Talent pool CRM for employment services

Every person you support, in one record.

The CRM and learning record for organisations that move people into work. Programs, counselling, attendance and employer outreach all hang off a single canonical person, so nobody is tracked twice and no history is lost.

Every organisation is reviewed before access is granted.

people managed
3,598
enrolments
4,717
programs, in production today
66

The problem

The same person, filed three times.

Someone enrols in a program, comes back for counselling, then applies again a year later. In most systems that is three unrelated rows — three histories, three phone numbers, and no way to see that they are one person you have been supporting for years.

Student recordstudents/2rlum…
Counselling clientcounselling_clients/IMTM…
Program applicationregistrations/qHww…
One person

Matched on normalised email and phone, never on name alone. Every legacy record stays linked, so the original paperwork is one click away.

In the deployment this was built for, 203 of 217 program applicants turned out to be people the organisation already knew. Only 14 were genuinely new.

The product

A caseworker's whole job, on one record.

The person record

Identity, eligibility and provenance on the left; a working timeline in the middle. Log a call, note or meeting and it stays with the person — not with whichever file it was typed into.

  • Calls, notes, meetings and placements on one timeline
  • Gaps surface as actions — “Record visa status”, not a blank field
  • Every legacy record it was folded from stays reachable

Programs, enrolments and units

One catalogue for every kind of program you run — skills, job-ready, certification, workshops — with enrolments and unit progress recorded against it.

  • Enrolment lifecycle: active, completed, withdrawn
  • Per-unit progress, updated without overwriting a colleague's edit
  • Programs archive instead of deleting, so history survives

Counselling caseloads

Case notes, appointments, to-dos and documents for the clients who need more than a program place — on the same person record as their training.

  • Emergency contacts and case activity in one view
  • Counsellors see their clients; access is role-based, not shared
  • Notes are append-only and attributed to whoever wrote them

Employers and outreach

The organisations you place people into, folded out of the spreadsheets and contact lists your team already keeps.

  • Employer records with their contacts, deduplicated on upload
  • A job bank with categories, skillsets and expiry dates
  • CSV in and out of every list, escaped safely for Excel

Under the hood

Built for data you are accountable for.

You hold visa status, case notes and contact details for vulnerable people. The boring guarantees matter more than the features.

Isolation at the database

Each organisation's data is separated by security rules in the database itself, not only by application code.

Role-based access

Six staff roles, from full administrator to read-mostly support. Permissions are checked on the server for every request.

Append-only audit trail

Who changed what, and when. Entries are attributed to the signed-in user and cannot be edited afterwards.

Automated backups

Scheduled daily, weekly and monthly exports of the whole database, in a format that restores.

Invite-only staff

Nobody self-registers into your organisation. An administrator invites each colleague and assigns their role.

Your own branding

Upload your logo and details once; they appear across the portal your team works in every day.

In production today

Not a prototype.

These are live figures from the organisation this was built with and for.

People
3,598
Enrolments
4,717
Programs
66
Employers
203

Who it's for

Organisations that move people into work.

Multicultural and migrant employment services, settlement services, registered training organisations, and community organisations delivering funded programs — anyone accountable for both a person's training and their outcome.

  • Administrators
  • Trainers & instructors
  • Employment counsellors
  • Program & admin support
  • Participants (own progress only)

Deliberately not on this page: customer logos, testimonials, uptime figures and pricing tiers. There is one deployment, access is granted by review rather than by card, and nothing here should claim otherwise.

Bring your organisation onto the platform.

Tell us about your organisation and we will review it. There is no credit card and no trial clock — just a short conversation and, once approved, an invite for your first administrator.

Every organisation is reviewed before access is granted.