FAQ Handbook

Yes, Recruit CRM offers a usage-based free trial, not a time-limited one.
On the free plan, usage is counted even if records are deleted.
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The free trial allows you to add:

Once these limits are reached, you’ll need to upgrade to a paid plan. On paid plans, deleting records frees up space.
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You can sign up for a free trial using the link below:

Recruit CRM allows you to log in from:

Logging in from multiple laptops or desktops at the same time is not supported.

Yes, Recruit CRM supports multiple system languages.
Available options include:

You can change the system language from your account settings.
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The article below will help you set your system language:

Changing the system language

Yes, you can change your card on file with us at any time from the billing section in your admin settings.

Check out the article below to learn how:

Changing your card details on file with Recruit CRM

Changing or resetting your Recruit CRM password is super easy.

The article below will guide you to do so:

Changing and resetting your Recruit CRM password

To add another license to your account, please follow the steps below:

Once this is done, go to Admin settings >>> Users to invite your teammates.
​This article will help you with that.

Here's a Webinar Registration form. You can have them fill up for a Webinar to train them on using Recruit CRM!
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Yes, Recruit CRM includes advanced search capabilities across all record types.
You can use advanced filters and Boolean operators to find records based on specific keywords and conditions.
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​Here is an article to help you do this:

Advanced search filters boolean search

Recruit CRM uses Amazon Web Services (AWS) for its infrastructure.
For Pro and Business plans, data is stored and replicated across multiple AWS data centers, including regions in Ireland, Singapore, and the United States.
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Data is automatically served from the nearest data center to reduce latency and improve uptime.
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​Important note: Recruit CRM is fully GDPR compliant, with strict controls for global data handling and deletion.

You can read our Data Processing Agreement & GDPR policy at the bottom of our website to confirm this.
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​Here’s a link:
​https://recruitcrm.io/legal/data-processing-agreement

We ensure that we strictly adhere to GDPR rules for data globally, which includes deleting data across global data centers if requested by an end candidate or user of Recruit CRM. We specifically comply and have European SCCs (Standard contractual clauses) that are a framework to stay compliant while transferring data outside the EU for data processing.
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For Enterprise customers, there is an option to set up a custom server or database in a specific AWS data center of your choice, such as Germany or Dublin. This setup is typically only required for organizations with specific regulatory or government-related data residency requirements within the EEA and is not mandatory for standard GDPR compliance.
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The Business plan includes advanced features such as:

These features support more advanced hiring workflows and reporting needs.
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To upgrade, just go to the business plan from the Plans & Billing > Plans of your control panel!

https://app.recruitcrm.io/billing/plans
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More on the video below:

https://www.loom.com/share/74f30d057cf54ecbafa33e0f2e19632b

Posting Jobs on job boards is easy and seamless from Recruit CRM. When a job is created, ensure all the following conditions are satisfied so that the job is added to the feed:

Once all criteria are satisfied, the job becomes eligible for posting on supported job boards.

By default, candidates who apply through external pages are assigned to the account owner. There is currently no direct option to change this behavior.

As a workaround, you can: Run an advanced search where the "source" is "Talent Pool" and bulk update the owner of those candidate records.

Each paid license includes 50 GB of storage per user.
Total available storage increases with the number of licenses purchased.

Yes, you can do this using Advanced Search.

This allows you to clearly identify unsubscribed users.

Currently, there is no direct way inside Recruit CRM to check this.

However, you can:

This is the only way to confirm whether the jobs are being posted.

Currently, there is no direct way to see whether the client has opened the link or viewed the candidates.
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However you will receive a notification:

You can check more in this article.

The Quick View section is available on the list pages Candidates, Contacts, Jobs, Companies and Deals.
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Although the layout differs slightly, the purpose remains the same across entities.

On all of the Quick views, you will be able to see all of the records added by your account, as well as the records added by you, if they're on a specific hotlist as you will be able to search here, or if not in any hotlist.

To access the quick view section just click on the Icon beside the "entity list name":

Candidate Quick View contains:

Contact and Company Quick View contains:

Job Quick View contains:

Deal quick view contains:

The Talent Pool form uses the same fields as the Candidate Fields section in Admin Settings.
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To add new fields:

The article below will show how you can set it up and customize the Talent Pool form according to your needs:
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​Setting up your Talent Pool page | Recruit CRM | Help Center
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If your LinkedIn post is showing an incorrect preview image or title, clear LinkedIn’s cache by following these steps:

On the free trial, you can add:

Note: Usage is counted even if records are deleted only on the free plan.

For example: Adding and then deleting 50 candidates still exhausts the candidate limit. On paid plans, deleting records frees up space.

Yes. Only the main tab can be imported. If your Excel file has multiple tabs:

Here's a video that will help you do the process:
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Currently, it is not possible to sync tasks between Recruit CRM and Google or Outlook calendars.

Yes. All notes from Company A will be added to the primary record (Company B) after the merge.

Emails will not be visible in Recruit CRM if:

Once permanently deleted, they cannot be displayed.

Currently, it is not possible to edit or delete a remark. However:

Here's the link for the feature request - Edit/Delete remarks
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No, it is not possible to choose a different owner during bulk import. The person who imports the file becomes the default owner​.
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​However, there is a workaround for this:
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After the candidate is added to the system you can bulk-update the owner of that candidate.

Now to keep track of the owner of that candidate on the CSV sheet before importing you can create a custom field for the "owner of candidate".

This way you can run an Advanced search on the custom field you added so for example 100 records from your CV belong to teammate A and 200 to B.

Then after uploading this to the system you can run a search on this field and search for the records where on the custom field the owner is A.

So only the records with A on the custom field "owner of candidate" will appear and then you can bulk update the record/default owner since it was the person who imports to the person who owns that candidate/contact on CSV.

To make the Job Description appear first:

I'm afraid once a record is deleted:

1. Open the record’s details page and click on files on the right side of the page.

2. Click Choose file, select the file, and upload. You can also drag and drop files directly.

Open the job from the Job List page

Job-related fields can also be selected during export.
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1. Select the desired job from the job list page, Go to the Job Pipeline and click View all

2. Then select the "list view" as this you will have an easier way to select the candidates:

3. Select the candidates you wish to export from the job and click on the "file icon" to export:

4. Choose the required fields and export the CSV, since you're exporting the candidates from inside a job, you also have some options from the job fields to select:
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5. After choosing the desired fields just click on export and a file will be exported to your device!

Yes! If the email is visible on the profile on LinkedIn then the extension will also capture their email/phone information.

However, by default, the primary email address you've registered with LinkedIn is only visible to your direct connections on LinkedIn so you need to have a direct connection with that person to have access to their email.

If not, only the available information on their profile that you can see will be taken by the extension as we keep the privacy policy as well. So you need to have access to their email information to the extension to be able to catch this.

I'm afraid it's not possible to have monthly Add-Ons to your annual since your main subscription is annual, the add-on will be charged annually as well.

I'm afraid currently, Job ID is not visible in the Assigned Jobs tab.

To view the Job ID you would need to navigate to the job details page by clicking on the specific job to check the ID.

If you have an existing candidate in your database and you try to parse the resume of the same candidate, the system will recognize them as duplicates and automatically update their existing profile (only updating the empty fields).

To ensure the system identifies duplicates, make sure the following toggles are turned off:

Please note that we detect duplicates based on 3 unique identifiers:

1. Email Id
2. Contact no.
3. LinkedIn URL

If you want existing candidates to be identified as duplicates when you parse them again, the new resume/candidate you add must have one of these three unique identifiers exactly the same as the existing candidate in your database.

The form uses Candidate fields from Admin Settings.

To add new fields:

The article below will show how you can set it up and customize the form according to your needs:
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Note: The fields used for this form are the ones on the candidate fields section page in Admin Settings. So if you want to add new ones you need to first add a custom field to the candidate page and then make them available by turning on the visibility in the Profile Update Request Form.

Only the empty fields in the primary record will be updated with new data from the selected candidate/contact/company.

No existing data on the primary record will be overridden while merging.

Along with updating data fields, the merge process also moves all related information from the duplicate record to the primary one. This includes-

The emails you see on the related email tab are all the emails sent from you and your teammates who have connected their emails to Recruit CRM, to the contact's primary email, and if there is any other email saved on their profile on a custom field.

Note: If any team member has enabled the "Hide Your Mails" option, their emails with the candidate or contact will not be visible in the Related Emails Tab.

Before you create a new job in Recruit CRM, please make sure you have ticked the job posting box inside Job Fields in Admin settings. This will help post your open jobs on your website and other job boards.

❌ Please note that if you untick the checkbox none of your jobs will be posted.

The first step is to make sure all the necessary criteria are met for the jobs to be visible on the XML Feed and posted on the free job boards.

These are:

The required fields might change in the future according to the demands of job boards.

You have the ability to selectively push job postings to specific XML feeds.

While adding/editing a job, you'll get an option to select the XML feeds from both the default and custom XML feeds that you have built, provided the 'Post on Job Board' option is enabled from the Job Fields settings.

Make sure to select "Free Job Board" to get your jobs posted on the correct XML Feed.

The jobs will be indexed to the external boards only if the requirements given above are met.

Once you add details to these fields, the job goes through the review process. If everything is fine, Recruit CRM will publish your jobs with partner job boards instantly.

Please note: since this is a free integration, the decision to post the job or not is up to the job board. Each job board has its own criteria and your job might not fit into their requirements so we can't control whether candidates see or apply to your job.

The logo's height is 50px, while the banner's height is 350px. ​ ​

Width 100% ensures that the image displays on the page with the original height and width of the uploaded source image.

I've checked this with my team and for the banner image, you can try the width 1920px, as an example. ​

We currently do not have any specific dimensions for Width, you just need to ensure it's 100% of it. So in this case you can try different sizes and see the best fit for you. ​

This setting allows the element to stretch horizontally to fill the entire available space within its parent container, making the element responsive and enabling it to adjust its width dynamically based on the container's size.

The 'Delete Data' button is available on the forms pages of Recruit CRM to ensure we remain GDPR compliant.

We ensure that we strictly adhere to GDPR rules for data globally, which includes deleting data across global data centers if requested by an end candidate or user of Recruit CRM

You can enable GDPR compliance then all your candidates will see a GDPR consent message on the Job application pages & 'Update resume' pages.
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Candidates will also be able to delete their data from your database by clicking on the delete button on the Update resume page'. You can share this with them to update their information and Resume/CV.

If you don't want candidates to be able to delete their data, you need to disable the GDPR compliance toggle.

To do this, go to the account management section of your admin settings, navigate to the next page, and disable the 'GDPR Compliance' toggle.

If you have already created the profile with the form, you may still obtain the information by following these steps:
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To parse a resume in an existing profile, you need to upload it either to the resume field in the profile view on the default field "resume" or inside the edit form.
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​Note: If the resume is simply uploaded in the Files section, the information won't be parsed:
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All the changes you make to the candidate custom fields/default fields on the Admin settings will be reflected in all the user profiles in your account and all the users will be able to access this from their profiles.
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However on the candidate details page to change the view of all the fields they would need to do this on their own profiles.

The arrangement of all the fields is profile-specific.

The same goes for the list view page.

So what you can do is take a screenshot of the view you want them to have and ask them to set it up.

Here are some articles to help:

Recruit CRM, just like any other SaaS product works on a prepaid subscription model. And, as per our company’s terms, all Recruit CRM subscriptions are non-refundable.
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You can Refer to point 9.5 of Recruit CRM terms for the same. Any changes to the account or any payment-related issues should be done/communicated to us before the renewal date. Now, since your card has already been charged, a refund won’t be possible binding the company’s policy.
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The default currency of the whole account is set up by the Account Owner inside the Account Settings. The deal's currency is the same as the account's currency.

However, you can also change the currency of your user/profile.
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To change your Currency, you need to go to the Profile Page by clicking on the avatar at the top right corner of your screen and hitting “Profile”. You can use this link.

NOTE: You can also have separate currency for each candidate and each job.

You can change that by going inside the candidate's profile or inside that job.

You can learn more about it here: Setting up your profile section and Deals in Recruit CRM.
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As for the records you already have a "currency", only the sign will change as we do not convert the values added, so if you want to change the "values" as well for those old records, you would need to use our automation tool for this!

Recruit CRM has an in-built automation tool called “Workflow Automation” that helps you automate repetitive tasks between two or more apps - no code necessary.
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Workflow Automation comes with an add-on subscription, which is separate from the standard Recruit CRM subscription. If you are interested in discussing this further, please feel free to reach out via the chatbot.
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The candidate history displays all jobs to which the candidate has been assigned or applied, including multiple instances of the same job.

Conversely, the "Assigned Jobs" tab exclusively lists current assignments.

Closed jobs or those from which candidates have been unassigned will appear in the "candidate history tab" not the "assigned tab".

Note: when unassigning a candidate, all notes and remarks associated with the job remain intact in the history tab, ensuring data integrity and continuity.

You can create a custom field for tracking this.

You can check the steps for this in this article - Adding Custom Fields to records

To unlink a job from a deal, you can open the deal's profile and edit the job linked with it.

Currently, the visibility of email templates, whether shared or not, is dependent on the user's role.

If a user has permission to access all templates, they will be able to view them regardless of whether they've been explicitly shared or not.

Only those users with restricted access won't be able to see templates that haven't been shared with them.

Users may see everything, only the templates they own, or nothing at all.

As a temporary solution, for those on the business plan, there's an option to create custom roles or modify existing roles to restrict visibility to "owned" templates.

This means individuals in that role won't have access to templates owned by others.

To provide a clearer understanding of these steps, my teammate has recorded a video explanation.

We acknowledge the importance of refining this feature for a smoother user experience.

Our team is actively working on an enhancement that will allow users to select which templates they wish to view.

Users with permissions will have the ability to select and manage their own set of templates, or even access templates shared by others, allowing for greater customization based on individual preferences.

Currently, bulk updating the 'Contact' field for companies is not possible.

Here is a workaround for it:

2. Select the companies that you want to link to this contact:

Now, if you access each of these company profiles, you will see the contact information located here:

Yes, Recruit CRM supports integration with Monster.com. To set this up, you can refer to the detailed help article that walks you through the integration process step by step - Job Boards

If you're you looking to add Recruit CRM as a skill in your LinkedIn profile
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You can do this by opening Recruit CRM's page on LinkedIn and opening the products tab or you can simply open this link: https://www.linkedin.com/company/recruitcrm/products/

Our free trial is not time-based, it's usage-based. On the free plan, usage is counted even if records are deleted. On paid plans, you can delete records to free up space.
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You can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts after which you need to upgrade to a paid plan.
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For this, you can open the Quick View icon on the list page and click on "My Companies".
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New Version of Company List Page:

I'm afraid that even if you set the hiring stage to not "Let Client Use", if there's a candidate with visibility ON, the stage will show.

In this case, the best option is to make the stage not visible to the client and also turn the candidate visibility off.

You can edit the hiring stages to not let client see in the Hiring Pipeline page (https://app.recruitcrm.io/v1/multiple-hiring-pipeline) by editing the Master Hiring Pipeline and unchecking this box for the desired hiring stage:

This way, even if the client can see the stage and the candidate, they won't be able to move other candidates to that stage. They'll receive a message saying that 'updating candidates to this hiring stage isn't allowed'.

For you to cancel your Workflow Automation subscription, you need to manage the current subscription you have.

Please navigate to your "Workflow Automation and Integrations" section in your admin settings:

https://app.recruitcrm.io/v1/workflow-automation/dashboard/main

Then, click on the "Manage subscription" button located in the top right corner of the screen.

A pop-up window will appear with your current subscription details and an option to edit or cancel your subscription. Please click on "Cancel Subscription":

And that's it! Your subscription to Workflow Automation will be canceled, and all your automation will stop working after the renewal date of your subscription passes.

Once you create a job inside the system and then add the Company that the job is associated with, it will fetch up the Location/City info from the Company automatically.

This happens because the job is for that particular company. But you can change that if you want/need to.
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In order to do this, you just need to go to the job profile and then click on the pencil icon to edit it.
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Once you're in the Edit Job form, you can scroll down until you find the Location fields - City, State, Full Address, Locality, Country - to change what's there.

Once you finish your changes, you can simply click on Save Job! :)

​You can edit any information related to your campaign, including the job record it is related to, in the 3 dots icon that's visible when you click on the campaign, be it from the Admin Setting or from the Job Record itself.
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Just click on the campaign to expand the details:

Then, you'll have the option to edit the campaign, export the data, take the campaign offline, or delete it by clicking on the three dots:

You can find more information about the Job Campaign feature in this article:
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​Advertise your jobs through Recruit CRM's Job Marketplace
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Since the credits you buy to post the jobs are based on "Jobs/month" you won't be able to use the same credits to post more than one job.
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If you take down one job to post another, it will consume double the credits you have, because they are spent based on the number of jobs posted.

You can easily import your contacts from Zoom Info into Recruit CRM using the Chrome extension.

The link below will help you download the Chrome extension:

Click on this link to Download the Extension

Important Note: The Chrome extension only works with all Chromium Browsers (Google Chrome, Microsoft Edge, or Opera) on either a Desktop or Laptop

This article will also show you how to "Pin" the extension on Chrome

PS: The article below will help you understand how the Chrome extension works: Recruit CRM Chrome Extension

Also, here is a detailed video on how the Recruit CRM Chrome extension works.

When you mark someone as off-limits, they will be moved to the Off-Limits Candidates. You can access this by pressing Quick View.

So, when you bulk select and send an email to candidates, those marked as off-limits will not be included.
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However, if you go to the Off-Limits section and select a candidate marked as off-limits, the system will prompt you to confirm if you want to proceed with the action.

We currently support Helvetica, Arial, Courier New, Georgia, Tahoma, Times New Roman, Verdana and Trebuchet MS.
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​Non-websafe fonts are no longer supported in the app. These are Calibri, Calibri-Light, Ink-Free, Roboto, Proxima-Nova, Ronnia, Montserrat, Open Sans, Comic-Sans, Lucida.

This article will help you transfer the Recruit CRM account ownership to another teammate: Changing Recruit CRM Account Ownership

Once you do it, you'll automatically be reverted to the 'Admin' role and the person to Account owner.

Yes! In the second email, all of you can use the same email to send out mails.

If you're already on the monthly plan/payment you get charged automatically once the payment is due based on the card details you have added to your system.
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If you would like to switch to a monthly billing cycle, you can reach out to the support team for more details and assistance.

For this, you need to go into the profile for the mother/parent company so you will be able to delete the subsidiaries.

If you have a subsidiary company, you will be able to see the parent company right below the name of the company name on the profile, click on the name that appears after "Subsidiary of ...."
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This will take you to the parent company profile.

On the parent companies, you will have a "Subsidiaries" tab where you will be able to see the companies and remove/delete them from this position by clicking on the "X" icon.

Currently, Recruit CRM does not have a built-in spellchecking feature to identify misspelled words. However, we recommend using an external software or Chrome extension like 'Grammarly' which can provide spellcheck functionality across all sections of Recruit CRM.

You can download the Grammarly Chrome extension using this link:

https://chromewebstore.google.com/detail/grammarly-ai-writing-and/kbfnbcaeplbcioakkpcpgfkobkghlhen?hl=en-US&utm_source=ext_sidebar

Unfortunately, we do not have a straightforward way of retrieving this data for you.

However, if this is of the utmost necessity, we can check with the engineering team on the possibility of retrieving it, but this will be a paid action as it requires a lot of manual effort from our engineers.

You can see that on the total candidate statistics on the dashboard.
​https://app.recruitcrm.io/v1/dashboard

You can check the below article to initiate an export of your records as the full data export will also export your archived jobs as well.

For this you will use our feature called the Daily Email Report, which is a report you'll receive every morning between 8-10 am, essentially a list of all your website, job boards, and talent pool applications or Recruit CRM profile submissions from the last 24 hours.

To receive this report, please turn the Daily Email Report toggle 'ON' from your Profile Settings:

Please note: Only the account owners and admins receive the daily email reports for ALL the website, job boards, and talent pool applicants when the toggle is turned ON from their respective profile settings.

Users other than the account owner and admins will get the email reports for all the applicants that apply to the jobs they own OR are collaborators on.

Yes. You can do this by setting the Send Email In value to 0, which establishes the beginning of your sequence on day 0. This ensures that the first email is sent on the same day you enroll prospects into the sequence.

You also have this possibility when you're enrolling candidates/contacts to a particular sequence.

Select the pencil icon of the specific step you want to start the sequence the same day with and choose "send today" from the drop-down menu to send the sequence on the "zero-day".
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You can also choose from which step of the sequence you want to start for the selected Candidates/Contacts.

Here's an article that gives you all the details to help you with this: Managing Your Email Sequence
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In most cases, this happens because your browser screen is zoomed in. Try reducing the zoom level of your screen to see if the Admin Settings icon becomes visible.

If you’re using Google Chrome, click on the three dots in the top right corner of the browser and use the minus button under the Zoom option to zoom out.

Recruit CRM provides you with a Talent Pool Page URL where you can integrate and manage your talent database. If you need to access or update this URL, follow the steps below:

Step 1: Access the Talent Pool Page Settings

Log in to Recruit CRM.

Navigate to the Talent Pool Page settings by visiting the following URL: Talent Pool Page Settings.

Step 2: Locate the Talent Pool URL

Once you are on the 'Talent Pool Page Settings' page, look for the 'Integrate Talent Pool' section. Here, you will find your Talent Pool Page URL readily available for you to use or share as needed.

Step 3: Verify and Update the URL (If Needed)

If you wish to make changes to the Talent Pool Page link, you can update the settings within the 'Integrate Talent Pool' section. Make the necessary changes and save your updates to ensure the link remains accessible and up to date.

You can do this by deactivating the toggle for Default Candidate Visibility on this page: https://app.recruitcrm.io/v1/fields-shared-with-clients

However, this would be for inside the system, if you're using an integration with the API, it will depend on the endpoint used for getting the candidates.

For the ‘Apply to Job’, ‘Assign Candidate’, or ‘Update Candidate Hiring Stage’ endpoint the visibility will be ON by default irrespective of your system settings.

If you're using the 'Apply to Job' endpoint, then the candidate visibility can be updated using this endpoint: https://docs.recruitcrm.io/docs/rcrm-api-reference/645592394b7b1-update-candidate-visibility-in-a-job

Currently, it is not possible to have 2 deal pipelines :(

Yes, it can be imported as well.

However, you just need to make sure that you have the field "Parent Company Name" in your export:

And also, you'll have to map this field accordingly:

Another thing is to make sure that you have all the information of the subsidiaries stored in the spreadsheet too.

In this case, you will need to create a custom field to the job section so it will be only added internally into the system.

The reason is that as of now if you add a note for the candidate on the default field, it will be automatically displayed on the Job's page and application form, so the only way for you to remove it will be to delete it.

Once you have added a job description, to edit/delete it, all you need to do is enter the desired job and click on the pencil icon:

Then you will find the Job description, if it's a file you have uploaded, you can simply delete it or change it for another one:

If you have written a text in your Job description box, all you need to do is just delete the text and add a new one if you wish to:

After making the changes, don't forget to click on "Save job" and that's it! The changes will be done!

Yes! This is a new feature released by our company where it empowers Account Owners to hide sensitive columns in candidate and contact list views, including Kanban views, through a toggle option.

This enhancement significantly improves data privacy and security by ensuring that only Account Owners can view and manage sensitive information.

It also enables Account Owners to enforce a standardized view across the organization, ensuring consistency while allowing flexibility where needed.

So on the pencil icon on the candidate list view and contact list view you're able to set a view for yourself and for the rest of your company.

You can also then block them from customizing their view since you will be setting it up

In the free trial, we have a limit of 50 users.

However, on a paid account, you do not have a limit.

We only issue receipts for Twilio credits, not invoices.

At the moment, we have the option to tag records (candidates, contacts, or companies) as "off limits" in your database to ensure kept separate from active records and to prevent accidental contact.
Feel free to read the following article to learn more:
​Managing Off-Limits Records (Candidates, Companies, and Contacts)

Another way to tag records can be by creating custom fields for all entities - Candidates, Contacts, Companies, Jobs & Deals. To create custom fields, go to your Admin Settings - Data Customization > and then choose the relevant option.

Here is a bunch of useful drop-down values you can simply copy-paste into the new custom fields you create:
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​Rating: ★☆☆☆☆,★★☆☆☆,★★★☆☆,★★★★☆,★★★★★
​Color Coding - 🔴,🟢,🔵,⚫️,🟡,🟣
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Feel free to read the following article to learn more:
​Common drop-down values for custom fields
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In this case, our system checks for company duplicates on the basis of website and LinkedIn URL.

When adding a company, please ensure that you leave the LinkedIn URL and website fields blank, whether you're entering the information manually or using the extension. This will prevent the system from merging records, allowing you to maintain multiple entries for the same company.

You can always edit the record later to include the website and LinkedIn URL, but it’s important to keep these fields empty during the initial entry to avoid any merging issues.

Here's a video on this - Adding more than once the same company

When a candidate applies for a job, their profile is automatically added to the Candidates records and linked to the job they applied for. The candidate is assigned to the Applied stage, and the job owner who created the job is set as the owner of the candidate record.
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No, we do not offer discounts, however, if you opt for our annual licenses or seat payments, it will provide you with savings of nearly 20%.

Currently, we offer demo calls/onboarding calls in English, French, Spanish, Portuguese, German, Hindi, and Arabic.

There is no dedicated community forum at the moment. However, feature requests and ideas are shared and discussed through the public product roadmap, where users can view and propse upcoming features.
​http://feedback.recruitcrm.io/

Yes, your email signature will be included in the emails sent via sequences, as long as you're the one who created the sequence.

If you delete a company, the jobs associated with the company and the related deals will remain, but the company itself will be unavailable, as you can see in the screenshot below.

In this case, you can run an Advanced Search, to search the candidates who have already agreed with the candidate GDPR terms you can go into the candidate's page and first click on the "pencil icon" and then search for the 'Profile updated by candidate and make sure it's turned on:

Then do an advanced search on this field and you will be able to see the ones who already updated their profile and accepted the terms:

Yes you can do this! Any field that you have on your system for the records can be added as a placeholder.

So in this case all you need to do is create a custom field for that, so then you can have the placeholder for it show up automatically when creating a email template.

Here is an article if you want to know more about custom fields - https://help.recruitcrm.io/en/articles/2720377-adding-custom-fields-to-records

Currently, anyone who needs access to the system will require a license. However, as a workaround, multiple users who only need to view the system can share a single license. Please note, though, that coordination is essential in this case.

If one user is logged in and another person logs in on a different browser or system using the same credentials, the first user will be logged out. To avoid disruptions, we recommend that users communicate with each other when logging in.

You can get this using our Open API document and use this endpoint to get the user ID https://docs.recruitcrm.io/docs/rcrm-api-reference/355fb0f34e0df-get-all-users

In this case, you can create a 'custom field' of Email type so that you can have the secondary email as well in the record profile.

Once you click on the secondary ID, you'll also be redirected to the compose email pop-up. You can even find the emails in the 'Related emails' tab as well.
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To add a secondary email address, please follow these steps (this is done on the contacts; if you wish to do it for another entity, just go to their custom fields in the Admin setting)

1. Go to the Contact fields section in the Admin Settings.

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2. On the right side of the screen, click on "+ New Custom Field".

3. Create a custom field for the secondary email address.

This will allow you to store and manage additional email addresses for candidates within Recruit CRM.
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Here's the detailed article - Adding Custom Fields To Records
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Also, please note that by selecting the field type as 'Email Address', the system allows you to exchange emails with both of the emails of that candidate and all of it will be displayed under the 'Related Emails' tab.
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