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Recruit CRM has one of the best search functionalities for this product category. For instance, you can perform boolean searches and even a “radius search”, powered by Google Maps, to search for clients, candidates, and jobs all within a specific radius of any location.
Ease of Use
- No extra fees required for basic data migration that includes importing Excel/CSV files with candidates & clients. During the implementation process of this software, the customer service personnel will help transfer your data for free.
- Great customer service. Their average response time is under two minutes.
- Powerful Linkedin Integration & Executive/Recruitment Report PDF Generator to save time
- Tons of resources made available to users including blogs and articles that give you all the information you need to know about how the software works, job description templates to help you get acquainted with all the possible job openings you will be looking to close, and a glossary that gives you the A-Z of recruitment practices.
- Limited native integrations. Recruit CRM only integrates natively with LinkedIn, Zapier, Logic Melon, some email apps, and Google and Outlook calendars. If you want to run background checks, for example, using Checkr or other background verification platforms, you won’t be able to do that unless you use Zapier’s API extension.
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:
- The recruiter KPI report measures your team members’ performances and tells you if they are meeting performance indexes.
- The candidate lifecycle report is for visualizing your hiring pipeline and how candidates fare in each stage.
- 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.
- And lastly, you have the job stats report. This report is like a narrowed down version of the client performance report.
The cost-to-ROI ratio does not make much sense if you are not a recruitment agency. If you are looking to only recruit talent for your company, Recruit CRM would not be the best fit. The software combines ATS and CRM, which is reflected in the pricing and feature offering.
First Point Partners, NQB Recruitment Solutions, Volkswagen, Hire Power Consulting, Dot Recruitment, Talent Source Japan, Blue Recruiting, NPAG, Approach People, Zeren.
- LinkedIn integration: Recruit CRM connects directly to LinkedIn to help source candidates from the world’s largest talent pool. One you have it installed on your browser, you can simply run it— with just one click we might add— and it will pull important information from the candidate’s profile such as their name, email, phone number, job description, and any notes you’d like to add. Once you save this information, the extension will automatically populate the list with your new LinkedIn candidate.
- Boolean search: You can find preferred candidates that satisfy specific requirements with Recruit CRM’s boolean search feature. Using the “AND” clause, the software will return records that have the keyword you specify.
- Hiring pipeline customization: With Recruit CRM, you can practically dictate the steps the candidates should take and the information they should make available during your hiring process. No matter where you publish your listing, you can make it so that the candidate gets channeled to the job form application. The application can be customized too. You can specify the fields you want to appear on the job form (such as personal info, academic details, skill set, etc.) as well as the questions you want the applicants to answer. There are pre-set fields you can add or remove, and it is also possible to add custom fields.
- Update resume: From your candidate list on the software, you can select as many candidates as you want and ask for them to submit an updated resume. They will get an email with a unique link automatically generated by the system for each candidate. The link contains a profile form that consists of previously populated fields (names, phone number, academic qualifications, etc.) and the option to edit or add more information to these fields.
- Invoice management: Recruit CRM allows you to generate invoices for placed candidates and automatically email them to your clients. You can also track and monitor invoices from within the platform.
As mentioned before, Recruit CRM has a LinkedIn and Google Calendars integration. To connect the platform to other products, they are enabled to use with Zapier.
Now, for a deeper look at their Google Calendars integration, this lets you synchronize your meetings and get notified when they are about to happen. You can also link this event/meeting to a client and a candidate.
Recruit CRM offers three paid price plans, depending on the size of your agency, and a free plan. Their least expensive plan, Team, is best for recruitment agencies that are just starting out, typically those with 2- 15 employees. It has an ideal amount of clients and candidates you can add, and all the bells and whistles of applicant tracking and customer relationship management. However, some features like API access and access control are absent.
Then we have the mid-tier plan, Business. This one is more expensive and is ideal for already established firms (15 - 45 employees). The next price plan, which is the Enterprise plan, is a custom solution. It is best for big agencies with 100+ recruiters.
Here is a breakdown of how their prices compare:
Though they have the capacity to accommodate as many as 100+ recruiters, Recruit CRM is best suited for small to medium-sized recruitment agencies— firms that have about 3 - 100 employees.
Setting up Recruit CRM takes anywhere between one to six weeks. The implementation process follows a series of step-wise tasks that will get the software up and running.
Here are the six steps to follow to successfully implement and incorporate this software into your recruitment processes:
- Step 1 — Meetings: The first thing you want to do is schedule weekly meetings at your own convenient time. You can have these meetings as frequently as you would like, but we recommend you follow this timetable to get the most out of the set up process and to thoroughly understand the platform you will be using.
- Step 2 — Basic account setup and data customization: Here, a dedicated Recruit CRM trainer will show you around the software and ask that you set up your email, add users (team members) and specify access levels. You can also add your billing information and set up your company profile (name, address, etc.).
- Step 3 — Adding companies and contacts: After setting up our account, the next step is to add the companies you will be working with and their respective contacts. This step also requires you add email templates and fill job fields; if you already know the job positions that need filling from the get go. You can always revisit this part and add as many job openings subsequently.
- Step 4 — Process customization and initial data migration: Weeks 2 - 4 are the most important parts of your implementation timeline. This is when you get to customize your processes. We recommend you take your time, as you will be defining crucial aspects of your recruitment processes. This step requires you define your hiring pipeline, contact stages, deal stages, and job settings. To make things easier, Recruit CRM has made it so that you can set automatic triggers to send you notifications. If you have been in business for a while, surely you have some data from previous and/or current jobs you would like to continue managing on the new platform. At this stage, the trainer will help you import some of this data to see how well it works in the Recruit CRM software.
- Step 5 — Training sessions: The following week, about two or three sessions are usually dedicated to train team members that will be interacting with the Recruit CRM platform. You would also be having some compliance-related discussions.
- Step 6 —Final data migration: In week six, which is the final week, all your data will be imported to the software after a confirmation that there is no loss or misrepresentation of your data.
- Recruit CRM conducts live demos for people looking to get a sense of what the product is all about
- For new customers, they facilitate easy onboarding by assigning a dedicated customer success representative that will help migrate your data and train you on how to best use the product.
- You can also get help from blogs and articles that answer most questions you might have in their help center.
Recruit CRM was founded in 2017 by Ajay and Shoanak Mallapurkar. Ajay (father) served in the Indian military but switched paths to management and finance when he took an early retirement in the early 2000s. He pursued an MBA in HR and earned the Charter of Financial Analyst’ from CFA institute Virginia. Before Recruit CRM, he was the CEO of ADP India. Shoanak (son) is a graduate of the Kelley School of Business at the Indiana University (Bloomington).
Ever since its launch, Recruit CRM has raised no external funding. It was bootstrapped from the very beginning with the initial personal investment of $100,000 Ajay made at the company’s inception. They started with a five-man engineering team in India, and it wasn’t until 10 months later that they made their first $1 of revenue. The company scaled over time and, six months later, they recorded a monthly recurring revenue of $9,000. Recruit CRM has scaled rapidly in the past 5 years and today, the company makes well over $3 million ARR. Recruit CRM has a staggering annual growth rate of 200% and they serve permanent recruitment and contract recruitment firms.
Recruit CRM is available in three native languages besides English— Spanish, French, Portuguese, Dutch, and German.
Cupertino, California, United States
Number of Employees