Not just a login.
A way forward.
Your team has a way of working. Let’s understand it, prepare the workspace and make time to get comfortable before launch.
- Clear agreed scope
- Configured workspace
- Role-based launch
Real interface. Fictional example. Your setup is agreed with you.
Product view · fictional demonstration data
A new CRM.
A proper handover.
First, show us a working day.
Agree your sectors, people, terminology and priorities before deciding the implementation scope.
The plan and migration scope are agreed with you. Configuration does not mean unlimited bespoke development.
The complete handover, in brief
Discovery establishes scope. Data review agrees what can move. Configuration prepares workflows and access. Validation checks the agreed records and journeys. Training gives the team time to practise. Launch follows agreed readiness checks.
Show us how Monday works.
Your CRM should be ready for your agency before your agency has to adapt to it. The starting point is your operating model, not a blank database.
Rimo workspace.
The implementation plan, stage by stage
No mystery between yes and go-live.
The detail depends on your agency and the agreed scope. These stages keep decisions visible before users are invited.
Discuss your implementation- 01 / Understand & configure
Discovery
Understand sectors, teams, terminology, workflow, compliance, permissions and reporting requirements.
Configuration
Prepare the workspace, roles, terminology, workflows, compliance, dashboards and portals.
- 02 / Make it yours
Branding
Apply supported logos, colours, communications, portal appearance and document presentation.
Data
Review the current source, agree what can be imported and validate the supported migration scope.
- 03 / Connect & validate
Microsoft 365
Set up the organisation connection and authorise the users or shared mailboxes agreed for recruitment communication.
Testing
Walk through the relevant candidate, client, compliance, placement, portal and commercial workflows.
- 04 / Prepare & launch
Training
Introduce users to the views and processes relevant to their role rather than every setting in the platform.
Launch
Invite the team into a CRM already configured around how the agency operates.
Who does what next?
Configuration decisions make more sense when they follow the real way candidates, clients, placements and commercial records move through the agency.
- Temporary and permanent desks
- Sector terminology and candidate statuses
- Client structure
- Compliance groups and dates
- Role permissions
- KPIs and reporting
- Portal and email journeys
Product view · fictional demonstration data
Bring the useful history.
Leave the guesswork.
The exact migration scope is confirmed after reviewing the existing source, structure, quality and available exports. Supported implementation can include agreed candidate, client, contact, user and relevant compliance records.
We do not promise that every historic field, attachment or workflow can be transferred automatically. The goal is a validated launch dataset, not an unreviewed copy of every legacy problem.
Plan your CRM switchTry a working day.
Before the first real one.
A launch review reflects your agreed modules, permissions and external setup, grounded in the work your team will actually do.
Candidate, client, job, booking, compliance and placement workflows relevant to the agency.
Supported Microsoft 365 identities, mailboxes, portals and public forms in the agreed environment.
Consultant, manager, compliance and finance views checked against their permitted work.
Let’s start with your Monday.
A useful implementation plan begins with how your agency works.