That CHRO moved companies three months ago. Did you reach out?
You Win Mandates on Relationships. Not on Memory.
Client-side relationship management for retained search
Your search platform tracks candidates and mandates. But the client side. The CHROs, board members, and PE operating partners who give you retained searches (requires 12 to 18 months of relationship building before a mandate materializes. That work lives in partner heads, scattered spreadsheets, and email threads. Booked55 is where you finally systematize client BD so mandates do not go to the firm that stayed visible.
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Who is our ideal customer?
You are a executive search firms that...
- You run an executive search firm where board relationships win the retained mandate
- Your average retained search fee is $30,000 or more
- You're billing $400K to $2M but can't seem to break through
- You've tried Clockwork or Invenias but they track candidates, not the board relationships that win mandates
- You've hired research associates but they can't land clients like you can
- You're in executive search where discretion and trust win the engagement, not marketing
What you've already tried
- Spent on ZoomInfo and LinkedIn Sales Nav. Got org charts. Couldn't win the search.
- Cold called CHROs and board members. Sent capability decks. All of it, ignored.
- Spoke at HR conferences. Met C-suite leaders. Nobody signed a retained agreement.
- Started wondering if you should partner with a global search firm.
- Lowered your fee structure. Offered shorter guarantees. Still lost to Korn Ferry.
- Tried every search CRM out there. Mandate count stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more retained search mandates
You're delivering great placements but new client development has stalled. You need a system that helps you win searches, not just track candidates.
Your search software wasn't built for BD
Your ATS tracks candidates and search progress. But it has zero tools for managing the board and CHRO relationships that bring in the next mandate.
You're paying for research tools you don't even need
Database subscriptions and CRM seats your small firm never fully uses. Thousands every year for tools that don't win new business.
You need simple, yet "powerful"
You don't need enterprise search software. You need ten features that help you stay in front of every CHRO and board contact.
You have zero marketing budget
No demand gen. No SDRs. Every new mandate comes from a relationship you have to nurture quietly.
You don't want to hire a BD partner
Adding headcount isn't the answer. You need more searches from the board and CHRO network you already have.
Mandates slip through the cracks
Forgot to follow up with a CHRO after a placement? Lost track of a warm board intro? That's a six-figure fee walking away.
Why Executive Search Firms struggle with client relationships
BD depends on partner memory
Your best consultant knows exactly where every target account stands. When they get busy on a live search, BD stops. There is no shared view of who was contacted, who needs a follow-up, or which relationships are going cold.
Target accounts sit in spreadsheets nobody updates
You have a list of 50 companies you want to work with. It was accurate in January. By June, three CHROs have changed roles, two companies had leadership transitions, and nobody updated the sheet because updating spreadsheets is not anyone's job.
Shortlisted candidates become future clients) if you remember
Industry data shows a significant share of new mandates come from candidates who were shortlisted but not placed. Without a system to nurture those relationships, that pipeline evaporates the moment the search closes.
A pipeline built for how executive search firms actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Switching from another CRM? Compare Booked55: Loxo alternative for recruitment agencies · Crelate alternative · Bullhorn alternative for small agencies
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.