Free Recruiter CRM Spreadsheet Template
Qualify prospective recruiting clients by requisition label, role family, source, search stage, owner, next action, follow-up, and expected fee.
Do this with AI
Make this recruiting CRM fit your client pipeline.
Open the workbook and ask Griddy to adapt search stages, role families, sources, owners, follow-ups, or expected-fee fields.
What is in this workbook?
This workbook has three sheets: Recruiting Client Dashboard, Search Leads, and Setup. Recruiting Client Dashboard is the quick-review surface, Search Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Search Leads for client and requisition label, role family or hiring need, source, stage, owner, next action, follow-up date, and estimated value; use Setup for stage definitions, qualification rules, review cadence, and safety boundaries. Search Leads totals all listed estimated value in H17. Recruiting Client Dashboard calculates open lead count and open estimated value from rows whose stage is not one of that workbook's terminal stages, while its action queue follows the workbook's follow-up rules. Stage validation and attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Recruiting Client Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
This workbook tracks prospective client searches, not candidates. Keep resumes, contact details, compensation, interview feedback, and protected applicant information in an approved ATS. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
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Read guideDo this with AI
Make this recruiting CRM fit your client pipeline.
Open the workbook and ask Griddy to adapt search stages, role families, sources, owners, follow-ups, or expected-fee fields.
