ADVANCED RATE & MARGIN MANAGEMENT

Protect your margins on every placement

Protect your margins on every placement

Profitability is decided at the front line. Empower your recruiters and account managers to stop guessing and start making data-driven decisions with our Advanced Rate & Margin Management tool. Instantly calculate complex bill rates, pay rates, and gross margin in real-time, ensuring every deal you close is a profitable one.

Rates Management

ADVANCED RATE & MARGIN MANAGEMENT

Empower your front office to drive profitable growth

Real-time margin calculation

Arm your recruiters with the ability to instantly model the profitability of any placement. Dynamically adjust pay rates, bill rates, and burdens to see the immediate impact on gross margin before the deal is finalized.

Flexible On Cost
Flexible On Cost

Real-time margin calculation

Arm your recruiters with the ability to instantly model the profitability of any placement. Dynamically adjust pay rates, bill rates, and burdens to see the immediate impact on gross margin before the deal is finalized.

Configurable rate cards and templates

Configurable rate cards and templates

Build and manage sophisticated rate cards for specific clients, projects, or job titles. Pre-load burdens like payroll taxes, insurance, and VMS fees to ensure all costs are accounted for.

Complex scenario modeling

Effortlessly handle any pricing structure, including fixed-dollar markups, percentage-based margins, and complex, multi-variable calculations. Ensure consistency and accuracy from initial quote to final invoice.

Complex scenario modeling
Complex scenario modeling

Complex scenario modeling

Effortlessly handle any pricing structure, including fixed-dollar markups, percentage-based margins, and complex, multi-variable calculations. Ensure consistency and accuracy from initial quote to final invoice.

Integrated quoting and placement

Integrated quoting and placement

Generate accurate, profitable quotes directly from the system and seamlessly carry approved rates through to the placement record. Eliminate data entry errors and ensure the rate you quoted is the rate you bill.

UNIFIED PLATFORM FOR STAFFING

Unify your front, middle and back office on Salesforce

Agentic AI

Powered by Agentforce, digital agents autonomously handle complex tasks, freeing your team for strategic initiatives, boosting efficiency and customer experience.

Advanced Rate & Margin Management

Determine bill rates for clients without manual calculations.

Time, PTO, and Expense Management

Custom timesheets with built-in expense and leave management.

Automated Billing & Invoicing

Manage billing requirements automatically and independently from payroll.

Time & Compliance Engine

Handle custom agreements, CBAs, and any specific labor contract or policy condition.

VMS Connect

Automate VMS data with VMS Connect. Instantly pull requisitions & timesheets, eliminating manual entry.

Travel & Per Diem Management

Simplify travel pay & expenses. Automate tracking for compliance & accurate pay, ending manual errors.

Industry Solution Partners

Connect on-platform to staffing solutions in the Salesforce ecosystem

Finance Systems and ERP

Connect to the rest of your tech stack. End manual entry and import data effortlessly to create a single source of truth.

Front Office

Client- and candidate-facing functions and processes.

Middle Office

Connects front and back office; manages risk, compliance and operational oversight.

Back Office

Essential to business performance, the Back Office manages all non-client-facing processes, including administration, payroll, HR, and IT, providing critical support for staffing operations.

CUSTOMER STORIES

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