Your agency’s CRM.
Prepared with you.
Ready for your team.
We work through your sectors, terminology, teams, workflow, compliance and reporting requirements, then prepare a configured workspace for testing and launch.
- Clear agreed scope
- Configured workspace
- Role-based launch
Built together.
Built around the way you work.
Your CRM should be ready for your agency before your agency has to adapt to it. The starting point is your operating model, not a blank database.
AxamyOne workspace.
An agreed path.
A considered launch.
The detail depends on your agency and the agreed scope. These stages keep decisions visible before users are invited.
Discuss your implementation ↗- 01 / Understand & configure
Discovery
Understand sectors, teams, terminology, workflow, compliance, permissions and reporting requirements.
Configuration
Prepare the workspace, roles, terminology, workflows, compliance, dashboards and portals.
- 02 / Make it yours
Branding
Apply supported logos, colours, communications, portal appearance and document presentation.
Data
Review the current source, agree what can be imported and validate the supported migration scope.
- 03 / Connect & validate
Microsoft 365
Set up the organisation connection and authorise the users or shared mailboxes agreed for recruitment communication.
Testing
Walk through the relevant candidate, client, compliance, placement, portal and commercial workflows.
- 04 / Prepare & launch
Training
Introduce users to the views and processes relevant to their role rather than every setting in the platform.
Launch
Invite the team into a CRM already configured around how the agency operates.
Start with the operating model.
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 and candidate statuses
- Client structure
- Compliance groups and dates
- Role permissions
- KPIs and reporting
- Portal and email journeys
Agree the useful data.
Then plan the move.
The exact migration scope is confirmed after reviewing the existing source, 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 ↗Test the journeys.
Not just the settings.
A launch review reflects your agreed modules, permissions and external setup, grounded in the work your team will actually do.
Candidate, client, job, booking, compliance and placement workflows relevant to the agency.
Supported Microsoft 365 identities, mailboxes, portals and public forms in the agreed environment.
Consultant, manager, compliance and finance views checked against their permitted work.
Start with how your agency actually operates.
We’ll use the first conversation to understand your sectors, teams and implementation priorities.