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Fadac Resources Case Study — Pipedrive CRM | Webcite.ai
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Case Study · Recruitment · Pipedrive CRM

How Fadac Resources replaced gut feel with a pipeline their whole team trusts

A recruitment and staffing firm operating across Canada, the USA, and Africa moved from scattered follow-ups and memory-dependent relationships to one connected Pipedrive system.

Fadac Resources
Recruitment and Staffing
Canada · USA · Africa
Pipedrive CRM
1Connected platform replacing scattered tools, inboxes, and manual tracking across three markets
0Memory-dependent follow-ups. Every next action is in Pipedrive, not in someone's head
360°Pipeline visibility across client development, candidate tracking, and active placements
The Context

A growing recruitment firm.
Running on relationships and memory.

Fadac Resources had built a strong reputation as a recruitment and staffing firm operating across Canada, the USA, and Africa. Their consultants knew their markets, knew their clients, and knew their candidates. The problem was that most of that knowledge lived in personal inboxes, phone contacts, and individual memory — not in a shared system.

As the business grew across multiple geographies, the cracks in that approach were starting to show. Follow-ups got missed. Candidates got forgotten. Client relationships depended entirely on whoever happened to be managing that account. There was no way for leadership to see what was actually in the pipeline or predict what was coming in next month.

Fadac needed more than a CRM setup. They needed a consistent process built into the platform — one that matched how a recruitment firm actually works, across both the client development side and the candidate management side of the business.

The Challenge

Three geographies. No shared system.
Everything dependent on one person knowing.

01

Follow-ups living in personal inboxes

Client and candidate follow-ups were tracked in individual email accounts. When someone was out of the office or left the business, the context left with them. There was no handover process because there was nothing to hand over.

02

No visibility of the client pipeline

Leadership could not see how many active client relationships were being managed, what stage each was at, or which accounts were at risk of going cold. Pipeline conversations were based on what consultants remembered, not on data.

03

Candidate relationships dropping off

Strong candidates were being placed once and then forgotten. There was no system to stay in contact, flag them for future roles, or build the kind of long-term relationship that generates repeat placements and referrals.

04

No consistent process across markets

Canada, the USA, and Africa each ran slightly differently. There was no standard qualification process, no shared pipeline stages, and no way to compare performance or share best practice across the team.

The Solution

Pipedrive configured around
how recruitment actually works.

We mapped the Fadac workflow before touching any platform: how clients were identified and developed, how candidates were sourced and managed, and how placements progressed from brief to close. Then we built Pipedrive around that map — not a generic sales template.

Client development pipeline

New client prospects, active briefs, and existing relationships all tracked in defined stages with follow-up reminders and activity sequences so no client relationship goes cold.

Candidate records that stay in the business

Every candidate tracked with placement history, availability, and follow-up dates. When a consultant leaves, the relationship stays. When a new role opens, the right candidates surface automatically.

One process across all three markets

Consistent pipeline stages and qualification criteria rolled out across Canada, USA, and Africa. Leadership can see and compare activity across the whole business in one view.

Automated follow-up sequences

No follow-up left to memory. Pipedrive prompts the right action at the right time — whether that is chasing a client brief, checking in with a placed candidate, or re-engaging a dormant relationship.

Platform used:Pipedrive CRM — Authorised Partner Implementation
The Results

From memory-dependent to
a pipeline the whole business can see.

One connected Pipedrive system replacing scattered inboxes, spreadsheets, and individual memory across three markets
Zero memory-dependent follow-ups — every next action logged in Pipedrive so nothing depends on one person remembering
Full pipeline visibility across client development, candidate tracking, and active placements for the first time
Consultant turnover no longer means relationship history disappears — everything stays in the system
Canada, USA, and Africa running on one consistent process — leadership can see the whole business in one place
"Now we are in business! We spend less time fighting our CRM and ATS. Now Pipedrive CRM does the work while we spend time building relationships with clients and candidates."Fadac Resources · Recruitment and Staffing · Canada · USA · Africa

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