Sales and operations, connected on a single record.
Switch between dispatch and scheduling modes under a single login. Settings, team databases, and client records stay shared, so a won client lead becomes an active operational client job with no duplicate entry.
pipeline stages
New to Completed, one status vocabulary
login
scheduling and dispatch share the same client record
activity history
every route stop edit attributed and timestamped
Unified Scheduling and Dispatch Synchronization
The top-right profile dropdown offers scheduling and dispatch as full application modes, plus Log Out, from the same account. Picking scheduling does not open a separate product or a separate login: it swaps the nav from the dispatch-oriented view (Dashboard, Feed, People, Prospects, Job Orders, Message, Report, Settings) to the scheduling-and-routing nav below, while Settings, Team and Client records stay the same underlying data.
Dashboard · Feed · People · Prospects · Job Orders · Message · Report · Settings
Dashboard · Feed · Prospects · Leads · Route List · Calendar · Users Tracking · Message · Report · Settings
The Company, Team and Clients screens under Settings are shared by both modes. A client won by a dispatch lead becomes the same Client record a dispatcher assigns Job Orders against in scheduling mode, and the same reps and locations set up once in Team and Locations apply on both sides — the same Job Orders a staffing agency dispatcher works a candidate against.
Structured Six-Stage Sales Pipeline Tracking
From first contact to a completed contract, every lead in the pipeline reads the same status vocabulary, so sales, ops and finance all know exactly where a deal stands.
Lead Details
Location, Lead Type (e.g. Cold), Date, Company Name/Phone/Fax, Street Address/City/State/Zip, Company Email, Website, Assigned To, Assigned To 2, Sales Manager, Contact Name/Number/Position, Number of Employees, Industry Type, Source Type, Source Type Details.
Other Details
The contract-scoping form: Required Number Of Associates, Shift, Office Servicing, General Labor %, Over Time %, Clerical %, Rollover %, plus Sick Days, Holidays and Vacation, each with a separate Billed figure.
Contacts
A multi-contact table per lead: Full Name, Position, Contact Number, Extension, Email, Client Interest, and a Decision Maker flag, with call and delete actions per row.
Appointments
A per-lead calendar view, the same UI as the main Calendar, scoped down to just this company's scheduled visits.
Status Logs
The same edit-by-edit activity history pattern used on Route List records: every status change, who made it and when, on this lead specifically.
Pre-Win Contract & Margin Scoping
Every lead captures the fields a staffing contract actually needs: the workforce mix percentages a client is asking for, and the PTO billing terms that will apply once the deal converts. That scoping travels with the lead, so nothing gets re-negotiated from scratch once it reaches Credit Check.
General Labor %, Over Time %, Clerical % and Rollover % are captured as real fields on the lead record, alongside Required Number Of Associates, Shift and Office Servicing. Sick Days, Holidays and Vacation each carry a separate Billed figure too, so the PTO terms a client is sold on are the same terms that show up on their invoice later.
Daily Route Auditing & Activity Logging
A field-sales rep doesn't get a new record for every stop. Route List holds one record per rep per date, and stops get added to it as a dynamically-editable "Pipeline" list, each one tracked independently for status, whether it was visited, a phone number and a visit time.
A rep's Route List record can carry multiple stops added and edited over the course of a day. Every change to every stop, who added it, who updated it and when, is captured in a timestamped Status Log on that same record.
Users Tracking gives a live map view of where reps are and what appointments they have, alongside the Route List record itself.
Audit trail is per-stop, not just per-record.
Multi-Route Consolidation & Edit Logging
A rep can have several stops mapped against a single date without that ever becoming several records: one Route List record per rep per date holds every stop, added, removed and re-added over the course of the day, each edit attributed to whoever made it. Full detail on how a field-sales territory reads this record is covered on that industry page.
| Time | Who | Event | Detail |
|---|---|---|---|
| 4:53:45 PM | Tushar Kothari | Route List: Created | Lead: Alondras Warehouse, Closet Warehouse |
| 4:54:14 PM | Tushar Kothari | Lead: Removed | Lead: Alondras Warehouse |
| 4:54:26 PM | Tushar Kothari | Lead: Updated | Lead: Alondras Warehouse (re-added) |
| 4:55:43 PM | Kevin Davis | Lead: Visited | Lead: Closet Warehouse. Note: "meet with Jenny" |
| 6:20:03 PM | Tushar Kothari | Lead: Updated | Lead: Western Square (third stop added) |
The admin (Tushar Kothari) creates and edits the route's stops. The rep himself (Kevin Davis) marks his own visit, with his own note. Both actions land in the same log, attributed to the person who actually did them, not merged into one generic "updated" entry.
The resulting Route Details tab shows all three stops with Pipeline Status, Visited Yes/No, a phone number, and, for the visited stop, an exact visit time plus a "Visited Photo" link, a photo-plus-timestamp pattern for verifying a sales-rep visit actually happened.
In-App Calling & Messaging, Carrier-Agnostic
Every prospect and client call is logged with duration and a playable recording, directly on that person's record, in both directions. Hirebase ships the calling, logging, recording and playback experience in-product; the telephony provider underneath is a configurable layer, connected to whatever carrier your region or organization prefers.
Call Out logs an admin-placed call, with notes and a recorded playback, into that contact's call history.
Call In logs a call received from the contact, attributed, timestamped and recorded the same way.
Recorded Playback — each call-log entry carries its own duration and an embedded, playable recording, so a manager can review what was actually said without asking the rep for a recap.
Per-Contact Message Thread — a dedicated thread per worker or contact keeps the written conversation in one place, separate from the call log but attached to the same underlying record.
Because scheduling and dispatch share the same record (see Unified Scheduling and Dispatch Synchronization above), a call logged against a lead or a worker follows that record wherever it goes next. The same framework backs the employee-facing communication log covered on Safety & Incident Management.
Integrated Calendar & Real-Time Roster Map
Route List and the Leads pipeline are the core of the day-to-day work, but two more scheduling-mode nav items back them: a standard scheduling view, and the live map that shows those schedules playing out in real time.
A standard month, week, day and agenda view with a location filter. Every lead has its own Appointments tab that reuses this exact calendar UI, scoped to just that company, so a rep's day and a single client's appointment history are the same underlying schedule viewed at two different levels.
A live map with a four-state legend: Appointment Open, Appointment Completed, Appointment Rejected, and User Last Location. It is the same real-time rep-location tracking used on the operations side, applied here to sales appointments specifically rather than employee attendance.
Route List and Pipeline activity also feed two Report-tab views built specifically for field sales: a Mileage Report (log in/out time, routes visited, pipelines, done appointments, miles) and a Sales Performance Report (total, new and completed pipelines, conversion rate, called-in/called-out counts, and routes visited versus not visited) per rep.
Workforce sales & field CRM decision criteria.
Compare Hirebase against generic CRM platforms and standalone route-tracking tools across mission-critical commercial and field sales requirements.
| Commercial Requirement | Hirebase Platform | Generic Enterprise CRM | Point Route Tracking Apps |
|---|---|---|---|
| Database Architecture | Dual-mode switcher (ATS/Dispatch ⇄ B2B Sales CRM) sharing the same client and team database | ~Isolated CRM silo requiring custom middleware (Zapier, MuleSoft) to sync records with dispatch | Fragmented mobile route trackers with zero integration into recruiting or scheduling systems |
| Staffing Contract Scoping | Native scoping capturing workforce mix (General Labor %, Overtime %, Clerical %, Rollover %) and billable PTO | ~Requires expensive custom object engineering and CPQ consulting to model hourly staffing rates | Zero contract scoping, margin modeling, or role percentage capabilities |
| Field Sales Route Auditing | One Route List per rep per date with dynamic pipeline stops, Visited Yes/No verification, timestamp, and photo proof | ~Basic calendar events relying entirely on unverified rep self-reporting and manual notes | Basic GPS pin drops without audit trails for status edits or staffing contract attachments |
| Per-Stop Edit Audit Trail | Detailed Status Log capturing every add, remove, and status change with attribution to admin or rep | ~High-level object history logs often restricted to administrative audit views | Overwrites previous stop records with zero multi-party provenance or change attribution |
| Telephony & Communication Logging | Built-in call-in and call-out with recorded audio playback and dedicated messaging threads per contact | ~Requires third-party CTI plugins (e.g., Aircall, RingCentral) at additional per-seat monthly charges | Zero integrated calling, audio recording, or carrier-agnostic message logging |
| Licensing & Per-Seat Overhead | Unified platform with zero per-seat user fees; all sales reps and dispatchers included | ~$150–$300 per user/month enterprise licensing fees plus expensive custom integration retainers | $30–$60 per rep/month stacked on top of existing CRM and dispatch software subscriptions |
Zero Double-Entry Account Handoffs
Closing a lead automatically provisions the client account for dispatchers and schedulers, eliminating 48-hour onboarding lags and transcription errors.
Preserve Contract Gross Margins
Hardcoding workforce role mixes, overtime percentages, and billable PTO terms into the initial proposal locks in profitability from proposal through final payroll.
Frequently asked questions about workforce sales and CRM.
Clear operational answers to how Hirebase connects lead pipelines, staffing contract scoping, field sales route auditing, and real-time rep maps.
How does Hirebase eliminate double data entry between sales and workforce dispatch?
Hirebase features a single-login mode switcher between ATS/Dispatch and B2B Sales CRM. Settings, team hierarchies, and client databases are natively shared. When a sales representative moves a prospect to 'Completed' in the Leads pipeline, that exact client record is immediately available for dispatchers to assign job orders and schedule field associates without re-keying addresses, contacts, or billing terms.
How does the staffing contract-scoping form protect gross margins?
During proposal creation, Hirebase captures exact workforce composition percentages (General Labor %, Overtime %, Clerical %, Rollover %) and billable PTO terms (Sick Days, Holidays, Vacation). By hardcoding these operational variables into the lead record before contract execution, operations and payroll teams invoice the exact agreed-upon margin terms without renegotiation or invoice disputes.
How does Hirebase verify that field sales representatives actually visited a prospect site?
The Route List records each stop with an explicit 'Visited Yes/No' toggle, an exact visit timestamp, notes, and an optional 'Visited Photo' link. In addition, 'Users Tracking' provides a real-time Google Map showing rep locations and scheduled appointment statuses (Open, Completed, Rejected), preventing falsified sales call reports.
Can sales call recordings and messaging threads be reviewed by operations managers?
Yes. Hirebase includes native call-in and call-out logging with playable audio recordings and durations attached directly to the contact record. Combined with dedicated per-contact messaging threads, branch managers and sales directors can review full client interaction histories without asking reps for verbal recaps.
The same record,
from lead to placement.
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