Case Study – CBS Recruitment

Increasing agility with a customisable CRM

Daniel Ryan talks to us about how Octavia gave his recruitment agency flexibility during a period of growth.

Switching from an Inflexible CRM

CBS is a busy recruitment agency, supplying both permanent and temporary staff to the construction sector. They previously used another CRM which could not accommodate the level of customisation CBS required.


We trialled several of the larger well-known CRMs but found that there was very limited flexibility; tailoring the system to suit our requirements was impossible.

Name: CBS Recruitment
About: Temporary and permanent recruitment agency
Sector: Construction and Building Services

Customization with Octavia

CBS needed a completely customisable system that could keep up with the rapid pace of their business. In 2017, they decided to switch to Octavia.


One of the things I liked about Octavia and what they offered was the flexibility: we could tailor the CRM to how WE wanted it.


In addition, the Octavia team provided support whenever it was needed to ensure a seamless migration process.


[Octavia's] response and action time to any requests is great – they always come back to us promptly: within an hour or so at most. The team at Octavia helped us import our information – the import process they have is very simple, but because of my lack of IT skills I needed a little help to get started. It's good to know there is a friendly helping hand there if you need it.


The CRM is a cost effective, reliable and quality tool that I would recommend (and have) to others.


Agility and Flexibility

Today, Octavia has helped facilitate a period of growth at CBS, by providing essential tools to create a streamlined process for staff.


Our database has grown extensively in the past 6 months and the CRM is the key reason for this. Searching data in the CRM is great and can easily be tailored. We can now run accurate searches for candidates, clients and hiring managers and get the right information we need in seconds. We can then email them using the CRM and it records all the interactions we have with them. My team are now all well trained: when they extract CVs from job boards or emails, or are just taking a call, we are adding that information directly into the CRM and it is no hardship to do so.

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