Welcome to Recruit CRM!
We're excited to have you on board.
At Recruit CRM we're on a mission to help recruitment businesses worldwide grow faster with our software. We have built an all-in-one platform that has everything you need to manage your company in a single place. Your team can get up and running on Recruit CRM in less than 30 minutes.
This guide brings together the essential steps needed to configure your account, connect your tools, build your database, and customize Recruit CRM to match your recruitment workflow, helping you get the most value from the platform right from the start.
Use this guide when:
• You have recently signed up for a Recruit CRM trial or subscription and want to set up your account.
• You want to connect email, calendar, and the Chrome Extension.
• You need to import candidates, contacts, companies, jobs, or resumes into Recruit CRM.
• You want to configure your database and Admin Settings.
• You are setting up a public jobs page or career site and want to connect it to your website or job boards.
• You plan to use integrations such as APIs, XML feeds, email, calendar, calling, SMS, or job board integrations.
By following this onboarding guide, you'll learn how to set up your profile, build your database, customize Recruit CRM to fit your hiring process, connect your essential tools, and start recruiting efficiently from a single platform.
First steps
Recruit CRM has partnered with Nylas.com to power our email services.
Here are some articles that will help you with the process:
You can have all your meetings synced with your Google or Outlook calendar in just 3 clicks!
You can get your profile set up with one of our nine supported languages 😃
English, French, Dutch, Spanish, German, Portuguese, Japanese, Finnish, and Italian.
Here are some articles that will help you with the process:
4) Chrome Extension
We've built our Chrome Extension to make your life easier and help you get work done faster and better!
It currently works on LinkedIn, LinkedIn Recruiter, Recruiter Lite, Sales Navigator, Outlook, Gmail, ZoomInfo, Xing, Xing Talent Manager, Indeed, and Naukri Recruitment Management System.
Here are some articles and videos that will help you set up the Chrome Extension:
Setting up your database
Now that we have a few initial things set up, we can move forward in helping you set up your database.
1) Import Candidates, contacts, and companies
If you have candidate or company records in an Excel or CSV file, you can choose to import them into RecruitCRM and set up your database.
You can import up to 10,000 candidates, contacts, and company records at once in the system.
2) Resume parsing
You might also have a bunch of CVs or resumes that you want to add to the system and that can be easily done with our Resume Parser!
You can upload up to 100 CVs at a time. Here are articles to help you:
3) Invite teammates
Once you have signed up for our free trial or a paid subscription, you can also invite your teammates to the account.
Admin Settings 101
Now that we are done setting up the basic stuff, let’s move to the Admin Settings, where all the customizations take place. Everything inside the system can be customized according to your own workflow!
Account Management
Account Management
Have a list of all the teammates that you have in the account and transfer ownership of deactivated users
Send an invite to the teammates to join the team
Under the Business Plan, you can create custom roles and permissions for your teammates
Create teams inside the account.
Have access to GDPR & EEO compliance
Have access to the entire account’s number of records.
Access to duplicate settings.
You'll also have the option to remove the Recruit CRM branding under the Business Plan
CRM Process Customization
CRM Process Customization
Send out easy automatic emails to your candidates and contacts whenever their stage is changed in the system.
Recruit CRM allows you to create a Master Hiring Pipeline and custom hiring pipelines for various jobs.
You can add and customize the stages allotted to your contacts according to your own workflow.
Tailor the stages in your pitch candidate workflow to fit into your business and marketing workflow.
Gain visibility into your revenue pipeline by defining distinct stages/milestones in your business development and delivery process. You can also tag a percentage amount to each stage to give you a more realistic and weighted view of potential revenue.
The “Job Status” helps you quickly figure out in which stage a job is. You can also add your own stages to better manage your unique workflow.
Jobs in the “Closed” stage will stop being posted on your website's careers page and on external job boards.
Create a customized PDF report for candidates with the information you choose and a detailed candidate summary.
More CRM Process Customization
More CRM Process Customization
There are several other customizations that you can do from here:
Customize your invoice before sending it out to your clients;
Add call types, note types, and meeting types to categorize your notes, calls and meetings and optimize the searching process;
Add custom headers and footers including cover letter and watermarks to your formatted resume;
Choose the fields you wish to share with your clients and make them default;
Data Customization
Data Customization
You can choose which fields you wish to be visible in the lists and in the add/edit forms. You can also add custom fields to make it more personalized.
You can create and customize templates for notes, call logs, and tasks.
Create your own email templates and have access to the standard email templates from the system.
Job Settings: Public Job Page Settings
You can customize, and configure your job page or career site and change the appearance of the page very easily.
Integrate your jobs page with your website or other job boards:
You can a set link name of your choice
Use the iframe code to integrate Recruit CRM with your website
Integrate with Indeed Job Board
You can also post these jobs on social media such as LinkedIn, Twitter, Facebook, etc.
This is how you can set up your Public Jobs Page
Advanced Job Page Integration
Recruit CRM provides powerful methods to integrate and customize job postings on your website, offering seamless career page creation. Below are two ways to integrate:
iFrame Integration
The simplest and quickest method to display job openings on your website. iFrames allow basic customization of appearance and behavior, useful for rapid setup.
Public API Integration
The API provides extensive customization options, including filtering job postings by industry, location, or job type, tailoring the job section to align with your website's design needs.
Key Features of the API
Customizable appearance and filtering of job postings.
Tailored experience to meet specific website and user preferences.
Prerequisites for API Integration
API access requires a Business Plan subscription or higher.
Developers can refer to the Recruit CRM API documentation for integration details.
Steps for Developers to Enable Advanced Filtering
Understand customization goals (e.g., filters for job type or location).
Use the API documentation to build and customize job listings.
Test the integration for usability and design optimization.
Recruit CRM also lets you customize Job Application Forms with fields of your choice. Customize Job Application Form
Our "Request Profile Update" Feature will help you get updated resumes/profiles directly from a candidate in two clicks.
The Talent Pool Form lets candidates submit their profile into your database without attachment to any job.
An XML feed is a special link that contains all of your published jobs in a machine-readable format, which Google and other job boards can read to display your listings. In Recruit CRM, you can create a custom XML Feed to integrate Recruit CRM with external job boards and other websites, like LinkedIn.
API & Integrations
RecruitCRM has an open API that you can use to integrate with third-party applications.
Integrate Recruit CRM with other apps through Workflow Automation
Post On External Job Boards
Connect your Account with Recruit CRM to manage all of your posted jobs in one location and post on various job boards.
Phone Calling and SMS
On our "Business Plan" calling candidates or contacts directly from Recruit CRM is easy :)
Important Note on API Support
While the Recruit CRM team does not carry out API integrations directly, they provide technical guidance for troubleshooting and effective implementation of advanced features.
You are now equipped with the key steps needed to get started with Recruit CRM, from setting up your account and building your database to customizing your workflow, configuring job pages, connecting integrations, and enabling calling features. Once you have completed these initial customizations, take some time to explore the platform and familiarize yourself with its features.
As you continue your onboarding journey, you can move on to the next phase and discover more advanced capabilities within Recruit CRM. If you need additional guidance at any stage, refer to our help articles, API documentation, or reach out to the Recruit CRM Support team for assistance. You can also click below to learn more about part two of the onboarding process.
Happy recruiting!