The WhatsApp CRM built for recruitment agencies
Deals in B2B staffing and recruitment happen in WhatsApp — but chats on personal phones aren't a system. Yuktar gives them structure: shared inbox, contact timelines, pipeline stages.
Chats are where your deals already live
Job descriptions change, candidates pile up in email and old portals, and your team doesn't know who's been interviewed vs. who's still in screening. A visual pipeline with tagging and segments prevents duplicate outreach and missed placements. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
The change isn't a new habit — it's where the chats live. Same conversations, now with assignment, history and a pipeline behind them. "Broadcast shortlist notifications with interview dates and meeting links to matching candidate segments" stops depending on whoever remembered it last.
The switch, step by step
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the B2B staffing and recruitment client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: A candidate applies via your job portal → Yuktar instantly sends a WhatsApp confirmation with a screening chatbot → matching candidates are auto-tagged and dripped weekly role updates → shortlisted candidates get interview reminders → selected candidate receives offer letter as a clickable WhatsApp link and confirms acceptance in real time..
What no-CRM WhatsApp costs
Lost track of which candidates match open roles
Job descriptions change, candidates pile up in email and old portals, and your team doesn't know who's been interviewed vs. who's still in screening. A visual pipeline with tagging and segments prevents duplicate outreach and missed placements.
Manual follow-ups kill conversion before offer
After a successful interview, recruiters manually remind candidates about next steps, timelines, and offer letters. Without automated drip sequences and payment-link messages, final-stage drop-off wastes weeks of sourcing effort.
The structure, piece by piece
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Drip weekly role-update emails and
Drip weekly role-update emails and SMS reminders to passive candidates who haven't applied yet — tracked on stages, not in memory.
Share placement offer letters and
Share placement offer letters and salary documents as payment-link messages for instant digital acceptance, triggered automatically by pipeline movement.
Leaver-proof by design
When someone leaves, reassign their contacts — every thread, note and deal stays with the business.
Steal these B2B staffing and recruitment message templates
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
Application received confirmation
Hi {{name}}, thanks for applying for the {{jobTitle}} role at {{companyName}}! 🎯 We've reviewed your profile and will be in touch within 24 hours. In the meantime, here's more about the role: {{link}} Reply 'YES' if you're still interested. -Yuktar
Interview scheduled reminder
Hi {{name}}, your interview for {{jobTitle}} is scheduled for {{date}} at {{time}} via {{meetingLink}}. Please confirm by replying 'CONFIRM' or let us know if you need to reschedule. See you soon! 🚀
Run these through your CRM from week one
- Share placement offer letters and salary documents as payment-link messages for instant digital acceptance
- Trigger automated reference-check and onboarding reminders to candidates after they confirm acceptance
- Send instant WhatsApp confirmations to applicants the moment they submit a job application form
- Broadcast shortlist notifications with interview dates and meeting links to matching candidate segments
24/7
automated candidate screening questions via WhatsApp chatbot while your team sleeps
1 click
to send personalised offer letters and acceptance forms via WhatsApp
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
Can we send offer letters and ask candidates to accept via WhatsApp?
Yes. Generate a payment link in Yuktar (no payment required—use it as a digital signature or document link), include it in a WhatsApp message, and track acceptance clicks in your pipeline. Candidates confirm in one tap; you see real-time acceptance status.
How do we stop chasing candidates who've already joined another firm?
Use Yuktar's visual sales pipeline to move candidates through stages: Applied → Interviewed → Offered → Joined. Tag 'Not Fit' or 'Declined' candidates automatically via webhook rules. Drip sequences only target active candidates, and your team inbox flags stale leads for archiving.
Is the free plan a real CRM?
Yes — shared inbox, pipeline and core messaging are free forever. Paid plans (from ₹499/month) add volume and advanced automation.
One WhatsApp your B2B staffing and recruitment team closes deals from
Inbox, pipeline and automation in one setup session. Start free; upgrade only when volume grows.
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