What this does and when to use it?
Recruit CRM is an all-in-one recruitment platform designed to help small and growing recruitment businesses manage candidates, clients, jobs, deals, and day-to-day recruitment activities from a single place. Instead of investing in expensive software, lengthy implementations, and extensive training, Recruit CRM is built to be simple to set up and easy for teams to learn.
This guide is ideal if you're setting up Recruit CRM for the first time or onboarding your team. It walks you through the initial setup process, points you to the essential resources available from your dashboard, and explains how to get help whenever you need it.
Use this guide when:
You're setting up Recruit CRM for the first time.
You're moving from spreadsheets or another recruitment system.
You want your team to start using Recruit CRM quickly with minimal training.
You're looking for the recommended setup sequence before exploring advanced features.
Get Started with Recruit CRM
Setting up Recruit CRM is straightforward and can be completed in around 30 minutes by following the recommended onboarding flow.
1. Log in to Recruit CRM
The dashboard provides quick access to the onboarding resources needed to configure your account.
2. Complete the recommended setup activities
From your Dashboard, access the essential setup activities and work through them in order using the linked help articles and in-app guidance. Following the recommended sequence helps ensure your Recruit CRM account is configured correctly, so your team can get up and running quickly from day one.
Add Jobs your team is working on
Customize Your Public Jobs Page (Takes Under 5 Mins)
Connect Your Email Account: Gmail, Outlook or Office 365, IMAP
3. Start using Recruit CRM
Once you've completed the setup activities, your team can begin managing candidates, clients, jobs, deals, and other recruitment workflows from a single platform.
Recruit CRM is designed with a simple interface and a short learning curve, allowing most teams to become comfortable with the platform in less than 30 minutes.
4. Get help whenever you need it
If you have questions during setup or while exploring the platform, click the chat icon in the bottom right corner of Recruit CRM to contact the support team.
Conclusion
Recruit CRM gives small and growing recruitment businesses an easy-to-learn, all-in-one platform that can be set up quickly using the guided activities from the dashboard. If you need any help getting started or want a walkthrough, use the chat icon at the bottom right to connect with support.
Happy Recruiting :)