Pipeline & Invoicing
Your whole desk, one workspace.
Deals move through stages, interviews land in the calendar, invoices go out when the placement is confirmed. Yearly totals stay locked so historic performance doesn't drift.
Pipeline
Every deal in one honest view.
Stages tuned for search work — intro, first, final, offer, placed. Weighted forecast, YTD progress, upcoming interviews and reminders in one place.
- Weighted forecast against yearly targets
- Interview reminders (Calendly + Google Calendar synced)
- Historical totals locked — no accidental rewrites
Pipeline · Q3
On target — 68% YTDIntro
12
£128k
1st
7
£84k
Final
3
£42k
Offer
2
£28k
Interviews this week: 5 · Invoices due: £18,400
Invoicing
Invoice the placement, close the loop.
Signed terms live under the client. When a deal hits placed, generate the invoice with the right rate — no re-keying candidate or client details.
- Per-client signed terms stored in one place
- Auto-populated invoice from the deal record
- Analytics tie invoices back to source candidate & role
Invoices · Q3
Northwind Bank
INV-0124
£12,400
Paid
Skyline Charts
INV-0125
£8,900
Sent
Fintra
INV-0126
£18,400
Draft
Stop searching. Start remembering.
PaceTalent.ai is rolling out to a small group of boutique search firms. If that sounds like you, we'd love to show you around.