Product & Features

Articles About The Product, New Integrations & Feature Launches

61 articles

Written by Tara Elizabeth, Avipsa Lakhanpal, Sharanya and 4 others

Custom Roles - Access Control & Permissions In Recruit CRM

Create roles with custom access & permission options available in Recruit CRM to control what each user can see & do within Recruit CRM

Written by Tara Elizabeth. Updated over a week ago

How to Remove Recruit CRM Branding from External Pages

This article will help you easily remove Recruit CRM branding from all your external pages.

Written by Avipsa Lakhanpal. Updated over a week ago

Common drop-down values for custom fields

Here is a list of common values that you can copy-paste and use for the drop-down custom fields you create.

Written by Tara Elizabeth. Updated over a week ago

How to Add Your Company Branding on Online Candidate List Submitted to Clients

This article will guide you on how you can edit your company's branding on the "Online Candidate List" you share with your clients.

Written by Avipsa Lakhanpal. Updated over a week ago

How to use the job application link to get applicants directly into Recruit CRM?

Use the job application link to get applicants directly into Recruit CRM from your job posts on job boards

Written by Tara Elizabeth. Updated over a week ago

Texting Laws and Consent in Recruit CRM

This article will give you guidelines about what you'll need to consider before texting your candidates/clients.

Written by Avipsa Lakhanpal. Updated over a week ago

Account Overview Report

This report gives the complete overview on candidate and deals pipeline for the entire account

Written by Tara Elizabeth. Updated over a week ago

Integrating Totaljobs with Recruit CRM

This article will help you set up the integration with Totaljobs to have your jobs from Recruit CRM posted on your Totaljobs feed

Written by Sharanya. Updated over a week ago

How to generate an executive search report in Recruit CRM?

This article will help you build a detailed and customized executive summary report of candidates in your pipeline in just a few clicks.

Written by Sharanya. Updated over a week ago

Audit Log Functionality in Recruit CRM

This article will guide you on how you can navigate through the audit log feature in Recruit CRM.

Written by Avipsa Lakhanpal. Updated over a week ago

How to Whitelist an IP address on Recruit CRM?

Control and limit access to your Recruit CRM data by setting up trusted IP addresses for your account.

Written by Tara Elizabeth. Updated over a week ago

Creating title and candidate profile templates for executive search report

Create executive search title/ cover-page templates, candidate profile templates & candidate summary templates for your report.

Written by Tara Elizabeth. Updated over a week ago

Time To Hire Report

This report will help measure the time taken to fill an open position and place candidates for individual jobs

Written by Tara Elizabeth. Updated over a week ago

Texting Candidates/Contacts in RecruitCRM

Text/SMS your candidates/contacts directly from RecruitCRM

Written by Tara Elizabeth. Updated over a week ago

Recruit CRM Mobile App

Out of the office and still need to access your data? Recruit CRM mobile app is available on both iOS and Android mobiles!

Written by Tara Elizabeth. Updated over a week ago

Deals by Teammates/Team & Deals Won/Lost Reports

Gain insight into your deals and keep track of the revenue using our deals by teammates/team and deals won/lost reports

Written by Tara Elizabeth. Updated over a week ago

Customizing Your Recruit CRM Dashboard

Choose and reorder what you see and use your dashboard to get an overview of all your candidates, jobs, and deals.

Written by Tara Elizabeth. Updated over a week ago

Auto-Invoice Clients based on Activities in Recruit CRM

Use Zapier to connect your accounting system with Recruit CRM to let the systems automate the invoicing function

Written by Tara Elizabeth. Updated over a week ago

Save/Share files associated with a candidates job application with your Contacts

This article will help you upload and share candidate files associated with jobs/ job-specific files.

Written by Tara Elizabeth. Updated over a week ago

Resume/CV Formatting

This article will help you format Resumes/CVs within Recruit CRM

Written by Tara Elizabeth. Updated over a week ago

Managing Candidate Work & Education History in Recruit CRM

This article will help you understand how to edit and customize candidate Work and Education History.

Written by Avipsa Lakhanpal. Updated over a week ago

Adding Work & Education History in Candidate Profiles

This article will guide you on how to add work and education details to your candidate profiles.

Written by Sharanya. Updated over a week ago

Creating CV/Resume Formatting Templates

This article will help you create the Header, Footer, Cover Letter and Watermark templates which you can use while formatting a CV/Resume

Written by Tara Elizabeth. Updated over a week ago

Parent/Child Company Relationship

This article will show you how you can create links between companies to define Parent/Child/Subsidiary relationships between them

Written by Sharanya. Updated over a week ago

How to Add Your Company Branding on Recruit CRM External Pages

This article will guide you through the steps to follow to add your company's branding on Recruit CRM external pages.

Written by Avipsa Lakhanpal. Updated over a week ago

Updating or Changing your Recruit CRM Subscription/Account Plan

This article will you easily make changes to your subscription plan

Written by Sharanya. Updated over a week ago

Pitch Candidate(s) to Contact(s)

This article shows you how to pitch candidates to contacts/hiring managers without assigning them to a Job

Written by Sharanya. Updated over a week ago

Viewing the Candidate Sequence quickly inside a Job

This article shows you how you can get into a workflow of viewing candidates within a job in a sequence to get work done faster.

Written by Sharanya. Updated over a week ago

Integrating CV-Library With Recruit CRM

This article helps you post jobs added in Recruit CRM directly into your CV Library account.

Written by Nandita Kodolikar. Updated over a week ago

Setting Up Your Public Jobs Page

The Jobs or Careers Page lets you give candidates a public page where they can apply to positions your firm is currently recruiting for.

Written by Shubham Chouthai. Updated over a week ago

Transferring ownership of records

This article will help you transfer ownership of records from active or deactivated users to other users on your team.

Written by Sarvesh Gokhale. Updated over a week ago

Premium/Paid Job Board Posting

This article will help you buy & post job Ads on premium job boards directly from Recruit CRM.

Written by Sarvesh Gokhale. Updated over a week ago

Creating Teams In Recruit CRM

Create teams within your company & create custom access roles to control what each user can see & generate reports for each team

Written by Tara Elizabeth. Updated over a week ago

Integrate Recruit CRM With Other Applications Through Zapier :)

This article will help you connect Recruit CRM with 5000+ popular apps across the internet!

Written by Sarvesh Gokhale. Updated over a week ago

Creating An Automated Workflow With Zapier

You can create "Zaps" on Zapier to Integrate Recruit CRM with any other applications you use.

Written by Sarvesh Gokhale. Updated over a week ago

Deactivate Account Or Canceling Recruit CRM Subscription?

Deactivating your Account, Canceling your account.

Written by Sean Mallapurkar. Updated over a week ago

Linking Candidates & Contacts That Are The Same Person

Sometimes a candidate can become a client or vice versa

Written by Sarvesh Gokhale. Updated over a week ago

Recruit CRM's Mention Feature Helps Your Team Collaborate Faster

Mention your teammates on a note to give them an email notification with a link to that record.

Written by Sarvesh Gokhale. Updated over a week ago

Sharing Candidates With Teammates/Other Users

This article will help you share candidates & other records with your teammates including users with restricted access

Written by Sarvesh Gokhale. Updated over a week ago

Radius Search

Search for candidates within a specific area/location using the Radius Search

Written by Sarvesh Gokhale. Updated over a week ago

Setting Up Calling In Recruit CRM

Written by Sarvesh Gokhale. Updated over a week ago

Recruit CRM API Documentation

API docs, Webhooks

Written by Sarvesh Gokhale. Updated over a week ago

Integrating Google/Outlook Calendar

This article will help you integrate your Google/Outlook calendar with Recruit CRM

Written by Sarvesh Gokhale. Updated over a week ago

Replacing/Reordering Fields on profile pages

This article will help you in customizing your profile page views by replacing and recording with fields of your choice.

Written by Sarvesh Gokhale. Updated over a week ago

Passcode For Public Pages

Secure public pages like Submitted Candidate Lists to Clients & Candidate Request Update Forms.

Written by Sarvesh Gokhale. Updated over a week ago

How do I Edit/Rename/Delete my hotlists?

This article will help you work with hotlists in Recruit CRM and also show you how to perform different actions on your hotlists.

Written by Sarvesh Gokhale. Updated over a week ago

Showing & Hiding data fields Across forms (Candidate/Company/Contact/Job) from admin settings

This article will help you change the visibility of fields for your entire team in Recruit CRM.

Written by Sarvesh Gokhale. Updated over a week ago

Setting up your Talent Pool page

The Talent Pool Form lets candidates submit their profile to you even if they don't find a suitable job in your list.

Written by Shubham Chouthai. Updated over a week ago

Deleting Hotlists

How to delete a hotlist?

Written by Sean Mallapurkar. Updated over a week ago

Enable Browser Setting To Make The Chrome Extension Work?

Chrome Extension Is Not Working? Keeps Telling Me To Login Or Signup!

Written by Sean Mallapurkar. Updated over a week ago

Adding Collaborators To Jobs and Tasks

Have multiple Recruiters/Consultants work together on a new Project/Search

Written by Sarvesh Gokhale. Updated over a week ago

Social Profile Links - Candidates/Companies/Contacts

Adding social profile links to your candidates, companies & contacts

Written by Sean Mallapurkar. Updated over a week ago

Candidate Lifecycle Report

This report will give you the complete history of candidates for any given time period.

Written by Sarvesh Gokhale. Updated over a week ago

Job Statistics Report

This report will help you measure job status

Written by Sarvesh Gokhale. Updated over a week ago

Reports In Recruit CRM

This article will help you run reports on your Users, Candidates, Companies & Jobs

Written by Sarvesh Gokhale. Updated over a week ago

Client Performance Report

This report will help you measure business operations

Written by Sarvesh Gokhale. Updated over a week ago

Call Recording Laws

This article will give you guidelines about what you'll need to consider before recording calls

Written by Sarvesh Gokhale. Updated over a week ago

How to Schedule A Demo?

Scheduling a Demo with a product specialist at Recruit CRM

Written by Sean Mallapurkar. Updated over a week ago

Product Roadmap

This article will show you where & how you can checkout features requested by other user.

Written by Sharanya. Updated over a week ago

Business Plan

This article will give more information about Business Plan features

Written by Sarvesh Gokhale. Updated over a week ago

EEO Compliance

EEO Compliance explanation

Written by Sean Mallapurkar. Updated over a week ago