The Recruit CRM mobile app lets you access and manage your Recruit CRM data directly from your iOS or Android phone. You can view candidates, contacts, companies, jobs, and deals, update hiring stages, and manage tasks, meetings, and notes while away from your computer. This article explains what you can do in the mobile app and how to navigate the key actions.
Before you begin
The Recruit CRM mobile app is available on both iOS and Android mobile devices.
You must have an active Recruit CRM account to sign in and access your data in the app.
Ensure you have an internet connection so the app can load your latest candidate, contact, company, job, and deal data.
You can download our mobile apps from the following links:
After logging in, use the navigation in the app to access your main records.
Open the section for candidates to view your complete candidate database.
Open the sections for contacts, companies, jobs, and deals to see the full lists of those record types.
Open and work with a candidate’s detailed view:
From the candidates list, tap on a candidate’s name to open their detailed record.
Review the candidate’s details, including personal information and any other data visible on the record.
Scroll within the candidate record to see which jobs they are assigned to and any related information.
Change a candidate’s hiring stage:
Open the candidate’s detailed view from the candidates list.
Tap the hiring stage field and select the new hiring stage you want to move the candidate to.
Submit to confirm the change so the new hiring stage is applied to the candidate.
Send an email or call a candidate:
Open the detailed view for the candidate you want to contact.
Use the email option on the candidate record to send an email directly from the app.
Use the call option on the candidate record to initiate a call from your phone.
Use the VoIP calling feature, where available, on the candidate record.
Add and view meetings, tasks, and notes on a candidate record:
Open the candidate’s detailed view in the mobile app.
Click on the 3 dots icon and you will be able to see options to add a meeting, task, note etc.
Scroll to the meetings, tasks, and notes sections on the candidate record to view existing entries.
View and manage jobs and candidate stages from the jobs view
Navigate to the jobs section in the mobile app to see your list of jobs.
Open a specific job to view the candidates associated with that job across different stages.
Identify the candidate whose stage you want to change in the job pipeline. Tap the three dots on the right side of the candidate record within the job view.
Choose the option to change the hiring stage and select the new stage for that candidate.
Add remarks if the app provides a field for comments when changing the stage.
View Meetings and Tasks across your account:
From the main navigation, switch to the Meetings tab to see all upcoming meetings.
Review your upcoming meetings directly in this tab to keep track of your schedule.
Switch to the Tasks tab to see all upcoming or incomplete tasks.
Use these tabs to stay updated on what you need to do next in Recruit CRM.
View notifications and chat with support
Look at the top right of the app screen and tap the bell icon to open your notifications.
Review all notifications listed there to stay updated on recent activity.
If you have any questions, open the in-app chat option from your mobile device. Send a message via chat to contact support directly from the mobile app.
Conclusion:
The Recruit CRM mobile app gives you quick, on-the-go access to your candidates, jobs, tasks, meetings, and notifications so you can stay productive away from your desk. If you need more help using any part of the mobile app, reach out through the in-app chat from your phone.