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Business Plan

Explore Business Plan features including higher record limits, custom roles, AI matching, integrations, and advanced security.

Written by Sanjana Panigrahi

What this plan does and when to use it?

The Business Plan is designed for growing recruitment teams that need higher data limits, advanced customization, stronger security, and powerful automation capabilities. It expands Recruit CRM's core functionality with features that help streamline recruiting workflows, improve collaboration, enhance reporting, and integrate with external tools.

Use this plan when:

  • You need to store and manage larger volumes of candidate, contact, and company records.

  • You want advanced customization for roles, teams, pipelines, and custom fields.

  • You require enhanced audit capabilities.

  • You plan to use integrations, API access, and external job boards at scale.

  • You need additional security features such as IP whitelisting and Single Sign-On (SSO).

Our "Business Plan" has:


​1. Record and Entity limit

The business plan allows you to add up to 20,000 records for candidates, contacts, and companies each. This ensures that you can independently manage large datasets across different categories without overlapping constraints.

Effortlessly customize and brand your resumes/CVs with our CV formatting tool, featuring personalized headers, footers, watermarks, and text redaction

Empower your team with tailored access levels and permissions allowing you to create custom roles for each user, controlling what they can see, do, and manage within the app.

Enhance collaboration and performance tracking with Teams. Organize users into teams and create custom roles with specific access permissions, while also generating reports to evaluate and compare the productivity of different teams.

Create professional and tailored Executive Search Reports, showcasing candidate information, and summaries using custom templates.

Using advanced AI, the system identifies and ranks candidates, based on bimetric scoring, with profiles closely aligned to your ideal candidates, streamlining your search for the perfect fit.

Access details of actions performed, users involved, action types, and timestamps for the last 30 days, empowering you to maintain a comprehensive record of your team's activities.

Maximize candidate and contact engagement. Create customized sequences of precisely timed emails and/or tasks, allowing you to nurture and communicate with recipients until they respond, all while maintaining full control over the execution timeline.

Unlock the full potential of Recruit CRM with our robust API, designed for developers and teams to seamlessly customize and integrate candidate, company, contact, and job data.

Automate job postings on multiple job boards and receive applicants directly in your database. Create customized XML feeds to seamlessly integrate with your desired platforms and save time.

Create up to 10 candidate summary templates for more personalized reports on candidates.

Customize your client and candidate experience by removing Recruit CRM branding from external pages with a simple toggle.

Tailor your hiring process by creating multiple custom pipelines for various job roles. Easily manage and choose the appropriate pipeline for each job, streamlining your workflow. You can add up to 100 custom stages to the Master Hiring Pipeline.

Enhance your organization's data security by specifying trusted IP addresses from which users can log in, protecting against unauthorized access.

Add up to 100 custom fields for each entity, providing extensive flexibility to tailor your system to your unique needs.

You can connect and send emails from two different addresses, and this provides you the flexibility to seamlessly switch between personal and professional email addresses, thus improving your communication strategies and personalization.

Integrate your LogicMelon account with Recruit CRM and use their multiposting feature to distribute your job posts across multiple job boards. The interface allows you to post jobs to various boards, directly to your company website, and across all your social media networks at the same time.

You can seamlessly post job listings to multiple job boards and manage candidate applications directly from RecruitCRM. It reduces inefficiencies and improves the speed of the recruitment process by centralizing job distribution and candidate tracking.

You can create custom reports, visualize key metrics through dashboards, and share insights seamlessly across your teams and with external stakeholders.

Advanced Analytics feature can be added at an additional cost to Business plan subscriptions.

You automate repetitive tasks between two or more apps - no code necessary.
​The Workflow Automations feature can be added at an additional cost to Business plan subscriptions.

Streamline your job posting process and publish job ads in an easy and targeted way. You can share your jobs on different job boards in two ways:

Through SSO you can access your account using your existing credentials from various identity providers (IDPs) supporting the OpenID Connect (OIDC) protocol, including Google, Microsoft Azure, and Okta.

You can find the most suitable candidates for your job listings which helps you to streamline the recruitment process by automating candidate recommendations and improving overall efficiency.

The LinkedIn Messages Integration provides a complete view of all interactions with candidates and contacts, enabling you to communicate with them directly through LinkedIn without leaving Recruit CRM.

LinkedIn Messages Integration feature can be added at an additional cost to Business plan subscriptions.

You can create and customize upto 100 activity templates for notes, call logs and tasks.

The Data Enrichment feature helps users find missing email addresses and phone numbers for candidates or contacts using their LinkedIn profiles.

Data Enrichment can be added at an additional cost to Business plan subscriptions.



Step-by-step instructions to upgrade to the Business Plan


  1. Open Admin Settings in Recruit CRM and go to Plans and Billing.

  2. From the navigation panel on the left, select Plans.

  3. Select the Business Plan to review its features and pricing.

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More on the video below:
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Troubleshooting


Problem: You cannot store more records

Likely cause: You have reached your current plan’s record limits.

What to check: Check your plan details under Plans and Billings to confirm your current limits.

Resolution: Upgrade to the Business Plan, which allows up to 20,000 records for candidates, contacts, and companies each, or purchase a Data Add-on to add 10,000 more records. If you purchase 1 data add-on, it gives you 10,000 records (candidates, contacts, and companies) on the entire account and NOT 10,000 per user.


FAQs


Q1. How many records can I store on the Business Plan?

You can add up to 20,000 records each for candidates, contacts, and companies.

Q2. Can I customize user access and permissions on the Business Plan?

Yes. You can create custom roles for each user and organize users into teams with specific access permissions.

Q3. Does the Business Plan include AI features?

Yes. The Business Plan includes candidate-to-candidate AI matching and AI job–candidate matching to identify and rank candidates based on their alignment with ideal candidate profiles.

Q4. Are there additional paid add-ons on the Business Plan?

Yes. Advanced Analytics through Metabase, Workflow Automation, LinkedIn Messages integration, and Data Enrichment can be added at an additional cost to the Business Plan subscription.

Q5. Can I remove Recruit CRM branding from external pages?
Yes. You can remove Recruit CRM branding from external pages using a simple toggle to customize your client and candidate experience.

Conclusion:

The Recruit CRM Business Plan combines higher limits, advanced customization, AI capabilities, integrations, and stronger security to support more sophisticated recruiting operations. If you need help deciding whether the Business Plan is right for your organization or how to enable specific features, contact Recruit CRM support via the chatbot.

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