Yes, Recruit CRM provides a free trial. The free trial is not time-based; it's usage-based. You can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts, after which you need to upgrade to a paid plan.
​
You can sign up for a free trial using the link below:

https://recruitcrm.io
​

No, you cannot log in to Recruit CRM from multiple devices. You can log into Recruit CRM only from one laptop/desktop device and the Recruit CRM app on your phone simultaneously. But you cannot access your Recruit CRM from two or more laptops or desktops at the same time.

Below are links to download our mobile apps:
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iPhone: https://apps.apple.com/uz/app/recruit-crm/id1532855707#?platform=iphone

iPad: https://apps.apple.com/uz/app/recruit-crm/id1532855707#?platform=ipad

Android: https://play.google.com/store/apps/details?id=com.recruitcrm

Yes, you can change the system language. Recruit CRM comes in six Languages - English, French, Dutch, Spanish, German, and Portuguese.

The article below will help you set your system language:

Changing the system language

Yes, you can change your card on file with us! 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!
​

Yes, Recruit CRM does have a search functionality. Advanced Search and Boolean operators are available on all record types in Recruit CRM. You can use the Boolean search to find records based on specific keywords.
​
Here is an article to help you do this:

Advanced search filters boolean search

We currently use AWS to manage our database and servers. For users on the Pro and the Business plans, data is stored and cloned live across Data Centers managed by AWS (Amazon Web Services) in Ireland, Singapore & United States.

Based on the location of the user, data is automatically streamed from the closest data center to reduce latency and also maximize uptime in case one of the regions is down.

Important note: If your concern is GDPR, you do not need to be worried as we are fully GDPR compliant.

You can read our Data Processing Agreement & GDPR policy at the bottom of our website to confirm this.
​
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.

You can learn more about this from the website below:

https://commission.europa.eu/law/law-topic/data-protection/international-dimension-data-protection/standard-contractual-clauses-scc_en

Although we have an option for enterprise customers to set up a custom server/database in an AWS data center of your choice (Germany, Dublin), etc, it’s completely not required unless you have a special contract with government clients that specifically need you to keep data with the EEA in addition to being GDPR compliant.
​

Here are all the exciting features that are available in our business plan:

To upgrade, just go to the business plan from the Plans & Billing > Plans of your control panel!

https://app.recruitcrm.io/billing/plans

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:

If the job satisfies all the above requirements, it gets added to the feed and published on the job board.

​

The default owner of candidates who apply from outside pages will be the account owner as this is how the system is built. Currently, there's no way of changing it.

A workaround you can do is to run an advanced search on the "source" field where you will put "Talent Pool" and then bulk update the owner of those records to whom you want them to belong.

Each user gets 50 GB of storage - per license that you purchase

Yes, you can run an Advanced search on the "opt-out" default field so this way you can see if they have unsubscribed (yes) or still are receiving the emails (no).

I'm afraid we don't have a way to check directly if the jobs are being posted, however, you can visit the free job boards and look for your jobs there by the name and company.

All you need to do is go to the candidate list and click on "Quick View". You will have the option to see the candidates who are "not in any hotlist":

I'm afraid that we don't have a direct way to see if they have seen/opened the link or the candidates.

However, you will receive a notification if the client has added a remark to the candidate or has moved them to a different stage.

You can check more about this in this article

The quick View Section is present on the list pages of candidate, contacts, jobs companies & Deals, however they present a little difference.

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 article below will show how you can set it up and customize the Talent Pool form according to your needs:
​

Setting up your Talent Pool page | Recruit CRM | Help Center

If your LinkedIn post is showing the incorrect image, then you'll have to do the following to clear your LinkedIn Preview cache:

Add to CS faq: If my Excel spreadsheet has multiple tabs (pages) will Recruit CRM only allow me to import the main tab?

On our free trial, you can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts after which you need to upgrade to a paid plan. ​

P.S. Usage is counted even if records are deleted.

For example, adding and then deleting 50 Candidates still exhausts the candidate limit.

Yes, you will only be able to export the main tab, in this case, you need to separate/split the tab into different Excel sheets/files.

Here's a video that will help you do the process:

I'm afraid it is currently not possible to sync Tasks between Recruit CRM and your Google/Outlook Calendar.

Tasks created on Recruit CRM are only visible within the system.

Yes! The notes from all records will be added to the primary record after the merge.

Your emails will not be visible in Recruit CRM when:

I'm afraid it's not possible to "edit/delete" a remark.

However, we do have a feature request for this; you can consider voting for it on this link - Edit/Delete remarks
​

I'm afraid it is not possible to choose a different owner for the candidates when importing them in bulk.
​
The person who imports the sheet will be the assigned owner of the records.
​
​However, there is a workaround for this:

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.

For the Job Description to appear on the Job's page, you need to go to the "Job application form page" on the Admin settings and make sure you have the "JD" selected as to what you wish to show first:

I'm afraid once the record is deleted it's not possible to "undo" the action from the front end as we do not allow this.

1. Go to the details page of any record (The image below is of a candidate's details page)-> click on files on the right side of the page.

2. Click on choose file -> select the file you want to upload -> click upload -> That's it!
You can also just drag & drop the file.

For this, you can go inside the desired job from the job list page, go to the job pipeline, and choose the option to "view all":

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

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

This will show you an option to choose which fields you want to export to the CSV file, since you're exporting the candidates from inside a job, you also have some options from the job fields to select:

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 that the UI has been designed so that, as of now the job ID does not become visible there.

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:

https://app.recruitcrm.io/v1/account-management

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 article below will show how you can set it up and customize the form according to your needs:

Customize Profile Update Request Form | Help Center

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 get overridden while merging.

In addition to data fields and custom fields, the script facilitates the transfer of other data associated with duplicate entities. This includes and will transfer:

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.
​
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.

If you have already created the profile with the form, you may still obtain the information by following these steps:
​
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.
​
​Note: If the resume is simply uploaded in the Files section, the information won't be parsed:
​

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.
​
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.
​
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.
​
Now for the cancelation of your account/seat here are some articles to help:

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.
​
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.
​

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.
​
Workflow Automation comes with an add-on subscription, which is separate from the standard Recruit CRM subscription.
​
​To discuss this further, you can book a call with one of our automation consultants using the link below:​
​https://calendly.com/d/32s-36d-hdf/let-s-talk-automation

Please let me know if this helps!

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.

I am afraid that it is not possible to set a font style as a default font.

Rest assured our team is already checking the possibilities to allow this as well as
there's a feature request for this already in place; you can consider voting for it through this link: Change Default Font for Emails, Jobs, etc.

Once this feature request receives a reasonable number of votes, our engineers will evaluate it based on its complexity and viability.

When creating a "Resume/formatting CV" will save it within a custom field you have created on a "file" type.

To be noted: Only the file type custom fields you’ve created under Candidate fields will be shown in the drop-down under “Select Custom Field to Save File”.

If you haven’t created one already you can just create one using the “Create New Custom Field” option or you can do it from here > Candidate fields

Now to find this field after creating, all you need to do is go to the "all details" tab.

This will contain all the fields you have for candidates, so you can find the fields where you saved the file.

You can also Reorder the Fields on the profile page and put this custom field among the 16 fields.

Here's an article on this:

Email signatures are typically user-specific, meaning each user must define and manage their own signature within their email settings.

We've made this choice to ensure flexibility, especially since multiple users within an account may prefer their own unique email signatures.
​
This article will help you understand setting up email signatures in our platform. :)

For the 'Pro/Bussiness" plan, please download the first app, which is named "RecruitCRM".
​
The "RecruitCRM - Enterprise" app is specifically designed for users on the "Enterprise" plan.

While you are performing an export only the company to which the Contact is assigned first is visible in the CSV and this does not depend on the Company ID.

The AI Candidate Matching feature searches through your whole database in Recruit CRM, but it doesn't have direct access to any information on LinkedIn unless you upload it to your database;
​
The AI analyses candidate's profiles and their CVs looking for information such as skills, experience, education, location, language, job titles, industry, etc.
​
You can more information regarding this feature in this article:
​​Use AI to find candidate matches in Recruit CRM

Currently, if you add a meeting in Recruit CRM, you'll need to delete it from both Recruit CRM and your calendar.

This is because our calendar feature operates as a one-way sync: meetings added appear in the system, but deleting a meeting from Recruit CRM won't remove it from your calendar.

Since it's a one-way integration, currently to delete meetings from both the calendar and RCRM you gotta delete them from both places.

For the Company's name not to show up on the Public Job Page, you just need to edit the Record of the job you are posting;

Once you are there, click on the pencil icon to edit the job

Then, scroll down until you find the Job Application Form section, you just need to select either the "Your Account Logo" or the "No Logo" options and click on Save Job;

You can rearrange the order of the fields displayed when sharing the candidate with the client on this page: https://app.recruitcrm.io/v1/fields-shared-with-clients.

Just drag and drop the fields then the order that is set up here will be the same order of the fields shared on the online link.

So when you run a search inside RCRM the results will always show based on the "last added/updated" so the last records that were added into the system or updated on a field will be the ones displayed on this order.

However, we allow you to organize them by alphabetic order as well.

All you need to do is then click on the field you would like to be alphabetic:

If the arrow is down, it's from Z-A:

If it's up it's from A-Z:

The non-available will also show first on the up arrow.

If you're creating a new task all you need to do is select the person you desire to assign that task as the "owner".

However if after creating the tasks you wish to then assign it to someone, you would need to do it manually.

You can do this by clicking the pencil icon on each task and changing the owner.

We understand this is not ideal, however, I checked and there's a feature request for this already in place; you can consider voting for it through this link: Bulk Assign Tasks

Once this feature request receives a reasonable number of votes, our engineers will evaluate it based on its complexity and viability.

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.

I hope this helps.

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:

However, thanks for the valuable feedback, Toby!

Could you please add it to our roadmap using this link?

Other users can also vote for it once it is available on the roadmap.
​
Once this feature request receives a reasonable number of votes, our engineers will evaluate it based on its complexity, votes, and viability.

Since Monster.com is a job board we don't natively integrate with, you'll need to reach out to them to see if they accept integrations via XML Feed. If they do, request their XML Feed documentation. Using this documentation, you'll need to create a custom XML Feed within Recruit CRM. Monster.com can then use this feed to integrate with their site, allowing you to post jobs directly from Recruit CRM.

Please go through this next article to understand how you can do this: Build your own XML feed for job boards

If you're you looking to add Recruit CRM as a skill in your LinkedIn profile
​

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. You can add up to 50 Candidates, 4 Jobs, 50 Companies & 50 Contacts after which you need to upgrade to a paid plan.
​
P.S. Usage is counted even if records are deleted. For example, adding and then deleting 50 Candidates still exhausts the candidate limit.

For this, you can open the Quick View icon on the list page and click on "My Companies".
​

I'm afraid that even if you set the hiring stage to not "Let Client Use", if there's a candidate with the 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 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.
​
In order to do this, you just need to go to the job profile and then click on the pencil icon to edit it.
​
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 when you click on the campaign, be it from the Admin Setting or from the Job Record itself, 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:
​
​Advertise your jobs through Recruit CRM's Job Marketplace
​

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;
​
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;

This issue usually occurs because the field is not visible in the entity fields. Please navigate to your fields page on the Admin settings in the Data Customization section and choose the entity fields page you are having trouble with

Scroll down until you see the field inside and make sure to turn ON the visibility toggle for this field and click the save button

Now if the visibility is on, another thing to check is the little arrow next to the title of the section on the form where the field stays.

The little arrow must be facing down, if it's up it means that section it's hidden so you cannot see the fields.

For this, you will need our Open API document and to have access for it you need to be on the business plan. Then you will be able to use the endpoints we have to show, edit, find, delete, and create new webhook subscriptions.

Here's our API Documentation for your reference: https://docs.recruitcrm.io

Now to create a new subscription you can use the link and choose the desired endpoint - Creates a new subscription

Then just use the endpoint on the app of your desire and you will be able to set up the webhook!

If you are interested to discuss this further, please book a call with one of our automation consultants using the link below as they will be able to help you step by step on how to set it up if you wish:
​https://calendly.com/d/32s-36d-hdf/let-s-talk-automation

Recruit CRM is a US corporation and doesn’t have a VAT registration in Europe or UK.The invoice has VAT set to 0 and the “Reverse Charge” mechanism can be used to report this in your tax filing.

Here’s an article on the same:
​https://www.taxjar.com/blog/guide-european-vat-b2b-digital-services-sellers

You can easily import your contacts from Zoominfo into Recruit CRM using the Chrome extension, Brian.

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.
​
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.
​
​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! On the second email, it is possible for all of you to use the same email to send out mailings!

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.