dataset, not an unreviewed copy of every legacy problem.

Plan your CRM switch

A useful migration question

Which information does your team need on day one to recruit, place, approve and report confidently—and which history only needs to remain accessible elsewhere?

Before launch

Test the real journeys your team will use.

A launch review should reflect your agreed modules, permissions and external setup—not a generic checklist detached from the workspace.

Operational journeys

Candidate, client, job, booking, compliance and placement workflows relevant to the agency.

External connections

Supported Microsoft 365 identities, mailboxes, portals and public forms in the agreed environment.

Role experience

Consultant, manager, compliance and finance views checked against their permitted work.

Switching CRM

Answers to the data, workflow, terminology and training questions.

Security

Verified access, tenant separation, documents and operational controls.

Pricing

How implementation and active-user pricing fit together.

Start with how your agency actually operates.

We’ll use the first conversation to understand your sectors, teams and implementation priorities.

Discuss implementation