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Business Development With Built In CRM

Leverage Past Work And Contacts To Uncover New Opportunities And Track Deals.

Grow Your Search Firm Using Clockwork

Built-In CRM For Marketing and Business Development

Create and target specific marketing lists and prospects with email templates, tags, Custom Fields and more. Add prospects to Deals for managing the pipeline.

Customizable Pipeline And Deal Management

Track, monitor and forecast potential searches actively in the pipeline and assign values, likelihood of close and team members to a Deal. Keep pitch projects, documents and more all in one place.

Quickly Uncover New Opportunities

Find new search work beyond client referrals. Easily leverage your past searches and work to identify new opportunities that align with your specialty and quickly find prospects to target.

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Business Development and Marketing

A complete end-to-end solution for business development and marketing for search firms. Create marketing lists and email campaigns to build out Deals and a pipeline of new search work. 


  • Send email marketing campaigns and capture all outreach and engagement directly to a Person's Record. 
  • Manage and keep prospect lists up-to-date with tags, Custom Fields and more.
  • Automatically flag prospects on a Deal to prevent outreach from your team.
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A Deal Pipeline And Process Designed Specifically For Your Firm

Manage the entire business development process in Clockwork. Create pitch projects to showcase expertise, reach, talent, past work and more. Convert Deals won directly into active search projects.

  • Track and manage pipeline value in real-time by filtering for Deal types, stages, tags, leads, team members and more.
  • Configure Deal statuses or create Custom Fields to fit your search firm's unique business development process.
  • Save and keep all notes, documents, proposals, emails and more in one central place.
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Leverage Your Data Instead Of Waiting For Client Referrals

Find new clients and prospects within your existing database. Quickly filter and search for client competitors and past work that fits your specialization. Download graphics, charts and statistics to power your pitch deck. 

  • Quickly find prospects and create marketing lists using your existing data.
  • Create and download graphics for Placement Rate, Days-To-Placement and more for your pitch deck. 
  • Associate past projects with Deals for internal referencing.

Learn More About Marketing, Business Development and Deals In Clockwork.

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info@clockworkrecruiting.com

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