Pipeline

Every candidate scored. Every client informed. Zero chasing.

A visual pipeline for every role. Move candidates through stages, track feedback, and send AI-generated client reports — all from a single board. No spreadsheets, no email threads.

How it works

From role to placement — one place.

01

Build your longlist

Add candidates from your database, LinkedIn, or inbound — directly into any stage of your pipeline. Each role gets its own board with configurable stages.

02

Move candidates through stages

Drag cards between Longlist, Shortlisted, Interview, and Final Stages. Add notes, star ratings, and availability windows at each step. Your pipeline is always current.

03

Send AI-generated client reports

One click generates a branded candidate report and publishes it to your client portal. Clients get a live link — no PDF, no email attachment, no chasing for feedback.

Kanban pipeline

Every placement starts here.

Shortlists gives every job a visual pipeline. You can see every candidate, every stage, every note — without opening a single email thread. Move candidates, add star ratings, log interview feedback, and schedule next steps all from the same board. When a role has 12 candidates across 5 stages, you're never guessing where anyone is.

  • Custom pipeline stages per role
  • Star ratings and availability notes on every card
  • Bulk email to all candidates in a stage
  • Interview scheduling synced to Gmail and Outlook
app.shortlists.io
Roles
Clients
Tasks
Notes
AI Copilot
Meetings
Candidate DB
Reporting
Training

NorthStar

Owner

B

AI Engineer

Set Status ▾03/03/2026

Apex Ventures · Position: AI Engineer · Salary: £80,000

Candidate Pipeline

5 candidates in this pipeline

Longlist

2

Marcus Lindqvist

Mar 20 · Stockholm

Emma Fischer

4 days ago · Zurich

Shortlisted

2

Sophie Henriksen

Today · London

David Okonkwo

Today · Manchester

Early Interview

1

Claire Beaumont

Mar 28 · New York

Late Interview

0

No candidates yet

Final Stages

0

No candidates yet

AI client reports

Client updates that write themselves.

The single biggest time sink in recruitment isn't finding candidates — it's updating clients on where things stand. Shortlists generates a professional, branded report from your pipeline in one click. Clients get a live portal link, can mark preferences, and you get notified instantly. No formatting, no attachments, no chasing.

  • Branded report generated from pipeline data
  • Published to your client portal — live link, not a PDF
  • Clients can mark candidates as Interested, Not Sure, or Pass
  • Real-time notifications when clients view or respond
app.shortlists.io
Roles
Clients
Tasks
Notes
AI Copilot
Meetings
Candidate DB
Reporting
Training

NorthStar

Owner

B

AI Engineer

Set Status ▾03/03/2026

Apex Ventures · Position: AI Engineer · Salary: £80,000

Candidate Pipeline

5 candidates in this pipeline

Longlist

2

Marcus Lindqvist

Mar 20 · Stockholm

Emma Fischer

4 days ago · Zurich

Shortlisted

2

Sophie Henriksen

Today · London

David Okonkwo

Today · Manchester

Early Interview

1

Claire Beaumont

Mar 28 · New York

Late Interview

0

No candidates yet

Final Stages

0

No candidates yet

The old way vs Shortlists

Recruiters shouldn't spend their day chasing updates.

Without ShortlistsWith Shortlists

Tracking candidate stages

Spreadsheet or sticky notes — easy to go stale

Kanban board — always current, shared with your team

Updating the client

Write a summary email with attachments, format CVs

One click generates a branded portal report

Getting client feedback

Wait for a reply email, chase if nothing comes

Client marks preferences on the portal — you're notified instantly

Scheduling interviews

Back-and-forth email, often takes 2–3 days

Availability sync + one-click interview booking

Visibility across your team

Who last spoke to this candidate? Check your inbox.

Every note, call, and stage change logged on the card

FAQ

Common questions.

Can I customise the pipeline stages?

Yes. Each role can have its own stage configuration — or you can apply a default template to every new role. Common stages (Longlist, Shortlisted, First Interview, Final, Placed) are set up out of the box, and you can rename, reorder, or add stages freely.

What does the client portal look like?

The portal is a clean, branded page with your agency's name and logo. Clients see each candidate's profile, CV, and your notes — and can mark them as Interested, Not Sure, or Pass. You're notified as soon as they interact. No login required for clients.

Can candidates be in multiple pipelines?

Yes. A candidate can appear in multiple active role pipelines simultaneously. Their core record — notes, contact details, history — stays in one place. You'll see a summary of all active placements on their profile.

Does the interview notetaker integrate with the pipeline?

Yes. Notes from a Zoom, Teams, Google Meet, or phone interview are automatically attached to the candidate's pipeline card. You never need to copy-paste interview feedback.

How does bulk emailing work?

Select a stage in your pipeline and use Bulk Email to draft a message to all candidates in that stage. AI can generate a starting draft based on the role and stage — you edit and send. Emails go from your connected Gmail or Outlook account.

Start today

Stop updating clients manually.

Pipeline + AI reports are included in every Shortlists plan. Your clients will notice the difference.

Book a demo →

$75/user/month · No contracts · Cancel anytime