This firm had built strong client relationships across India. The pipeline was real and the opportunities were genuine. The problem was that nobody could see the full picture. Each office tracked clients in its own way — some in spreadsheets, some in shared folders, some in email threads that only the account manager could navigate.
BD teams didn't know what the other offices were doing. Warm leads went cold because no one was watching them. Clients who had been contacted once didn't get a follow-up until it was too late. And the leadership team had no way to know, at any given moment, how the business was actually performing — they were always working from a week-old summary someone had assembled manually.
On the delivery side, candidate tracking had the same problem — each recruiter had their own system, and coordinating across offices on shared mandates was more friction than anyone wanted to deal with.
Xpert Closr gave the BD and delivery teams a single live view of every client relationship and open opportunity across all four offices. Every account, every stage, every interaction — visible to the whole team, always current.
Every active client and prospect visible in real time. No stale summaries, no end-of-week catch-ups to find out what moved.
BD teams across all four offices working from the same pipeline. No duplicate outreach, no missed handoffs.
Xpert ATS brought the same clarity to candidate tracking — fewer dropped balls, cleaner handoffs between recruiters.
Closr's stage-based structure meant warm leads didn't go cold. The system flagged what needed attention before it slipped.
Both products deployed into the firm's own environment. Their client and candidate data stayed exactly where it should — with them.
The most immediate impact was visibility. Leadership could see, for the first time, the real state of the client pipeline — not what someone estimated, but what was actually happening right now across all four offices.
With Closr managing client relationships and ATS managing candidate flow, the team stopped losing opportunities in the gaps between systems. Placements reached 50+ per month — and the firm has a clear platform to grow from.
If your BD team is working blind across offices, Xpert Closr can fix that. Book a 30-minute call and we'll show you how.
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