Using CRM systems for recruitment, not just for sales

Using CRM systems for recruitment, not just for sales

There is a tendency to view CRM systems as only applicable to sales and marketing. This is mistaken, however. CRM is equally as effective when the sole objective is staff recruitment. Not only that, but CRM checks off most major KPIs for head hunters, including pipeline speed, days-to-offer, average candidate experience fill and win rates, and more besides. Finding the right talent today is an expensive business. If you want CRM to help you cut recruitment costs and save time, read on.

What you will learn in this article

  • Why CRM is essential for recruiters
  • How CRM can help with your recruitment
  • 4 top CRM recruitment tips
  • CRM features for recruiters
  • How to get started with CRM

Why CRM is the tool of choice for recruitment

CRM is not a one-trick pony. Yes, it’s brilliant for sales and marketing. But you can easily use it for recruitment as well. As you will know, recruitment is an expensive, time-consuming, and highly competitive marketplace. Technology that provides a competitive edge over your rivals in hiring the best talent is priceless.

How CRM can help you find the best talent

Developing good relationships is deeply ingrained into CRM. Whether it is a prospect, lead, or job candidate, the capacity is the same. CRM speeds up processes for recruiters and lets them cut through the static to reach the best people. And in an environment where time is of the essence, the argument for CRM is increasingly compelling.

It’s estimated that CRM can save recruitment staff 90 minutes each day. Over the work week, that adds up to almost an entire day. So that’s more time for you to make more conversions. And more money.

4 top tips for CRM recruitment

One of CRM’s superpowers is automation. And if you can automate recruitment processes, you can shorten the pipeline timeframe significantly. Here are three great ways to get the best of CRM when you are a recruiter.

Shortening the time to offer

Days to offer is the flagship KPI for recruiters. When you have dozens of open vacancies daily, you want to get them closed off as soon as possible. You can help your staff in many ways to work smarter. But the best method to speed up the entire process is the deployment of a CRM system.

For example, all your messaging can be templated, and A/B tested for best conversion. Or you could send a group email and invite recipients to book a slot in your online calendar.

Better candidate experience indicators

Candidate experience is vital for some jobs and not so relevant for others. Generally, the more experienced a candidate is, the more expensive and difficult they are to lure. Assigning tags to candidates can help you find the right balance of client requirements and candidate experience.

Pipeline monitoring

The speed at which candidates progress through your conversion funnel is a critical measure. CRM enables you to review your pipeline by channel and agent. You can see instantly where blockages are occurring and take corrective/preventative steps.

Expanding the client pool

Recruitment agency clients are notorious for not being loyal. They don’t care who snares the talent and will interview on a first-come, first-served basis. This factor makes acquiring clients and retaining them even more vital.

Recruitment CRM is the antidote. It allows you to prospect on social media platforms actively. It will help you boost retention through ongoing personalized communications, automating task workflows, and scheduling calendar events.

CRM features for recruiters

Head-hunting has always been a tough gig. And none more so than today. In our increasingly globalized marketplace, interviews are often conducted by Skype, Zoom or Google Meets. Successful candidates may never see their employer in the flesh. However, CRM has several tricks up its digital sleeve. Here are a few you will want to use.

  1. Tags – CRM systems have numerous fields in candidate profiles in which to add tags. These are short one or two-word descriptions that you can add or custom create. The tags are your personal search engine descriptors for finding people. The tags can be straightforward, like ‘client’ or ‘candidate.’ But you can add other tags to help you later, such as skills or experience. For example, ‘Python,’ ‘rookie,’ ‘>5 yrs’.
  1. Social listening – A headhunter’s rep today is pretty much decided online. CRM lends an ear to what is happening online. It will flag up posts and reviews about you so that you can take action. You want to respond to negative reviews as quickly as possible. And ensure that every platform contains positive reviews.
  1. Email –  With CRM integrating all your email in one place, it is ideal for managing all your email campaigns. You can see your emails are on point. Or whether you need to tweak the text to get more conversions. For example, you could use CRM to zero in on friendly customers and ask them to leave you a review.

How to get started with CRM

Using CRM for recruitment is as effective as using the technology to drive sales. Recruiting is just as much about developing relationships as it is with prospects and leads. Effectively, you are flipping CRM around to ‘buy’ rather than sell.

However, to get a proper overview of its capabilities, you need to get a free trial. Most CRM providers will be more than happy to offer a time-limited test to try before you buy. Take full advantage as you want to be sure CRM will work for you and your company.


Using CRM for recruitment is like that time you saw someone putting words into a spreadsheet instead of numbers. It probably hadn’t occurred to you before, but it suddenly makes a lot of sense. Maybe have a look at our free trial and convince yourself.

May 23, 2022

Team Samdock

More from this category:

10 great CRM time-saving tips to improve your business

10 great CRM time-saving tips to improve your business

A CRM system is a fantastic way to free up time for your sales staff. Time not spent on routine admin tasks is time they can spend interacting with customers instead. A CRM solution, then, is more than monitoring and managing your sales pipeline. It's way more helpful...

10 ways small businesses should use CRM for better performance

10 ways small businesses should use CRM for better performance

Engaging with existing customers in an impactful way and re-energizing previous buyers can be a challenge for most small businesses. But with the right CRM system in your corner, the solution will empower you to do both. And, at the same time, help you develop more...