Licences & spend
Compare subscriptions, paid seats, active users and add-ons. Identify potential duplication or changes worth discussing with your supplier, allowing for renewal dates and contract terms.
Recruitment CRM Health & Value Review · UK
Get more from the CRM
you already pay for.
Unused features. Repeated admin. Reports you still check in a spreadsheet. Find out what needs to change with a paid review from an AssurePath CRM and RevOps specialist.
Paid review. Fixed fee agreed upfront. Your initial 30-minute scoping call is free.
Review before you replace
Thinking of changing CRM?
Before committing to a new platform, understand what is causing the problems. Your licences, configuration, data, integrations and ways of working all affect what your CRM delivers.
Our paid review helps you identify what to improve in your current setup and whether replacement deserves consideration. You get clear findings and priorities to inform the next decision. Detailed supplier selection and migration are scoped and quoted separately.
Talk through your CRM plans in a free scoping call →Start with your existing system
Which CRM is your agency using?
Tell us your platform, edition and connected tools. We’ll confirm the specialist fit and review scope for your setup.
Mercury xRM
Bullhorn
Access Vincere
JobAdder
Firefish
Recruit CRM
Tracker
Loxo
Recruiterflow
Access RDB
Platform names and logos identify the systems discussed. They do not imply a vendor partnership or endorsement.
The paid review
Where is the value getting lost?
We agree the depth of each area before starting, based on your agency, systems and priorities.
Features you already own
Look at unused modules, configuration and automation. Find out whether the tools you already pay for could remove a workaround before you buy something else.
Recruitment workflows
Follow the work from client development and job intake through candidate handling, interviews and placement. Identify missed handovers, repeated admin and unclear ownership.
Data & reporting
Review an agreed sample of records, pipeline stages and management reports. Surface duplicates, missing information and inconsistent definitions that make the numbers difficult to trust.
Integrations & automation
Examine the agreed connections to email, telephony, job boards and back-office tools. Assess opportunities, dependencies and likely effort; building integrations is scoped separately.
Adoption & everyday use
Speak with the people using the system. Understand why consultants work around it, where training would help and which changes would make the biggest practical difference.
What you take away
A clear decision.
A practical action plan.
Your review brings together the findings, the evidence behind them and the changes worth making. We walk you through the recommendations so your team knows what to do next.
- A view of licence spend, usage and opportunities to investigate.
- Prioritised fixes with suggested owners, dependencies and indicative effort.
- Quick wins separated from larger changes and replacement decisions.
- A findings walkthrough with your decision-makers.
Use the plan with your own team, or ask AssurePath to scope and deliver the improvements. Implementation is a separate decision and fee.
From first call to next steps
Agree the work before it starts.
- 01 · FREE SCOPING
Understand the problem.
A 30-minute call about your CRM, users, connected systems and priorities. We confirm whether the review is a fit.
- 02 · PAID REVIEW
Check what is happening.
You approve a written scope, fixed fee and timetable. Our specialist reviews the agreed evidence and speaks with the relevant people.
- 03 · FINDINGS & ACTIONS
Decide what happens next.
We explain the findings and priorities. Any configuration, clean-up, training, integration or migration work is quoted separately.
The people doing the work
CRM knowledge.
A commercial view.
Your review is delivered by an AssurePath CRM and revenue operations specialist. We look at how the system supports client development, consultant activity and the route to placement, alongside its configuration and cost.
Our CRM specialist has hands-on experience across major CRM systems used in the UK. The scoping call checks your particular platform and requirements before we agree the work.
Explore CRM improvement and delivery →Before you book
Scope, costs
and expectations.
Is the CRM review free?
No. The initial 30-minute scoping call is free. The review is paid work, with a fixed fee and written scope agreed before it starts.
How much does the review cost?
We quote a fixed fee after scoping your CRM, user numbers, workflows and connected systems. You know the review coverage, deliverables and fee before committing. There is no published starting price.
Which recruitment CRMs can we discuss?
Mercury (Mercury xRM), Bullhorn, Access Vincere, JobAdder, Firefish, Recruit CRM, Tracker, Loxo, Recruiterflow and Access RDB. Tell us which system, edition and modules you use. We confirm the specialist fit and access needed during scoping.
Will you recommend replacing our CRM?
We start with what you have. The review considers configuration, data, processes and adoption as well as platform fit. If replacement deserves consideration, we explain why; detailed supplier selection and migration are separate work.
Do you make changes as part of the review?
The review covers assessment, recommendations and a findings walkthrough. Data cleansing, configuration changes, training delivery, integrations and migration are quoted separately. You can use the action plan with your own team or ask AssurePath to help deliver it.
What access will you need?
We agree access during scoping: typically licence information, usage reports, a walkthrough with your system owner and a limited sample of relevant records. Read-only access is preferred where available. Please do not send CRM passwords, CVs or candidate records through the enquiry form.
How long will it take?
Timing depends on the agreed scope and the availability of your people and information. We confirm the timetable before the review starts rather than promise the same turnaround for every agency.
Will the review guarantee savings or compliance?
No. We separate evidenced subscription costs from estimated time savings and make assumptions clear. This is a commercial and operational CRM review, not a security certification or a legal compliance audit.
Start with free scoping
Tell us what is
slowing the team down.
A short conversation to understand the problem and agree the right review. The review itself is paid, with the fee agreed before work starts.
Prefer to talk? 0333 050 0729
More help for recruitment agencies →Free scoping · paid review
Let’s scope your CRM review.
Tell us about your agency and CRM. We’ll reply within one working day to arrange your free 30-minute scoping call.