What this feature does and when to use it?
Recruit CRM's Calling feature, powered by Twilio, lets you call candidates and contacts directly from within the platform, eliminating the need to switch to an external calling application.
Use this feature when:
• You want to call candidates or contacts directly from Recruit CRM.
• You need to use the built-in native dialer available on the Pro Plan and above.
The Calling feature helps streamline your communication workflow by allowing you to place calls, optionally record conversations, and store call logs and notes within the candidate or contact record, ensuring all communication history remains centralized and easily accessible.The calling/auto-dialer feature is available on the Pro plan and above.
Please Note
The calling/auto-dialer feature is available on the Pro plan and above.
IMPORTANT:
Due to local guidelines, Twilio will no longer allow domestic outbound calls between +91 (Indian) numbers. International calls placed from Indian numbers will still be supported.
Based on Twilio guidelines, the phone number verification method has been updated. To continue using calling services, please verify your phone number using the new verification process added here.
📞 How to set up calling integration in Recruit CRM?
1. Add & verify your calling number:
There are two ways to add the calling number to the system:
Method 1: From the Profile section:
Under the Phone field, enter the phone number you want to use for making calls.
Save your profile to ensure the phone number is stored successfully.
Once the phone number is added in Recruit CRM, open the candidate/contact profile. Click on the phone number of the candidate/contact, and the system will ask you to verify your number.
Click on the 'Verify your number to make calls' option, then click on 'Proceed'.
The system will show a pop-up containing the 6-digit verification code as shown below. You will receive an incoming call from Twilio to the number you added to verify the number.
After answering the call, open the dialer section on your phone and enter the 6-digit code shown on the pop-up in Recruit CRM. Once added, the number will be verified.
Method 2: While making your first call:
Click on the candidate's/contact's phone number and, in the pop-up window, add the phone number (if not added from the Profile Settings).
Once added, click on 'Proceed', the system will show a pop-up containing the 6-digit verification code. You will receive an incoming call from Twilio to the number you have added.
After answering the call, open the dialer section on your phone and enter the 6-digit code shown on the pop-up in Recruit CRM. Once added, the number will be verified.
2. Try free call credits on any plan:
If you haven't used our calling service before, you can try it with free calling credits available on the Free plan - no upfront cost required!
Pro Plan and Business Plan: Pro and Business Plan users can try the Calling feature using the free Recruit CRM Credits.
Enterprise Plan: Users will receive the Calling credits included with their Recruit CRM subscription.
To check if you have free calling credits:
Go to Admin Settings -> Phone Calling & SMS settings.
Look for the "Limited Free Credits Available" message, which indicates available credits for local calls (not international).
Note: Free credits apply only to calling and do not include texting functionality.
If you haven't used the entire free credit in previous calls, you can continue making calls until it’s fully used, provided the remaining balance is enough for at least one more minute of calling. Each free credit call will automatically disconnect once it reaches a 5-minute duration limit.
3. Buy calling credits:
Now, to start making calls through Recruit CRM, you'll have to buy calling credits.
⬅️ Here's how you can buy calling credits 💰
⬅️ Here's how you can buy calling credits 💰
To buy the credits,
Navigate to the Admin settings -> Phone Calling and SMS settings
Click on the green 'Buy Calling Credits' button:
Add the credit amount by clicking on the "+" button, you can check the amount on the right side:
Confirm the default payment method or add another card to make the payment.
You can check the prices on Twilio by clicking on the link below: https://www.twilio.com/voice/pricing/us
The actual cost paid by you is (Local Call Pricing + Browser/App Call Pricing + Recording Pricing (if applicable)) x 1.25 and this includes us storing the call for you as long as you use Recruit CRM
4. Calling a candidate/contact:
Once your phone number has been verified and you have sufficient calling credits:
Open the relevant Candidate or Contact record.
Click on the person's phone number to initiate a call.
The system will open a calling pop-up displaying the To and From phone numbers. Review these details to ensure they are correct.
If you want to record the call, switch the Record Call option to Yes.
Tick the consent checkbox to confirm that you have obtained or are providing the required consent for call recording.
Click the green Call button to start the call.
You will hear a calling tone while the call connects, and the recipient's phone will begin to ring.
During the call, you can add call notes directly in the on-screen notes section. These notes will automatically be saved to the Notes & Calls section of the candidate or contact record.
After the call ends, a follow-up screen will appear where you can add additional call details, including the Call Type.
Save the call details to store the complete call log on the candidate or contact record.
🎧 Call recording permissions in Recruit CRM
Call recording is controlled by your account admin and can be enabled or disabled per user or team. When enabled, you'll see a Record Call toggle in the calling pop-up, and you must confirm consent before recording starts.
📋 How to transcribe calls in Recruit CRM?
Recruit CRM can automatically generate a text transcript of recorded calls, saved alongside the call log on the candidate or contact record. This makes it easy to search past conversations without replaying the audio.
📲 How to use the native dialer to call from the system?
In addition to calling from your browser, you can place calls using your system's native dialer connected through Recruit CRM. This routes the call through the same verified number and logs it to the candidate or contact record automatically.
Troubleshooting
Problem: Unable to place domestic outbound calls between +91 Indian numbers
Problem: Unable to place domestic outbound calls between +91 Indian numbers
Likely cause: Twilio no longer allows domestic outbound calls between +91 Indian numbers.
What to check: Confirm that both the caller and recipient numbers are +91 Indian numbers and that the call is domestic.
Resolution: Use international calling where supported, or use an alternative method for domestic calls between +91 Indian numbers, as this restriction is enforced by Twilio and cannot be overridden in Recruit CRM.
Problem: Call cannot be placed despite having credits
Problem: Call cannot be placed despite having credits
Likely cause: Phone number might not be verified, credits might not be sufficient for at least one more minute, or Twilio restrictions may apply.
What to check:
Confirm your phone number is verified via the six-digit code process.
Check the remaining balance and ensure it is enough for at least one minute of calling.
Review Twilio limitations relevant to your country, especially for +91 Indian numbers.
Resolution:
Complete phone verification if not done.
Top up calling credits if the balance is low.
Adjust your calling strategy to comply with Twilio’s guidelines
FAQs
Which plans support calling in Recruit CRM?
Which plans support calling in Recruit CRM?
The calling feature is available on the Pro plan and above.
Do I need to verify my phone number to use calling?
Do I need to verify my phone number to use calling?
Yes. Based on Twilio’s updated guidelines, you must verify your phone number using the new verification process, which involves receiving a Twilio call and entering a six-digit code shown in Recruit CRM.
Are domestic calls between +91 Indian numbers supported?
Are domestic calls between +91 Indian numbers supported?
No. Due to local Twilio guidelines, Twilio will no longer allow domestic outbound calls between +91 Indian numbers. International calls placed from Indian numbers are still supported.
Do free credits cover international calls or texting?
Do free credits cover international calls or texting?
No. Free credits are for local calls only and do not apply to international calls. Free credits also apply only to calling and do not include texting functionality.
Conclusion:
You can now set up Twilio-powered calling in Recruit CRM, verify your number, manage free and paid credits, and place calls to candidates and contacts directly from the platform.