Pipeline, jobs & records

A board your consultants actually live in. And records that keep up with it.

The board, the job and the record are the same data. Move a card and the column counts, the candidate’s timeline and the funnel all move with it — there is no second entry to make.

Senior Data EngineerNorthwind Capital · London · Open
Screen this week Add candidate

Sourced

3

Sophia Bennett

Senior Data Engineer

Active92%

Monarch Analytics

Elena Rossi

Analytics Engineer

Active55%

Forma

Oliver Chen

Platform Engineer

Active49%

Northwind Capital

Screening

1

Amir Hassan

Data Engineer

Active81%

Northwind Capital

Interview

1

James Okafor

Senior Data Engineer

Interview74%

Juniper Systems

Offer

1

Mei Tan

Engineering Manager, Data

Offered68%

Atlas Cloud

Placed

0
01

One move, no follow-up admin

Dropping someone into Interview updates the counts, writes the entry on their record and redraws the funnel. All of it reads the same data.

02

Your stages, in your words

Rename a stage, give it a colour, add a step your desk actually runs. It is configured in the job, not in a support ticket.

03

Filters you can come back to

Save any combination of filters as a tab. “Screen this week” stays one click away, with the chips it remembers underneath.

The board consultants live in

Move a card. Three things move with it.

A board that only moves its own cards is decoration. Drop Sophia into Screening and the column counts change, her record’s timeline gains the entry, and the conversion funnel redraws — because the board, the records and the reports are one set of data.

See what it feeds

Sourced

2was 3

Screening

2was 1

Interview

1

Offer

1

Placed

0
Sophia BennettSenior Data Engineer · Monarch Analytics
Screening
  • Stage changed Sourced → Screening

    Priya Nair · 2 min ago
  • Task created Send Sophia the interview loop details

    Priya Nair · 2 min ago
  • Email received “Wednesday at 11am works for me.”

    Sophia Bennett · 11:42am
  • Field updated Notice period → 1 month, accepted from that email

    Priya Nair · 11:44am
  • Note Intake call with Northwind — four rounds, Spark depth is the bar.

    Priya Nair · Fri

Pipeline conversion

All jobs · 30 days
Jobs as work

The job carries the work. The record stays clean.

Add the attributes your market negotiates on — day rate, clearance, right to work, languages — typed the way you use them. Tasks sit on the job with the call or the email that raised them still attached.

Custom attributes Candidate

  • Day rateNumber
  • Security clearanceSelect
  • Right to workCheckbox
  • LanguagesMulti-select

Add attribute

Senior Data Engineer Tasks · 3 open

  • Send Sophia the interview loop details from an email
  • Confirm right-to-work document with Amir from an intake call
  • Chase Northwind feedback on James’s first round from an email
Configured by you

Three things you set up yourself, in the job.

The stages your desk runs, the views you come back to every morning, and what happens when the same person arrives twice.

Pipeline stages Senior Data Engineer

  • Sourced
  • CV sift
  • Client interview
  • Offer sent
  • Placed

Add stage

Your own stages and colours

Rename the stages, pick a colour, add your own steps. Your funnel, your words — no support ticket and no waiting.

All recordsScreen this week Save view

Remembered underneath

Added ≤ 7 daysStage: ScreeningOwner: anyone

Views that remember

Save any filter combination as a tab. The filters behind it stay visible, so a colleague can see what the view is actually showing.

Merge duplicates 2 → 1

From CVFrom LinkedIn Emailsophia.bennett@monarch.examples.bennett@gmail.examplePhone—+44 7700 900812Notice1 month—

Duplicates resolved field by field

Duplicates are caught on entry, and a merge keeps the fullest version of every field — conflicts shown cell by cell, nothing silently dropped.

Built in, not upsold

The desk comes whole. So does the price.

Three plain statements about what ships with Kepler, so you know what you are comparing.

  • Roles and permissions are built in. Every consultant sees the records their role allows — ownership, teams and visibility come with the CRM, not as an upgrade.
  • Every tool on this page ships on every plan. Pipelines, custom stages, saved views, custom attributes, tasks and duplicate handling — none of it behind a higher tier.
  • No add-ons, no per-module pricing. One price covers the whole product. We do not sell the pipeline back to you as a module.

Questions, answered.

Can I change the pipeline stages?

Rename them, pick a colour, or add your own steps — configured in the job itself. Your funnel, your words, with no support ticket and no waiting.

What happens when I move a card?

Three things at once: the column counts move, the candidate’s record gains the timeline entry, and the conversion funnel redraws. The board, the records and the reports are the same data, so there is no follow-up admin.

Can I add the fields my market runs on?

Day rate, security clearance, right to work, languages — add the attributes you actually negotiate on yourself, typed the way you use them: numbers, selects, checkboxes and multi-selects.

What happens when the same person arrives twice?

Duplicates are caught on entry. A merge keeps the fullest version of every field and shows you the conflicts cell by cell, so you can see what each record held before anything is combined.

Is any of this held back for a higher tier?

No. Pipelines, custom stages, saved views, custom attributes, tasks and duplicate handling ship on every plan, and roles and permissions are built into the CRM rather than sold as an upgrade.

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  • A reply within one working day

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