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Overview

Stardex combines an ATS database with a full CRM, giving your firm a single platform to manage both candidate sourcing and business development. All data models — deals, companies, contacts, and searches — are tightly linked so you can see the complete picture of your BD pipeline alongside your active searches. The CRM lives under the CRM section in the left sidebar and is organized around three core concepts:
  • Deals — potential opportunities with client companies
  • Companies — active clients, leads, and prospects
  • Contacts — the people at those companies you’re reaching out to

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Deals

Deals represent potential business opportunities with client companies. Each deal tracks:
  • Custom statuses — configure stages that match your pipeline (e.g., Prospect, Qualified, Proposal Sent, Won)
  • Estimated value — the approximate fee amount for the engagement
  • Win probability — helps forecast the overall health of your pipeline
  • Close date — when the deal was or is expected to close
Click into any deal to view status updates, leave notes, and see the associated company and contacts.

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Companies

Companies are the organizations you do business with — or hope to. Each company record shows:
  • Current client status (e.g., Active Client, Lead, Prospect)
  • All associated deals
  • Active searches in progress
  • Linked client contacts
From a company page you can see the full relationship at a glance: which deals are open, which searches are underway, and who your points of contact are.

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Contacts

Contacts are the individual people at client companies — hiring managers, HR leads, executives, and other stakeholders. Each contact has:
  • A status (e.g., Identified, Engaged, Active)
  • Association to one or more companies
  • Association to specific deals
  • A full activity history (emails, notes, and other touchpoints)
When you associate a contact with a deal, any emails or notes on that contact’s profile will also appear under the deal’s recent activity — keeping everything connected.

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Adding Contacts from the Chrome Extension

The Stardex Chrome Extension makes it easy to add client contacts directly from profile pages:
  1. Navigate to a person’s profile on the target site.
  2. Open the Stardex Chrome Extension.
  3. Mark the person as a Client Contact.
  4. The contact is instantly added to Stardex and linked to the appropriate company.
The new contact will appear on the company page and can be associated with specific deals.

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Creating Deals from the Chrome Extension

You can also create deals directly from a company’s page on the target site:
  1. Navigate to the company’s page.
  2. Open the Stardex Chrome Extension — you’ll see any existing deals and searches for that company.
  3. Click to create a new deal.
  4. Fill in the role title, estimated fee amount, and initial status (e.g., Prospect).
  5. The deal is created along with the company record in your CRM if it doesn’t already exist.

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Running BD-Focused Email Campaigns

Use CRM contact filters to power targeted outreach:
  1. Go to CRM → Contacts.
  2. Filter by contact status (e.g., all contacts in the “Identified” stage).
  3. Select the contacts you want to reach.
  4. Pull them into a bulk email campaign with business-development-focused messaging.
This lets you run structured BD outreach at scale, directly from your CRM data.

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Converting Won Deals into Searches

Once a deal progresses through your pipeline and is marked as won, you can seamlessly transition into active recruiting:
  1. Open the won deal.
  2. Click Actions → Create Search from Deal.
  3. Stardex creates a new search pre-populated with the deal details.
  4. Your team can immediately begin sourcing candidates in the new search.
This bridges the gap between business development and search execution — no re-entering data or switching tools.

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End-to-End Workflow

Here’s how a typical BD workflow looks in Stardex:
  1. Source leads — identify potential client companies and add them to your CRM, either manually or via the Chrome Extension.
  2. Create deals — set up opportunities with estimated values and track them through your pipeline stages.
  3. Add contacts — use the Chrome Extension to quickly add key stakeholders as client contacts.
  4. Engage contacts — run targeted email campaigns to nurture relationships.
  5. Progress deals — move deals through your custom statuses as they advance.
  6. Win and convert — when you win the business, create a search directly from the deal and start sourcing.
All of this lives in one connected platform, giving your firm complete visibility from initial lead through candidate placement.