Recruitly vs Access Recruitment CRM vs Recruiterflow
Seventeen areas, a hundred and sixty five checked facts, one platform that does all of it and one that does some of it. Every claim links to where we found it and the date we checked.
Free to start. No credit card.
 Recruitly from $25/user/mo |  pricing on request |  from $119/user/mo | |
|---|---|---|---|
Pricing 8 rows What it costs to start, and what the contract locks you into | 100% | 0% | 50% |
Starting price Lowest published price for a paid plan, per user per month. | $25/user/mo Solo plan, billed annually; $30 month to month source · 12 Sept 2026 | Contact sales not published, quote only; cost guide says GBP100+/user/mo Inferred · source · 12 Sept 2026 | $119/user/mo billed annually; $149 billed monthly source · 12 Sept 2026 |
Prices published Pricing is on the website without a sales call. | Yes source · 12 Sept 2026 | No 4 packages listed, no prices; demo request only source · 12 Sept 2026 | Yes source · 12 Sept 2026 |
Minimum contract Shortest term you can sign, in months. 0 means rolling monthly. | Rolling Monthly or annual billing, no minimum term source · 12 Sept 2026 | — not published, quote only Inferred · source · 12 Sept 2026 | Rolling monthly billing offered; term not published Inferred · source · 12 Sept 2026 |
Minimum seats Fewest users you can buy. | 1seats Solo plan is one user source · 12 Sept 2026 | — not published, quote only Inferred · source · 12 Sept 2026 | — not published Inferred · source · 12 Sept 2026 |
Onboarding fee Mandatory implementation or setup charge. | $0one-off Self-serve; ATS migration is quoted separately source · 12 Sept 2026 | Contact sales not published, quote only Inferred · source · 12 Sept 2026 | Contact sales paid white-glove migration, fee not published source · 12 Sept 2026 |
Free trial Try the full product before paying, without a sales call. | Built in 14 days, no credit card source · 12 Sept 2026 | No demo request only source · 12 Sept 2026 | No pricing page CTA is Book Your Demo only Inferred · source · 12 Sept 2026 |
Free tier A plan you can stay on at zero cost. | Built in Free plan: 5 users, 1,000 candidates source · 12 Sept 2026 | No source · 12 Sept 2026 | No two paid tiers only source · 12 Sept 2026 |
Pay-as-you-go extras Calls, SMS, WhatsApp, enrichment and AI billed by use, not bundled into seat price. | Built in Calls, SMS, WhatsApp, enrichment and AI billed by use source · 12 Sept 2026 | Unknown add-ons are licensed, not metered Inferred · source · 12 Sept 2026 | No all features bundled into the plan source · 12 Sept 2026 |
Platforms 8 rows Where you can actually use it | 86% | 50% | 68% |
Web app Full product in the browser. | Built in source · 12 Sept 2026 | Built in browser-based cloud CRM source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Desktop app (macOS) Native installable desktop app for Mac. | Built in Apple silicon and Intel builds source · 12 Sept 2026 | No listed deployments are web and mobile only source · 12 Sept 2026 | Partial PWA install from browser, no native app source · 12 Sept 2026 |
Desktop app (Windows) Native installable desktop app for Windows. | Built in Linux .deb too source · 12 Sept 2026 | No listed deployments are web and mobile only source · 12 Sept 2026 | Partial PWA install from browser, no native app source · 12 Sept 2026 |
iOS app Published on the App Store. | Built in iOS app; store listing link pending source · 12 Sept 2026 | Built in Mobile module included in Base package source · 12 Sept 2026 | Partial PWA only, not on the App Store source · 12 Sept 2026 |
Android app Published on Google Play. | Built in Android app; store listing link pending source · 12 Sept 2026 | Built in Mobile module included in Base package source · 12 Sept 2026 | Partial PWA only, not on Google Play source · 12 Sept 2026 |
Mobile feature parity How much of the desktop product the mobile app covers. | Companion Records, pipeline, chat and calls on mobile; admin and settings on desktop source · 12 Sept 2026 | Companion data access and Feeds notifications only Inferred · source · 12 Sept 2026 | Companion candidates and contacts tabs only source · 12 Sept 2026 |
Chrome extension Browser extension that works inside LinkedIn and other sites. | Built in Side panel, nothing injected into LinkedIn source · 12 Sept 2026 | Partial Elite plan; LinkedIn content creation only source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Outlook / Gmail add-in Works inside the mail client, not only via sync. | Built in Outlook add-in creates records and files mail; Gmail via two-way sync source · 12 Sept 2026 | Unknown Evo for Office referenced, scope unclear Inferred · source · 12 Sept 2026 | Built in Google Workspace and Microsoft 365 apps Inferred · source · 12 Sept 2026 |
Pipeline & candidates 14 rows Moving people through jobs without double entry | 100% | 57% | 82% |
General candidate pool Candidates exist and get vetted independently of a job, then are assigned to jobs. | Built in source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Pipeline per job Each job has its own configurable stages and a kanban view. | Built in Workflows per job, kanban with bulk actions source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Stage audit trail Who moved a candidate, when and why, on every stage change. | Built in Status logs and record audit log source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial stage changes in activity timeline/report; no per-change reason Inferred · source · 12 Sept 2026 |
Bulk candidate actions Move stage, tag, reject or archive many candidates at once. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Hard-disqualifier routing Rules reject at intake on structured fields (age, language level) without recruiter review. | Built in Application form questions: disqualify if no / if any selected source · 12 Sept 2026 | Partial chatbot pre-qualification, not field-rule rejection Inferred · source · 12 Sept 2026 | Partial recipes disqualify; no intake field rules published Inferred · source · 12 Sept 2026 |
Structured candidate profile Experience, skills, languages, location, salary and availability as fields, not free text. | Built in source · 12 Sept 2026 | Built in CV parsing populates candidate record Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Structured custom fields Dropdown, number, multi-select and date custom fields. | Built in Custom fields per record type source · 12 Sept 2026 | Built in tailor-made enterprise configuration source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Structured interview feedback Scored feedback per interview stage, not a free-text box. | Built in Scorecards per job and agency-wide, AI-filled; awaiting-feedback queue source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Screening form to profile One structured form after a screening call writes straight to candidate fields. | Built in AI meeting notes write fields; scorecard captures the screen source · 12 Sept 2026 | Partial AI chatbot writes to CRM, not a structured form Inferred · source · 12 Sept 2026 | Partial application form maps to fields; no call-screening form Inferred · source · 12 Sept 2026 |
Rejection reasons Predefined reasons tracked per stage. | Built in Configurable reject reasons source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
CV parsing Uploaded CV populates the candidate record. | Built in Single, bulk and scanned CV parsing source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Duplicate detection Duplicates caught across sources and applications, with merge. | Built in Detect and merge duplicates source · 12 Sept 2026 | Partial AI CRM-cleaning agents; merge/dedupe not specified Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI client submission text AI drafts the candidate write-up sent to the client, editable before it goes. | Built in AI candidate brief, editable before sending source · 12 Sept 2026 | Built in Candidate Summaries; Present plan and above source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
Scorecards Configurable qualification criteria scored per candidate, with history. | Built in Agency scorecard and per-job scorecard, AI-filled source · 12 Sept 2026 | Partial AI candidate scoring, not configurable scorecards Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
CRM, jobs & placements 16 rows The client side: opportunities, fees and forecast | 97% | 50% | 63% |
Candidates and clients in one Candidates, companies, contacts and jobs share one database. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Job record Company, role, requirements, salary range and contract type on every job. | Built in source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Job status pipeline Live, paused, closed and custom statuses with stage tracking. | Built in Custom job statuses source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Leads and deals A sales pipeline for winning new clients, separate from jobs. | Built in Leads, deals and BD Hub source · 12 Sept 2026 | Built in BD/outreach agents keep open deals moving Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Delivery channel per client Shortlist delivery method stored per client with the draft pre-filled. | Partial Branded client portal and share defaults; not a per-client channel setting source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Configurable quality scoring Multi-dimension candidate quality score on criteria the agency defines, with history. | Built in Agency Scorecard: your criteria, AI-filled, audit trail source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Touchpoint cadence Last contact, next contact and cadence per client and job. | Built in Last contacted, next action date on every record; Simi lists what is open and due source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial last-activity filters; no cadence field published Inferred · source · 12 Sept 2026 |
Pipeline health from data Job health derived from candidate activity, not a gut-feel dropdown. | Built in Job analytics: triage, conversion, speed source · 12 Sept 2026 | Partial predictive analytics, not a per-job health score Inferred · source · 12 Sept 2026 | Partial no-submission / no-interview recipes flag stalled jobs Inferred · source · 12 Sept 2026 |
Weighted revenue forecast Fee x salary x confidence across open jobs. | Built in source · 12 Sept 2026 | Partial Revenue Tracker dashboard; weighted forecast not stated Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Deal momentum and risk flags Stalled jobs and at-risk placements surfaced automatically. | Built in Job Triage flags Dead, Stalled, Clogged, Starved with fee at risk source · 12 Sept 2026 | Partial next-best-action prompts; stalled-job flags not stated Inferred · source · 12 Sept 2026 | Partial recipe alerts, not automatic risk scoring Inferred · source · 12 Sept 2026 |
Client feedback loop Structured client responses on submitted candidates flow back to the recruiter. | Built in Clients respond on the shared candidate page source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial client portal feedback; structure not published Inferred · source · 12 Sept 2026 |
Client portal Branded portal where clients review candidates and respond. | Built in Branded client portal source · 12 Sept 2026 | Unknown branded candidate portal published; client portal not Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Placement as a record Start date, fee and status on a first-class placement object. | Built in source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Automatic fee calculation Fee computed from salary and contract terms. | Built in Fee stages and placement fee from salary source · 12 Sept 2026 | Add-on via Access Pay and Bill / FastTrack360 Evo source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Invoicing view Fee breakdown, deposit, remainder and due dates, pushed to accounting. | Built in Billings module, invoices to Xero and QuickBooks source · 12 Sept 2026 | Add-on via Access Pay and Bill / FastTrack360 Evo source · 12 Sept 2026 | No no client invoicing; Timesheet Portal partner for contract billing Inferred · source · 12 Sept 2026 |
Guarantee period tracking Replacement obligations tracked and revenue at risk flagged. | Built in Guarantee type and period on job and placement; rebate or replacement source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Database & sourcing 13 rows Finding the people you already have, and the ones you do not | 100% | 47% | 81% |
Global candidate search Search every candidate, not only those on a job. | Built in source · 12 Sept 2026 | Built in natural language search via Copilot and Evo Docs source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Faceted search Filter by skills, experience, location, language, availability and past placements. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Boolean search AND, OR, NOT and phrase search across the database. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI semantic search Meaning-based search that finds a match without the exact keyword. | Built in Vector search across CVs and profiles source · 12 Sept 2026 | Built in Evo Docs natural-language search source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Tagging and segmentation Tags, folders and saved segments on candidates. | Built in Tags, folders, saved searches source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Reactivation pool Inactive candidates filterable for targeted re-engagement campaigns. | Built in Filter by last activity, last contacted, placement end; bulk campaign source · 12 Sept 2026 | Built in Silver Medalist assistant re-engages past candidates source · 12 Sept 2026 | Partial saved searches feed campaigns; no dedicated pool Inferred · source · 12 Sept 2026 |
Candidate-to-job matching view Which candidates in the database fit which open jobs. | Built in AI Matches tab on every job source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
LinkedIn profile import Import a profile into the database from the LinkedIn page. | Built in source · 12 Sept 2026 | Partial native LinkedIn integration cited, import flow not detailed Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
LinkedIn search capture Every result of a LinkedIn, Recruiter or Sales Navigator search captured and enriched automatically. | Built in LinkedIn, Recruiter and Sales Navigator results source · 12 Sept 2026 | Partial Chrome extension does LinkedIn content, not profile capture Inferred · source · 12 Sept 2026 | Built in bulk sourcing via Chrome extension source · 12 Sept 2026 |
Relationship intelligence Who on your team knows this person, who viewed them and when, how long they have been on your radar. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial job change alerts + company intelligence, not who-knows-who Inferred · source · 12 Sept 2026 |
Contact data providers Email and phone lookup from providers built in, no separate subscription needed. | Built in Email and phone enrichment, pay per lookup source · 12 Sept 2026 | Built in Enrichment Agent; Automate plan and above source · 12 Sept 2026 | Built in AIRA credits consumed per find source · 12 Sept 2026 |
External people search Search people outside your database from inside the product. | Built in Search with Recruitly, Apollo, Lusha, FullEnrich source · 12 Sept 2026 | Partial Evo Researcher searches data and web, not a people database Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Live LinkedIn profile on the record The candidate's current LinkedIn profile renders inside the record, so you see today's job and employer, not the CV they sent in 2021. | Built in LinkedIn tab on the record, live, no tab switching source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Communication 14 rows Every channel, one timeline | 94% | 37% | 57% |
Two-way email sync Gmail and Outlook mail on the record, sent from the product. | Built in Gmail and Office 365 source · 12 Sept 2026 | Unknown Evo for Office referenced, scope unclear Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Email sequences Multi-step email sequences with templates, triggered by stage. | Built in source · 12 Sept 2026 | Built in Outreach agents; Automate plan and above Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Two-way SMS Send and receive SMS on the record. | Built in source · 12 Sept 2026 | Via partner via integration partner source · 12 Sept 2026 | Partial requires your own Twilio/RingCentral/Aircall account source · 12 Sept 2026 |
WhatsApp Business Template messages from a business number, triggered by stage changes. | Partial Closed beta. WhatsApp from your own number via QR is live today source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | No no WhatsApp channel documented Inferred · source · 12 Sept 2026 |
WhatsApp sequences WhatsApp steps with delays and auto-cancel on reply. | Built in WhatsApp campaigns and automation actions source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | No sequence steps are email, LinkedIn, text, tasks source · 12 Sept 2026 |
Personal WhatsApp on record Conversations from a recruiter's own WhatsApp logged to the profile. | Built in Personal WhatsApp logged to the record source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | No no WhatsApp channel documented Inferred · source · 12 Sept 2026 |
LinkedIn messaging in-app Send and receive LinkedIn messages and InMails from the record. | Built in LinkedIn Connect: messages and InMails from the record source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in paid LinkedIn messaging licence per user source · 12 Sept 2026 |
Multi-channel sequences Email, WhatsApp, SMS and LinkedIn steps in one workflow. | Built in Email, SMS, WhatsApp and task steps in one drip sequence source · 12 Sept 2026 | Partial outreach agents; channel coverage not published Inferred · source · 12 Sept 2026 | Partial email, SMS, LinkedIn, calls; no WhatsApp source · 12 Sept 2026 |
Unified timeline Every channel visible on one record timeline. | Built in source · 12 Sept 2026 | Built in CRM activity plus Feeds stream Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Unified inbox All candidate and client messages from all channels in one view. | Built in Chat module across channels source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial candidate inbox; not all channels in one view Inferred · source · 12 Sept 2026 |
Self-booking links Candidates and clients book time via a link, and it lands on the record. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Via partner via Arrange in the partner ecosystem source · 12 Sept 2026 |
Confirmations and reminders Booking confirmations and reminders sent automatically. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Calendar Google and Outlook calendar inside the product. | Built in Google and Outlook calendars source · 12 Sept 2026 | Built in interview scheduling and drag-and-drop temp booking source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Pre-call brief Auto-generated summary of previous notes before a call. | Built in AI meeting prep brief before client and candidate calls source · 12 Sept 2026 | Partial Evo Researcher briefs; not a call-specific brief Inferred · source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
Phone system 8 rows Calling from the record, not from another app | 100% | 18% | 53% |
Phone system, not a dialler Your own numbers, inbound routing and voicemail in the product, with no separate telephony vendor or account to buy. | Built in source · 12 Sept 2026 | Via partner via telephony integration partner source · 12 Sept 2026 | Via partner Twilio, Aircall, RingCentral, Dialpad, Zoom, Teams, 3CX source · 12 Sept 2026 |
Click-to-dial Dial from any record with one click. | Built in source · 12 Sept 2026 | Via partner via telephony integration partner Inferred · source · 12 Sept 2026 | Built in needs a connected phone provider source · 12 Sept 2026 |
Automatic call logging Inbound and outbound calls logged on the record with the recording. | Built in source · 12 Sept 2026 | Via partner via telephony integration partner Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Call recording Calls recorded and attached to the record. | Built in source · 12 Sept 2026 | Via partner via telephony integration partner Inferred · source · 12 Sept 2026 | Via partner from the connected provider (Zoom Phone, Dubber) source · 12 Sept 2026 |
Call transcription Recordings transcribed automatically. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in AIRA Notetaker, needs provider recording on source · 12 Sept 2026 |
AI call summary AI summary and scoring of every call, written to the record. | Built in Summary, sentiment and action items on every recorded call, as a note on the record source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
Inbound routing Numbers, call types and routing to the right recruiter. | Built in Numbers per user, voicemail, forwarding, ring timeout, ring groups source · 12 Sept 2026 | Via partner via telephony integration partner Inferred · source · 12 Sept 2026 | Via partner configured on Twilio, not in Recruiterflow source · 12 Sept 2026 |
Pay-per-minute calling Calls billed by use rather than a per-seat phone licence. | Yes Per-minute rates, no phone seat licence source · 12 Sept 2026 | No telephony is a third-party partner, not resold Inferred · source · 12 Sept 2026 | No minutes billed by your own telephony vendor Inferred · source · 12 Sept 2026 |
Meetings & recording 4 rows Calls that write themselves into the record | 100% | 40% | 80% |
Meeting recorder Video calls recorded and transcribed without a third-party notetaker. | Built in source · 12 Sept 2026 | Partial built-in video interviews; meeting recorder bot not stated Inferred · source · 12 Sept 2026 | Partial AIRA Notetaker joins calls; Zoom integration source · 12 Sept 2026 |
Meeting transcript Full searchable transcript on the record. | Built in source · 12 Sept 2026 | Partial Notetaking module listed, transcript detail not published Inferred · source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
Transcript to fields Salary expectations, availability and motivation extracted into candidate fields. | Built in Calls and meetings update candidate fields, fill the scorecard and refresh the brief source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in AIRA Field Updates Agent source · 12 Sept 2026 |
Summary to record Meeting summary written to the candidate or client timeline. | Built in source · 12 Sept 2026 | Partial Notetaking listed beside CRM; write-back not detailed Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Automation 12 rows Stage changes that do the follow-up for you | 83% | 54% | 79% |
Stage-change automations No-code rules triggered by stage changes, configured by the team. | Built in Pipeline, candidate, job, lead, deal, placement, GDPR, form and note triggers with filters and an event log source · 12 Sept 2026 | Built in Evo Workflow visual builder source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Auto-cancel on reply Sequences stop when the candidate replies or the stage completes. | Built in Stops on reply, out-of-office pauses, not-interested classified by AI source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 |
Deal won creates job A won deal creates the job automatically. | Partial Convert deal to job in one click; deal-status rules send email, sequence, tasks source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial deal triggers exist; auto job creation not documented Inferred · source · 12 Sept 2026 |
Auto follow-ups Non-responsive candidates get a follow-up sequence automatically. | Built in source · 12 Sept 2026 | Built in Compliance Chaser and Outreach assistants source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Withdraw on placement Other live applications withdrawn when a candidate is placed. | Partial Placement closes the job and rejects its pending applicants; other pipelines stay source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Post-placement check-ins Check-in tasks created at set intervals after the start date. | Built in N days before or after placement start and end: tasks, emails, SMS, sequences source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
NPS surveys Satisfaction survey sent to candidate and client after placement. | Partial Placement emails to candidate and client plus your own form; no survey scoring source · 12 Sept 2026 | Partial Access Evo Survey tool; candidate NPS not specific Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Chatbot to fields Screening bot answers written to structured fields, not a text dump. | Built in Simi fills the scorecard live on screening calls; forms write to fields source · 12 Sept 2026 | Built in Screening chatbots; Automate plan and above source · 12 Sept 2026 | No no screening chatbot; Asendia AI is a partner Inferred · source · 12 Sept 2026 |
AI job description Job description generated from brief or kickoff notes. | Built in source · 12 Sept 2026 | Built in Job Description / Ad Creator; Base plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Slack notifications Stage changes posted to Slack. | Partial Webhook action to a Slack or Teams incoming webhook; Teams mentions from conversations source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Time-based triggers Rules that fire on elapsed time, not only on events. | Built in Job expiry, interview due, birthdays, GDPR chasers, invoice due, placement dates source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Automation actions Tag, update status, send email, SMS or WhatsApp, move to job, create task. | Built in Email, SMS, sequence, task, webhook, status, close job, unpublish, DNC, anonymise; tags and add-to-job as sequence step actions source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI 16 rows Matching, screening, writing and summarising | 100% | 50% | 50% |
AI screening AI screens candidates and writes scores and logs to the profile. | Built in AI review of every application source · 12 Sept 2026 | Built in Screening chatbots; Automate plan and above source · 12 Sept 2026 | Partial Matchmaker scores; no autonomous screening interview Inferred · source · 12 Sept 2026 |
Smart matching Candidates from your database surfaced for a new job. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Match scoring Candidates auto-scored against open jobs. | Built in source · 12 Sept 2026 | Built in Candidate Scoring; Base plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI fills the scorecard AI answers every criterion on the job's scorecard from the CV and profile, cites the evidence in a comment, and the recruiter can override any answer. | Built in Agency and per-job scorecards filled by AI, yes, partial or no per criterion source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Scorecard filled from the call A screening call fills or updates the scorecard, live while you talk or from the transcript afterwards. | Built in Simi fills the scorecard live on a screening call and updates it from the transcript source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Match from LinkedIn page Score a LinkedIn profile against your live jobs without leaving LinkedIn. | Built in Score a profile against live jobs from LinkedIn source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown extension sources; scoring on LinkedIn not documented Inferred · source · 12 Sept 2026 |
AI routing suggestion Suggests next stage and matching jobs; recruiter confirms. | Built in AI Matches suggests candidates per job and jobs per candidate; you confirm source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
AI notetaker Calls and meetings summarised by AI. | Built in source · 12 Sept 2026 | Partial Notetaking module in Access Evo; detail not published Inferred · source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
AI candidate summary Candidate brief written from profile and call notes. | Built in source · 12 Sept 2026 | Built in Candidate Summaries; Present plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI CV rewrite Branded and blind CVs generated with AI-curated content. | Built in Branded and blind CVs source · 12 Sept 2026 | Built in Candidate Speccing; Present plan and above source · 12 Sept 2026 | Unknown branded/blind CV generation not documented Inferred · source · 12 Sept 2026 |
Contact enrichment Email and phone found from public sources. | Built in source · 12 Sept 2026 | Built in Enrichment Agent; Automate plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
In-app AI assistant A conversational assistant inside the product that answers questions about your data and the product. | Built in Simi: open items, what closed, what is coming up, plan and usage source · 12 Sept 2026 | Built in Copilot, included in all packages source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI writing Emails, job adverts and messages drafted in your tone. | Built in source · 12 Sept 2026 | Built in Content Creator / Optimiser; Automate plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI data cleanup agent Bulk enrichment and cleanup of records, approved by an admin. | Built in Data Agent: bulk enrich and clean, admin approved source · 12 Sept 2026 | Built in Evo Researcher over own data and documents source · 12 Sept 2026 | Built in AIRA Field Updates Agent source · 12 Sept 2026 |
MCP server Model Context Protocol server so Claude and other LLM clients can work with your data. | Built in Free on every plan source · 12 Sept 2026 | Unknown no MCP mention on Access Evo pages Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
AI voice notes Speak a note and AI writes it up on the record, on desktop and on the phone. | Built in Dictate anywhere in the product; AI writes the note source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Autonomous recruiting 15 rows Built in means it does the work unprompted. Partial means it does it when you ask. | 50% | 0% | 0% |
Data maintenance that runs itself Records repair, dedupe and enrich themselves continuously, and the product reports what it changed. | Partial Data Agent enriches, dedupes and cleans in bulk with a dry run and per-field justification, once an admin approves the job source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Screening calls that run themselves AI places the screening call, scores the candidate against the job and moves them on, without a recruiter on the line. | Partial Simi joins the call, fills the scorecard live and writes the candidate fields from the transcript source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Matching without being asked Every relevant event scores candidate against job and job against candidate, with reasons, and nobody has to press anything. | Built in Fires when an application lands, when a candidate is added to a job, when you open a candidate and on a LinkedIn profile source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Sourcing without being asked The product opens a live job, searches beyond your own database and puts a shortlist in front of you unprompted. | Partial Saved searches, LinkedIn capture, people search and per-job AI profile search, each started by a recruiter source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Outreach that decides for itself It chooses who to contact and when, writes the message and runs the follow-up, rather than executing a sequence you built. | Partial Drip sequences across email, SMS, WhatsApp and tasks, stopping on reply and pausing on out-of-office source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Pipeline that manages itself Candidates are moved, nudged, rejected and stale jobs closed on judgement, not on rules somebody wrote. | Partial About 190 triggers and actions including time-based rules, reject reasons and closing the job on placement source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Business development that runs itself It spots the signal, writes the pitch, sends it and books the meeting. | No Spec Send and MPC campaigns are recruiter-driven; job change alerts are not shipped source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Scheduling that negotiates for you It agrees a time with both sides, books it and rebooks when someone drops out. | Partial Self-booking links, confirmations, reminders and two-way calendar sync, started by a person source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Client updates written for you Each client gets their pipeline update written from the real data and sent, every week, unprompted. | No Company and job analytics are there to read, but nothing writes or sends the update source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Compliance chased to closure Documents, consent and expiries are pursued until they are resolved, and escalated when they are not. | Partial GDPR consent chasers, expiry rules, anonymise and delete actions and document expiry checks source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Billing that raises itself The invoice is raised from the placement and payment is chased without anyone remembering to do it. | Partial Placement records, fee stages, fee from salary and invoices pushed to Xero or QuickBooks source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Shortlists sent for you It selects the shortlist, formats the CVs and sends them to the client. | Partial Branded and blind CVs, AI-written submission text, Submit CV to job and Spec Send with tracking source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Interview feedback chased for you The client is chased until feedback arrives, and the answer is logged against the interview. | Partial An awaiting-feedback queue and interview-due rules that email or text the client and candidate source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Memory across sessions It remembers your decisions and preferences and applies them next time, without being told again. | Partial Record context assembled per session, account context for plan and usage, and a brief kept up to date from conversations source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Asks before it acts Actions are proposed and wait for you, rather than happening behind your back. Autonomy without approval is not a feature. | Built in The conversation agent proposes record updates, scorecard scores, brief updates and notes, and waits source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Reporting & analytics 15 rows Funnel, speed, revenue and forecast accuracy | 97% | 33% | 63% |
Stage conversion rates Full-funnel conversion between every stage. | Built in source · 12 Sept 2026 | Unknown 12 prebuilt dashboards; this metric not named Inferred · source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 |
Time in stage Time in each stage and time to placement. | Built in source · 12 Sept 2026 | Unknown 12 prebuilt dashboards; this metric not named Inferred · source · 12 Sept 2026 | Partial BI metrics; time-in-stage not named Inferred · source · 12 Sept 2026 |
Time to first shortlist Job open to first shortlist, per job. | Built in Job speed report source · 12 Sept 2026 | Unknown 12 prebuilt dashboards; this metric not named Inferred · source · 12 Sept 2026 | Unknown not named in published reports Inferred · source · 12 Sept 2026 |
Drop-off by stage Where candidates leave the process. | Built in source · 12 Sept 2026 | Unknown 12 prebuilt dashboards; this metric not named Inferred · source · 12 Sept 2026 | Partial BI metrics; drop-off not named Inferred · source · 12 Sept 2026 |
Source effectiveness Source tracked per application and reported per channel. | Built in source · 12 Sept 2026 | Built in via Access Attract Evo source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Activity per period Vetted, submitted and interviewed per week and month. | Built in source · 12 Sept 2026 | Built in Consultant Activities KPI tracker dashboard source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Recruiter performance Workload, capacity and output per recruiter. | Built in source · 12 Sept 2026 | Built in Consultant Activities KPI tracker dashboard source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Revenue reporting Revenue per month, per recruiter and per client. | Built in source · 12 Sept 2026 | Built in Revenue Tracker dashboard source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Forecast accuracy Predicted versus actual placements. | Built in Forecast vs actual in the Job Forecast report source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial forecast published; predicted vs actual not named Inferred · source · 12 Sept 2026 |
Client health Placements, shortlist acceptance and repeat business per client. | Built in Company analytics: placements, billing, jobs, reject rate by period source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Revenue at risk Active replacements and guarantee exposure. | Built in Fee at risk across flagged open jobs, in Job Analytics source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Custom dashboards Configurable dashboards and reports. | Built in source · 12 Sept 2026 | Add-on Advanced / Custom Analytics add-on source · 12 Sept 2026 | Built in Custom BI dashboards on AIRA Plan source · 12 Sept 2026 |
Leaderboards and TV screens Team leaderboards, KPI goals and office TV displays. | Built in Leaderboards, KPI goals, TV screens source · 12 Sept 2026 | Partial Applause recognition; leaderboards not stated Inferred · source · 12 Sept 2026 | Partial goals and leaderboards; no TV/wallboard mode source · 12 Sept 2026 |
Candidate experience metrics NPS and retention at intervals after placement. | Partial Guarantee status per placement (active, cleared, left); no NPS survey source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
TV screens in the office Leaderboards, targets and celebrations on office screens, driven by the same live data as the reports. | Built in TV screens, slideshows, celebrations and a media library source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Integrations & API 10 rows What it talks to, and how openly | 96% | 15% | 44% |
MCP connector Connect Claude and other LLM clients directly. | Built in source · 12 Sept 2026 | Unknown no MCP mention on Access Evo pages Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
REST API, full CRUD Create, read, update and delete candidates, jobs, companies and placements. | Built in source · 12 Sept 2026 | Partial 3rd Party Connector add-on; public API docs not published Inferred · source · 12 Sept 2026 | Partial GET and POST only; keys issued by support Inferred · source · 12 Sept 2026 |
Webhooks Push events on stage change, application received and placement created. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial manual Send to... per record, no event triggers source · 12 Sept 2026 |
HubSpot sync Two-way sync between the CRM and HubSpot. | Partial HubSpot import with field mapping; no push back to HubSpot source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Via partner via Zapier only source · 12 Sept 2026 |
Public API docs API documentation published and maintained without an NDA. | Built in source · 12 Sept 2026 | Unknown no public developer portal found Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Zapier Official Zapier app. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Accounting Invoices pushed to Xero or QuickBooks. | Built in Xero and QuickBooks source · 12 Sept 2026 | Add-on via Access Financials / Pay and Bill source · 12 Sept 2026 | No no Xero/QuickBooks integration published Inferred · source · 12 Sept 2026 |
E-signature Contracts and offer letters signed without a separate e-sign subscription. | Built in DigiSign built in; DocuSign and HelloSign also connect source · 12 Sept 2026 | Unknown Access Onboarded listed, e-signature not named Inferred · source · 12 Sept 2026 | Via partner DocuSign, own subscription needed source · 12 Sept 2026 |
E-signature without a second vendor Offer letters and contracts signed in the product, not through a separate e-signature subscription you buy and manage. | Built in DigiSign is part of the product; DocuSign and HelloSign also connect source · 12 Sept 2026 | Unknown source · 12 Sept 2026 | Unknown source · 12 Sept 2026 |
Integration marketplace Number of listed integrations. | 62+apps source · 12 Sept 2026 | 30+apps Access Evo third-party connectors (30+) source · 12 Sept 2026 | — count not published on the partner ecosystem page Inferred · source · 12 Sept 2026 |
Job distribution 7 rows Getting the job in front of candidates | 100% | 50% | 100% |
Job board publishing Publish to boards from the job record. | Built in source · 12 Sept 2026 | Via partner via third-party multi-posting tools source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Boards available Number of boards you can post to. | 50+boards 39 direct board integrations plus Broadbean, Idibu and LogicMelon aggregators source · 12 Sept 2026 | — not published Inferred · source · 12 Sept 2026 | — no total count published Inferred · source · 12 Sept 2026 |
Multi-posting included Multi-posting is part of the plan, not a separate vendor or add-on. | Yes source · 12 Sept 2026 | No multi-posting is a third-party tool, not bundled Inferred · source · 12 Sept 2026 | Yes free boards included; paid slots bought from the board source · 12 Sept 2026 |
Careers page and job widget Jobs published to your own site with a themeable widget. | Built in Job widget, WordPress plugin, embedded themes source · 12 Sept 2026 | Add-on via Access Attract Evo source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Applications into pipeline Board applications land directly in the job pipeline. | Built in Applications land on the job for review; approve to pipeline in one click, or auto via automation source · 12 Sept 2026 | Built in branded candidate portal feeds applications in Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Automatic source tracking Source recorded per application without manual entry. | Built in source · 12 Sept 2026 | Built in via Access Attract Evo source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
LinkedIn job posting Post to LinkedIn Jobs from the job record. | Built in source · 12 Sept 2026 | Partial native LinkedIn integration; job posting not detailed Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Marketing suite 9 rows Campaigns to candidates and clients at scale | 83% | 35% | 65% |
Email campaigns Bulk email with lists, tracking and analytics. | Built in source · 12 Sept 2026 | Partial outreach agents; bulk campaign tooling not detailed Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Drip campaigns Multi-step nurture sequences to lists. | Built in source · 12 Sept 2026 | Partial Evo Workflow sequences; drip campaigns not published Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
WhatsApp campaigns Bulk WhatsApp to lists from a business number. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | No no WhatsApp channel documented Inferred · source · 12 Sept 2026 |
Template builder Drag-and-drop email template designer. | Built in source · 12 Sept 2026 | Partial AI Content Creator; drag-drop template builder not stated Inferred · source · 12 Sept 2026 | Partial email templates; no drag-and-drop designer documented Inferred · source · 12 Sept 2026 |
Mailing lists Lists and segments built from CRM filters. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Dedicated sending IP Own IP for high-volume senders. | Add-on Dedicated IP add-on source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | No shared SendGrid infrastructure Inferred · source · 12 Sept 2026 |
Unsubscribe and blacklist Suppression lists and consent respected automatically. | Built in Blacklist, unsubscribe, consent source · 12 Sept 2026 | Built in consent, opt-out and retention workflows source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
MPC campaigns Market your most placeable candidates to prospects. | Partial Spec Send floats candidates to prospects today; MPC campaigns coming soon source · 12 Sept 2026 | Built in Candidate Speccing; Present plan and above source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Job change alerts Alerts when tracked contacts move company. | No Coming soon in BD Hub source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in AIRA Plan source · 12 Sept 2026 |
Tasks 3 rows Work that lives on the record | 100% | 83% | 100% |
Tasks on the record Tasks created on a candidate, job or client. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Team tasks Visible to the team, assignable, with deadlines. | Built in source · 12 Sept 2026 | Partial Spaces and Feeds; task assignment not detailed Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Overdue flags and reminders Reminders and overdue flags. | Built in source · 12 Sept 2026 | Built in expiry flags and Compliance Chaser assistant source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Access, privacy & security 8 rows Who sees what, and where the data lives | 100% | 63% | 50% |
Role-based views Recruiter, team lead and management views with permissions. | Built in Role-based permissions source · 12 Sept 2026 | Built in enterprise governance and data control Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Team-wide visibility Every pipeline visible to the team; no blind spots. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial recruiters see only their own communications by default source · 12 Sept 2026 |
EU / UK data residency Data stored in the EU or UK. | Built in EU regions, London secondary source · 12 Sept 2026 | Unknown hosting region not published Inferred · source · 12 Sept 2026 | Unknown no hosting region published Inferred · source · 12 Sept 2026 |
GDPR consent tracking Consent captured, expiring and auditable per record. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Right to erasure Anonymise a record while keeping the history. | Built in Anonymise keeps the history source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in hard delete, not anonymise source · 12 Sept 2026 |
Audit log Full change history per record with attribution. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Unknown no audit log documented Inferred · source · 12 Sept 2026 |
SSO Sign in with Google, Microsoft or SAML. | Built in Google and Microsoft sign-in source · 12 Sept 2026 | Built in single sign-on across Access products via Access Workspace source · 12 Sept 2026 | Partial Google and Microsoft sign-in; SAML not published source · 12 Sept 2026 |
Two-factor authentication MFA on every account. | Built in Org-wide 2FA policy source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Unknown not documented Inferred · source · 12 Sept 2026 |
Data & migration 6 rows Getting in, and getting out again | 100% | 44% | 59% |
Full export, no fee Export every record and file without an exit charge. | Built in Settings, Export Data; no exit fee source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Partial in-app Excel export; 1 full backup per quarter, more for a fee source · 12 Sept 2026 |
Migration service A specialist migrates from your current ATS with a parallel run. | Built in Specialist-led, parallel run, quoted source · 12 Sept 2026 | Built in Access runs a CRM migration service source · 12 Sept 2026 | Add-on white-glove migration is paid source · 12 Sept 2026 |
Bulk import CSV, Excel, bulk CV parse and LinkedIn export import. | Built in CSV, Excel, bulk CV parse, LinkedIn export source · 12 Sept 2026 | Partial migration service; self-serve bulk import not published Inferred · source · 12 Sept 2026 | Built in .xlsx only, CSV not supported source · 12 Sept 2026 |
Consent as a record GDPR consent stored as a first-class entity, not a checkbox. | Built in Consent with expiry per record source · 12 Sept 2026 | Built in consent tracked with expiry per record source · 12 Sept 2026 | Partial consent checkbox + expiry period, not a record source · 12 Sept 2026 |
Data ownership in terms Contract states the data is yours. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in source · 12 Sept 2026 |
Data health reports Missing-data and quality diagnostics per record type. | Built in Data Health per record type source · 12 Sept 2026 | Built in background AI agents clean the CRM source · 12 Sept 2026 | Unknown no data-health report documented Inferred · source · 12 Sept 2026 |
Built in means part of the plan. Add-on is a paid extra from the same vendor. Via partner is a third-party product. Spotted an error? Every cell links to its source; tell us and we will fix it.
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