The AI-native CRM for perm and executive search

Replace your outdated CRM with a proactive copilot.

Your CRM waits to be filled in. Defrag transcribes your calls, writes the record from what was said, and puts the next move in front of you. Nothing reaches a candidate or a client until you send it.

For agency owners and principals. Built inside a working search firm.

Candidates / Priya N. — VP Engineering
Qualification call · 34 min Dialpad · transcribed

…I'd need to give four weeks. Base around one-forty-five would make it worth the move, and honestly the reason I'm looking is the roadmap stalled after the reorg…

Proposed updates from this call 3 to review
Notice period 4 weeks AcceptEdit
Base expectation $145,000 AcceptEdit
Reason for move Roadmap stalled after reorg AcceptEdit
Next move: submission draft for the CTO is ready Review draft
Illustrative record. Names and figures are examples.
Works with the tools your desk already uses Gmail Google Calendar Fireflies Dialpad Your existing CRM, imported
AI-native

Built AI-native.
Not retrofitted.

Most recruiting CRMs were designed for typing. AI arrived years later, bolted onto screens and processes built for data entry. Defrag was designed the other way round, from the first line of code: the conversation is the input, and the whole system is built around reading it.

AI added on
AI-native: Defrag
AI added onThe record is typed in after the call. AI summarises it, if someone remembers to paste it in.
DefragCalls are transcribed and the record is written from what was said.
AI added onAI is a chat box in the corner of screens built for data entry.
DefragAI sits inside each step: proposed field updates, drafts, next moves.
AI added onAI writes straight into your data, or into nothing at all.
DefragEvery AI output is staged for a person to accept, edit or send.
AI added onSearch finds what someone typed into a field.
DefragEvery call, note and CV is searchable by what it means.
AI added onChange how it works and you wait on the vendor.
DefragSkills, workflows and types are settings your admins edit.
How it works

Talk. Review. Send.

The work you already do is the input. Defrag turns it into the record and the next step, and leaves every decision with you.

1

Have the conversation

Calls and meetings arrive from Dialpad and Fireflies as transcripts, matched to the right candidate or contact by phone number and email. No typing up notes afterwards.

2

Review what it heard

Defrag proposes updates field by field: notice period, salary expectation, reason for moving. You accept, edit or reject each one. Nothing lands in the record until you do.

3

Make the next move

Submissions and follow-ups are drafted from what was actually said on the call, in your firm's voice. You read it, change it, and send it from your own Gmail.

The product

One system for the whole desk

Candidates, clients, jobs, pipeline, placements and billing, in one place, with every claim below tied to something the product actually does.

Calls become the record

Every transcript is linked to the people on the call and kept on their record, alongside the call history you bring from your old system.

Proposals, not overwrites

What the AI finds is staged as field-level proposals in a review queue. Each field stands or falls on its own, and you keep the final say.

Drafts with context

Submission and follow-up drafts pull from the qualification call, the job and the client's history, then wait for you in the composer.

Pipeline with deal health

Jobs, applications and stages on your own workflows, with a deal health view that shows close probability and the warning signs you've defined.

Placements, billing and commission

Record the placement once. Fees, billing schedules including tenure fees, and commission splits by personal billing follow from it, with edits approved by an admin.

Search what was said

Find any candidate, client or job instantly, and search across calls, notes and CVs by meaning, not just keywords.

The flywheel

Every conversation feeds the next

A filing cabinet gets fuller. Defrag gets sharper. Each call adds to what the next search, draft and decision can draw on, and the whole loop is built to shorten the path from first call to invoice.

  1. Step 1

    Talk

    Calls and meetings are transcribed and matched to the people on them.

  2. Step 2

    Capture

    The record is written from what was said, one reviewed field at a time.

  3. Step 3

    Find

    The next search reads every call, note and CV by meaning, so the right person surfaces.

  4. Step 4

    Move

    Submissions and follow-ups are drafted from the call, ready for you to send.

  5. Step 5

    Place and bill

    The placement sets the billing schedule and commission splits in one step.

Then it starts again, richer. Every placement, call and note becomes context for the next search and the next draft.

Principles

The AI proposes. You decide.

Your reputation rides on every email that leaves your desk. Defrag is built so that nothing goes out, and nothing in the record changes, without a person choosing it.

Nothing sends itself

No timer or rule can email a candidate or client. A reminder creates a task for you, never a message.

Every change is reviewed

AI output is staged as a proposal or a draft. Canonical fields change only when someone accepts.

Your desk, your definitions

Workflows, note types, skills and lookups are settings your admins edit, not code we have to change.

Your data stays yours

Every record is fenced to your firm at the database level, and internal calls are kept apart from client-facing ones.

Switching

Leave your existing CRM, keep your history

Your database is years of relationships. We bring it across in stages and check each one before the next begins, so you start on Defrag with everything you had.

Questions about your setup? Talk to us.

What comes across
  • Companies
  • Contacts
  • Candidates
  • Jobs
  • Applications
  • Notes and call history
  • CVs and documents
  • Placements and splits
Why we built it

Built by recruiters, inside a working search firm

Defrag started as the system we wanted for our own desk at Lyle Alexander Consulting: one that remembers every conversation and helps you act on it, without ever acting for you.

See it on your own desk

Thirty minutes with the person who runs Defrag. Bring a search you're working on and we'll walk it through.

Book a demo

Opens an email to jlyle@lyle-alexander.com