3B CRM
AI-native CRM for the business behind every shift.
An end-to-end operating foundation for contract, temporary, shift-based and per-diem staffing. Create and manage your core operational records in 3B on Salesforce, then connect them to the work.
Connected on Salesforce
People. Places. Demand. Delivery.
A shared operational record connects the relationship to the work, and the work to the next opportunity.
Your system of record
Where relationships become operational data.
3B CRM gives your workforce business a place to originate and manage its core data. People, clients, sites and demand become the foundation for the rest of the 3B platform.
People and relationships
Manage worker and client relationships in the context of the services you deliver. Carry that context into onboarding and engagement.
Sites and workforce demand
Connect the places you serve and the work they need to the people and teams responsible for delivery.
Shared records across the operation
Use the same Salesforce record foundation across CRM, onboarding and workforce management. Define ownership for records exchanged with other systems.
AI-native operations
Give AI the context of the work.
Connect 3B AI with CRM records and operational workflows. Your implementation sets the data access, model providers and review steps for each workflow.
Start with the operational record
Work from the people, relationships and demand your team manages. Scope AI workflows against the records they need.
Connect to delivery
Bring CRM together with onboarding, scheduling, engagement and time capture so the relationship continues through each assignment.
Agree the scope before rollout
Map the workflows, permissions and human review points with your team. Choose the AI services and integrations that fit your operation.
Your platform, your starting point
Run the operation. Keep your ecosystem connected.
Adopt 3B as the operating platform for your contract and shift business, or add the products you need alongside existing recruiting systems.
For staffing enterprises
Connect client relationships and workforce demand with worker readiness, assignments and repeat engagement.
For direct employers
Use a shared record foundation for internal staff banks, flexible worker pools, sites and agency relationships.
For existing partner ecosystems
Keep specialist recruiting, HR and payroll systems in the architecture. Agree data ownership and integration responsibilities during scoping.
FAQ
What teams ask
Ready when you are
Build your operation on a shared foundation.
Bring your workforce model and existing systems. We will map the records, workflows, integrations and rollout with your team.