# Three9 CRM | The CRM Built for Staffing Agencies

> Three9 CRM is the CRM built for staffing agencies: candidates, clients, match scores, a Kanban pipeline, automatic invoices, referral partners and a client portal in one app.

URL: https://three9.in/crm.html

# 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.

Book a demo See how it works

- Windows app, web and phone
- Live sync across devices
- Admin and employee roles

![Three9 CRM dashboard with revenue, pipeline and alerts](https://three9.in/media/products/crm-dashboard.webp)

**16** workspaces, from pipeline to payouts

**8** shareable links: signups, profiles, portal and e-sign

**1** move to Placed creates the invoice

**3** ways to work: Windows, web and phone

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.

1. **Capture** Candidates and clients sign up through your links, or you add and import them.
2. **Match** Each opening gets a ranked list of candidates with a match score.
3. **Interview & place** Move people through the pipeline and share profiles with clients on WhatsApp.
4. **Invoice** Placing someone creates the invoice. Download the PDF or send it to the client.
5. **Get paid** Track 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

![Three9 CRM pipeline board with candidates in each stage](https://three9.in/media/products/crm-pipeline.webp)

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

![Candidates ranked by match score for a motel client](https://three9.in/media/products/crm-match.webp)

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

![US map of clients with open positions, coloured by business type](https://three9.in/media/products/crm-map.webp)

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

![A placement invoice generated by Three9 CRM](https://three9.in/media/products/crm-invoice.webp)

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

![Candidate list with WhatsApp, photo and profile links](https://three9.in/media/products/crm-candidates.webp)

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

![Open positions list with business names kept private](https://three9.in/media/products/crm-positions.webp)

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.

**01**

### Built inside a working agency

Three9 Services runs on it. Every feature exists because a real placement needed it.

**02**

### One record, start to finish

Signup, match, interview, placement, invoice and partner fee are connected. No double entry.

**03**

### Protects your deals

Shared profiles hide contact details, and employees never see client details or fees.

**04**

### 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.

FAQ

## Common questions

Anything else? Email [info@three9.in](mailto:info@three9.in) or call [+1 (743) 962-3939](tel:+17439623939).

**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.

- Email: [info@three9.in](mailto:info@three9.in)
- WhatsApp: [+91 63599 33939](https://wa.me/916359933939?text=Hi%20Three9%2C%20I%20would%20like%20a%20demo%20of%20Three9%20CRM.)
- US phone: [+1 (743) 962-3939](tel:+17439623939)
- India phone: [+91 63599 33939](tel:+916359933939)

> Online form (`crm_demo_form`): fill it in on the web page, or send it with this site's MCP server (see /llms.txt).

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Three9 · US +1 (743) 962-3939 · India +91 63599 33939 · info@three9.in · More for AI agents: https://three9.in/llms.txt