Features
Everything in HAYLO, on one page.
Every module, for every role, included. Search for what you need, or scroll the lot.
Pulse and insight
- PulseThe live picture of the firm: sales won, placements, projects and cash, compared with last week or last year.
- The daily briefYesterday as a 30-second story for directors, in the app and by email at 08:00.
- Big moment emailsAn instant email when a deal is won or someone is placed.
- Your weekEvery Friday, each person's week as a story: numbers, best moment, personal bests and streaks.
- Your dayA 6pm email for each person: what they did, what they won, what's due tomorrow.
- Present modePulse full screen for the morning call.
- Trends and forecastTwelve weeks or months of the headline numbers, and the next three months of sales and cash.
Recruitment and ATS
- One board per jobEvery candidate, every stage, every client, on one board.
- Add a candidate from a CVDrop in the CV and the record fills itself in.
- Interviews booked in OutlookMove a candidate on and book the interview in the same step.
- Lists and market mapsBuild lists of people and map a market, company by company.
- ComplianceChecks, documents and expiry dates, with reminders before anything lapses.
- Documents and contractsEvery file on the record it belongs to.
Sales CRM
- Your pipelineEvery opportunity across your own stages, with the value at each.
- Accounts and contactsEvery company and person, with everything that happened with them.
- Client portfolioEverything you do with one client, perm, contract and projects, on one page.
- LinkedIn extensionSave and update a contact from their LinkedIn profile, in a side panel.
- Email marketingSend to your lists through Mailchimp, with the results back in HAYLO.
Contractors and back office
- Contractors outWho is out, joining, on hold and finishing, with rates and margins.
- Weekly GP, liveMargin worked out from the real contracts, every week.
- Consultants and timesheetsConsultants on projects, with their timesheets.
- ExtensionsExtend a contract in one step, with the new dates and rates.
Money
- Placements and deal formsThe deal form fills from the opportunity, then needs two approvals from two different people.
- Commission to the poundSplits, rebates and recovery when a placement falls through, worked out for you.
- FinancePlacements, invoices and who owes what, and since when.
- Xero, read onlyCash in, cash out and real profit, checked against Xero every night. HAYLO never changes anything there.
- Any base currencyPick your base currency. Deal in GBP, EUR, USD, AED, SEK, DKK or NOK, and totals convert for you.
- View in your currencyAnyone can view the figures in another currency. It's display only, so invoices and commission never change.
KPIs and performance
- KPIs that count themselvesCalls, emails, meetings, CVs and stage moves counted from the real work.
- Every number explainedTap any KPI to see every item behind it: when, who and where it came from.
- TargetsMonthly, quarterly and yearly targets for each person and team.
- Leaderboards and the TV boardA rotating office leaderboard, with confetti when a deal lands.
- Analytics and reportsEveryone against target, and the reports directors ask for.
Projects
- Projects from the deal formWin the work and the project is set up from what you already entered.
- SOWs and milestonesMilestones with due dates, and billing tied to them.
- RAID logRisks, assumptions, issues and dependencies, each with an owner.
- Budget and costsSpend against plan, as the project runs.
Team and communication
- Your real OutlookMail and calendar inside HAYLO, with meetings landing on the right record.
- PingsA quick note to anyone from any screen. Send it from a candidate, deal or job and it links straight to it.
- Team chatRooms, @mentions and pop-ups, built in.
- My itemsTasks, reminders, pings and approvals that need you, in one list.
- Reminders in one tapTomorrow, next week or in a month.
Speed, anywhere
- Search everythingPress ⌘K from any screen. Search people, skills, companies, jobs, CV text and notes, with why each one matched.
- One or two tapsEvery common job, counted on every screen.
- Add a contact from anywhereA shortcut opens it on any page, without losing your place.
- Works on your phoneEvery screen is built for a phone as well as a desk.
HAYLO AI
- Ask about your businessComing soon: an optional add-on that answers questions from your own HAYLO data.
- Xero data stays outNothing from Xero ever reaches the AI.
Security and admin
- 2FA for every userRequired for everyone and enforced in the database.
- Roles enforced in the databaseFees and margins only for finance and admins; everyone else sees •••.
- Your own rolesMake roles that fit your firm, each with its own access.
- Audit history and restoreWho changed what and when. Anything deleted comes back for 30 days.
- UK GDPR toolsExport, set how long to keep, or erase a person's data, with a log of every request.
- Imports with a previewBring in your data, check every row first, and undo a whole import.
- Tours and What's newA short tour for each role, and a tour of every release.
Nothing matches that yet. Ask us on a demo: if it's on your list, we want to hear it.
All of it, for every user.
See the parts your team runs on, with your own numbers, in a 30-minute demo.