Use AI to find candidate matches in Recruit CRM | Recruit CRM

What This Feature Does and when to use it?

AI candidate-to-candidate matching in Recruit CRM helps you find ideal candidate matches by analyzing a reference candidate’s profile and searching for similar candidates across your candidate database. Once you identify a strong-fit candidate for a role, you can use AI to discover more candidates with similar skills, experience, education, location, languages, job titles, and industry background.

This feature is especially useful when you want to:

• Find more candidates similar to a strong-fit candidate already identified for a role.
• Discover candidates based on overall profile similarity rather than keywords alone.

Note: This is a Business and Enterprise plan exclusive feature. However, users on the Pro plan can view up to 2 candidate matches to have an overview of the feature.

Understanding the Matching Algorithm:

AI Matching in Recruit CRM uses AI capabilities to perform bimetric scoring, a two-way matching algorithm based on holistic profiles rather than a string of keywords, to generate the match rate between two candidate profiles.

The bimetric scoring uses details available on the candidate's resume such as skills, experience, education, location, language, job titles, industry, etc.

Candidates are ranked on a scale from 0 to 100, where a higher score indicates a stronger match.

Before You Begin:

Resume requirement: As the AI utilizes data from candidate resumes to identify matches, this feature is only available for the candidate profiles that have a resume uploaded to the default resume field.
Data completeness: The more complete the reference candidate's profile, the more accurate the matching algorithm will be. Profiles with detailed resume information, skills, experience, education, and location produce better match results.
The system will return up to 50 candidate matches ranked by match score. A match score of 100 represents the closest match; 0 represents no match.

Step-by-Step Instructions

Method 1: Launch Matching from a Candidate Profile

Open the candidate profile you have identified as an ideal fit for the role.
Look for the Find Candidate Matches option represented by a shining star icon ✦ at the top of the candidate profile.

If the star icon is not directly visible, click the three dots icon (More options) in the actions area to view additional options. Then select Find Candidate Matches from the dropdown menu.
The system will analyze the candidate's profile and display a list of similar candidates ranked by match score.

Once matching is complete, you will see a list of up to 50 candidates with their match scores.

You can search within AI Matching results using the search bar without manually scrolling through the candidate list.

You can search using:

Candidate Name
Current Job Title
City

By default, AI analyses and compares candidate profiles based on skills, experience, education, location, language, job titles, and industry to identify the most relevant matches.

Method 2: Launch Matching from a Job Profile

1. Go to the relevant Job in Recruit CRM and open the Candidates Pipeline tab for that job.

2. Identify the ideal candidate within the job’s candidate list and click on the three dots next to that candidate’s name.

3. Choose Find Matching Candidates from the menu to view AI-generated matches based on that candidate’s profile.

Once matching is complete, you will see a list of up to 50 candidates with their match scores.

Understanding AI Match Analysis

AI Matching provides detailed reasoning behind each candidate match, helping recruiters understand why a candidate is considered a good fit. For every matched candidate, AI-generated insights are available across:

Function – Shows how closely the candidate’s role and responsibilities align with the requirement.
Skills – Shows how well the candidate’s skills match the required skills.
Level – Shows how closely the candidate’s experience and seniority match the role.
Trajectory – Shows how the candidate’s career progression aligns with the expected growth path.
Domain – Shows the relevance of the candidate’s industry and domain experience.
Location – Shows how well the candidate’s location and work preferences match the requirements.

Each section includes a score and explanation, helping you quickly evaluate candidate strengths and gaps.

You can also assign a candidate to the job directly from the Match Analysis panel without leaving the AI Matching screen.

You can refresh AI Matching results to generate an updated list based on the latest available candidate information.

Refresh is useful when new candidates are added, profiles are updated, or additional information becomes available after the previous matching run.

When refreshed, AI Matching re-evaluates the data and updates the results based on the latest match scores.

The Refresh option can be used once every 5 minutes for the candidate.

You can quickly review multiple matched candidates using:

Candidate selection from the results list
Previous and Next buttons available in the Match Analysis panel

When a candidate is selected, their Match Analysis is displayed automatically.

Click here to learn more about the actions that can be performed on Matched Candidates.

Once you have identified promising matches, you can take the following actions directly from the matches list after selecting the specific candidates:

Assign to a job
Request Updated Profile: Ask candidates to update and submit their latest information and documents.
Send emails: Reach out to matched candidates with personalized or template-based mails.
Add Notes: Add important comments or feedback about candidates for your team to review.
Update Field: Change specific candidate details, such as skills, source.
Enroll in a Sequence: Add candidates to an automated series of follow-up emails and tasks.
Pitch to contacts: Submit matched candidates to client contacts for consideration.
Add to hotlists: Create or manage lists of top candidates for future reference.
Export: Download selected candidate records and data for reporting or offline use.

You can provide feedback on AI-generated matches directly from the Match Analysis panel. Available feedback options are:

Strong Match
Weak Match

Feedback can be submitted once per candidate match and helps improve future AI Matching experiences.

Please Note: AI Matching supports multiple languages. Match analysis is generated in the same language as the source content used for matching, such as the candidate profile details.

Troubleshooting

Problem: The Candidate Matching button is greyed out and cannot be clicked.

Likely cause:
A resume is not attached to the candidate profile.

What to check:
Verify whether a resume file is attached in the candidate’s default resume field.

Resolution path:
Upload the candidate’s resume file, as the AI matching score is calculated based on the attached resume.

FAQs

Who can use candidate-to-candidate AI matching in Recruit CRM?

Any user with access to candidate profiles and jobs can use AI matching, but the number of visible matches depends on your plan. Business and Enterprise users see up to 50 matches; Pro users see up to two.

Will refreshing always produce new matches?

No. Refreshing re-runs the matching process using the latest data. If no better or additional matches are identified, the existing results remain unchanged.

Why did a candidate receive a high score even if they do not match every requirement?

AI Matching evaluates multiple factors together. A candidate may score highly because they strongly match several important areas, even if they do not perfectly match every requirement.
The Match Analysis panel explains the reasoning behind the score.

Conclusion

Candidate-to-candidate AI matching in Recruit CRM helps you quickly find and act on lookalike candidates based on an ideal profile, using rich resume data to drive accurate match scores. Use it from both candidate profiles and job records to build better shortlists, rediscover strong talent in your database, and streamline your outreach and placement workflows.