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Five minutes on Spott’s building blocks makes everything else click. Spott is built around a small set of record types that link to each other.

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One person, one record

The most important idea in Spott: every person exists only once. A person can be a candidate, a client contact, or both at the same time, and their notes, emails, and history stay on the same record even when they change companies or roles. That is why an email address, phone number, or LinkedIn URL can belong to only one person in your whole database, and why re-adding someone enriches their existing profile instead of creating a duplicate. See managing candidates.

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The record types

  • Candidates: the people you place. Their profile carries experience, documents, communication, and AI context. (Candidates guide)
  • Contacts: the client-side people you work with: hiring managers, HR partners. Same record type as candidates, different role. (Contacts guide)
  • Companies: your clients. They tie together jobs, contacts, and placements. (Companies guide)
  • Jobs: the roles you fill for a client, each with its own pipeline, advertising, and portal. (Jobs guide)
  • Opportunities (optional): deals you are working to close that are not a specific role yet. (Opportunities guide)
Two record types connect the others:
  • Applications link one candidate to one job and carry the stage, scorecards, and interviews. (Applications guide)
  • Placements record a successful hire: the candidate, the job, the client, and the fee. (Placements guide)

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The CRM side and the ATS side

  • The CRM side is about winning business: companies, contacts, and opportunities, moved through stages you define.
  • The ATS side is about filling roles: jobs, candidates, applications, and placements.
The handoff between them is explicit: a won opportunity converts to a job, and the recruiter takes it from there.

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Stages everywhere

Jobs, applications, companies, and opportunities all move through stages, and every stage set is customizable under Settings → Stages. Stages drive the Kanban boards, the dashboards, and your reports.

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Everything feeds the AI

Notes, emails, CVs, and transcripts are not just history: they are the context Spott’s AI uses for matching, summaries, and suggestions. The more complete your records, the better everything works. See AI in Spott.