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Rillo CRM · Staffing

Every client. Every req. Every placement.

Clients, open reqs and placements are one record per client.

  • From $49 a seat
  • 30 days free, no card
  • Try it

A preset changes the words, the stages and the tools. The records stay.

rilloapp.com/lam-personnel/home
CRM Search people, notes, quotes 3 waiting

Good morning, Anthony

Today

Your daily brief is ready 6 placements end in the next two weeks. C&G Products has 3 open reqs and no submittals in 5 days. Corro Industries asked about a second shift crew.
18 Open reqs 6 Placements ending 3 Clients gone quiet
3 calls queued Built from what's overdue and gone quiet. Craig Fox first.
Lead Generator Daily report Start a trip Debrief a call
Today
9:00 C&G Products · today Brief ready: the open job order is 12 days old Brief
11:30 Baldemar C. · Corro Industries Confirm the visit Call
› More on your day
Your week
Touches 31
Placed 5 · $41,000
Trailing 7 days, from the records in your own workspace.
HomeExpand · Close
Your daily brief is ready 6 placements end in the next two weeks. C&G Products has 3 open reqs and no submittals in 5 days. Corro Industries asked about a second shift crew.
Today
9:00 C&G Products · today The open job order is 12 days old Brief
11:30 Baldemar C. · Corro Industries Confirm the visit Call
2:00 Dawn H. · Garduno & Sons Tacos Quote expired, follow-up drafted Review
Waiting on your yes 3 waiting
✓Corro Industries · Monday Visit notes filed, next step set Approve
✓C&G Products · today The job order and a follow-up, drafted Approve
✓Garduno & Sons Tacos · today A come-back note, drafted Approve
Ask Rillo Eric · today+ New chat
RILLO

Hi Anthony. You have 12 open, 3 have gone quiet, 2 follow-ups are due today. Want the list?

Helpful · Off the mark
New req from C&G Products. Two forklift operators, days shift. Send profiles Wednesday at ten.
RILLO

Got it. Here's what I wrote, waiting on your yes:

Contact updated Eric Salas, Purchasing manager · C&G Products
Note filed Two forklift operators. Days.
Follow-up set Send forklift profiles to Eric, Wednesday 10:00 AM
Draft written Profiles email to Eric, waiting on your tap
+Message Rillo, or talk

Prospects

128 active

Prospects 128 Clients 28 Coworkers 3 Edit
Name Company Last touch Next
Eric Salas C&G Products Today Wed 10:00 Req open
Baldemar Cabanas Corro Industries 3 days Today 11:30 Active
Dawn Huddleston Garduno & Sons Tacos 22 days Today 2:00 Gone quiet
Tristan Lorenz Lujan-Hoffmann Supply 8 days Fri Prospect
Craig Fox B&P Signs LLC 41 days·Stale
Saved views New view
3 Clients gone quiet Who to call before someone else does Open
18 Open reqs From your own records Open

Trips

Talk to Rillo as you spend. It writes the report.

Scan a receipt+ New trip
Just say it."Dinner was 47 with Eric." "Filled up, 68 in gas." "Drove 220 miles today." Rillo files it against the open trip, ties it to the customer, and flags anything over per diem.
East Valley loop · today Open
$Gas · $68.10 Filed to the trip · under per diem Receipt
mi 220 miles $154 at $0.70 · 3 stops Map
$Dinner · $47 C&G Products · flagged: over $30 Fix
Last week · 3 days out Filed
$$412 across 9 receipts Every receipt read by Capture, tied to its customer Report
mi 640 miles $448 at $0.70 · 11 stops Map

Search

People, companies, notes, quotes, receipts, calls. One box.

Recent Clear
⌕C&G Products · today The account, its people, 12 notes and the open job order Open
⌕Tristan L. · Lujan-Hoffmann Supply Card scanned last week, asked for pricing Friday Open
⌕Craig F. · B&P Signs Last note: call after budget Open
Ask it the way you would say it
? Who have I not called in a month? 3 clients, from your own records Ask
? Open reqs this month 18, from your own records Ask
? Receipts from this week 4 receipts, $214, filed to the trip Ask

Call queue

Built this morning from what's overdue and gone quiet.

1 Craig F. · B&P Signs 41 days quiet · last: "call after budget"Call
2 Dawn H. · Garduno & Sons Tacos 22 days · job order expired Call
3 Tristan L. · Lujan-Hoffmann Supply Asked for pricing Friday Call
Done today
✓C&G Products · today Called, job order sent, follow-up Wednesday Open
✓Corro Industries · Monday Visit logged by voice, next step set Open
Why this order

Longest quiet first, then quotes about to expire, then the callbacks you promised.

Rebuilt every morning from your records.

Capture

Photo it, it's a record. Works offline. 4 kinds in this preset.

Lujan-Hoffmann Supply
Tristan Lorenz Purchasing manager
480-555-0118 · tristan@example.com
Try it

Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.

Tristan Lorenz added Lujan-Hoffmann Supply matched · in People and your Rillodex · follow-up drafted
Card

Business card

A hiring manager or candidate card.

Document

Signed offer or NDA

A signed offer letter, NDA, right-to-represent or timesheet.

Receipt

Client visit receipt

A receipt from a client visit or candidate meal.

Note

Handwritten note

Interview notes or a call sheet.

Coach

Scored debriefs, and what to say next time.

Last 10 calls 7.8+0.6
Asked the timeline 6/10+2
Next step set 9/10+1
8.5 C&G Products · today Strong on discovery. Missed the timeline question. Open
7.0 Corro Industries · Monday Good close. Price came up too early. Open
6.5 Dawn H. · Garduno & Sons Tacos Talked before asking what they need. Open
Say this next time
→Ask when they need it before you talk price From the two calls where price came up first
→Name the next step before you hang up It moved 9 of 10 calls forward this month

Pipeline

Biggest open deals All deals
$Craig F. · B&P Signs $24,000 · quoted, waiting on budget Open
$Baldemar C. · Corro Industries $18,400 · verbal yes, paperwork Friday Open
$Tristan L. · Lujan-Hoffmann Supply $9,600 · new, pricing sent Friday Open
Slipping
! Dawn H. · Garduno & Sons Tacos Quote expired 3 days ago. A follow-up is drafted for your yes. Review

Toolkit

What this preset carries. Layout lets you move it.

Phone Not on yet

Rillo Phone

Your number, every call logged.

Signals

Nine watchers

Renewals, silence, permits, hires.

Inbox

Inbox

Email in, per department.

Inventory

What you stock

Units and parts, and what is due.

Hiring

Careers page

Post, applicants, hire.

Documents

Documents

Quotes, contracts, signed.

Capture

Four kinds of capture

Card, receipt or page in.

Trips

Trips and expenses

Say the spend, it files.

Coach

Playbook

What to say next time.

Settings

Company, team, billing, connectors.

Co Company Lam Personnel LLC · Recruiting and Staffing preset · Phoenix Edit
4 Team Anthony (Owner), Chris (Branch manager), Imani and Sandra (Recruiters) Manage
$Billing 4 seats · $196 a month · Stripe Open
⇄Connectors Google Calendar, Outlook, Twilio Open
@Inbox Email in, by department Open
⇩Your data Export everything, any time Export
Who sees what
O Owner Everything, money included Edit
M Branch manager The team's book and its week Edit
R Recruiter Their own book, nothing else Edit

A live demo. The laptop and the phone are one book.

9:41
Ask Rillo After the call
Done. Nothing typed.

You said New req from C&G Products. Two forklift operators, days shift. Send profiles Wednesday at ten.

9:42
Eric Salas C&G Products · Purchasing manager
Client
C&G Products
Req
Two forklift operators
Shift
Days
Next step
Send profiles

Filed by Rillo. Nothing typed.

9:42
This week Follow-up added

Send forklift profiles to Eric Wednesday, 10:00 AM

Wednesday 10:00
RILLO now
Send profiles to C&G Products

Two forklift operators, days shift. Three profiles are ready.

Profiles email to Eric is ready

Talk to it

Talk after the call. The record writes itself.

Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.

What it does for staffing

Reqs under every client

Open positions, rate, who is interviewing. The client record shows what they need now, not what they needed in March.

Instead of the ATS export, the whiteboard

Client check-in list

Placements ending, reqs going stale, clients who have not called back. Built every morning.

Instead of the Friday scramble

Notes from the drive

Say what the hiring manager said. The req is updated and the follow-up is set before the next stop.

Instead of the voicemail to yourself

The rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:

Three people use it. Same book, three views.

The recruiter talks, the branch manager sees the week, the owner sees the money in staffing. Nobody enters anything twice.

Recruiter · between client calls
Client calls 7
Submittals 4
10:00 C&G Products send profiles
3 notes waiting on your yes approve
● Hold to talk
Home Queue 3 People More

Today's client calls, the reqs to talk about, the note already filed.

Branch manager · the week
Open reqs 18
Fill rate 71%
Reqs stale 4
Imani 6 placements on pace
Sandra 2 placements 3 reqs stale
Team 6 assignments end Fri review
Home Queue 3 People More

Every req, days open, submittals, who owns it.

Owner · the money
Placed $41k
Clients 28
At risk 2
Q4 forecast $160k margin from records
Light industrial 64% of revenue growing
Signals 3 clients posting jobs new
Home Queue 3 People More

Fill rate and revenue by client, which recruiters are behind.

What Rillo holds for staffing

What each preset starts a workspace with.

Recruiting & Staffing

Calls the people candidates and each piece of work a req.

Stages, fields and outcomes
Pipeline
NewSourcingSubmittedInterviewOfferPlaced
Each candidate carries
Occupation, Specialization, Skills, Years experience, Seniority, Location / state, Open to relocate, Availability, Pay min
Each req carries
Role, Specialization, Required skills, Location / state, Pay min, Pay max, Seniority, Sponsorship offered, Employment type, Client
A deal ends because
Placed, Candidate declined, Req cancelled, Filled internally, Lost to competing agency, Fell through

Medical Staffing

Calls the people clinicians and each piece of work an assignment.

Stages, fields and outcomes
Pipeline
The same as Recruiting & Staffing
Each clinician carries
Specialty, Location / state, Shift, Pay min, Pay max, License, Certifications, Years experience, Availability
Each assignment carries
Specialty, Facility / state, Shift, Pay min, Pay max
A deal ends because
Placed, Declined, Assignment cancelled, Credentialing failed, Lost to agency

What Coach starts from

Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.

Who you sell to

Hiring manager, HR business partner, Talent acquisition lead, Plant or operations manager (light industrial), Office manager (admin and clerical), VP Operations or COO (volume programs).

How a sale runs

Two loops that run at once: the client loop (req in, terms, submittals, interview, offer, start) and the candidate loop (source, screen, submit, interview, offer, accept, start, redeploy). Speed to submittal decides most contract reqs; quality of the third interview decides most direct-hire. Typically 3 to 45 days.

What to ask first

  • What does this seat cost you empty, per week, in real work not getting done?
  • Who else is working this req, internally or another agency, and what have they sent so far?
  • What did the last person in the seat do well, and why did they leave?
  • Is this a temp, contract-to-hire or direct-hire seat, and who decides the conversion?

What you will hear, and where to steer it

  • Your rate is higher than the other agency. Separate bill rate from pay rate; ask what pay rate the cheaper agency quotes candidates, because a lower bill usually means a lower pay and a candidate who keeps looking. Offer to run in parallel on one req.
  • We will source it ourselves. Agree, and offer to run alongside with no exclusivity; the first qualified submittal makes the argument. Ask how many hours a week the hiring manager can actually spend screening.
  • We need a longer guarantee. Ask what went wrong the last time a guarantee was used; most guarantee asks are a bad past hire. Trade guarantee length for interview process changes that reduce the risk.
  • The candidate took a counter-offer. Ask the candidate what made them start looking and whether the counter fixed it; coach the client on time-to-offer, since counters win when the offer took three weeks.

How price comes up

Bill rate over pay rate (the spread) for contract and temp; a percentage of first-year salary for direct hire; conversion fees on contract-to-hire.

How to follow up

A new req gets a submittal or a dated update within one business day. A submitted candidate gets client feedback chased at 24 and 72 hours. A placed candidate gets a first-day, first-week and 30-day check, and a redeployment conversation two weeks before the end date.

The calendar

Light industrial peaks into Q4 shipping and drops in January; admin and clerical peak in September and January; budgets reset the first week of the fiscal year, and reqs open in bursts after quarterly planning.

Next to what you use now.

Their prices, from their own pages.

Starts at Free to try AI
Rillo $49 a seat a month, or $39 billed yearly 30 days free, no card In every seat, no credits
HubSpot Free for 2 users. Professional $90 a seat billed yearly, plus $1,500 onboarding Free plan, no card Credits: $9.00 per 1,000, billed yearly
SPOTIO Not published; request a demo Demo request DASH AI co-pilot listed with the plans

Checked on 3 October 2026. Every comparison, including where they are better.