Adapt and innovate with Pump and Microsoft Dynamics 365, an Agentic-AI CRM for Executive Search and specialist talent businesses.
Your trusted, strategic Microsoft partner
Pump is a modern recruitment CRM and ATS built on Microsoft’s scalable, AI-driven and unified cloud platform, combining Dynamics 365 Sales Enterprise, Copilot in Dynamics, Sales Agent in Teams + Outlook, and powerful automation to help recruiters work smarter.
Pump delivers actionable insights, guided workflows and an intuitive, responsive user experience, enabling consultants to achieve more while giving management the accuracy, control and agility needed to scale.
Natively connected to Microsoft 365, Copilot, Teams, Outlook, LinkedIn and the wider Power Platform, Pump provides a future-proof foundation that adapts to your unique processes and continues to evolve long after go-live.
Solutions for every talent delivery model
Executive Search
Pump streamlines Executive Search by guiding teams from early BD through longlisting, shortlisting and interviews, with workflows tailored to your methodology. Deep research is strengthened by advanced search, parsing, research agents and LinkedIn CRM Connect, while client packs, AI meeting summaries, sequencing and milestone billing ensure consistent, high quality retained delivery enriched by native Teams and Outlook integration.
Statement of Works
Pump supports Statement of Works delivery across consultancy led and project based engagements, helping teams manage scoped assignments with milestones, structured delivery workflows, compliance automation and contractor management, from professional services projects to multi labour SOWs.
Interim and Contract
Pump helps contract and interim teams secure talent quickly by surfacing the right candidates through advanced search, LinkedIn CRM Connect and tailored qualification workflows as well as reducing admin with AI Teams summaries and automated CV packs, and streamlining onboarding and contractor care with automated compliance and seamless integrations with pay‑and‑bill systems like RSM InTime and Timesheet Portal.
Talent-as-a-Service
Pump supports Talent-as-a-Service by managing embedded consultant engagements from BD through delivery, using project‑based workflows, automated compliance, training and capability tracking, and mixed billing models across consultancy, contract and permanent assignments, providing a scalable framework for long‑term client‑embedded teams.
Agentic CRM + ATS
Built on Microsoft Dynamics 365 Sales Enterprise
Pump Application
CRM for Recruitment
Activity, client, candidate and contact management.
Guided, customisable Lead to Opportunity to Requirement workflow.
Requirement templates, company research lists, rate cards and client compliance automation.
Manage consultancy, milestones and multi-Requirement Projects.
ATS for Sourcing + Delivery
Advanced Search - CV text, tag, location, Boolean, Copilot - and LinkedIn CRM Connect integration.
Parsing from Outlook, browser and drag-and-drop powered by DaXtra.
Job posting and applicant tracking via Broadbean, Power Pages or any supported API.
Guided, customisable Application to Offer to Placement workflow.
Compliance, Onboarding + Pay + Bill
Compliance workflows for candidate contractor checks and credentials.
Contractor onboarding with rate / margin control.
Official integrations with RSM InTime and Timesheet Portal for timesheets, billing and payroll.
Native training and credential tracking solution.
Microsoft Dynamics 365 Sales Enterprise
Natively connected with Microsoft 365
Sales Copilot for Outlook for email summaries, meeting prep and CRM updates.
Sales Copilot for Teams for meeting insights, chat collab, recaps and note capture.
Server‑side Email, Appointment and Task tracking with Exchange Online.
Teams Calling, Conversation Intelligence and SharePoint storage.
Digital selling, AI + LinkedIn
Sales Accelerator with segmentation and sequencing.
Lead and Opportunity management with embedded insights.
Record + timeline summarisation, pre-built sales agents and Copilot assistant.
Extend with Customer Voice, LinkedIn Sales Navigator and marketing solutions in the Microsoft Marketplace.
Product, Order + Invoice management
Product, unit and price list management.
Order and Invoice tracking.
Supports retained projects, SOWs and milestone billing.
Extend with finance solutions in the Microsoft Marketplace and Microsoft Business Central.
Adapt and Innovate
With the Microsoft Power Platform
Microsoft Dataverse, Power Apps + Power Automate
Unified Microsoft platform
Model-driven Power App with a Unified Interface and mobile app.
Unified Data Layer shared across Pump, Dynamics 365 and Power Platform.
Sandbox with controlled release into Production.
Single Sign-On via Microsoft Entra with enterprise grade security and role based access.
Low code customisation
Customise tables, fields, business rules and UI without code.
Drag and drop designer for forms, views, dashboards, business process flows and charts.
Extend with hundreds of Microsoft Marketplace apps.
Integrate with 300+ pre-built Power Automate connectors.
Power Automate templates
AI meeting and call summaries using custom prompts, transcripts and CRM data.
Generate formatted CVs and Client Packs in Word using CRM data and/or original CVs.
Automatically generate Job Adverts using CRM data and custom prompts.
Terms and Contract generation and compliance automation with e-signing connectors.
Microsoft Power BI, Power Pages + Copilot Studio
Uncover powerful insights
Custom-built performance, financial and KPI reports.
Unite data from Pump, Dynamics 365, Pay & Bill and Finance Systems.
Enable forecasting, predictive insights and data driven decision making.
Access dashboards anywhere - web, mobile, desktop and Microsoft Teams.
Create AI-driven portals
Publish branded external forms for candidates and clients.
Support compliance, onboarding and wider data management portals.
Capture structured data into Dataverse and trigger automated workflows.
Extend with authentication, custom components and Power Automate integrations.
Build intelligent agents
Custom AI agents tailored to specific roles and processes.
Connect agents to Dataverse (Pump), SharePoint and external APIs.
Automate Q&A, data capture, document generation and CRM updates.
Deploy AI agents across Teams, webband Microsoft 365 apps.
Microsoft Cloud Solutions Provider
As a Microsoft Cloud Solutions Provider, in collaboration with Westcoast Cloud, we can offer licensing and consultancy for a whole range of Microsoft Cloud Subscriptions, from Microsoft 365 and Copilot for Business to Microsoft Business Applications and the Power Platform.
The Pump application is developed and supported by Colleague Software Ltd.
Founded in 2001, Colleague has over 20 years experience of developing and supporting recruitment CRMs for agencies utilising Microsoft technologies.
