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Partners · Case study · Engage Partners

A recruiting CRM, client tools and LinkedIn videos for Engage Partners.

Engage Partners recruits across more than a dozen specialties from offices in Melville, NY and Coral Springs, FL. Off-the-shelf staffing software didn't fit, so we built the stack around their recruiters.

Recruiting CRM customer view built for Engage Partners

The Click2.ai Team · · 3 min read

Engage Partners published their side of this story: How Click2.ai built Engage Partners a custom recruiting CRM, client tools, and LinkedIn automation, and an earlier piece on AI-powered engagement and productivity tools. This is ours: what we built, and why.

A note on disclosure: Engage Partners and Click2.ai are sister companies. Robert Deck and Chris Edwards co-founded both, and they work with engineers Ziga Bracko and Ree Davydova at Click2.ai. That gave us an unusual brief: build the recruiting technology we wish we could buy.

The problem with generic staffing software

Engage Partners places people in healthcare staffing, healthcare IT and EHR roles, finance and accounting, IT staffing and 340B program staffing. A nurse manager, an Epic-certified analyst and a controller move through very different pipelines. Layering point tools on a one-size-fits-all staffing CRM meant duplicate data, recruiters juggling tabs, and client reports built by hand.

What we built

1. A custom recruiting CRM

2. Client-facing hiring tools

Hiring managers can submit a new role with its must-haves and timing, see where each candidate stands, and get the reports they ask for most without a recruiter assembling them.

3. Weekly LinkedIn hiring videos

Before automating anything, we looked at what gets reach on LinkedIn in 2026: visual formats over plain text, short native video built for silent viewing, no outbound links, and real people posting about their own specialty. Each week, open roles from Engage's live jobs report become short, captioned videos, one per recruiter, with the recruiter's photo, the job title, location and work arrangement in large on-screen text, and the recruiter's email as the call to action. Recent roles have included a Pharmacy Manager in Miami, a Nursing Manager in Queens, an Epic Certified Analyst and a remote MEDITECH Enterprise Report Writer. More on the pipeline in LinkedIn hiring-video automation for recruiters.

4. A fast, search-friendly website

We rebuilt engagestaff.com with specialty pages, contact and reference forms, and a staffing and recruiting blog. Every route is prerendered to static HTML with its own title, canonical URL and schema, alongside a sitemap, robots.txt and llms.txt, so Google and AI answer engines can read the full site rather than an empty app shell.

What we won't claim

We aren't publishing placement or time-to-fill numbers here. Those belong to Engage, and the honest measure of a recruiting CRM is whether recruiters keep using it. What we can say is that recruiters, not the software, still own every relationship. Engage put it well: "Click2.ai builds software around the recruiting workflow, not the other way around."

Building something similar?

The lessons carry to any agency that has outgrown off-the-shelf staffing software. Start with our staffing and recruiting software overview or custom CRM vs ATS.

Frequently asked questions

What did Click2.ai build for Engage Partners?

A custom recruiting CRM, client-facing hiring tools, an automated weekly LinkedIn hiring-video series for recruiters, and a rebuilt, prerendered engagestaff.com website and blog.

Are Engage Partners and Click2.ai related?

Yes. They are sister companies: Robert Deck and Chris Edwards co-founded both. Engage Partners is a staffing and recruiting firm; Click2.ai is a custom software and AI studio.

Where is Engage Partners located?

Engage Partners has offices in Melville, New York and Coral Springs, Florida, and recruits across healthcare, healthcare IT, finance and accounting, IT and 340B program staffing.

Did the CRM replace recruiters' judgment?

No. The AI summarizes notes, drafts outreach and flags follow-ups; recruiters make every decision and own every relationship.

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