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MatruOS for a recruitment & placement consultancy

Set up the way a recruitment & placement consultancy runs: placement fee on joining as a percentage of annual CTC; fixed fee per head for bulk hiring; retainers for executive search and RPO. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Professional and business servicesReady when you sign up

  • 7routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 6licences tracked

7-day free trial, no card needed.

What this solves

What a recruitment & placement consultancy deals with today, and what MatruOS sets up for it

01Today

Candidates drop out during the 30-90 day notice period. Joinings not reported by clients and never invoiced.

02In MatruOS

MatruOS sets up 7 routines, 1 workflow, 3 registers and 6 licences for a recruitment & placement consultancy, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. Client job opening
  2. consultancy
  3. candidate
  4. client; consultancy paid on joining

Your customers

  • Manufacturing MSMEs and mid-size companies
  • IT, pharma and auto firms
  • Retail chains, banks and NBFCs (bulk)
  • Startups

Your suppliers

  • Job portal and professional network subscriptions
  • Freelance recruiters
  • Telecom

Credit and cash

Fee invoiced on joining, paid 30-60 days later; replacement within 30-90 days if the candidate leaves; retainers monthly in advance

Fees lag joinings by 1-3 months and joinings lag offers by 1-3 months; salaries monthly

Your screens use your words

  • CustomerClient
  • OrderPosition
  • ItemCandidate
  • InvoicePlacement invoice
  • productPlacement
  • SupplierVendor

How it works

How MatruOS is set up for a recruitment & placement consultancy

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Recruitment & placement consultancy", typed when you sign up.
  2. Recognised as a recruitment & placement consultancyRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a recruitment & placement consultancy

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Operations head

Builds the morning funnel per position and recruiter (sourced, shared, interviews, offers, joinings), flags positions with no shares in 3 days

Reads open positions register and candidate pipeline

Works it out and shows you

Support agent

Lists candidates serving notice, drafts friendly check-in messages and reminders of joining formalities, and flags silent candidates

Reads candidate pipeline

Asks you before sending

Accountant

Drafts invoices for every joining at the agreed fee, asks client HR to confirm joinings due, chases overdue invoices and lists guarantee end dates

Reads candidate pipeline and placement invoices register

Asks you before sending

1 / 3

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 10:00 amMorning huddle on open positionsAccount manager · 2 steps
    1. 1Review priority positions and yesterday's shortlists
    2. 2Set each recruiter's target calls and shares for the day
  • 10:30 amSourcing and screening callsRecruiter · 3 steps
    1. 1Search portals and database for each open position
    2. 2Screen by phone on CTC, notice period and location
    3. 3Log every candidate and stage in the pipeline
  • 5:30 pmOffer-to-joining follow-upRecruiter · 2 steps
    1. 1Call every candidate serving notice at least weekly
    2. 2Flag counter-offer or silence to the account manager

Every week1

  • Fri 4:00 pmWeekly client status reportAccount manager · 1 steps
    1. 1Send each client the status of every position and pending feedback

Every month1

  • 1stInvoice joinings and chase paymentsAccounts executive · 2 steps
    1. 1Invoice every candidate who joined last month; confirm joining with client HR
    2. 2Remind invoices past 45 days and note guarantee end dates

Every year1

  • MarPortal subscriptions and fee terms renewalOwner · 1 steps
    1. 1Renew portal subscriptions and renegotiate client fee agreements

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Position to placement

  1. 1Job brief and fee agreedAccount managerNeeds approval
  2. 2Candidates sourced and screenedRecruiter
  3. 3Shortlist shared with clientRecruiter
  4. 4Interviews and offerAccount manager
  5. 5Candidate joinsRecruiter
  6. 6Invoice raisedAccounts executive
  7. 7Guarantee period passesAccounts executive

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Open positions

    Client · Position · Openings · CTC range · Fee % · Recruiter · Received on · Status

  • Candidate pipeline

    Candidate · Phone · Position and client · Current CTC · Notice period days · Status · Joining date · Offered CTC

  • Placement invoices

    Client · Candidate · Joining date · Fee · Invoice date · Paid on · Guarantee ends

  • Candidate screening

    Share only candidates who will join

    4 steps with checks

  • Fee and replacement guarantee

    Get paid for every joining

    3 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Placement fee entry level (8.33% of CTC) · placement99851218%
Placement fee mid level (12.5% of CTC) · placement99851218%
Placement fee senior level (16.67% of CTC) · placement99851218%
Executive search retainer · month99851118%
Bulk hiring fixed fee · hire99851218%
Recruitment process outsourcing (RPO) · month99851218%
Campus or walk-in drive management · drive99851218%
Background verification (arranged) · candidate99852118%
  • GST registrationGST department (GSTN)
  • PANIncome Tax Department
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Professional tax registrationState professional tax officeIf it applies
  • Overseas recruiting agent licenceProtector General of Emigrants (Emigration Act 1983)If it applies
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

OwnerWins clients and fee terms, handles senior search, approves invoices.
Account managerTakes job briefs, manages client feedback and offers.
RecruiterSources and screens candidates, schedules interviews, follows up through joining.
Accounts executiveInvoices on joining, follows payments, tracks guarantees.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a recruitment & placement consultancy?

Type one line about your business when you sign up, for example "Recruitment & placement consultancy". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a recruitment & placement consultancy on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901