Recruit CRM is a two-in-one software that combines an applicant tracking system (ATS) with customer relationship management (CRM). With the ATS features, you can source talent and build a solid candidate pipeline, making your recruitment process more proactive. Their CRM features, on the other hand, help you manage and collaborate with your clients to meet expectations. 

Recruit CRM’s Applicant Tracking System

Being part ATS, part CRM, you should expect to see features like resume parsing to help you manage the hundreds of applications you are probably getting at a time. Recruit CRM’s resume parser analyzes the content of resumes and cover letters, and turns it into structured data you can review and manipulate on excel. 

The software also has a dedicated “candidates” section on the platform to keep track of all potential candidates you are reviewing to fill certain job openings. Once you parse an applicant’s resume, they will be automatically added to this list of potential hires. You can always go back to this list to review, add, or delete candidates as you please.

You can also add candidates directly from LinkedIn. This is one feature Recruit CRM offers that we really like. LinkedIn is where you find most professionals and you would want a tool that can connect with the social media platform and get you the candidates you want directly. Recruit CRM does this with their chrome extension. Also, if you have a large number of candidates in an excel spreadsheet for example, you can simply import the CSV file and the software will automatically add the candidates to your list. To get a sense of how cool this feature is, the software can import about 300 records per minute. 

The candidate-adding feature would not be complete, of course, if you couldn't add manually, which Recruit CRM makes possible from the “candidate” section. Manually adding candidates makes it easier to follow up on applicants that submit their details via organic channels (in-person, on twitter, etc.).

Once you have your candidates, you can assign jobs to them. These jobs must have been created beforehand using the parameters provided by your clients looking to recruit through you. Parameters such as name of the company hiring, job title, salary range, specialization, qualification, etc. will be required. Once you have your job set up and your candidates assigned, you can then submit them to your clients.

Recruit CRM makes candidate pipelining fast and easy with their hotlist feature. The hotlist helps you save a list of potential hires you can always refer to in future. The hotlist, as well as the normal candidate list, allows you to filter your search by name, skills, city, locality, and source (LinkedIn, Indeed, etc.). Recruit CRM takes the search functionality a step further with their boolean and radius search features. The boolean search uses “AND”, “OR”, and “NOT” operators to find candidates that match specific conditions. The radius search uses Google Maps to search for candidates. Thus, making your recruitment process less cumbersome.       

To further lessen the burden, kanban boards are made available on the platform for easy and quick planning. With the kanban boards, you can drag, drop, and view candidates in your hiring pipeline. At a quick glance, the kanban board can tell you what stage the candidates are at and how much longer they have to complete the hiring process. 

Recruit CRM From the Candidate’s Viewpoint

Recruit CRM gives you a chance to influence your candidate’s experience during the recruitment process with a customizable hiring pipeline. The software helps you customize and publish listings on your jobs page, and on third-party job boards. The system integrates with popular job listings websites like Indeed, ZipRecruiter, and careerJET but honestly, we think they can do better. From what we found, they only integrate with a couple of job boards, which does not include websites like Craigslist Jobs, Lensa, or Flexjobs. 

For a software like Recruit CRM, we tend to expect a wider range of board integrations. Although very recently, they made it possible for you to sponsor jobs on premium/paid online job boards such as Adzuna, Careerbuilder, and Remotive.io. You can also customize job listings such that it is shown to people in certain regions and countries. Sponsoring a job can cost you anywhere between $75 to $500.

Still on the candidate experience subject, Recruit CRM allows you to request updated resumes and personal information from candidates on your list with a few simple clicks. It is useful for when a candidate on your hotlist gets a relevant certification they would like to add on the record, for example. This can be a powerful tool, as it saves recruits a lot of time and can improve the candidate relationship.    

Recruit CRM for Customer Relationships

Recruit CRM helps you manage your clients and contacts with their customer relationship features. It is not uncommon for recruitment agencies to work with a single contact from the numerous companies they serve and this software helps you organize your communications no matter the number of contacts you have to work with. 

We noticed a theme common to this software’s customer management features, organization and collaboration. For example, you get to add notes on the platform and associate it to a client and/or a candidate. This feature helps you stay on top of the intricate details about candidates you would like to pass on to specific clients. Something like personal information that would make the candidate lean more to your client’s offer is a good use case. 

Another feature that helps in your organization is the ability to schedule tasks and meetings on the system. Tasks can be created for team members right from the system’s dashboard and linked to a client. Interestingly, you can create follow-up tasks to the notes you or any member of your team leaves on the system. This feature does help compartmentalize your work and also helps with transparency. When preparing your invoice, it will be nice to have a review of all the work associated with your clients.    

On the collaboration end of things, Recruit CRM makes it possible for you to work together with your clients to recruit the best candidates for their firms. Once you have assigned a particular job to the candidate(s), you can submit them directly to your clients via email. You can decide to send the candidates via a shared online link or directly attach their resume straight from the system. Either way, your clients get the memo. 

If you share via online link, your clients will be able to access a portal containing a list of all the candidates assigned to the job. Where it gets interesting is, your clients can leave feedback and change hiring stages (selected, rejected, on hold, interview scheduled, etc.) for each candidate within the portal.  

As a recruitment agency, you will want to keep an eye on your revenue stream. Recruit CRM helps you do that with their deal pipeline feature. The deal pipeline helps you visualize progress on each current deal and helps you predict revenue based on the total amount of these deals or the weighted amount. You get to represent this information on a list or a kanban board. As a pro tip, we suggest you use the kanban feature as it is much easier to make sense of the information at a quick glance.  

As is with most Recruit CRM features, you can customize your deal pipeline to include different deal stages (open, in progress, late stages, etc.) and the probability of winning deals at every stage.  

Recruit CRM Email Triggers

Handling several candidates, clients, and team members at the same time automatically means you will be receiving tons of emails, leaving your mailbox disorganized. Recruit CRM solves this problem by relating emails pertaining to specific individuals (clients or candidates) they belong to. You can also customize email templates you can use for any situation, which saves you time.

Another time-saving feature is the automatic email triggers function. You can set emails to send automatically to your candidates or clients with this feature. The emails will be triggered when specific events occur in your hiring pipeline. A good use case for this is if, for example, a candidate reaches the interview stage, the system can automatically send an email inviting them for an interview. You can also know when candidates or clients open your email as the software has email tracking capabilities. 

Recruit CRM Reports

With Recruit CRM, you can get a sense of how your business is performing with the four reports they make available to you: 

1. The recruiter KPI report measures your team members’ performances and tells you if they are meeting performance indexes. 
2. The candidate lifecycle report is for visualizing your hiring pipeline and how candidates fare in each stage. 
3. The client performance report is for measuring your business operations. In this report you can see all the clients you work with, candidates you’ve sent them, invoices raised, amount paid, amount spent, etc. 
4. And lastly, you have the job stats report. This report is like a narrowed down version of the client performance report.