recruit crm assignment

30 Best Recruiting CRM Software of 2024 to Engage Talent

Kim Behnke is an HR Tool Expert & Writer for People Managing People . She draws on her 9 years of human resources experience and her keen eye for systematic processes to support her analyses of the top HR tools on the market. She is passionate about maximizing efficiencies and streamlining workflows to ensure internal systems run smoothly. Kim's HR experience includes recruitment, onboarding, performance management, training and development, policy development and enforcement, and HR analytics. She also has degrees in psychology, writing, publishing, and technical communication, and recently completed a Certified Digital HR Specialist program through the Academy to Innovate HR. When away from her desk, she can usually be found outside tending to her ever-expanding garden.

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Based on my own experience as an HR & recruitment specialist, I reviewed and evaluated the top recruiting CRM systems to shortlist the best tools to source, engage, and nurture candidates.

10 Best Recruiting CRM Software Shortlist

Here's my pick of the 10 best software from the 30 tools reviewed.

• 1. Manatal — Best for organizing and analyzing recruiting efforts for multiple clients
• 2. Thryv — Best for invoicing, digital signatures, and candidate portals
• 3. Recruiterflow — Best end-to-end recruiting CRM for staffing agencies
• 4. Mitratech Trakstar — Best for end-to-end employee lifecycle management
• 5. PCRecruiter — Best CRM software for detailed candidate profiles & recruitment analytics
• 6. ClearCompany — Best recruiting CRM software for posting to multiple job boards in minutes
• 7. Recruit CRM — Best recruiting CRM software for detailed team productivity reports for agencies
• 8. HubSpot CRM — Best multi-purpose CRM software for unlimited contacts
• 9. Act! — Best recruiting CRM for its offline and mobile access
• 10. Bullhorn — Best recruiting CRM with a LinkedIn integration for easy candidate sourcing

Get free help from our HR software advisors to find your match.

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With numerous recruiting candidate relationship management (CRM) software on the market, choosing the right one for you can be tricky. You want software to help you source top-quality candidates, the ability to sort and segment candidates for future roles, and tools to create tailored marketing campaigns and outbound communications to keep them engaged along the way. In this post, I'll help you simplify the selection process to make your choice easy. I'll share my insights on the top recruiting CRM software based on my personal recruiting experience dealing with hundreds of candidates.

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Best Recruiting CRM Software: Pricing Comparison Chart

This comparison chart summarizes pricing details for my top recruiting CRM software selections to help you find the best software for your budget and business needs.

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

How to Choose Recruiting CRM Software

Recruiting CRM software can help you keep your candidates engaged and create a better hiring experience. To help you figure out which recruiting CRM software best fits your business needs, you need to pinpoint your key users and document their specific challenges first.

As you work through your own unique recruiting CRM software selection process, keep the following points in mind:

• What problem are you trying to solve? Start by identifying the recruiting challenges you're trying to overcome. This will help you clarify the features and functionalities the recruiting CRM software needs to provide.
• Who will need to use it? To evaluate cost and requirements, consider who will use the software and how many licenses you'll need. You'll need to evaluate if it'll just be your talent acquisition specialists, or your entire HR department that will require access. Once that's clear, it's also useful to rank the needs of your different users to identify your key priorities for your recruiting software power users, managers, and future candidates, to ensure they're all met.
• What other tools does it need to integrate? Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as HR management systems or onboarding software. You'll need to decide if the tools should integrate together, or alternatively, if you can replace multiple tools with one consolidated recruiting CRM platform.
• What outcomes are important? Review the capabilities you want to gain or improve, and how you will measure success. For example, an outcome could be improving your time to hire, or increasing your ability to automate candidate engagement processes to keep your applicants informed. However, you could waste a lot of valuable time if you don't outline your important outcomes upfront.
• Does it work with your technical requirements? Consider the software selection alongside your existing workflows and systems. Evaluate what's working well, and any problem areas that need to be addressed.

Remember every business is different — don’t assume that a recruitment CRM system will work for your organization just because it's popular.

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Best Recruiting CRM Software Reviews

Here are my detailed summaries of the best recruitment CRM software that made it into my top 10 list, including notes on why I picked them. Each review offers a detailed look at the key features, integrations , and ideal use cases of each system to help you find the best tool for you.

Best for organizing and analyzing recruiting efforts for multiple clients

• 14-day free trial
• From $15/user/month

Manatal’s all-in-one recruitment CRM & ATS simplifies the recruitment process through job portal integrations, easy-to-manage talent pipelines, and AI-driven candidate recommendations.

Why I picked Manatal: Their Chrome extension for LinkedIn makes it quick and easy to parse public information and add it to candidate profiles. From there, you can organize all your candidate applications into kanban-style boards for each position, and advance candidates to the next stage using their drag-and-drop pipeline feature.

Manatal Standout Features and Integrations:

Features that are purpose-built for recruitment and staffing agencies include tools to manage relationships with different clients and reports that let you track placements and revenue generated per client as well.

To give you ultimate oversight of your team’s productivity, you can link revenues directly to jobs and clients, allowing you to measure your return on investment (ROI) for your team’s efforts on a per-client basis. As well, you can also grant clients access to a customizable external view of your Manatal system, making it easier to interact with them and keep them informed.

Integrations include Office 365, Microsoft Outlook, LinkedIn, Gmail, Facebook, WhatsApp, Mailchimp, Zapier, and other platforms. They also have an open API to support additional custom integrations, plus a full-feature app for mobile recruiting.

• Check out Manatal on their website
• Read my in-depth review of Manatal

Best for invoicing, digital signatures, and candidate portals

• Free demo available

Thryv is an all-in-one operations platform for small businesses. It offers a CRM as well as external portals, communication tools, and invoicing capabilities. It's functional as a recruiting CRM because of its robust and versatile feature set.

Why I picked Thryv: You can use this platform to hire employees as well as contractors and freelancers. By creating portals, you provide a space where candidates can schedule interviews, share files, and sign contracts. Digital signatures and invoicing are included, making it easy to keep contracts connected with candidate profiles and ensure payments are made on time.

Thryv Standout Features and Integrations:

Features include a centralized inbox that keeps all communications in one place. Team chat is also available to facilitate internal communications around the hiring process and related to candidate's status. Meanwhile, candidate profiles have complete records of their history with your business, providing context and important details.

Integrations include popular workplace tools like QuickBooks, Zoom, Mailchimp, Clover, Typeform, Gmail, Facebook Messenger, and Instagram Messenger, among others.

• Check out Thryv on their website

Recruiterflow

Best end-to-end recruiting CRM for staffing agencies

• 14-day free trial + free demo
• From $99/user/month

Recruiterflow is an applicant tracking & recruiting CRM software for ambitious recruiting & staffing firms.

Why I picked Recruiterflow: What makes Recruiterflow different from other ATS and recruiting CRM products, is their recruiting automation, simplicity, and ease of use. Recruiterflow helps you manage your candidate and client pipeline with visual, drag-and-drop Kanban-style boards, and post jobs on different job boards like Indeed and LinkedIn.

With Recruiterflow's email sequences, it's easier than ever for recruiters to reach out to candidates and clients quickly. However, the crown jewel of their platform is their cutting-edge recruiting automation, which creates a positive candidate experience and is one of the most advanced automations in the industry.

Recruiterflow's platform is simple and easy to use, requiring almost no training. You can also review your recruiting strategy and performance at all times using their real-time reporting.

Recruiterflow Standout Features and Integrations:

Features include an integrated ATS and CRM system, recruiting automations, email sequences, team-based KPIs and recruitment analytics.

Integrations are available with popular job boards and Zapier. You can also build your own custom apps or set up additional software integrations using their open APIs.

• Check out Recruiterflow on their website

Mitratech Trakstar

Best for end-to-end employee lifecycle management

• Pricing upon request

Mitratech Trakstar is a recruiting CRM software that gives organizations access to a large talent pool and facilitates communication with potential candidates throughout the hiring process. It helps HR teams quickly identify and analyze top talent, streamline their recruiting operations, and make more informed hiring decisions.

Why I picked Mitratech Trakstar: The software has an intuitive interface where recruiters and hiring managers can collaborate on resumes and track progress throughout recruitment, from initial outreach all the way through to new employee onboarding and talent management.

Users can search through hundreds of profiles to identify the best candidates for any given role, with filtering options like location, experience level, and education level, and candidate searches can be saved for quick future access.

Mitratech Trakstar Standout Features and Integrations:

Features include built-in communication tools such as email templates and automated notifications to help recruiters stay connected with their candidates and provide timely updates on job openings and other opportunities within the organization.

The software also offers powerful analytics capabilities with detailed reports on candidate performance metrics like time spent in interviews or tests taken by applicants. This helps recruiters better understand who will be successful in various roles based on data rather than opinion alone, ensuring that only qualified individuals are hired or promoted within their organization.

Integrations include Indeed, Slack, Google Workspace, Zoom, Office365, and PandaDoc.

• Check out Mitratech Trakstar on their website
• Read my in-depth review of Mitratech Trakstar

PCRecruiter

Best CRM software for detailed candidate profiles & recruitment analytics

• From $85/user/month

PCRecruiter is a CRM software that helps recruitment professionals source, track, and manage candidates throughout the hiring process. It helps users develop relationships with potential candidates, identify the best talent for open positions, and streamline communication and collaboration between team members.

Why I picked PCRecruiter: The platform lets users conduct comprehensive candidate searches based on resumes, keywords, and notes. Users can create profiles for potential candidates and track all their information in one place. This includes contact information, resumes, and responses. Users can define and automate workflows for various recruiting processes, and its drag-and-drop interface makes it easy to edit and manage candidate placements.

PCRecruiter Standout Features and Integrations:

Features include automatic job postings on popular job boards like LinkedIn, and email integrations that allow users to synchronize contacts from other systems easily.

Their sequencing feature helps users track activity and monitor progress through metrics and charts, giving insight into client and candidate engagement activities. You can also view recruitment analytics in various visual presentations, including bubble charts, line graphs, and bar charts, or generate, export, and share detailed reports with other team members.

PCRecruiter enforces standard security measures, ensuring that confidential data is always protected. Users can toggle on permissions and controls, letting them have complete control over who can access what type of documents.

Integrations are available through PCRecruiter's public API, or by connecting a paid Zapier account. They also have native integrations with Gmail, Microsoft Office, and Office 365, and a mobile app that users can access from anywhere.

• Check out PCRecruiter on their website

ClearCompany

Best recruiting CRM software for posting to multiple job boards in minutes

ClearCompany provides a complete CRM recruiting software suite for recruiting talent. It makes it easy to manage the hiring process from sourcing to onboarding and keep in contact with potential candidates even after they don't get hired, and build relationships over time. It helps simplify and track interactions with applicants, schedule interviews, and store applicant data so you can make better hiring decisions.

ClearCompany’s recruiting management system (RMS) allows you to find, evaluate and track talent from any device quickly and easily. It features intuitive search filters that simplify narrowing down potential candidates and comprehensive candidate profiles that provide an overview of each individual’s skills, experience, and availability.

The software’s ATS makes it easy for recruiters to keep track of every candidate throughout the hiring process. This system automates many aspects of the recruitment process, including scheduling interviews, sending automated emails to candidates, tracking progress through stages, giving feedback on resumes or applications, and providing data-driven insights into performance metrics such as the time-to-hire rate or diversity statistics.

ClearCompany makes collaboration between recruiters, hiring managers, and other stakeholders easy by allowing everyone to comment on resumes and track real-time progress. This ensures that every step of the recruitment process is transparent and consistent across all departments, so everyone is always on the same page. 

The software’s onboarding platform lets employers quickly get new hires up to speed by providing them with all the necessary information about their roles before day one. This includes access to training materials, detailed job descriptions, introductions to colleagues, and setting up employee accounts in various systems such as HRIS or payroll applications.

And if you want to track progress, it includes a powerful analytics component that provides detailed insights into trends in hiring and engagement over time.

ClearCompany’s ATS integrates seamlessly with over 100 tools, including Accurate, Bamboo HR, Absorb, Ceridian, Checkr, ETS, HireRight, Okta, and People Facts.

• Check out ClearCompany on their website

Recruit CRM

Best recruiting CRM software for detailed team productivity reports for agencies

• From $50/user/month

Recruit CRM combines the functionalities of a CRM with an ATS (applicant tracking system), making it an excellent choice for high-volume recruiters or recruitment agencies.

Why I picked Recruit CRM: Their user interface is intuitive and includes a kanban style view that visually organizes all the prospective candidates in your hiring pipeline with separate columns for whichever recruitment phase they’re in. Moving them along in the pipeline is also straightforward, with just a click.

To increase your productivity, you can set up triggers for automated emails and other tasks to occur once you move a candidate from one phase to the next. You can add notes to candidate profiles and tag your colleagues by name to ensure no one misses a beat to support collaborative hiring.

Their software can manage your job postings, which automatically populate the careers page on your website. That means, as soon as you post or deactivate a position within the CRM, the changes happen in sync on your job page too.

Recruit CRM Standout Features and Integrations:

Features include a Chrome browser extension that simplifies candidate sourcing through LinkedIn. You can use it to tag promising candidates and add them to your general database, or to one of your active hot lists, which function as individual talent pools for each position. Once flagged, Recruit CRM automatically scans the candidate’s profile details and transfers their personal details into your system for future use.

Their suite of built-in reports is what makes Recruit CRM stand out as an asset for recruiting teams or staffing firms. You can run custom reports on all types of common recruiting metrics, or use one of their built-in reports, such as their Recruiter KPI Report, their Candidate Lifecycle Report, a Job Statistics Report, or a Client Performance Report.

Within each report, the data is visualized graphically, as well as in a table format that can be exported as a CSV file. Managers can even compare the output of recruiters side-by-side or click into the individual graph points to drill down into more nitty-gritty details. All-in-all, their reporting tools lend great visibility to the productivity of your recruitment team as a group and at the individual level too.

Integrations include Gmail, Outlook, and many other systems by connecting it to a Zapier account or through their custom API.

• Check out Recruit CRM on their website
• Read my in-depth review of Recruit CRM

HubSpot CRM

Best multi-purpose CRM software for unlimited contacts

• 14-day free trial + free plan
• From $20/month

HubSpot CRM is a multi-purpose CRM software that can be used for recruiting and other business needs, including sales, marketing, and customer service. It offers real-time tracking and unlimited contacts, making it ideal for businesses looking for a comprehensive and efficient solution for their recruiting needs.

Why I picked HubSpot CRM: When comparing different CRM solutions, HubSpot stands out due to its ease of use, scalability, and the ability to integrate with existing tech stacks. These factors are crucial when determining the best CRM for managing recruitment processes efficiently. Additionally, the CRM supports unlimited contacts, making it ideal for businesses that need to manage large volumes of candidate data without worrying about data limits or expiration dates.

HubSpot CRM Standout Features and Integrations:

Features include contact management, which allows users to organize and track interactions with contacts in a single database, and email tracking, which notifies users when emails are opened and supports bulk email sending. In addition, the CRM provides a deals pipeline for managing sales stages and a customizable reporting dashboard for real-time sales activity analysis.

Integrations include Gmail, Google Calendar, Outlook, Zapier, Google Ads, Facebook Ads, Zoom, Slack, LinkedIn Sales Navigator, Mailchimp, Google Meet, Facebook Messenger, Google Search Console, Calendly, Microsoft Teams, and Instagram.

• Check out HubSpot CRM on their website

Best recruiting CRM for its offline and mobile access

• From $30/user/month (billed annually)

Act! is an on-premise and cloud-based CRM and marketing automation platform developed by Swiftpage for small and midsize businesses. The software enables you to manage a robust central repository of information related to your clients, leads, opportunities, and prospective staff members.

Why I picked Act!: The software is available with cloud hosting or on-premise, and it’s capable of storing candidate, client, and prospect interactions, activities, contact information, and account histories. It also provides marketing and sales automation to facilitate continuous business growth with better engagement, retention, and sales.

Act! Standout Features and Integrations:

Features include centralized contact information, and automation for repetitive and time-consuming tasks, including various sales processes and the scheduling of certain marketing and recruiting tasks. This is meant to enhance productivity and operational efficiency.

The task and activity management module, in particular, can be useful in the recruiting process as it allows users to keep track of priority calls, applicant meetings, as well as daily activities and task lists to effectively manage the recruiting team’s time and effort.

Integrations include Slack, Google Contacts, Facebook, Instagram, Twitter, Eventbrite, SurveyMonkey, and others.

• Check out Act! on their website

Best recruiting CRM with a LinkedIn integration for easy candidate sourcing

Bullhorn’s recruitment CRM is designed to help recruiters manage their candidate relationships by relying on automations to create high-quality touch-points throughout the recruiting process. In tandem, their software also functions as an ATS, which makes it suitable for both individual recruiters or staffing agencies dealing with large volumes of candidates.

Why I picked Bullhorn: Their system cuts down on busywork by passively tracking all candidate communications through their integration with Gmail and Outlook. This means candidate records are automatically updated in real-time as you go about your email outreach. By automating these common admin functions, recruiters are enabled to speed up their hiring process and make placements faster.

Bullhorn Standout Features and Integrations:

Features include an integrated ATS and CRM, a reporting dashboard with configurable KPIs, candidate engagement tools, relationship intelligence tools, and a mobile recruiting app for Android or iOS mobile devices.

Recruiting teams will also appreciate Bullhorn’s full-feature integration with LinkedIn Recruiter, a go-to source for qualified candidates. From LinkedIn, you can check if a candidate’s profile is already in your system, and if not, add it with a click. And, vice versa, from within Bullhorn, you can click a candidate record to pull up their LinkedIn profile information too (as shown above).

Integrations are available with 100+ software systems through their Marketplace, including integrations with C-Suite Corp, Checkr, Crimcheck, eSkill, Indeed, Referoo, SkillCheck, SkillSurvey, Text-Em-All, Xref, and many others.

• Check out Bullhorn on their website

Other Recruitment CRM Software

Here are a few more worthwhile options that didn’t make the best recruiting CRM software list:

• NetSuite CRM
• Zoho Recruit
• Salesforce CRM
• SmartRecruiters
• Cornerstone OnDemand
• iSmartRecruit

Related HR Software Reviews

If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:

• HR Software
• Payroll Software
• Recruiting Software
• Employer of Record Services
• Applicant Tracking Systems
• Workforce Management Software

Selection Criteria for Recruiting CRM Software

Selecting the right recruiting CRM software for you requires a thorough understanding of your current challenges and how this type of software can alleviate those problems.

My approach to choosing the best recruitment CRM systems for this list is grounded in personal experience assisting with recruiting coupled with my hands-on experience with inefficient candidate management, poor communication channels, and the inability to effectively track and engage with potential new hires.

Here’s a summary of the main selection and evaluation criteria I used to develop my list of the best recruiting CRM software for this article:

Core Recruiting CRM Software Functionalities (25% of final score):  For a recruitment CRM system to land a place in my list, it needed to offer the following basic functionalities to start:

• Basic tools to manage large volumes of candidate data effectively
• The ability to source active and passive candidates from a variety of channels
• Integrated tools to search, filter, and compare candidates against specific criteria to uncover the best fit for each open role
• Career page integrations that simplify the application process for candidates
• The ability to store templates for key items like job postings, job descriptions, and many different types of emails (introductory, interview scheduling, reference check requests, etc.)
• Collaboration tools for team-based hiring needs

Additional Standout Features (25% of total score):  To help me select the best recruiting CRM software out of the numerous options available, I also took note of any unique features, including:

• AI-powered matching abilities that significantly reduce the time-to-fill positions
• Unique engagement tools, such as video interviewing capabilities or automated personalized email campaigns
• Any features that help to eliminate hiring biases, such as blind screening or other DEI-focused tools
• Advanced analytics features that offer predictive insights into hiring needs
• Customization options that allow businesses to tailor the platform to their specific needs, including both corporate branding and workflow customizations
• Mobile-friendly solutions or dedicated mobile apps for Android and iOS devices

Usability (10% of total score):  To evaluate the usability of each recruiting CRM software, I considered the following:

• An intuitive design and user-friendly interface that's quick to master
• A good balance between powerful features and ease of use
• User-friendly elements like visual candidate pipelines and drag-and-drop tools
• Role-based access controls that are easy to configure for different user levels
• Features specifically designed for staffing agencies who need to manage recruiting needs for multiple clients simultaneously
• The availability of software integrations with key systems like applicant tracking systems, talent management systems, digital calendars, background-checking platforms, or e-signature software

Onboarding (10% of total score):  To get a sense of each software provider's customer onboarding process, I considered the following factors:

• Quick setup processes and clear guidance for first-time users, including customizable templates
• The availability of training materials such as videos, webinars, or interactive product tours
• Support for migrating data from other systems into the new platform

Customer Support (10% of total score):  To evaluate the level of customer support each vendor offered, I considered the following:

• The availability of multiple support channels, including email, phone, and chat
• Whether a dedicated account manager is available for enterprise or agency-level clients
• The existence of a self-service knowledge base, FAQ repository, or other self-help resources to speed up troubleshooting
• The overall quality, responsiveness, and helpfulness of the support team during customer onboarding and post-purchase, as inferred from customer reviews

Value for Price (10% of final score):  To gauge the value of each software, I considered the following factors:

• The availability of free trials or demos to test the software before purchasing
• Transparent pricing models that clearly explain which features are included at each level
• Tiered pricing plans that cater to different business sizes, from small to medium-sized businesses (SMBs) up to enterprise-level organizations

Customer Reviews (10% of final score):  Evaluating customer reviews is the final element of my selection process, which helps me understand how well a product performs in the hands of real users. Here are the factors I considered:

• Whether a product has consistently high ratings across multiple review platforms, indicating a broad level of user satisfaction
• Specific praises, criticisms, or trends in customer feedback that indicate the software's strengths or areas for improvement
• Whether customer feedback specifically mentions issues with ease of use, customer support responsiveness, or lacking features
• Any testimonials that highlight improved recruiting processes or time-to-hire

By using this assessment framework, I was able to identify the recruiting CRM software that goes beyond basic requirements to offer additional value through unique features, intuitive usability, smooth onboarding, effective support, and overall value for price.

Trends in Recruiting CRM Software for 2024

Recruiting CRM software continues to evolve to keep pace with the always-competitive race for top talent. Here are the most recent developing trends impacting recruiting CRM software as of 2024:

• Enhanced AI and Machine Learning Capabilities: Evidence shows a significant push towards more sophisticated AI algorithms designed to improve candidate sourcing and engagement. These tools are now capable of analyzing vast amounts of data to identify the best candidates more accurately and predict their job fit and potential success within an organization.
• Personalized Candidate Engagement: Updates have introduced more advanced personalization features, allowing recruiters to tailor their communication with candidates based on their interests, skills, and previous interactions, helping recruiters build stronger relationships with candidates throughout the recruitment process.
• Diversity and Inclusion Tools: Many software developers are now adding enhanced diversity and inclusion tools to help reduce unconscious bias during the recruitment process. These tools are designed to promote a more diverse and inclusive workforce, reflecting the increasing importance of corporate social responsibility in recruitment strategies.
• Mobile Accessibility and Functionality: The demand for mobile-optimized recruiting CRM software continues to rise, with updates focusing on improving the mobile user experience for both recruiters and candidates.

These trends highlight a clear shift towards more intelligent, efficient, and inclusive recruitment processes. For HR professionals, investing in software that capitalizes on these trends will help you effectively attract, engage, and retain top talent.

What is Recruiting CRM Software?

Recruiting CRM software is a suite of tools to recruit candidates and manage interactions with them through the recruiting and hiring process. They're used by recruiting firms and in-house recruiters to segment candidates based on skills and experience and nurture them for specific roles in the future. You can use them to identify top-ranking candidates and leverage automation and artificial intelligence (AI) to keep candidates engaged.

Recruiting CRM software offers tremendous value for team-based recruiting by automating time-consuming candidate communications and recording all interactions in one place, so any recruiter can pick up the conversation where it left off easily. They also help teams build a positive employer brand where candidate queries are answered promptly with personalized messages that stay on point.

Features of Recruiting CRM Software

In addition to the basic functionalities above, I also assessed the following key features to determine my final selections for the best recruitment CRM software:

• Automated Candidate Sourcing: This feature allows recruiters to automatically gather candidates from various sources, saving time and increasing the pool of potential hires with specific skills, experience, or qualifications.
• Candidate Engagement Tools: The crux of CRM systems are tools that facilitate communication with candidates to keep them engaged throughout the recruitment process. These tools make timely and personalized communication easy, which helps maintain candidate interest and enthusiasm.
• AI-Powered Matching Algorithms: These algorithms match candidates with job openings based on skills, experience, and other relevant criteria. They help recruiting teams quickly identify the most suitable candidates, thereby accelerating the recruitment cycle.
• Talent Pools: This refers to the ability to create a pool of qualified candidates to draw from for future positions. This includes passive candidates who might not be actively looking for work, but who possess all the required skills for a particular job according to their candidate profile.
• Talent Pipelines:  A talent pipeline is a visualization tool that indicates where each candidate is within the recruiting process. It should cover all the typical recruitment phases: screening, interviews, skill assessment, background check, references, offer, etc.
• Integration with Job Boards and Social Media: Seamless integration allows for easy posting to multiple job boards and social media platforms, expanding the reach to potential candidates and simplifying the recruitment marketing process.
• Workflow Automations:  Automations are the most valuable time-saving feature of recruiting CRMs. The best systems automate tedious tasks like  interview scheduling , sending out reminders, prompting candidates for references, etc. Many systems also support automated nurture or drip campaigns to casually keep your connections in the loop for future opportunities.
• Reports, Metrics, and Analytics:  Recruiting CRM systems fill up with data very fast. The best systems include built-in reports that show high-level productivity overviews and the success rates for individual recruiters in a staffing firm or recruiting agency . Analyzing this data can help to identify bottlenecks, improve strategies, and help recruiting teams make better data-driven decisions.
• Collaborative Hiring Tools:  Since recruiting CRMs are generally used the most by staffing firms or agencies, it’s important that they include solid tools for collaborative hiring. This includes the ability to leave notes for other team members in candidate profiles and tag them with @mentions. Also, they should be able to aggregate and track all communications within one central candidate profile. That way, all your team members are on the same page at all times.
• Mobile Accessibility: With mobile access, recruiters can perform tasks and stay updated with the recruitment process anytime, anywhere, ensuring that no opportunities to engage with candidates are missed. Mobile-friendly features such as click-to-apply, text messages, and dedicated device-friendly interview packages also provide a better candidate experience for applicants too.

Selecting a recruiting CRM software equipped with these features can transform your recruitment process, making it more efficient, effective, and candidate-friendly, leading to a more engaged and qualified talent pool.

Benefits of Recruiting CRM Software

Recruiting CRM software offers numerous benefits for both in-house recruiters or those working in a recruiting or staffing agency. By understanding the potential benefits these software systems offer, you'll be able to make a more informed decision on which option aligns with your organizational needs the most.

Here are several benefits you can expect to gain by investing in the best recruiting CRM software for you:

• Streamlined Candidate Sourcing: This software significantly expands the reach of candidate sourcing efforts by automating the process of gathering candidate profiles from various sources, ensuring a diverse and qualified talent pool, which is crucial for filling positions quickly and effectively.
• Improved Candidate Engagement & Relationship Management: By leveraging a centralized database of candidate information and interactions, the software helps build stronger relationships with potential hires by facilitating personalized and timely interactions that keep candidates engaged and informed throughout the hiring process. This ongoing engagement can lead to a more responsive candidate pool when new opportunities arise and enhance your employer brand in the talent marketplace.
• Improved Efficiency & Productivity: By automating administrative tasks, such as scheduling interviews and sending follow-ups, recruitment CRM software makes the recruitment process more efficient. This, in turn, allows recruiters to allocate more time to strategic tasks, like engaging directly with candidates.
• Greater Collaboration Among Hiring Teams: These platforms foster collaboration by allowing team members to share candidate feedback and status updates easily. This collective input ensures more informed hiring decisions and alignment among team members.
• Advanced Data-Driven Insights: With advanced analytics capabilities, recruiting CRM software provides actionable insights into the recruitment process. These insights help identify bottlenecks, optimize strategies, and improve decision-making, leading to better hiring outcomes.

As you can see, recruiting CRM software offers a strategic advantage in the competitive world of talent acquisition. These benefits collectively contribute to a more efficient, effective, and candidate-friendly recruitment process, positioning organizations to attract and retain top talent in their respective industries.

Costs and Pricing for Recruiting CRM Software

Recruiting CRM software offers different pricing options depending on the features and level of customer support you require. To help you understand the most common pricing structures and price ranges, I've put together this summary table.

Plan Comparison Table for Recruiting CRM Software

In addition to these approximate price ranges, it's worth noting that some recruiting CRM systems are priced according to the volume of job postings or system users. That's why it's always important to request a quote that's tailored specifically to your unique business needs.

Recruiting CRM Software: FAQs

Do you have questions about what recruiting CRM software has to offer? These answers to frequently asked questions are a great place to start:

What is a recruiting CRM?

Recruiting software is a type of HR software solution that helps internal talent acquisition teams or professional recruiters and staffing agencies organize their data. Recruiting CRM software takes things one step further. They’re more sophisticated than traditional recruiting software due to their advanced tools to manage candidate relationships. For example, many recruiting CRM solutions have the ability to automate nurture campaigns. This can help you keep top candidates engaged, without requiring you to write a fresh email and send it yourself.

Recruiting CRM software can also help you with candidate sourcing. They leverage artificial intelligence (AI) to simplify the process, make smart recommendations, and save you time. This includes uncovering potential candidates from databases like LinkedIn, even if they aren’t actively looking for work.

For more advice on the best way to manage your candidate relationships, take a look at our candidate sourcing tips from industry experts.

What does CRM stand for in recruiting software?

There are different types of CRM’s out there. But when it comes to recruiting software, CRM stands for candidate relationship management . These platforms help recruiters organize their candidate data and automate aspects of their candidate outreach and messaging.

Another popular type of CRM software is for customer relationship management . This type of CRM software helps sales-oriented teams organize all their customer data. This includes customer preferences, order frequency, known budgeting information, and contact information.

If you’re a professional recruiter or working for a staffing agency, you can actually use your recruiting CRM for both purposes. You can organize your client data (i.e., the customers you’re recruiting for) and the candidates you’re tracking, all in one place. If that sounds like exactly what you need, take a look at my list of the best recruiting agency software to find the best software for your business needs.

What is resume parsing?

Resume parsing is a useful feature that is often included in recruiting software. It works by using automation to electronically scan and extract candidate information from resumes, which it then saves into specific fields within your recruiting software or applicant tracking system. This saves recruiters lots of time otherwise spent copying and pasting this data from resumes into their software to allow for easier candidate comparisons.

The most common details that resume parsers focus on are:

• contact information
• educational credentials
• professional certifications
• work experience

If your existing recruiting CRM doesn’t include resume parsing capabilities, consider investing in a standalone resume screening software system instead. You’ll be able to integrate it with your existing tools to work more effectively.

What is recruitment marketing and how do you do it?

Recruitment marketing is the process of using traditional marketing strategies to attract and hire talent. It involves illustrating what your company does, who you are as an employer, and what working for your organization will look like.

Here are some common marketing tactics you can use for recruitment marketing:

• Engaging job adverts (see How to Write a Zinger Job Description for some expert tips on that)
• Targeted outreach through channels like LinkedIn
• Company profiles on popular hiring platforms (e.g., Hired, LinkedIn, SheCanCode, Cord, Haystack, AngelList, etc.)
• Outreach via social media channels
• A dedicated careers page that funnels applications straight into your applicant tracking system
• Enlist company ambassadors (similar to brand ambassadors)
• Profiles and interactions on company review sites (e.g., Glassdoor, Kununu, and Indeed)
• Attend recruitment events or hiring fairs to access different candidate groups
• Conduct community outreach through online forums like Subreddits, Discord, or Slack
• Host a public-facing company blog to showcase your company culture to potential candidates

For more details on all of these strategies and how to execute them, take a look at our list of 10 effective recruitment marketing tactics .

Why is mobile accessibility important for recruiting CRM software?

Mobile accessibility is important for both recruiters and candidates since 89% of job seekers use their mobile devices to search for open positions. It’s even more important if you’re sourcing candidates for an industry with mobile, field-based, or deskless workers. In that case, you’ll want a recruiting CRM system that works on both Android and iOS devices to provide a better candidate experience. You may also appreciate having the ability to communicate directly with candidates via text messages (SMS), and the option to send mobile-friendly interview packets to candidates on the go.

How does the software facilitate candidate engagement?

Recruiting CRM software enhances candidate engagement by providing personalized communication tools such as automated emails and messaging. It allows for targeted messaging based on candidate profiles and interactions, ensuring relevant and timely engagement. Advanced CRMs also track candidate interactions, helping recruiters tailor future communications and maintain a warm candidate pool.

What kind of automation features do recruitment CRM systems offer?

Recruiting CRM software offers automation tools to streamline repetitive tasks such as email campaigns, candidate screening, and interview scheduling. This allows recruiters to focus on more strategic aspects of their role, like candidate relationship building. Automation also ensures a consistent candidate experience and helps in maintaining a proactive talent pipeline.

To learn more about common automations, take a look at our list of the best recruitment automation software .

Can recruiting CRM systems integrate with social media for recruiting?

Most recruiting CRM software can integrate with social media platforms to streamline the sourcing process, allowing recruiters to post jobs, search for candidates, and communicate directly through social media such as LinkedIn, Twitter, Facebook, and other popular sites. This integration expands the reach of recruiting efforts and taps into passive candidate pools effectively.

For a solid example of a social media recruiting platform, take a look at our in-depth review of Teamtailor .

How do recruitment CRM systems handle candidate data and privacy?

Recruiting CRM software is designed with data privacy and compliance at its core, adhering to regulations like GDPR in the EU. These systems provide features for secure data handling, consent management, and data access control, ensuring that candidate information is collected, stored, and processed ethically and legally.

Other Recruiting Software Reviews

There are many different types of recruiting software out there. The great news for you is, I've already done all the sleuthing for you. Here's a collection of some other top 10 suggestions for different recruiting software sub-types. I'm sure you'll find something that piques your interest further:

• Recruitment Software for Small Businesses
• Enterprise Recruitment Software for High Volume Hiring
• AI Recruiting Software for High-Volume Sourcing
• Diversity Recruiting Software for DEI Hiring
• Recruitment Marketing Software for Hiring
• Cloud Recruitment Software for Hiring Teams
• Recruiting Database Software for Hiring Teams
• Staffing Software for Recruiting & Staffing

Other Resources for Recruiting Top Talent

Not sure if recruiting CRM software is the right fit for you? Perhaps what you actually need is better candidate sourcing software , or a tried and true applicant tracking system ?

To round out your whole talent acquisition approach, I recommend taking a look at these other popular resources too:

• Why and How to Create a Proper Talent Management Strategy
• How to Attract and Retain Top Talent Through the Employee Life Cycle
• 10 Key Recruiting Metrics to Focus On (And 12 Advanced)
• Recruitment Budgeting: Everything You Need to Know + Example

What's Next?

If you found this article helpful, consider signing up for our weekly People Managing People newsletter . Our how-to resources are written by a community of recruiting experts to help you work smarter and faster. We'll plug you into the latest trends, from sourcing DEI candidates to optimizing your hiring funnel, delivered into your inbox each week for free.

What is a Recruitment CRM? The Definitive Guide

Discover the power of Recruitment CRM in streamlining hiring processes. Learn its benefits and how to effectively use it.

For recruitment agencies, there are several challenges like scaling your firm, trying to close multiple job openings faster, or being more efficient overall with a limited team.

In fact, the State of Staffing 2023 report shows that one of the top challenges recruiters face is not getting a response from candidates. 

An efficient and AI-powered recruitment CRM can help here. 

What is recruiting CRM?

A recruiting CRM handles your entire recruitment framework while creating and maintaining positive relationships with candidates. 

It enables the following:

• Identifies, contacts, and evaluates the best candidates
• Nurtures good relationships with candidates, no matter the outcome of the screening process
• Builds a wide talent pool that you can nurture over time
• Measures recruitment performance accurately.

5 recruiting CRM software tools

• Kula: Best for high-growth companies with dynamic recruitment needs

Let’s start with Kula , an all-in-one recruitment CRM with industry-leading recruitment applicant tracking features. From passive candidate sourcing to automated resume screening, our platform does it all and eliminates the need to invest in multiple hiring tools. 

Key features

• Out-of-the-box career builder to promote your employer brand
• AI-powered candidate matching for quick recruitment 
• Automated resume parsing for accurate candidate filtering 
• Automated assignment sharing and rejection mail
• Kula flows for personalized candidate engagement across the recruitment funnel 
• Centralized candidate portal with advanced search and filters for a streamlined and organized recruitment cycle
• AI-powered automated interview note-taking and easy-to-read transcription to deliver feedback to every candidate, save time, and maintain a positive employer brand
• Integrations with LinkedIn and Github to eliminate back-and-forth between separate windows. 
• Recruitment analytics and conversational analytics with recruitment tracker templates to get every granular detail of the hiring process

Kula customizes pricing according to your recruitment team and needs. Simply add the number of recruiters on your team and the vacancies you want to fill to get a detailed pricing breakdown. 

4.8/5 stars (14 reviews)

• “Kula’s automated InMails is magic. The ability to source candidates directly from LinkedIn and GitHub - helps a lot! The automation of follow-ups is a major plus point and has significantly increased our productivity.” — Madhur K . 
• Workable: Best for automating personalized communication

Another reliable recruitment CRM is Workable with features like task automation, email sequences, and action-based triggers. 

• Centralized workspace
• Self-scheduling for candidates
• Multilingual screening process

Workable offers subscriptions starting from $149/month. The Standard and Premier packages cost $299 and $599/month.

4.6/5 stars (418 reviews)

• It gives the best experience while searching for the right candidate, also it's so user-friendly that helps to navigate tasks in a better way….” — Nehal S . 
• Lever: Best for small-to-medium businesses 

Next up on our list is Lever , an ATS with impressive CRM capabilities. 

• Candidate sourcing from all major job boards
• Customizable candidate nurturing templates
• Candidate feedback collection

Lever offers free custom quotes.

G2 Ratings 

4.3/5 stars (1944 reviews)

• “The Lever team has created a great software that makes the applicant tracking system very user-friendly and efficient….” — Irma B .
• Ashby: Best for scaling companies with some experience in ATS

The fourth recruitment CRM on our list is Ashby , with services like personalized email sequences for maximum outreach, and automatic interview scheduling. 

• Candidate email finder
• Two-way sync between Google Calendar and Gmail
• DE&I goal tracker

Ashby’s Foundation plan is available at $400/month. You can get a custom quote for the Plus subscription or a plan for your existing ATS. 

4.6/5 stars (55 reviews)

“You can easily break down complex recruitment process building in automation at every step change of a candidate journey…” — Daniel K .

• Pinpoint: Best for candidate surveys

Last but not least, we have Pinpoint , another recruitment CRM with ATS features like candidate surveys, and candidate experience insights. 

• Branded career site builder
• Customizable application form builder
• Candidate surveys

Pinpoint offers custom quotes according to the company’s requirements.

4.6/5 stars (45 reviews)

“The application process is very easy, and we're able to share a lot of key information upfront with candidates, to set expectations and ensure a strong candidate experience.” — Brad C .

What to look for when choosing a recruiting CRM software

Assess these to select the perfect recruitment CRM for your company:

• Customization options

The work cultures and internal mobility structures are different for different companies. So, you can’t take a one-size-fits-all approach while choosing a CRM for recruiting. 

So, customization options have to be one of your top priorities while looking for recruiting solutions. 

First, list your recruitment needs, break them down into small elements, and review the software’s features to assess the customization range. Find answers to questions like: 

• Are the report templates customizable enough to track your unique metrics?
• Does the platform let you personalize the recruitment workflow? 
• Can you tailor the outreach communication according to candidate profiles? 

You should also test the advanced filters to see their alignment with your ideal candidate profiling. 

For example, Kula lets you personalize your recruitment process to the last detail. Our Flows feature automates personalized, multi-stage message flows, keeping your long-term candidate relationships alive. You can also customize your job portal to reflect your brand values and culture.

• Integration capabilities

You know the pain of juggling multiple tools and making sense of disorganized candidate data. It wastes time and you end up with inaccurate screening. Between checking several windows and importing candidate data, the recruiting team also gets frustrated. 

Solution? A smooth recruitment eco-system that offers unified visibility and seamless sync and helps in accurate decision-making. 

So, choose a recruitment CRM that integrates with your existing productivity and communication tools. Seamless integrations allow you to handle recruitment without switching between tools, save time, and improve accuracy. 

For example, Kula offers Chrome extensions for LinkedIn and GitHub. Our recruiting CRM also integrates with Excel, Outlook , Gmail, and Slack . The resulting ecosystem imports candidate data and schedules interviews from email correspondence automatically, creating email sequences for timely communication across channels. 

• UI and ease of use

To simplify onboarding and optimize feature usage, you need a user-friendly solution. A well-designed UI also reduces the need for extensive training, maximizing quick adoption and keeping recruitment workflow intact. 

Sign up for free trials and see how intuitive the workflow in your chosen CRM is. You want a tool that gets the job done in fewer steps without confusing you with fancy and complicated features. 

Start by examining the ease of onboarding on the platform. Then give your recruiters a small list of tasks and see how quickly they complete them on the platform. Ask for their input and understand what elements they struggled to navigate. Count the missteps your team makes while using the recruiting CRM. 

Repeat these steps for all your shortlisted recruitment tools and choose the one that fits your workflow naturally.

Recruiters also struggle with seeking tech support for configuration issues. So, find a tool that offers 24x7 customer support. 

For example, Kula lets you create recruiting workflows with just a few clicks and is ideal for beginners and experts. Our support team is also at your service whenever you need assistance. 

• Scalability

You will need more talent in your workforce as your business grows. But if your chosen recruiting software is limited to a certain scale, you must switch to a different one. That means starting the whole process from scratch, right from searching for the perfect tool to getting your team accustomed to it. In the meantime, workflow along with business growth gets compromised. 

So, look for an agile recruiting CRM that accommodates your growing hiring needs. Check how many users the software handles simultaneously. Use data to gauge your future needs and ensure your chosen platform can grow with you accordingly. 

• Data security measures

Handling candidate data is a sensitive task that requires the utmost data security measures. One little leak and your entire employer brand gets compromised. 

Since your recruiting system will process loads of confidential information, ensure its data security and compliance framework is top-notch. Evaluate its alignment with the current labor laws and regulations like GDPR, CCPA, and SOC2. 

The software should offer you robust data access control so that only the relevant personnel can access the candidate’s information, preventing potential data breaches. 

Benefits of recruitment CRM in the hiring process

But why are the good old manual recruitment processes not good enough anymore? How does a recruiting CRM help your hiring process?

Let’s discuss: 

Improved candidate experience through personalized communication

A reliable CRM for recruiting lets you customize every stage of communication according to individual candidates. You can set up triggers for tailored email sequences that keep the applicant engaged throughout the screening. 

As you scale, handling multiple applications becomes difficult. Important details slip through the cracks and schedules get chaotic. You may forget to send reminders or worse — miss out on an interview session altogether. 

A recruiting CRM sends timely alerts, keeping everyone on the same page in case of any changes. Candidates get personalized assignments, results, and timely feedback, improving their experience and elevating the employer brand. 

For example, Kula automates email communication triggers, timely assignment sharing, and calendar sync to map mutual availability. Result?   Full transparency and easy coordination between applicants and recruiters. 

Enhanced efficiency in sourcing, screening, and tracking candidates

Recruitment CRMs make candidate sourcing and tracking time efficient and accurate. Its AI-powered candidate matching removes recruiter bias and ensures only the best talents pass through the stages. 

Integrations with major job boards keep all applications in one repository. No need to scramble around to evaluate multiple client profiles. You get full visibility into candidate profiles under one platform. 

For example, Kula lets you build multichannel engagement flows with email, LinkedIn requests, and InMails. You get a central console with organized candidate profiles, engagement flows, and outbound hiring campaigns.

Better decision-making through data-driven insights

Recruiting CRMs automate grunt tasks like data entry and assignment sharing, reducing the chances of manual error. They analyze the candidate’s organizational suitability and the recruiting team’s performance, generating data-driven insights.

This way, you choose the best candidates and identify and resolve problems in your processes. 

Streamlined collaboration among recruiters and hiring managers

Hiring the best person isn’t a one-man job. You must work collaboratively with all the stakeholders, including recruiting managers, HR, and department heads. 

Recruitment CRM offers collaboration tools your recruiters and hiring managers can use to screen, interview, and choose candidates together. A collaborative hiring process ensures that the selected applicant checks all the boxes to be a part of your workforce. 

Increased scalability to handle high-volume recruitment needs

You can fill one or two vacancies without any tech integration. However, hiring the right people manually in high volume is tough. 

Here, a recruiting CRM makes your job easier with ATS benefits like a job description generator and AI-candidate matching. It automates resume parsing, assignment sharing, and scheduling. Such tools also offer advanced filters so you get the best profiles from your existing repository. 

Plus, you can build strong relationships with candidates through personalized communication, building an extensive talent pool perfect for scaling recruitment cycles. 

Manage relationships with candidates better with Kula ATS

Choosing the right recruitment CRM will simplify your hiring processes, improve candidate experience, elevate hire quality, and nurture relationships with the best talents in your industry. 

From automated resume parsing to conversational analytics, Kula ATS offers everything you need for an ROI-driven recruitment process. 

So what are you waiting for? Try Kula for free for industry-best recruitment CRM features.

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• What is CRM

CRM for recruiting: 5 of the best apps to manage candidates

Top CRM apps to manage candidates

• Zoho Recruit

Recruiting candidates for open positions is no easy task: It requires looking for the perfect needle in a very large and unorganized haystack.

Often, filling an open position takes as long as 42 days , a period of time when companies lose productivity because they don’t have enough employees or the right employees for the tasks at hand.

In looking for ways to shorten and optimize the recruiting and hiring process, many recruiters are learning that the right tools and workflows can have a significant impact, sometimes cutting the hiring timeframe down by as much as 60 percent. One such tool is a candidate relationship management (CRM) tool.

If you’re a recruiter looking to streamline your own process, keep reading! Below we’ll explain more about what CRM recruiting tools do, why you should use one, and how you can apply a CRM to your work. We’ll also share five of the leading CRMs on the market today to help you get going quickly.

What a CRM for recruiting does

If you’re familiar with sales and marketing tools, you know that CRM stands for customer relationship management . In the field of recruiting, however, CRM means candidate relationship management or candidate recruitment management tools.

These are software tools that help collect, manage, and analyze data from job seekers in order to streamline the recruiting process and help organizations find the right candidates for open positions. A CRM can help you manage candidate contact information, qualifications, salary preferences, communication methods, referrals, and much more.

“As a recruiter, I find utilizing a CRM system beneficial,” says Span Chen, growth director at Airgram . “It facilitates the maintenance of a detailed database of all contacts acquired during the recruiting process. Moreover, it enables me to quickly find qualified talent and keep track of candidate interactions, and it promotes easy collaboration with my team members, enhancing the efficiency of our operations.”

A CRM in recruiting can help you

• Nurture candidate relationships: With all the relevant candidate information at your fingertips, it’s easy to personalize communication and build meaningful relationships with top talent.
• Consolidate disparate information: A CRM brings together vast amounts of data in one place so it’s easy to find, search, share, and access.
• Collaborate with colleagues: With a CRM, you can import and export data to collaborate with others on hiring decisions.
• Save time: A CRM tool can help you automate a lot of low-level hiring-related tasks, such as replying to emails, sending out follow-ups, scheduling interviews, and conducting background checks.
• Analyze large amounts of data: Recruiters can analyze recruiting information to learn important details such as average time to hire and median salary, for example.

How to use a CRM in recruiting

How do you make a CRM your best recruiting tool? There are many different ways you can use it to identify and nurture the most promising candidates.

“I employ a CRM tool to effectively manage and store a vast array of data pertaining to job seekers and potential recruits,” says Chen. “It also aids in organizing and synchronizing the recruitment process with other ongoing activities, ensuring a smooth and coordinated workflow that’s both efficient and reliable.”

Here are other ways to use a CRM in recruiting:

• Use data to drive decisions: Many recruiters use CRMs to rate candidates according to specific criteria, such as education, qualifications, interview performance, and more. When working with multiple candidates for the same role, you can use the ratings data to determine which candidate is the best fit for the organization instead of going by “gut feel.”
• Segment candidates based on different criteria: A CRM enables you to categorize candidates for easier communication and outreach. For example, you can segment all candidates you’ve selected for an interview or all candidates who won’t be moving forward in the hiring process.
• Personalize communication: A CRM contains relevant details about a candidate, which you can use to customize communications with them. For example, include their name in automated emails or refer to their desired salary when negotiating their contract.
• Break down data silos: Whether you work for an organization that’s hiring or at a recruiting firm, there are likely other business tools you use in the recruiting process, such as communication tools, project management solutions, and contract management software. A CRM can integrate with many tools to automatically share data and break down data barriers.
• Scale up and down as needed: Some organizations hire dozens of people a year, while others hire hundreds or thousands. You can customize your CRM based on the scale your business is working on to help you find the best candidates.

Which CRM tools for recruiting deserve a look

There are dozens of CRM tools for recruiting, so what criteria should you focus on? According to Chen, “It should offer functionalities such as automated tasks and notifications, enable seamless team collaboration, and provide detailed analytical data to help in making informed decisions.”

Here are five excellent CRM platform options to consider.

Jotform is a leading form building tool that makes an excellent CRM for recruiters. With Jotform’s extensive customization options, you can create a CRM tool that works for your specific hiring processes.

Jotform comes with an abundance of recruiting form templates , such as job applications and recruitment trackers , which you can use as-is or customize according to your needs. Then you can view the results in a Jotform Tables database . Plus, Jotform enables you to analyze and share collected data to make hiring decisions using advanced reporting tools.

Organizations of all sizes can use it, from small businesses to enterprises. Sharing forms through Jotform is easy — you can embed them in a website, send them via email, or share them via QR code or link. Jotform offers a free plan as well as four tiers of paid plans starting at $34 per month.

2. Salesforce

Salesforce is a robust CRM tool that enables recruiters to find their ideal candidates for all types of positions.

It comes with many recruiting-specific features, such as prospect management, staff onboarding, and human resources management. The tool also enables you to automate certain workflows, send personalized communications, and track candidates throughout their journeys.

Salesforce has a free trial and multiple CRM products and paid plans based on the size of the business.

HubSpot offers an all-in-one CRM tool with comprehensive features for the recruiting sector. It enables you to automate certain recruiting tasks, track candidates throughout the recruiting and interviewing process, create customized reports, send email sequences, and much more. HubSpot also shows you your pipeline so you can determine whether you have an adequate candidate pool to choose from.

HubSpot offers a robust free plan and also has multiple paid products and tiers of plans.

4. TalentReef

TalentReef is a CRM and talent management solution that enables recruiters to find candidates for hourly positions. Features include applicant tracking, text-based communication, candidate notifications, automated interview scheduling, dashboard analytics, and much more. TalentReef also offers employee self-service tools as well as training and development tools.

For custom pricing details, contact TalentReef about the specific recruiting and hiring problems you need to solve.

5. Zoho Recruit

Zoho Recruit is a talent acquisition solution that gives recruiters a CRM and an applicant tracking system (ATS) in one platform.

Its features include automated job posting to 75-plus job boards, candidate tracking, advanced analytics, customized automations, background screening, and reference checking. Zoho Recruit also comes with a candidate self-serve portal. Recruiting companies and internal HR teams can customize the platform to suit their needs.

Zoho Recruit offers a free plan as well as two different products with multiple tiers of paid plans. For corporate HR departments, for example, pricing starts at $25 per recruiter per month.

How to leverage Jotform as an ideal CRM solution for recruiters

For recruiters who value flexibility, customization, and time savings, Jotform is a great CRM solution .

With Jotform , you can take advantage of the many form and table templates to create your ideal CRM, capturing information and tracking candidates throughout the whole recruiting process. Jotform integrates with many business tools, so you can easily share candidate data with hiring managers, contracts specialists, and onboarding teams, as well as import and export large amounts of data.

Jotform comes with Jotform Approvals , which is a great solution for automating approval-related workflows in recruiting, such as salary negotiations or interview scheduling. Jotform can also help you create visually stunning reports with Jotform Report Builder to better understand recruitment trends and candidate behaviors.

A CRM for recruiting can help you find that special needle in a haystack, and Jotform is just the tool to support your efforts.

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Your ultimate recruitment CRM

Optimize your hiring process with a powerful recruitment CRM

CRM for recruiting

The right CRM can be a game-changing tool that simplifies the hiring process. It enables you to efficiently track and engage with candidates, ensuring you easily find the perfect fit for your team.

In the recruitment industry, trends are constantly evolving to meet new demands.  Key focus areas in 2024 include prioritizing candidate experience, leveraging data for decision-making, and automating routine tasks. Recruitment CRM software can address these needs by facilitating personalized communication, providing actionable insights through analytics, and simplifying processes to free recruiters for strategic work. 

In fact, companies using a CRM for recruiting are twice as likely to find high-quality candidates, according to a recent study . Despite this, just 15% of recruiters would recommend their CRM to others — highlighting the importance of selecting a comprehensive tool that meets all your needs. 

Adopting CRM in recruitment aligns with these industry trends, helping companies attract and retain top talent more effectively. We’ll explain what recruiting CRM is and tell you what to look for when choosing a CRM for recruiting. We also provide our top 20 recruiting CRM picks.

What is recruitment CRM software?

Recruitment CRM, or Candidate Relationship Management, is like a supercharged Rolodex for talent acquisition. It's a software platform that helps recruiters manage every aspect of the hiring process, from attracting and engaging candidates to onboarding new hires. Imagine a system that combines the power of a traditional applicant tracking system (ATS) with the nurturing touch of a customer relationship management (CRM) tool specifically designed for the recruitment world. Here’s how it works.

Candidate attraction : Cast a wider net with automated job posting across platforms, social media integration, and targeted sourcing tools.

Relationship building : Engage potential hires with personalized outreach, nurture talent pools for future needs, and track interactions throughout the process.

Streamlined workflow : Organize applications, schedule interviews, automate tasks like email notifications and feedback loops, and collaborate with hiring teams seamlessly.

Data-driven decisions : Gain insights into candidate behavior, track key metrics like time-to-hire and pipeline health, and optimize your recruiting strategies based on data.

Benefits of CRM for recruitment

Ultimately, recruitment CRM empowers you to:

Reduce time-to-hire: Find the right talent faster by streamlining the process, keeping everyone informed, and providing more opportunities with time to fill.

Improve candidate experience: Build stronger relationships with potential hires, foster a positive employer brand, and land the best talent.

Boost hiring efficiency: Automate tasks, gain valuable data, and make smarter decisions about your recruiting efforts.

With a good recruitment CRM, you can attract top performers, build a loyal talent pool, and land the best employees for your business, all while saving time and resources. So, ditch the messy spreadsheets and manual follow-ups and embrace the power of CRM for recruiting. It's time to take your hiring game to the next level.

Choosing the right CRM for recruiting

Choosing the right recruitment CRM system can feel like navigating a complex maze. To emerge victorious, you need a map–a clear understanding of your needs and how to match them with the right tool.

Define your goals

Before venturing into the world of recruitment CRM, define your goals. Are you a one-person show hunting for niche talent, or a scaling agency managing high-volume recruitment with a CRM for agency needs? Do you prioritize automation and data-driven decisions, or a robust candidate experience with personalized engagement? Knowing your "why" will guide your exploration.

Map the CRM for recruitment’s features

When evaluating CRM features, it's essential to focus on the functionalities that directly support your recruitment process. For instance, candidate management allows you to keep track of all interactions and history with potential hires. Interview scheduling streamlines setting up meetings with candidates. Automating repetitive tasks such as follow-up emails can significantly increase your team's efficiency, and the ability to contact candidates directly from the CRM enhances communication. 

Know your budget for a recruitment CRM

Now, let's talk budget. CRMs come in all shapes and sizes, and so do their price tags. Be realistic about your financial comfort zone, factoring in user licenses, potential additional costs like training or data migration, and any future scaling needs. Remember, the cheapest option might not be the most cost-effective in the long run.

Make sure the CRM works for your recruitment team

Don't forget the user experience. Your CRM will be your team's daily companion. Prioritizing user-friendliness can promote employee morale. Look for an intuitive interface, logical workflows, and mobile access for on-the-go recruiting. Bonus points for integrations with your existing tools like calendars or email platforms.

Try a demo before buying a recruitment CRM

Before committing, take advantage of demos or free trials. This is your chance to test-drive the CRM and see if it truly fits your needs. Ask questions, explore features, and imagine your team using it daily. Get a feel for the level of support and training that you’ll receive too – is the CRM company responsive and helpful?

Choosing a recruiting CRM can be daunting, but it's also an exciting opportunity to supercharge your talent acquisition. By being clear about your needs, strategically assessing features, and prioritizing user experience, you'll find the perfect match to guide you through the talent labyrinth and land your dream hires.

Our top CRM for recruiting picks

1. freshsales.

With Freshsales, nurturing candidates is seamless, thanks to its advanced email campaign capabilities. Recruiters can design and execute targeted campaigns that deliver personalized messages to candidates based on their interactions and interest levels. This ensures that potential hires remain engaged and informed throughout the recruitment process. By automating follow-up emails and providing timely updates about new opportunities or next steps, Freshsales helps maintain a warm connection with candidates. This continuous engagement is crucial for building a strong talent pool, enhancing the chances of securing top talent.

Key features

CRM web tracking and event tracking 

Email and calendar integrations  schedule meetings and appointments

Video conferencing integrations like Zoom  

Built-in phone and email

Email management with two-way email sync, scheduled emails, email templates, email metric tracking, and more

Custom views to filter and sort candidates

Manage resumes and files within candidate profiles

Pipeline management to track the hiring process efficiently   

Freshsales mobile app to manage candidate  recruitment even when on the go

Freddy AI to prioritize the most suited candidates for the job, craft compelling emails, and automation tools help to streamline processes 

Analytics and reporting to analyze recruitment metrics

Unify your processes in talent acquisition with a single platform, streamlining workflows and eliminating data fragmentation. Freshsales also allows time for what matters by providing tools to automate repetitive tasks and leverage AI suggestions to free up your team for strategic decisions and proactive candidate interactions. Go beyond gut feelings with Freddy AI's analytics, uncover hidden insights, predict hiring success, and refine your talent acquisition strategies. Manage your recruitment efforts on the go with the dedicated mobile crm , staying productive and connected wherever you are.

Why customers rave about the Freshsales

What truly makes Freshsales stand out is its user-friendly and intuitive interface. Gone are the days of juggling disparate platforms for recruitment. From sourcing to onboarding, everything flows seamlessly within Freshsales, boosting efficiency. With a wealth of features, including email integration, pipeline management, built-in phone, analytics and reports, and more, recruiters can track candidates throughout the hiring journey and prioritize their efforts to engage with talent seamlessly. With customizable workflows and insights into recruitment metrics through analytics and reporting, Freshsales ensures recruiters can stay productive and well-informed, ultimately driving recruitment success.

The Growth plan starts at $9 per user per month billed annually, making it affordable for businesses to start managing their recruiting process effectively. The Pro plan is $39 per month per user with AI, advanced workflows, and customizations for growing needs. The Enterprise plan is for large-size businesses and starts at $59 per user per month. 

2. Nutshell

Nutshell is a CRM software designed to help businesses streamline sales processes; however, it can help recruiters stay organized and work smarter. Nutshell offers many features that can simplify recruitment and enhance candidate management. Recruiters can manage candidate pipelines, track interactions, and collaborate effectively with Nutshell. 

Key Features

Contact management 

Pipeline management 

Email automation

Automation for lead assignment and advancement, task reminders, and more

Reporting and analytics 

Team collaboration tools 

Online meeting scheduling tools

Integrations with various other CRM platforms 

User-friendly interface

Advanced tracking and reporting features 

Pricing may be high for small businesses or startups 

Customization complexity may make it more difficult to use for less tech-savvy users

Does have room for growth but is better suited to smaller teams

The Foundation plan is $19 per user per month, billed monthly. The Pro plan is $49 per month per user. The Power AI plan is $59 per user per month. The Enterprise plan is $79 per user per month. 

Nimble is a versatile CRM platform that offers unique capabilities for recruiting purposes. Nimble provides a centralized hub for managing candidate relationships and tracking recruitment activities. With Nimble, recruiters can organize candidate information, collaborate with different teams, and track interactions. Its social CRM features, contact management features, and integration capabilities help to make it a practical choice for recruiting teams. 

Contact relationship and pipeline management

Can sync Google and Microsoft 365 contacts, emails, and calendars 

Nimble Prospector helps to create contact records from various social sites like LinkedIn

Segmentation capabilities

Automatic reminders for follow-up emails and more

Email tracking 

Customizable pipelines

Over 100+ integration partners

Access to communication history 

Integrates with multiple apps like Google Workspace and Office 365

Some companies may find it to be too expensive 

Limited contact records

Limited group messaging per month 

$29.90 per seat per month. 

HubSpot CRM offers recruiters an intuitive interface and powerful tools to manage candidate relationships and hiring workflows effectively. HubSpot CRM helps recruiters get a comprehensive view of each applicant with its centralized data platform so that recruiters can make more informed decisions. Its automation capabilities help to streamline repetitive tasks like email follow-ups, increasing overall productivity. More than just a tool for managing data, HubSpot CRM fosters a collaborative team culture with a centralized hub for all recruitment activities. 

Detailed reporting and analytics 

Performance tracking and contact management automation

Conversations inbox

Meeting scheduler

Easy to use interface

Free CRM plan

Easy to use data analytics

Best as an all-in-one tool and not as a point solution

Challenging template customization

Advanced features may be difficult to understand for some users

For small teams and single users, HubSpot offers free tools. The Starter plan starts at $15 per month and the Professional plan starts at $90 per month. HubSpot charges for implementation additionally. 

5. Insightly

Insightly is an effective tool for modern recruiters with a streamlined approach to managing candidate relationships and driving recruitment efforts. Insighly's customizable reports and dashboard set it apart from other CRM software. It is also a highly customizable platform with third-party integration capabilities. 

Opportunity management

Workflow automation

No-code integration engine

Access on mobile

Automation of emails, tasks, and workflows

Dashboard customization

Lack of phone support

Limited record limit and storage with the free plan

Learning curve

The CRM Plus plan is $29 per user per month. The Professional plan is $49 per user per month. The Enterprise plan is $99 per user per month. 

6. EngageBay

EngageBay offers a CRM solution tailored to meet recruiting teams' unique needs, helping them make hiring processes more efficient. With EngageBay, recruiters can manage candidate pipelines, track interactions, and more. EngageBay provides a strategic framework for recruiters to cultivate meaningful connections with top talent with centralized candidate interactions and information that help recruiters comprehensively view each candidate's journey.  

Appointment scheduling

Contact management software

Email integration and tracking

Email template builder

Continual improvement and updates

Support is fast and effective

Collaborative tools

Learning curve 

Templates are not as cutting-edge and may be outdated

Need for more in-depth training

The CRM & Sales Bay starts at $11.95 per user/month and has plans up to $73.59 per user/month on the Pro. 

Keap offers a transformative approach to CRM for recruiting, focusing on building lasting connections with candidates while streamlining the hiring process. Keap helps recruiters seamlessly manage candidate relationships, track interactions, and provide personalized communication. With Keap, recruiters can create a candidate-centric approach, achieving better hiring outcomes. 

Reminders and reports

Automated lead capture

Personalized automation based on candidate data and activity

Clean and easy-to-use interface

Customization capabilities

Automation leads to time saving 

Implementation and setup time can be long

Pricing may be too expensive for some businesses

Slight learning curve

Pro plan is $199 per month for 1,500 contacts. Max plan is $299 per month for 2,500 contacts. Ultimate plan is $299 per month for 2,500 contacts. 

Copper makes CRM for recruiting more efficient and effective by helping recruiters manage candidate relationships, streamline hiring workflows, and more. Its contact management system ensures recruiters have all necessary information readily available, from resumes to communication history. 

Integration with Google Workspace

Access to history of interactions with contacts 

Workflow automation 

Contact and lead management

Email tracking

Easy to use and implement 

Seamless onboarding 

Built specifically for CRM unlike some other platforms 

Designed to work with Google and other email hosting services may not work as well

Basic plan has limited functionality

Workflow automation may be time-consuming

Basic plan is $29 per user per month. Professional plan is $69 per user per month. Business plan is $134 per user per month. 

Close is a versatile platform that can be a solution for recruiters and help them enhance candidate management. With an advanced contact management system, recruiters can centralize candidate information, creating easy access and organization. Close's advanced communication tools, including email templates, facilitate personalized and efficient candidate engagement. 

Email and calendar sync

Customizable call software

Task setting for teams 

Call assistant

Quick setup

Customization 

Zapier and other integrations 

Lack of free version

Not always suitable for larger teams 

Limited native integrations 

Startup plan is $59 per month. Professional plan is $329 per month. Enterprise plan is $749 per month

Bitrix24 helps recruiters centralize candidate information and manage candidates at various stages of the recruitment process. Bitrix has unlimited records and a wealth of CRM tools like scheduling, pipeline management, and more. Is also helps to facilitate seamless communication and collaboration among team members leading to a more efficient recruitment process.

Automated workflows

Mobile CRM access

Email integration

Unlimited users

Mobile app is helpful for remote work

Collaboration tools like file sharing, built-in-chat, and more

Customization limitations when compared to other CRM platforms

User interface is often cluttered and outdated

Cost of paid plans with more features may be expensive for some businesses

Free plan is offered. Basic plan is $61 per organization per month. Standard plan is $124 per organization per month. Professional plan is $249 per organization per month. Enterprise plan is $499 per organization per month.

Vtiger is an effective CRM software for recruiting with its wide range of features, user-centric design, and more. All data is stored in a centralized database, making it easy to access important information. Vtiger's automation capabilities alleviate the burden of manual tasks, and its advanced reporting and analytics provide actionable insights.

Email templates

Analytics and reports

Calendar and events

Internal collaboration tools

Appointment management

Easy and simple collaboration between teams

Customizable

Very responsive customer support

Cannot view content from interface without downloading it first

Mobile app lacking in features

Pricing starts at $15 per month for the standard user. Free trial and free version are available.

Pipeliner CRM is a comprehensive solution for recruitment processes, offering features to streamline talent acquisition. Pipeliner helps recruiters to manage candidate interactions seamlessly from initial contact to final placement. Its dynamic visualization tools enable recruiters to track candidates' progress through various stages of the hiring process, ensuring transparency and efficiency. Pipeliner's integration capabilities with job boards, email platforms, and other recruitment tools enhance productivity by centralizing data and automating repetitive tasks.

Pipeline management

Contact management

Relationship maps

Account matrix

Automatizer workflow tool

Automated data entries

Easy to learn

Limited integration options

User interface is lacking

Starter plan is $65 per user per month. Business plan is $85 per user per month. Enterprise is $115 per user per month. Unlimited plan is $150 per user per month.

Salesforce sales cloud

Salesforce enables recruiters to manage the hiring process with its customizable dashboard and reports, offering valuable insight into recruitment metrics and helping to make data-driven decisions. Its integration capabilities with third-party platforms help recruiters reach candidates across multiple channels and streamline sourcing efforts.

Mass emailing

Customizable reports and dashboard

Integrated with third party platforms

AI and automation

Customization options

Advanced reporting

Pricing plans can be expensive

Limited focus on recruiting and recruiters may need to invest in additional customizations or third party integrations for recruitment processes

Overwhelming amount of features for recruiters who just want basic CRM functions

Starter Suite plan is $24 per user per month. Professional plan is $80 per user per month. Enterprise plan is $165 per user per month. Unlimited plan is $330 per user per month. Einstein 1 Sales plan is $500 per user per month.

Pipedrive simplifies managing candidate relationships and tracking processes throughout the recruitment lifecycle. Recruiters can easily visualize their pipeline, organize candidates, and prioritize tasks with Pipedrive's CRM functions. Its integration with email, calendars, and more makes it an essential tool for streamlining communication and automating tasks.

Telephony feature on some plans

Team monitoring tools

Continuous innovation and regular updates

Highly customizable

Not as affordable for some businesses

Limitations in email synchronization in terms of pricing plans

Essential plan is $9.90. Advanced plan is $19.90. Professional plan is $39.90. Power plan is $49.90. Enterprise plan is $59.90.

ActiveCampaign

ActiveCampaign is a valuable CRM platform for recruiting professionals, with tools tailored to streamline candidate management and engagement. ActiveCampaign's advanced segmentation features allow recruiters to categorize candidates based on various criteria, facilitating targeted outreach and ensuring a tailored approach to each prospect. Additionally, integrating with popular recruiting tools and applicant tracking systems enhances workflow efficiency, enabling seamless data synchronization and team collaboration. ActiveCampaign empowers recruiters to build meaningful relationships with candidates, optimize recruitment processes, and ultimately drive better hiring outcomes.

Advanced analytics and reporting

Powerful automations

Notification emails

Note creation

Task assignment

Lead segmentation

Easy to use

Integrations with over 900 tools

Machine learning and CRM is integrated with automations

Mobile app can be slow at times

Advanced features can be too complex for some users

Reporting can be difficult to navigate

The Plus plan is $23 per month. The Professional plan is $59 per month. The Enterprise plan is $119 per month.

Monday sales CRM

Monday Sales CRM integrates a wide range of features to streamline recruitment. Monday Sales CRM offers automation capabilities to speed up tasks that would typically take a lot of manual effort, like emailing. It is also equipped with features for managing and tracking candidate progress.

Lead management

Email tracking and sync

Mass email sending

AI-assisted email creation

Call logging

Automations save time and are easy to integrate

24/7 customer support for all plans

Unlimited contacts and boards for the Basic plan

All plans have a three seat minimum

Lacks more advanced analytics

Complexity for simple needs

The Basic CRM plan is $12 per seat per month. The Standard CRM plan is $17 per seat per month. The Pro CRM plan is $28 per seat per month. The Enterprise CRM plan pricing is set up between Monday Sales team and users.

LeadSquared

LeadSquared is a marketing automation and CRM software that works to help users automate routing tasks and manage CRM recruiting. This software can integrate with multiple other applications to increase efficiency and has an iOS application for on-the-go work.

Omnichannel support

Interactions history

Internal notes

Team analytics

Task automation

Advanced search capabilities

Mobile optimizing

Customization for reports

Automated notifications

Limited integrations for mobile apps

Landing pages for mobile are not user-friendly

Some users report server issues and slow service times

Pricing for all plans is communicated with LeadSquared to determine how much users will be charged.

Agile CRM is a software that helps businesses of all sizes with sales, marketing, and customer service processes. In terms of recruiting, Agile CRM frees up time to focus on building meaningful connections with candidates by offering integration capabilities, event and appointment management tools, and multichannel accessibility. Agile CRM provides sharing and unlimited team messaging to increase collaboration and ensures security with authentication tools.

Reporting and analytics

Custom reports

Ability to sync with Google Calendar

Mobile accessibility

Intuitive mobile dashboard

Managing updates can be difficult

Some users have complained about less support from lower plans

Pricing may be too expensive for some users

The free plan is offered for up to 10 users. The Starter plan is $14.99 per month per user. The Regular plan is $49.99 per month per user. The Enterprise plan is $79.99 per month per user.

Salesflare is a CRM software perfect for small to midsize businesses and is compatible with Microsoft 365, LinkedIn, Gmail, and more for efficient recruiting. With automation tools for reminders, contacts, and emailing, Salesflare can cut down on manual tasks in recruiting so that employees can focus more on establishing lasting relationships with candidates. Its collaboration tools, like shared email templates, help to ensure recruitment is being addressed as a team.

Email and meeting synchronization

Data enrichment for contacts

Automated reminders

Email tracking and web tracking

Live notifications

Customizable reporting

Email templates can be shared and inserted into emails for Gmail

LinkedIn email finder

Mobile access

Limited scalability for larger organizations

Some users have reported issues with email synching

Interface can be difficult to navigate

The Growth plan is $35 per month, and the Pro plan is $55 per month. The Enterprise plan pricing is worked out between Salesflare and users.

Zendesk Sell

Zendesk Sell has CRM functions and tools to help teams with recruitment processes and boost productivity. Zendesk Sell offers a centralized platform to streamline recruiting and create more informed decision-making, from email integration and tracking to activity reporting and analytics to customizable dashboards. With many integrations and automation capabilities, Zendesk Sell makes recruiting more efficient and saves time.

Task sequencing

Custom call list

Smart lists

Over 100 integrations

Customizable dashboard

Some challenges have been reported with uploading data and data sometimes being erased

The learning curve can be intense

Costly for small businesses

The Zendesk Sell Team plan is $25 per agent per month, while the Sell Growth plan is $69 per agent per month. The Sell Professional plan is $149 per agent per month. The Sell Enterprise plan starts at $169 per user per month.

CRM for recruiting FAQs

What is the difference between recruitment crm and traditional applicant tracking systems (ats).

A recruiting CRM, or candidate relationship management, is a software recruiting platform that goes beyond an ATS. While an ATS focuses on managing applications, a CRM improves candidate relationship management, engages talent pools, and streamlines the entire hiring process from sourcing to onboarding.

How can a recruiting CRM improve the candidate experience?

A recruiting CRM enhances the candidate experience by providing personalized communication, automated updates, and interactive applications. It ensures timely feedback, smooth workflows, and a consistent employer brand, making potential hires feel valued and engaged throughout the recruitment journey.

What key features should I look for when choosing a recruitment CRM software?

Prioritize core functionalities like resume parsing, talent pool management, interview scheduling, and onboarding tools. Consider optional features such as custom pipelines, candidate assessments, or performance management based on your long-term vision. User-friendly interfaces and mobile accessibility are also crucial.

How can a recruiting CRM contribute to data-driven recruitment strategies?

A recruiting CRM transforms your hiring process into a data-driven expedition. It allows you to track key metrics, analyze candidate profiles, and gain insights into time-to-hire and pipeline health. By leveraging data, recruiters can make informed decisions, identify hidden paths to success, and optimize their recruitment strategies.

What factors should I consider when choosing the right Recruiting CRM for my organization?

Before choosing a Recruiting CRM, define your goals and understand your recruitment needs. Consider factors like user-friendliness, customization options, integrations with existing tools, and budget constraints. Take advantage of demos or free trials to ensure the CRM aligns with your team's workflow and receives the necessary support. Trust your instincts after thorough research.

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All the most frequent ask question regarding Recruit CRM

Does Recruit CRM provide a free trial, and how long can I use the free trial?

Yes, Recruit CRM provides a free trial. The free trial is not time-based; it's usage-based. You can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts, after which you need to upgrade to a paid plan. ​ You can sign up for a free trial using the link below:

https://recruitcrm.io ​

Can I login into Recruit CRM from multiple devices?

No, you cannot log in to Recruit CRM from multiple devices. You can log into Recruit CRM only from one laptop/desktop device and the Recruit CRM app on your phone simultaneously. But you cannot access your Recruit CRM from two or more laptops or desktops at the same time.

Below are links to download our mobile apps: ​

iPhone: https://apps.apple.com/uz/app/recruit-crm/id1532855707#?platform=iphone

iPad: https://apps.apple.com/uz/app/recruit-crm/id1532855707#?platform=ipad

Android: https://play.google.com/store/apps/details?id=com.recruitcrm

Can I change my system language?

Yes, you can change the system language. Recruit CRM comes in six Languages - English, French, Dutch, Spanish, German, and Portuguese.

The article below will help you set your system language:

Changing the system language

Can I change my card on file?

Yes, you can change your card on file with us! Check out the article below to learn how: ​

Changing your card details on file with Recruit CRM

How do I reset my Recruit CRM password?

Changing or resetting your Recruit CRM password is super easy.

The article below will guide you to do so:

Changing and resetting your Recruit CRM password

How do I add another license to my account and invite my teammate?

To add another license to your account, please follow the steps below:

Go to Admin Settings >>> Plans & Billing and then click on the " Edit Current Plan " button. ​

Increase the number of users by the number of users you want and click on "Review Order" and "Update Plan & Pay" ​

Once you do that, you'll then be charged for the additional seat that you bought for the remaining period of your billing cycle.

Once this is done, go to Admin settings >>> Users to invite your teammates. ​ This article will help you with that .

Here's a Webinar Registration form. You can have them fill up for a Webinar to train them on using Recruit CRM! ​

Does Recruit CRM have a search functionality?

Yes, Recruit CRM does have a search functionality. Advanced Search and Boolean operators are available on all record types in Recruit CRM. You can use the Boolean search to find records based on specific keywords. ​ Here is an article to help you do this:

Advanced search filters boolean search

Where are all our data stored?

We currently use AWS to manage our database and servers. For users on the Pro and the Business plans, data is stored and cloned live across Data Centers managed by AWS (Amazon Web Services) in Ireland, Singapore & United States.

Based on the location of the user, data is automatically streamed from the closest data center to reduce latency and also maximize uptime in case one of the regions is down.

Important note: If your concern is GDPR, you do not need to be worried as we are fully GDPR compliant.

You can read our Data Processing Agreement & GDPR policy at the bottom of our website to confirm this. ​ Here’s a link: ​ https://recruitcrm.io/legal/data-processing-agreement

We ensure that we strictly adhere to GDPR rules for data globally, which includes deleting data across global data centers if requested by an end candidate or user of Recruit CRM. We specifically comply and have European SCCs (Standard contractual clauses) that are a framework to stay compliant while transferring data outside the EU for data processing.

You can learn more about this from the website below:

https://commission.europa.eu/law/law-topic/data-protection/international-dimension-data-protection/standard-contractual-clauses-scc_en

Although we have an option for enterprise customers to set up a custom server/database in an AWS data center of your choice (Germany, Dublin), etc, it’s completely not required unless you have a special contract with government clients that specifically need you to keep data with the EEA in addition to being GDPR compliant. ​

What are the features that are available on a Business Plan?

Here are all the exciting features that are available in our business plan:

100 custom fields for all entities

Phone Calling & Recording From Recruit CRM

Texting feature for users in USA, UK, Israel, Canada & Sweden

Creating Teams Of Users Within Recruit CRM

Custom Roles - Access Control & Permissions In Recruit CRM

API access .

Remove Recruit CRM Branding from External Pages

CV/Resume Formatting

Creating Multiple Hiring Pipelines

Executive Summary Report

Email Sequencing

To upgrade, just go to the business plan from the Plans & Billing > Plans of your control panel!

https://app.recruitcrm.io/billing/plans

More on the video below:

https://www.loom.com/share/74f30d057cf54ecbafa33e0f2e19632b

How do I post my jobs on the job boards?

Posting Jobs on job boards is easy and seamless from Recruit CRM. When a job is created, ensure all the following conditions are satisfied so that the job is added to the feed:

The Job-status should be "Open"

The “Updated On” date should be within the last 30 days

All the fields where you see the message "Required To Post On Partner Job Boards" (like City, State, Country, Job Application Form Link, currency, Maximum salary ) need to have a value

Make sure the "Post On Job Boards" option is selected inside Admin Settings >> Job Custom Fields

If the job satisfies all the above requirements, it gets added to the feed and published on the job board.

How can I change the default owner of a candidate who applied via the talent pool?

The default owner of candidates who apply from outside pages will be the account owner as this is how the system is built. Currently, there's no way of changing it.

A workaround you can do is to run an advanced search on the "source" field where you will put "Talent Pool" and then bulk update the owner of those records to whom you want them to belong.

How many GB of storage do we get on RCRM?

Each user gets 50 GB of storage - per license that you purchase

I s there a way I can tell who has unsubscribed?

Yes, you can run an Advanced search on the "opt-out" default field so this way you can see if they have unsubscribed (yes) or still are receiving the emails (no).

How to find out if your jobs are being posted on the free job boards?

I'm afraid we don't have a way to check directly if the jobs are being posted, however, you can visit the free job boards and look for your jobs there by the name and company.

How can I check c andidates who are not a part of any hotlist ?

All you need to do is go to the candidate list and click on "Quick View". You will have the option to see the candidates who are "not in any hotlist":

When I give visibility to candidates within my job offers for the client, is there any way to see if they have accessed the candidates or not?

I'm afraid that we don't have a direct way to see if they have seen/opened the link or the candidates.

However, you will receive a notification if the client has added a remark to the candidate or has moved them to a different stage.

You can check more about this in this article

Quick View Section

The quick View Section is present on the list pages of candidate, contacts, jobs companies & Deals, however they present a little difference.

On all of the Quick views, you will be able to see all of the records added by your account, as well as the records added by you, if they're on a specific hotlist as you will be able to search here, or if not in any hotlist.

To access the quick view section just click on the Icon beside the "entity list name":

Candidate Quick View contains:

All candidates (all records)

My candidates (you added to the system)

All website applicants (all records who applied)

My website applicants (people who applied to your jobs)

Not in any hotlist

Off-limits Candidates

Contact and Company Quick View contains:

All contacts/companies (all records)

My contacts/companies (you added to the system)

Off-limits contacts/companies

Job Quick View contains:

All jobs (all records)

My jobs (you added to the system)

Closed Jobs

On hold Jobs

Cancelled Jobs

Archived Jobs

Deal quick view contains:

All deals (all records)

My deals (you added to the system)

How to add new fields to the Talent Pool page

The article below will show how you can set it up and customize the Talent Pool form according to your needs: ​

Setting up your Talent Pool page | Recruit CRM | Help Center

The fields used for this form are the same as the candidate fields section page in the Admin Settings. ​ If you'd like to add new fields to the Talent Pool form, you need to add a custom field to the candidate page first and make them available by turning on the visibility in the Talent Pool form .

Job title shows up incorrectly on LinkedIn messages

If your LinkedIn post is showing the incorrect image, then you'll have to do the following to clear your LinkedIn Preview cache:

Step 1: Visit https://www.linkedin.com/post-inspector/

Step 2: Enter your URL and click on Inspect, You will see the updated preview image

Step 3: Now try sharing your URL on LinkedIn

Limitations of the free plan

Add to CS faq: If my Excel spreadsheet has multiple tabs (pages) will Recruit CRM only allow me to import the main tab?

On our free trial, you can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts after which you need to upgrade to a paid plan. ​

P.S. Usage is counted even if records are deleted.

For example, adding and then deleting 50 Candidates still exhausts the candidate limit.

If my Excel spreadsheet has multiple tabs (pages) will Recruit CRM only allow me to import the main tab?

Yes, you will only be able to export the main tab, in this case, you need to separate/split the tab into different Excel sheets/files.

Here's a video that will help you do the process:

Task in RCRM and Calendar

I'm afraid it is currently not possible to sync Tasks between Recruit CRM and your Google/Outlook Calendar.

Tasks created on Recruit CRM are only visible within the system.

If I merge company A into company B, will the notes of company A be merged/copied to company B?

Yes! The notes from all records will be added to the primary record after the merge.

To give you more context on how deleting emails works

Your emails will not be visible in Recruit CRM when:

You delete them from your native mailbox and also from the bin, trash, or junk folder in your native mailbox. ​ I hope this helps! ​ ​

How do I edit a remark?

I'm afraid it's not possible to "edit/delete" a remark.

However, we do have a feature request for this; you can consider voting for it on this link - Edit/Delete remarks ​

Is it possible to choose the owner when importing a file of candidates?

I'm afraid it is not possible to choose a different owner for the candidates when importing them in bulk. ​ The person who imports the sheet will be the assigned owner of the records. ​ ​ However, there is a workaround for this:

After the candidate is added to the system you can bulk-update the owner of that candidate.

Now to keep track of the owner of that candidate on the CSV sheet before importing you can create a custom field for the "owner of candidate".

This way you can run an Advanced search on the custom field you added so for example 100 records from your CV belong to teammate A and 200 to B.

Then after uploading this to the system you can run a search on this field and search for the records where on the custom field the owner is A.

So only the records with A on the custom field "owner of candidate" will appear and then you can bulk update the record/default owner since it was the person who imports to the person who owns that candidate/contact on CSV.

How do we set up the JD to appear first on the jobs page?

For the Job Description to appear on the Job's page, you need to go to the "Job application form page" on the Admin settings and make sure you have the "JD" selected as to what you wish to show first:

How do I undo deleted/accidentally deleted records, how do I restore them? how to recover a candidate/company/contact/deal/job deleted?

I'm afraid once the record is deleted it's not possible to "undo" the action from the front end as we do not allow this.

How to add files or attachments (Pdf, docx) to entities?

1. Go to the details page of any record (The image below is of a candidate's details page)-> click on files on the right side of the page.

2. Click on choose file -> select the file you want to upload -> click upload -> That's it! You can also just drag & drop the file.

How can I extract/export candidates from within a job?

For this, you can go inside the desired job from the job list page , go to the job pipeline, and choose the option to "view all":

Then select the "list view" as this you will have an easier way to select the candidates:

Select the desired candidates you wish to export from the job and click on the "file icon" to export:

This will show you an option to choose which fields you want to export to the CSV file, since you're exporting the candidates from inside a job, you also have some options from the job fields to select:

After choosing the desired fields just click on export and a file will be exported to your device!

Is the extension capable of capturing the candidate's email address through their LinkedIn profile?

Yes! If the email is visible on the profile on LinkedIn then the extension will also capture their email/phone information.

However, By default, the primary email address you've registered with LinkedIn is only visible to your direct connections on LinkedIn so you need to have a direct connection with that person to have access to their email.

If not, only the available information on their profile that you can see will be taken by the extension as we keep the privacy policy as well. So you need to have access to their email information to the extension to be able to catch this.

Can I add a monthly add-on to my annual subscription?

I'm afraid it's not possible to have monthly Add-Ons to your annual since your main subscription is annual, the add-on will be charged annually as well.

On the Candidate Page under the tab "Assigned Jobs" is there a way to have the Job ID show next to the Job Name that they are assigned to?

I'm afraid that the UI has been designed so that, as of now the job ID does not become visible there.

You would need to navigate to the job details page by clicking on the specific job to check the ID.

If I have a candidate record in the system and I then parse the same candidate into the system... is the first record replaced by the 2nd record?

If you have an existing candidate in your database and you try to parse the resume of the same candidate, the system will recognize them as duplicates and automatically update their existing profile (only updating the empty fields).

To ensure the system identifies duplicates, make sure the following toggles are turned off:

https://app.recruitcrm.io/v1/account-management

Please note that we detect duplicates based on 3 unique identifiers:

1. Email Id 2. Contact no. 3. LinkedIn URL

If you want existing candidates to be identified as duplicates when you parse them again, the new resume/candidate you add must have one of these three unique identifiers exactly the same as the existing candidate in your database.

How to add new fields to the Profile Update Request form?

The article below will show how you can set it up and customize the form according to your needs:

Customize Profile Update Request Form | Help Center

Note: The fields used for this form are the ones on the candidate fields section page in Admin Settings. So if you want to add new ones you need to first add a custom field to the candidate page and then make them available by turning on the visibility in the Profile Update Request Form .

What happens when 2 records are merged?

Only the empty fields in the primary record will be updated with new data from the selected candidate/contact/company.

No existing data on the primary record will get overridden while merging.

In addition to data fields and custom fields, the script facilitates the transfer of other data associated with duplicate entities. This includes and will transfer:

Which emails show up under related emails?

The emails you see on the related email tab are all the emails sent from you and your teammates who have connected their emails to Recruit CRM, to the contact's primary email, and if there is any other email saved on their profile on a custom field.

Note: If any team member has enabled the " Hide Your Mails " option, their emails with the candidate or contact will not be visible in the Related Emails Tab.

My job is live but I am not receiving applications/candidates

Before you create a new job in Recruit CRM, please make sure you have ticked the job posting box inside Job Fields in Admin settings . This will help post your open jobs on your website and other job boards.

❌ Please note that if you untick the checkbox none of your jobs will be posted.

The first step is to make sure all the necessary criteria are met for the jobs to be visible on the XML Feed and posted on the free job boards.

The job application form should be enabled;

The Updated On date should be within the last 30 days;

All the fields where you see the message "Required To Post On Partner Job Boards" (City, State, Country, Maximum Salary, Job Description, Currency, Salary Type) need to have a value;

The required fields might change in the future according to the demands of job boards.

'Note for candidates' should be filled in (only if the Job Description is uploaded as a file);

The "Post On Job Boards" option should be selected inside Admin Settings >> Job Custom Fields ;

The job status should not be 'closed', 'on hold' or 'cancelled';

Select "Free Job Board" under the XML Feeds section ⬇️⬇️⬇️

You have the ability to selectively push job postings to specific XML feeds.

While adding/editing a job, you'll get an option to select the XML feeds from both the default and custom XML feeds that you have built, provided the 'Post on Job Board' option is enabled from the Job Fields settings .

Make sure to select "Free Job Board" to get your jobs posted on the correct XML Feed.

The jobs will be indexed to the external boards only if the requirements given above are met.

Once you add details to these fields, the job goes through the review process. If everything is fine, Recruit CRM will publish your jobs with partner job boards instantly.

Please note: since this is a free integration, the decision to post the job or not is up to the job board. Each job board has its own criteria and your job might not fit into their requirements so we can't control whether candidates see or apply to your job.

Can you send the actual dimensions for the logo and banner images for the job page?

The logo's height is 50px, while the banner's height is 350px. ​ ​

Width 100% ensures that the image displays on the page with the original height and width of the uploaded source image.

I've checked this with my team and for the banner image, you can try the width 1920px, as an example. ​

We currently do not have any specific dimensions for Width, you just need to ensure it's 100% of it. So in this case you can try different sizes and see the best fit for you. ​

This setting allows the element to stretch horizontally to fill the entire available space within its parent container, making the element responsive and enabling it to adjust its width dynamically based on the container's size.

How to remove the delete option from the Profile Update Request form?

The 'Delete Data' button is available on the forms pages of Recruit CRM to ensure we remain GDPR compliant.

We ensure that we strictly adhere to GDPR rules for data globally, which includes deleting data across global data centers if requested by an end candidate or user of Recruit CRM

You Can enable GDPR compliance then all your candidates will see a GDPR consent message on the Job application pages & 'Update resume' pages. ​ Candidates will also be able to delete their data from your database by clicking on the delete button on the Update resume page'. You can share this with them to update their information and Resume/CV.

If you don't want candidates to be able to delete their data, you need to disable the GDPR compliance toggle.

To do this, go to the account management section of your admin settings, navigate to the next page, and disable the 'GDPR Compliance' toggle.

I parsed a CV and the Work & Education history is not populated/ filled out/ is left empty, what went wrong?

If you have already created the profile with the form, you may still obtain the information by following these steps: ​ To parse a resume in an existing profile, you need to upload it either to the resume field in the profile view on the default field "resume" or inside the edit form. ​ ​ Note: If the resume is simply uploaded in the Files section, the information won't be parsed: ​

How can my team members have the same profile view as me?

All the changes you make to the candidate custom fields/default fields on the Admin settings will be reflected in all the user profiles in your account and all the users will be able to access this from their profiles. ​ However on the candidate details page to change the view of all the fields they would need to do this on their own profiles.

The arrangement of all the fields is profile-specific .

The same goes for the list view page.

So what you can do is take a screenshot of the view you want them to have and ask them to set it up.

Here are some articles to help:

Field visibility and rearrangement on lists

Replacing/Reordering Fields on profile pages

Can I get a refund/ Can I revoke my license and get my money back/ I don't need this seat, can I request a refund?

Recruit CRM, just like any other SaaS product works on a prepaid subscription model. And, as per our company’s terms, all Recruit CRM subscriptions are non-refundable. ​ You can Refer to point 9.5 of Recruit CRM terms for the same. Any changes to the account or any payment-related issues should be done/communicated to us before the renewal date. Now, since your card has already been charged, a refund won’t be possible binding the company’s policy. ​ Now for the cancelation of your account/seat here are some articles to help:

Canceling your subscription and permanently deactivating the Recruit CRM account

Deactivating Teammates & Reducing Paid Seats

How do I change the currency in RCRM?

The default currency of the whole account is set up by the Account Owner inside the Account Settings. The deal's currency is the same as the account's currency.

However, you can also change the currency of your user/profile. ​ To change your Currency, you need to go to the Profile Page by clicking on the avatar at the top right corner of your screen and hitting “Profile”. You can use this link .

Then, go to the "Default Currency" field and choose the option from the drop-down.

This will automatically take it as a default currency wherever required in Recruit CRM (except for Deals).

NOTE: You can also have separate currency for each candidate and each job.

You can change that by going inside the candidate's profile or inside that job.

You can learn more about it here: Setting up your profile section and Deals in Recruit CRM . ​

As for the records you already have a "currency", only the sign will change as we do not convert the values added, so if you want to change the "values" as well for those old records, you would need to use our automation tool for this!

Recruit CRM has an in-built automation tool called “ Workflow Automation ” that helps you automate repetitive tasks between two or more apps - no code necessary. ​ Workflow Automation comes with an add-on subscription, which is separate from the standard Recruit CRM subscription. ​ ​To discuss this further, you can book a call with one of our automation consultants using the link below:​ ​ https://calendly.com/d/32s-36d-hdf/let-s-talk-automation

Please let me know if this helps!

What does the candidate history section do?

The candidate history displays all jobs to which the candidate has been assigned or applied, including multiple instances of the same job.

Conversely, the "Assigned Jobs" tab exclusively lists current assignments.

Closed jobs or those from which candidates have been unassigned will appear in the "candidate history tab" not the "assigned tab".

Note: when unassigning a candidate, all notes and remarks associated with the job remain intact in the history tab, ensuring data integrity and continuity.

Can we set a default font in RCRM?

I am afraid that it is not possible to set a font style as a default font.

Rest assured our team is already checking the possibilities to allow this as well as there's a feature request for this already in place; you can consider voting for it through this link: Change Default Font for Emails, Jobs, etc .

Once this feature request receives a reasonable number of votes, our engineers will evaluate it based on its complexity and viability.

Once you have generated a Resume/CV and saved how do I find this in the system?

When creating a " Resume/formatting CV " will save it within a custom field you have created on a "file" type.

To be noted: Only the file type custom fields you’ve created under Candidate fields will be shown in the drop-down under “Select Custom Field to Save File”.

If you haven’t created one already you can just create one using the “Create New Custom Field” option or you can do it from here > Candidate fields

Now to find this field after creating, all you need to do is go to the "all details" tab.

This will contain all the fields you have for candidates, so you can find the fields where you saved the file.

You can also Reorder the Fields on the profile page and put this custom field among the 16 fields.

Here's an article on this:

Can we have a default email signature for the organization? instead of each user defining it's own

Email signatures are typically user-specific, meaning each user must define and manage their own signature within their email settings.

We've made this choice to ensure flexibility, especially since multiple users within an account may prefer their own unique email signatures. ​ This article will help you understand setting up email signatures in our platform. :) ​

I see in the iOs app store two apps: 1. RecruitCRM, 2. RecruitCRM - enterprise. Which one should I use?

For the 'Pro/Bussiness" plan, please download the first app, which is named "RecruitCRM". ​ The "RecruitCRM - Enterprise" app is specifically designed for users on the "Enterprise" plan.

I have assigned multiple companies to contact. When I make a CSV export only one company is exported, but which company is exported? the first assigned? the first on the list?

While you are performing an export only the company to which the Contact is assigned first is visible in the CSV and this does not depend on the Company ID.

Does the AI matching function match candidates within the database or from LinkedIn?

the AI Candidate Matching feature searches through your whole database in Recruit CRM, but it doesn't have direct access to any information on LinkedIn unless you upload it to your database; ​ The AI analyses candidate's profiles and their CVs looking for information such as skills, experience, education, location, language, job titles, industry, etc. ​ You can more information regarding this feature in this article: ​​ Use AI to find candidate matches in Recruit CRM ​

If I delete meetings within RCRM (because the candidate or client changed their mind) it's still on my calendar. Is there some different/preferred method of deleting canceled meetings within RCRM so it also reflects on my calendar?

Currently, if you add a meeting in Recruit CRM, you'll need to delete it from both Recruit CRM and your calendar.

This is because our calendar feature operates as a one-way sync: meetings added appear in the system, but deleting a meeting from Recruit CRM won't remove it from your calendar.

Since it's a one-way integration, currently to delete meetings from both the calendar and RCRM you gotta delete them from both places.

How to make the company/client company name not show up in the Public Jobs Page?

For the Company's name not to show up on the Public Job Page , you just need to edit the Record of the job you are posting ;

Once you are there, click on the pencil icon to edit the job

Then, scroll down until you find the Job Application Form section , you just need to select either the "Your Account Logo" or the "No Logo" options and click on Save Job;

How can I rearrange the order of fields shared through the submitted candidate through the online link?

You can rearrange the order of the fields displayed when sharing the candidate with the client on this page: https://app.recruitcrm.io/v1/fields-shared-with-clients .

Just drag and drop the fields then the order that is set up here will be the same order of the fields shared on the online link.

Upon performing an advanced search, by what logic is the list organized (for example: by date, last updated, etc)

So when you run a search inside RCRM the results will always show based on the "last added/updated" so the last records that were added into the system or updated on a field will be the ones displayed on this order.

However, we allow you to organize them by alphabetic order as well.

All you need to do is then click on the field you would like to be alphabetic:

If the arrow is down, it's from Z-A:

If it's up it's from A-Z:

The non-available will also show first on the up arrow.

How to assign tasks to someone in Recruit CRM:

If you're creating a new task all you need to do is select the person you desire to assign that task as the "owner".

However if after creating the tasks you wish to then assign it to someone, you would need to do it manually.

You can do this by clicking the pencil icon on each task and changing the owner.

We understand this is not ideal, however, I checked and there's a feature request for this already in place; you can consider voting for it through this link: Bulk Assign Tasks

I'm not able to see a field when adding a candidate/job/contact/company/deal and I used to be able to add this field.

In this case, there are a few things you need to check for this that might solve the issue!

Go to the admin settings  and then accordingly to the page you're facing the issue go to the "Data Customization" area and click on the candidate/job/contact/company/deal fields icon to enter their page of fields.

There you need to make sure to turn ON the visibility toggle for this field and click the save button.

If this is correct, please make sure to click on the little arrow next to the title where this field would be on the form as the little arrow must be facing down.

If it's facing up it means it's hiding the information so you won't be able to see the field.

Please let me know if this helps or if you're still not able to see the field after this.

How do I set up a webhook?

For this, you will need to have access to our Open API document which is available for the business plan.

Here's our API Documentation for your reference: https://docs.recruitcrm.io

Then on our document, you will have our endpoints for Webhook subscriptions that you will be able to show, edit, find, delete, and create new ones.

You can use this to get to the Create a new subscription endpoint - https://docs.recruitcrm.io/docs/rcrm-api-reference/5e7ebc825ccf9-creates-a-new-subscription

Now all you need to do is go into the automation app you're using and create the webhook by using these endpoints!

If you are interested to discuss this further, please book a call with one of our automation consultants using the link below as they will be able to help you create and show how you can do this: ​ https://calendly.com/d/32s-36d-hdf/let-s-talk-automation

We need Recruit CRM's VAT, how can we get it?

Recruit CRM is a US corporation and doesn’t have a VAT registration in Europe or the UK.

The invoice has VAT set to 0 and the “Reverse Charge” mechanism can be used to report this in your tax filing.

Here’s an article on the same: ​ https://www.taxjar.com/blog/guide-european-vat-b2b-digital-services-sellers

We've made this choice to ensure flexibility, especially since multiple users within an account may prefer their own unique email signatures. ​ This article will help you understand setting up email signatures in our platform. :)

The AI Candidate Matching feature searches through your whole database in Recruit CRM, but it doesn't have direct access to any information on LinkedIn unless you upload it to your database; ​ The AI analyses candidate's profiles and their CVs looking for information such as skills, experience, education, location, language, job titles, industry, etc. ​ You can more information regarding this feature in this article: ​​ Use AI to find candidate matches in Recruit CRM

How to assign tasks to someone in Recruit CRM?

Is there a way to specify the engagement type (retainer, contingency, etc..) for the job i am creating.

You can create a custom field for tracking this.

You can check the steps for this in this article - Adding Custom Fields to records

How do I unlink a job from a deal?

To unlink a job from a deal, you can open the deal's profile and edit the job linked with it.

I hope this helps.

I can see all the email templates on my end even though the sharing status is not shared with any team member. Is there a way to hide those not shared email templates?

Currently, the visibility of email templates—whether shared or not—is dependent on the user's role.

If a user has permission to access all templates, they will be able to view them regardless of whether they've been explicitly shared or not.

Only those users with restricted access won't be able to see templates that haven't been shared with them.

Users may see everything, only the templates they own, or nothing at all.

As a temporary solution, for those on the business plan, there's an option to create custom roles or modify existing roles to restrict visibility to "owned" templates.

This means individuals in that role won't have access to templates owned by others.

To provide a clearer understanding of these steps, my teammate has recorded a video explanation.

This video will guide you through each step in detail.

We acknowledge the importance of refining this feature for a smoother user experience.

Our team is actively working on an enhancement that will allow users to select which templates they wish to view.

Users with permissions will have the ability to select and manage their own set of templates, or even access templates shared by others, allowing for greater customization based on individual preferences.

H ow to bulk update the contact for companies?

Currently, bulk updating the 'Contact' field for companies is not possible.

Here is a workaround for it:

Access the contact's profile and click on the edit icon:

2. Select the companies that you want to link to this contact:

Now, if you access each of these company profiles, you will see the contact information located here:

However, thanks for the valuable feedback, Toby!

Could you please add it to our roadmap using this link ?

Other users can also vote for it once it is available on the roadmap. ​ Once this feature request receives a reasonable number of votes, our engineers will evaluate it based on its complexity, votes, and viability.

Are we able to integrate or connect Monster.com?

Since Monster.com is a job board we don't natively integrate with, you'll need to reach out to them to see if they accept integrations via XML Feed. If they do, request their XML Feed documentation. Using this documentation, you'll need to create a custom XML Feed within Recruit CRM. Monster.com can then use this feed to integrate with their site, allowing you to post jobs directly from Recruit CRM.

Please go through this next article to understand how you can do this: Build your own XML feed for job boards

Can I get RCRM ATS certification?

If you're you looking to add Recruit CRM as a skill in your LinkedIn profile ​

You can do this by opening Recruit CRM's page on LinkedIn and opening the products tab or you can simply open this link: https://www.linkedin.com/company/recruitcrm/products/

How long do I have access to my free account/free trial?

Our free trial is not time-based, it's usage-based. You can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts after which you need to upgrade to a paid plan. ​ P.S. Usage is counted even if records are deleted. For example, adding and then deleting 50 Candidates still exhausts the candidate limit.

How do I bring up the companies that are registered in my name only?

For this, you can open the Quick View icon on the list page and click on "My Companies". ​

How can I make one step in the pipeline invisible to my customers even if there's a candidate with the status "visible" in it?

I'm afraid that even if you set the hiring stage to not "Let Client Use", if there's a candidate with the visibility ON the stage will show.

In this case, the best option is to make the stage not visible to the client and also turn the visibility off.

You can edit the hiring stages to not let client see in the Hiring Pipeline page ( https://app.recruitcrm.io/v1/multiple-hiring-pipeline ) by editing the Master Hiring Pipeline and unchecking this box for the desired hiring stage:

This way, even if the client can see the stage and the candidate, they won't be able to move other candidates to that stage. They'll receive a message saying that 'updating candidates to this hiring stage isn't allowed'.

How to cancel the automation integration/workflow automation/automation workflow?

For you to cancel your Workflow Automation subscription, you need to manage the current subscription you have.

Please navigate to your "Workflow Automation and Integrations" section in your admin settings:

https://app.recruitcrm.io/v1/workflow-automation/dashboard/main

Then, click on the "Manage subscription" button located in the top right corner of the screen.

A pop-up window will appear with your current subscription details and an option to edit or cancel your subscription. Please click on "Cancel Subscription":

And that's it! Your subscription to Workflow Automation will be canceled, and all your automation will stop working after the renewal date of your subscription passes.

How do I change the location of a job?

Once you create a job inside the system and then add the Company that the job is associated with, it will fetch up the Location/City info from the Company automatically.

This happens because the job is for that particular company. But you can change that if you want/need to. ​ In order to do this, you just need to go to the job profile and then click on the pencil icon to edit it. ​ Once you're in the Edit Job form , you can scroll down until you find the Location fields - City, State, Full Address, Locality, Country - to change what's there.

Once you finish your changes, you can simply click on Save Job ! :)

If I select a contract to advertise on LinkedIn through Recruit CRM Vonq. Am I allowed to switch jobs within the 30 or 28 days?

You can edit any information related to your campaign, including the job record it is related to in the 3 dots icon when you click on the campaign , be it from the Admin Setting or from the Job Record itself, just click on the campaign to expand the details:

Then, you'll have the option to edit the campaign , export the data, take the campaign offline, or delete it by clicking on the three dots :

You can find more information about the Job Campaign feature in this article: ​ ​ Advertise your jobs through Recruit CRM's Job Marketplace ​

If I purchase a package for 30 days and take down the job in 15 days, can I put up another job for the other 15 days on Vonq/advertise in RCRM?

Since the credits you buy to post the jobs are based on "Jobs/month" you won't be able to use the same credits to post more than one job; ​ If you take down one job to post another, it will consume double the credits you have, because they are spent based on the number of jobs posted;

This issue usually occurs because the field is not visible in the entity fields. Please navigate to your fields page on the Admin settings in the Data Customization section and choose the entity fields page you are having trouble with

Scroll down until you see the field inside and make sure to turn ON the visibility toggle for this field and click the save button

Now if the visibility is on, another thing to check is the little arrow next to the title of the section on the form where the field stays.

The little arrow must be facing down, if it's up it means that section it's hidden so you cannot see the fields.

For this, you will need our Open API document and to have access for it you need to be on the business plan. Then you will be able to use the endpoints we have to show, edit, find, delete, and create new webhook subscriptions.

Now to create a new subscription you can use the link and choose the desired endpoint - Creates a new subscription

Then just use the endpoint on the app of your desire and you will be able to set up the webhook!

If you are interested to discuss this further, please book a call with one of our automation consultants using the link below as they will be able to help you step by step on how to set it up if you wish: ​ https://calendly.com/d/32s-36d-hdf/let-s-talk-automation

How can we have Recruit CRM's VAT?

Recruit CRM is a US corporation and doesn’t have a VAT registration in Europe or UK.The invoice has VAT set to 0 and the “Reverse Charge” mechanism can be used to report this in your tax filing.

I want to import data from Zoom Info into the Recruit CRM contact record. How do I easily do this?

You can easily import your contacts from Zoominfo into Recruit CRM using the Chrome extension, Brian.

The link below will help you download the Chrome extension:

Click on this link to Download the Extension

Important Note: The Chrome extension only works with all Chromium Browsers (Google Chrome, Microsoft Edge, or Opera) on either a Desktop or Laptop

This article will also show you how to "Pin" the extension on Chrome

PS: The article below will help you understand how the Chrome extension works: Recruit CRM Chrome Extension

Also, here is a detailed video on how the Recruit CRM Chrome extension works .

Does marking someone as an off-limits candidate ensure they are not selected in emails?

When you mark someone as off-limits, they will be moved to the Off-Limits Candidates. You can access this by pressing Quick View.

So, when you bulk select and send an email to candidates, those marked as off-limits will not be included. ​ However, if you go to the Off-Limits section and select a candidate marked as off-limits, the system will prompt you to confirm if you want to proceed with the action.

What font styles are supported by Recruit CRM?

We currently support Helvetica, Arial, Courier New, Georgia, Tahoma, Times New Roman, Verdana and Trebuchet MS. ​ ​ Non-websafe fonts are no longer supported in the app . These are Calibri, Calibri-Light, Ink-Free, Roboto, Proxima-Nova, Ronnia, Montserrat, Open Sans, Comic-Sans, Lucida.

My colleague has come back from leave and I want to add them/her/him as the Account Owner rather than myself/me, how do I change the account owner?

This article will help you transfer the Recruit CRM account ownership to another teammate: Changing Recruit CRM Account Ownership

Once you do it, you'll automatically be reverted to the 'Admin' role and the person to Account owner.

Is it possible for the rest of the team and I to add the same e-mail as a second e-mail using the second e-mail feature?

Yes! On the second email, it is possible for all of you to use the same email to send out mailings!

How do I make a monthly payment for my current plan?

If you're already on the monthly plan/payment you get charged automatically once the payment is due based on the card details you have added to your system.