Three9 CRM · Staffing software
The CRM built for staffing agencies.
Candidates, clients, matching, placements, invoices and referral partners in one app. Built and used inside Three9 Services, a working staffing agency, not adapted from a sales tool.
- Windows app, web and phone
- Live sync across devices
- Admin and employee roles
- Kanban pipeline
- Match scores
- Automatic invoices
- Referral partners
- Client portal
- Online contract signing
- WhatsApp-ready profiles
- US client map
- Daily digest email
- Google Sheets sync
- Live sync
How it works
From signup to payment, in one record.
Every step of a placement lives in one place, so nothing is typed twice and nothing gets lost between WhatsApp, spreadsheets and email.
- CaptureCandidates and clients sign up through your links, or you add and import them.
- MatchEach opening gets a ranked list of candidates with a match score.
- Interview & placeMove people through the pipeline and share profiles with clients on WhatsApp.
- InvoicePlacing someone creates the invoice. Download the PDF or send it to the client.
- Get paidTrack paid and unpaid invoices, and pay referral partners on schedule.
Features
Everything in one place, built around placements.
Screens below show Three9 CRM with sample data.
Pipeline
See every candidate at a glance.
A Kanban board from New to Placed. Drag a card to move someone forward, or use the dropdown on a phone. Moving someone to Placed creates their invoice automatically.
- New, Contacted, Interviewing, Offer Sent, Placed and Rejected
- Interview details right on the card
- Drag and drop on desktop, dropdown on mobile
Match
The right person for every opening.
Pick a client and Three9 CRM ranks your candidates with a match score, based on the skills the job needs, industry experience, car, work authorization and availability.
- Active interviews pinned at the top
- Interview or place in one click
- Manual match when you already know who fits
Client map
See where the demand is.
A US map of every client with open positions, colour-coded by business type. Hover a state to see who's hiring there.
- Motels, gas stations, restaurants, laundromats and stores
- States with openings highlighted
- Plan recruiting by location
Invoices & payments
Invoices without the paperwork.
Every placement becomes a numbered invoice with your company details. Download it as a PDF or send it to the client, then track what's paid and what's still due.
- Paid, unpaid and balance due on every invoice
- Outstanding totals on the dashboard
- Monthly reports with CSV export and print
Candidates
Every candidate, one tap from WhatsApp.
Profiles with work authorization, experience, location, skills and car. Share a profile on WhatsApp or as a link: phone and email stay hidden, so clients come back to you.
- Photo upload links for candidates
- CSV import and duplicate scan
- Follow-up dates and notes
Open positions
Share openings without giving away clients.
A live list of every open position across your clients, with city, pay, car and accommodation, while business names stay private. Priority jobs stay pinned until they're filled.
- Filter by business type
- Updates as positions are filled
- Priority list for urgent jobs
Also included
The rest of the agency, covered.
Referral partners
Flat or industry-specific fees, confirmed 30 days after each placement, with payment receipts.
Contracts & e-sign
Generate client and partner agreements and have them signed online.
Client portal
Clients see the people you've placed with them, their invoices, balance and signed agreement.
Self-signup links
Candidates, clients and partners register themselves. You review every submission.
WhatsApp-ready
Send a candidate's profile to a client in one tap, from desktop or phone.
Follow-up reminders
Due and overdue follow-ups for candidates and clients, so nobody slips through.
Daily digest email
A morning summary of follow-ups, overdue invoices and partner fees, sent only when something needs attention.
Import & duplicates
Bring in candidates from a CSV file and catch duplicates before they cause trouble.
Admin & employee roles
Employees work candidates and the pipeline. Client details and fees stay admin-only.
Google Sheets sync
Keep a live copy of candidates and clients in Google Sheets.
Website enquiries
Forms on your website create new client requests in the CRM automatically.
Windows, web & phone
A Windows desktop app plus a web app for any phone, all in live sync.
Why Three9 CRM
Built for placements, not sales deals.
Most CRMs are made to track sales leads. Staffing is different: two customers on every deal, plus documents, fees and follow-ups. Three9 CRM is built around exactly that.
Built inside a working agency
Three9 Services runs on it. Every feature exists because a real placement needed it.
One record, start to finish
Signup, match, interview, placement, invoice and partner fee are connected. No double entry.
Protects your deals
Shared profiles hide contact details, and employees never see client details or fees.
Shaped to your agency
We build it ourselves, so we can set it up with your fees, documents and workflow, and add what you need.
| Feature | Three9 CRM | Spreadsheets + WhatsApp | Typical sales CRM |
|---|---|---|---|
| Candidates, clients and placements linked | Included | Separate sheets | Custom setup |
| Match score for every opening | Included | Manual | Not built in |
| Invoice created when someone is placed | Included | Manual | Add-on |
| Referral partner fees and payouts | Included | Manual | Custom setup |
| Candidate signup and photo links | Included | — | Forms add-on |
| Client portal and online contract signing | Included | — | Add-on |
| Shared profiles that hide contact details | Included | — | Custom setup |
| Windows, web and phone with live sync | Included | Partly | Included |
Compared with typical setups. Features of other tools vary by product and plan.
Who is Three9 CRM for?
Staffing and recruitment agencies, especially those placing hourly staff with small businesses such as motels, gas stations, restaurants and stores, and agencies that work with referral partners.
Does it work on a phone?
Yes. Three9 CRM runs as a Windows desktop app and as a web app in any browser, including phones. Everything stays in live sync across devices.
Can we bring in our existing candidates?
Yes. Import candidates from a CSV file (export it from Excel or Google Sheets), and use the duplicate scan to catch anyone entered twice.
Can candidates, clients and partners use it too?
Yes, through links you share: signup forms for candidates, clients and referral partners, a photo upload link, shareable candidate profiles without contact details, a client portal, and online contract signing.
Is our data secure?
Only signed-in team members can open the CRM. Data is stored in Google's Firebase cloud with access rules, and client details and fees are visible to admins only.
Can it be customised for our agency?
Yes. We set it up with your company details, invoice format and fees, and we can adapt fields and workflows or add features you need.
How do we get started?
Book a demo. We'll show you Three9 CRM with sample data, answer your questions, and then set it up for your agency.
Book a demo
See Three9 CRM in action.
We'll walk you through Three9 CRM with sample data, answer your questions and show how it would work for your agency.
- Emailinfo@three9.in
- WhatsApp+91 63599 33939
- US phone+1 (743) 962-3939
- India phone+91 63599 33939