The CRM that runs your whole agency, not just your pipeline.
Appletech brings candidates, clients, bookings, timesheets, compliance and payroll into one place — so consultants spend less time chasing paperwork and more time filling shifts.
Education, Healthcare & generic
Sectors supported out of the box
One system
From first shift to paid timesheet
Automatically
Compliance items tracked per placement
The platform
Everything a desk needs, in one record
No more switching between a CRM, a spreadsheet, and a payroll portal to get one candidate paid for one shift.
Bookings & timesheets
Book a candidate into a shift or contract, track every day worked, and let approved days flow straight into payroll — no spreadsheets, no re-keying.
Compliance & vetting
DBS, right to work, references and qualifications tracked against every candidate, with expiry reminders and a compliance dashboard that shows exactly who needs chasing.
Payroll, built in
PAYE or umbrella, run payroll by client with a clear approval trail, and push placements and timesheets straight through to your payroll provider.
Client & candidate portals
Clients approve timesheets, raise booking requests, and rebook a candidate they’ve used before in a couple of clicks — candidates get their own portal too, to manage availability and see what's coming up. Every booking ends with a rating, so a candidate's track record travels with them.
Candidate availability & matching
See real-time candidate availability alongside matching, CV parsing and applications, so you only ever put forward someone who can actually take the shift.
Customisable job pipeline
A visual, drag-and-drop pipeline you shape yourself — add, rename and reorder the stages to match how your desk actually moves a candidate from application through to placement.
Consultant performance
KPI dashboards and leaderboards give consultants and managers a straight answer on desk performance, margin and what still needs chasing.
Sectors
Built around Education and Healthcare — open to everything else
Turn sectors on as your agency grows — each one gets compliance and workflows suited to how that desk actually operates, without a second system to maintain.
Education
Supply teaching and support staff bookings, DBS and safeguarding checks, key stage and subject matching, and school-specific compliance — built around how supply desks actually work.
- Supply teaching and support staff bookings, built around how a supply desk actually runs
- DBS and safeguarding checks tracked against every candidate, not just stored as a file
- Key stage and subject matching, so you only ever put forward someone who can teach it
- School-specific compliance, set once per client and applied automatically after that
- Curriculum subjects and key stages held as real data on the booking, not typed into a notes field
RM6376 framework
Supply Teachers and Education Recruitment
If you supply through the framework, its requirements are built into the booking itself rather than reconstructed from your records at month end.
- Schools marked as framework-registered, with their Customer URN on the client record
- Job titles tagged with the framework’s own Job Type categories — STEM or non-STEM worked out from the booking’s curriculum subject at export, rather than left to a consultant to remember
- The framework’s own Key Stage list, kept separate from the ones used elsewhere in the CRM so a return can’t quietly be misreported
- A booking for a framework school can’t be saved missing anything the return will need — the gate is at the point of booking, not the night before the deadline
- The monthly MI return assembled from invoices you have already issued, a month in arrears, and exported as CSV
- The charge breakdown framework schools ask for — pay, employment cost, margin and charge — on every booking confirmation, from the same figures as your own margin reports
Healthcare
Shift-based bookings across care settings, NMC/registration and mandatory training tracking, and availability that keeps pace with a healthcare desk's pace of change.
- Shift-based bookings across care settings, built for how fast a healthcare desk moves
- NMC/registration and mandatory training tracked and chased automatically before they lapse
- Availability that keeps pace with the desk, not a static calendar nobody updates
Care Package module
Domiciliary and supported-living care runs as its own module inside the same CRM — not bolted on, not a separate login.
- Carer app for logging visits and care notes on the move
- Rota & visits, scheduled and tracked against the care plan
- eMAR for medication administration, recorded at the point of care
- Care plans & risk assessments, kept current and auditable
- Funder & family portals, so the people paying and the people who care can both see what's happening
- Visit billing & carer pay, calculated straight from the visits actually logged
Also built in, wherever you work
Sales / Job Pipeline
A visual, drag-and-drop pipeline you shape yourself — stages renamed and reordered to match how your desk moves a candidate from application through to placement.
Perm
Permanent placements sit alongside temp and contract in the same pipeline, with the same candidate record — no separate system for a perm desk.
Generic & every other sector
Outside Education and Healthcare, nothing is locked to a fixed template — job titles, compliance requirements and pipeline stages are all yours to configure.
Portals & apps
Everyone who needs to see it, without a seat on your CRM
Clients, candidates and families each get their own login into the same records your consultants work from — so nothing has to be re-keyed, emailed or read out over the phone.
Client portal
Schools, wards and care providers sign off their own work, and ask for the people they want back — without a seat on your CRM.
- Approve or dispute a timesheet a day at a time, or every day on a booking at once
- Request a booking straight from the candidates they would have back
- Rate a candidate when a booking ends — below three stars and they drop out of that client’s pool
- Funders — a council, an ICB — see commissioned against delivered hours on the care they pay for: hours, never anybody’s records
Candidate portal
The desk stops chasing availability and paperwork by phone, because the candidate can keep both current themselves.
- Availability a month at a time, with days they are already booked on locked rather than editable
- Bookings coming up and recently worked, with the detail of each day
- Documents and compliance sent from the phone, and chased before anything lapses
- Carers get their visit run: the care plan’s tasks, medicines, notes, and check in and out with location
Family portal
Part of the Care Package module: a read-only login for a service user’s family, so the people who care are not left ringing the office.
- When carers are coming, so nobody has to ask
- How visits went — only if the care manager turns it on
- Read-only throughout: a family member can see, never change
Mobile apps
Coming soonThe portals, built properly for a phone — for the people who do this job standing up, in somebody's hallway or on a corridor between lessons.
- Native on iPhone and Android — the same sign-in as the portal, and the same rule about who sees what
- A carer’s whole run on one screen: who they are seeing, the way in, check in and out with the phone’s location, medicines and notes
- Works with no signal. A check-in or a note recorded out of range is kept on the phone and sent when there is signal, carrying the time it actually happened rather than the time it arrived
- Clients get timesheets and ratings in the same app, so a week can be signed off from a corridor
AI Assistant
An assistant that already knows your desk
Appletech's Ask Assistant sits inside the CRM, not beside it — it sees the same bookings, clients and candidates your consultants do, so answers come from your actual data instead of a guess.
- Ask about a client, candidate or booking in plain English and get a straight answer, scoped to your own data
- Draft a booking confirmation or client email without leaving the conversation
- Run ad-hoc questions across bookings, clients and candidates instead of building a report
Compliance
Compliance that doesn't rely on someone remembering
Every requirement is tied to the candidate's job title, not the vacancy — so it's consistent whether they were booked by you or applied on their own.
Expiry tracking
DBS, right to work and qualifications flagged before they lapse, not after.
Reference workflow
Reference requests sent, chased and recorded against the candidate automatically.
Vetting dashboard
One view of who is compliant, who is pending, and who needs chasing today.
See your own desk running in Appletech
We'll walk through bookings, compliance and payroll with your own sector in mind — no generic demo data.
Book a Demo