Recruitly vs Loxo vs Recruit CRM
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 |  from $149/user/mo |  from $95/user/mo | |
|---|---|---|---|
Pricing 8 rows What it costs to start, and what the contract locks you into | 100% | 83% | 83% |
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 | $149/user/mo Core plan, billed annually source · 12 Sept 2026 | $95/user/mo Pro plan billed annually; $109/user/mo billed monthly source · 12 Sept 2026 |
Prices published Pricing is on the website without a sales call. | Yes source · 12 Sept 2026 | Yes Core and Professional listed; Enterprise custom source · 12 Sept 2026 | Yes Pro/Business/Enterprise all priced per user on the page 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 | 12months Annual billing, paid upfront Inferred · source · 12 Sept 2026 | Rolling monthly billing offered; cancel anytime source · 12 Sept 2026 |
Minimum seats Fewest users you can buy. | 1seats Solo plan is one user source · 12 Sept 2026 | — Free migration offered for 3+ seats; no minimum stated Inferred · source · 12 Sept 2026 | — no seat minimum 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 No setup fee published; free migration for 3+ seats Inferred · source · 12 Sept 2026 | $0one-off free CSV import; paid migration service optional Inferred · 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 | Built in 7-day trial, Professional access source · 12 Sept 2026 | Built in self-serve "Try for free" signup 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 | Unknown Freemium help article now 404; pricing page lists no free tier Inferred · source · 12 Sept 2026 | Unknown help centre mentions a Free plan; pricing page lists paid tiers only Inferred · 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 | Built in Credits, AI Chat and Boost billed by use source · 12 Sept 2026 | Built in calling/SMS/enrichment/multiposting on credits source · 12 Sept 2026 |
Platforms 8 rows Where you can actually use it | 86% | 50% | 64% |
Web app Full product in the browser. | Built in source · 12 Sept 2026 | Built in app.loxo.co 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 | Unknown No desktop app found on loxo.co Inferred · source · 12 Sept 2026 | No web + mobile only; no desktop app published Inferred · source · 12 Sept 2026 |
Desktop app (Windows) Native installable desktop app for Windows. | Built in Linux .deb too source · 12 Sept 2026 | Unknown No desktop app found on loxo.co Inferred · source · 12 Sept 2026 | No web + mobile only; no desktop app published Inferred · 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 App Store, Loxo LLC, iOS 16+ source · 12 Sept 2026 | Built in App Store id1532855707, Workforce Cloud Tech, Inc source · 12 Sept 2026 |
Android app Published on Google Play. | Built in Android app; store listing link pending source · 12 Sept 2026 | Unknown Help centre says iOS only; Play listing not verified Inferred · source · 12 Sept 2026 | Built in Google Play com.recruitcrm 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 People search, call, text, email; no activity logging source · 12 Sept 2026 | Companion records, stages, tasks, notes, calls; no admin/reporting 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 | Built in Works on any profile page; Core plan and up source · 12 Sept 2026 | Built in LinkedIn, Recruiter, Sales Nav, ZoomInfo, Xing, Indeed, Seek 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 Email via sync only; no add-in documented Inferred · source · 12 Sept 2026 | Partial extension sources from Outlook; mail itself via 2-way sync source · 12 Sept 2026 |
Pipeline & candidates 14 rows Moving people through jobs without double entry | 100% | 71% | 77% |
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 People database independent of jobs source · 12 Sept 2026 | Built in candidates live in the database and are assigned to jobs 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 Kanban with configurable stages source · 12 Sept 2026 | Built in multiple custom pipelines on Business+; Kanban per job 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 | Partial Stage moves logged as events; no reason captured Inferred · source · 12 Sept 2026 | Built in Stage History with remarks and attribution source · 12 Sept 2026 |
Bulk candidate actions Move stage, tag, reject or archive many candidates at once. | Built in source · 12 Sept 2026 | Partial Bulk field/tag edits, call queue; bulk stage move not documented Inferred · source · 12 Sept 2026 | Built in bulk stage update, bulk select up to 500 in Kanban 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 | Unknown Inferred · source · 12 Sept 2026 | Unknown application form is configurable; no knockout rules documented 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 | Partial Title, company, location, work/education history; salary via custom fields Inferred · source · 12 Sept 2026 | Built in work history, education, skills parsed into fields 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 | Partial Text, number, date, dropdown; no multi-select source · 12 Sept 2026 | Built in 15 fields on Pro, 150 on Business/Enterprise; nested + entity types 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 | Built in Scorecards per job source · 12 Sept 2026 | Via partner scorecards via Honeit marketplace partner 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 | Built in Forms with Record Field question type source · 12 Sept 2026 | Partial job application form fields; no post-call screening form source · 12 Sept 2026 |
Rejection reasons Predefined reasons tracked per stage. | Built in Configurable reject reasons source · 12 Sept 2026 | Unknown Removal without reason documented only Inferred · source · 12 Sept 2026 | Partial free-text remark per stage change, not a predefined list 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 Drag-and-drop and resume forwarding source · 12 Sept 2026 | Built in AI resume parser on all plans; parses from mailbox too source · 12 Sept 2026 |
Duplicate detection Duplicates caught across sources and applications, with merge. | Built in Detect and merge duplicates source · 12 Sept 2026 | Built in Auto-merge on email/social match; manual merge source · 12 Sept 2026 | Built in extension warns on existing records; merge available 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 Submittal Agent, uses Loxo Credits source · 12 Sept 2026 | Built in Candidate Submission and Candidate Pitching agents 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 | Built in Scorecard attached per job source · 12 Sept 2026 | Partial AI match score 0-100 with reasoning; no configurable human scorecard Inferred · source · 12 Sept 2026 |
CRM, jobs & placements 16 rows The client side: opportunities, fees and forecast | 97% | 59% | 72% |
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 candidates, companies, contacts, jobs, deals in one DB 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 Salary range, job type, hiring company, fee override 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 Custom statuses in Settings > Statuses > Job source · 12 Sept 2026 | Built in job statuses plus archive/close 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 Deals pipelines source · 12 Sept 2026 | Built in Deals pipeline plus contact stage sales pipeline 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 shared submit-candidate link exists; no per-client channel field 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 no configurable job/client quality score 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 communication tracking; no cadence/next-contact field 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 Pipeline health metric in job reports Inferred · source · 12 Sept 2026 | Partial job statistics and candidate lifecycle reports, not a health score Inferred · source · 12 Sept 2026 |
Weighted revenue forecast Fee x salary x confidence across open jobs. | Built in source · 12 Sept 2026 | Partial Deal value x win probability on deals, not jobs source · 12 Sept 2026 | Add-on Advanced Analytics add-on; Enterprise or paid extra Inferred · 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 Deal rotting-age flag only source · 12 Sept 2026 | Add-on stuck-job/stuck-candidate alerts built in Workflow Automation 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 | Built in Portal scorecards and Yes/Maybe/No comments source · 12 Sept 2026 | Built in client yes/no decisions and remarks on the shared candidate list source · 12 Sept 2026 |
Client portal Branded portal where clients review candidates and respond. | Built in Branded client portal source · 12 Sept 2026 | Built in Hiring Manager Portal; branding not stated source · 12 Sept 2026 | Built in Hiring Manager Portal, branding configurable 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 Placement card on Hired stage source · 12 Sept 2026 | Built in Placements list with custom fields 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 | Unknown Fee override on job; calculation not documented Inferred · source · 12 Sept 2026 | Partial deal value, deal split, pay/bill rates; no auto fee-from-salary Inferred · 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 | Built in Invoices linked to deals/jobs source · 12 Sept 2026 | Built in invoices native; push to Xero/QuickBooks via Workflow Automation 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 | Partial backdoor-hire lost-fee report; no guarantee/replacement object Inferred · source · 12 Sept 2026 |
Database & sourcing 13 rows Finding the people you already have, and the ones you do not | 100% | 61% | 74% |
Global candidate search Search every candidate, not only those on a job. | Built in source · 12 Sept 2026 | Built in 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 | Built in source · 12 Sept 2026 | Built in group, cross-entity and activity filters; radius search source · 12 Sept 2026 |
Boolean search AND, OR, NOT and phrase search across the database. | Built in source · 12 Sept 2026 | Built in 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 Core plan and up source · 12 Sept 2026 | Built in natural-language match against My Database with reasoning source · 12 Sept 2026 |
Tagging and segmentation Tags, folders and saved segments on candidates. | Built in Tags, folders, saved searches source · 12 Sept 2026 | Built in Tags, static lists, saved searches source · 12 Sept 2026 | Built in hotlists as talent pools/segments 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 | Unknown Inferred · source · 12 Sept 2026 | Built in sequences explicitly for reactivating a talent pool 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 AI Recommendations per job source · 12 Sept 2026 | Partial match runs per job; no database-wide job-fit view Inferred · source · 12 Sept 2026 |
LinkedIn profile import Import a profile into the database from the LinkedIn page. | Built in source · 12 Sept 2026 | Built in Chrome extension; Loxo states no LinkedIn affiliation source · 12 Sept 2026 | Built in one-click from LinkedIn / Recruiter / Sales Navigator 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 | Unknown Inferred · source · 12 Sept 2026 | Partial click-to-parse per profile plus bulk AI sourcing import Inferred · 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 latest-communication tracking and job-change alerts only 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 Loxo Credits; Professional plan source · 12 Sept 2026 | Add-on Data Enrichment credits; 500/user/mo on Enterprise 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 | Built in Loxo Source; Professional plan source · 12 Sept 2026 | Built in AI Sourcing plus 800M+ Global Database 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% | 35% | 71% |
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 | Built in Two-way sync, Google/Microsoft source · 12 Sept 2026 | Built in Gmail, Outlook/O365 and IMAP two-way sync via Nylas source · 12 Sept 2026 |
Email sequences Multi-step email sequences with templates, triggered by stage. | Built in source · 12 Sept 2026 | Built in Outreach campaigns and stage email automations source · 12 Sept 2026 | Built in Business+; Pro limited to 1 sequence source · 12 Sept 2026 |
Two-way SMS Send and receive SMS on the record. | Built in source · 12 Sept 2026 | Via partner Twilio/RingCentral/RingOver account required source · 12 Sept 2026 | Built in Twilio-powered; US/UK/IL/HK/CA/SE only; credits 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 | Via partner Payemoji marketplace app; WhatsApp does not sync natively source · 12 Sept 2026 | No no business-number/template WhatsApp sending 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 | No Campaign steps are email/SMS/call/task Inferred · source · 12 Sept 2026 | No sequence steps are email, SMS, LinkedIn and tasks only Inferred · 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 | No source · 12 Sept 2026 | Partial opens WhatsApp Web from the record; messages not logged 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 | Via partner Talentalk marketplace app source · 12 Sept 2026 | Built in free on Enterprise; per-user billed on other plans 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 Email, SMS, call, task steps; no LinkedIn/WhatsApp source · 12 Sept 2026 | Built in email, SMS, LinkedIn and task steps in one sequence source · 12 Sept 2026 |
Unified timeline Every channel visible on one record timeline. | Built in source · 12 Sept 2026 | Built in Activity Stream source · 12 Sept 2026 | Built in emails, SMS, call logs, notes, meetings on the record 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 mailbox plus message logs; not one cross-channel inbox 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 | Via partner Arrange marketplace app; Calendly bookings do not sync source · 12 Sept 2026 | Built in Meeting Scheduler on all plans source · 12 Sept 2026 |
Confirmations and reminders Booking confirmations and reminders sent automatically. | Built in source · 12 Sept 2026 | Unknown Inferred · source · 12 Sept 2026 | Built in confirmation behaviour and email notifications configurable source · 12 Sept 2026 |
Calendar Google and Outlook calendar inside the product. | Built in Google and Outlook calendars source · 12 Sept 2026 | Built in Two-way sync for meetings with a guest source · 12 Sept 2026 | Built in Google and Outlook two-way calendar sync 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 | Unknown Inferred · source · 12 Sept 2026 | Partial AI candidate summary; not an automatic pre-call brief Inferred · source · 12 Sept 2026 |
Phone system 8 rows Calling from the record, not from another app | 100% | 48% | 75% |
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 In-app calling via Twilio or RingCentral source · 12 Sept 2026 | Partial Numbers and calling credits resold, Pro plan and up; no routing rules source · 12 Sept 2026 |
Click-to-dial Dial from any record with one click. | Built in source · 12 Sept 2026 | Built in Requires VOIP integration source · 12 Sept 2026 | Built in click the phone number on any record source · 12 Sept 2026 |
Automatic call logging Inbound and outbound calls logged on the record with the recording. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in call logs and notes stored on the record source · 12 Sept 2026 |
Call recording Calls recorded and attached to the record. | Built in source · 12 Sept 2026 | Built in Manual Start Recording during call source · 12 Sept 2026 | Built in recording permissions and consent settings provided source · 12 Sept 2026 |
Call transcription Recordings transcribed automatically. | Built in source · 12 Sept 2026 | Unknown Notetaker transcribes meetings, not phone calls Inferred · source · 12 Sept 2026 | Built in AI Call Transcript Generator 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 | Partial AI assist summarises notes and call logs; no call scoring Inferred · 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 | Built in Twilio agency number routing source · 12 Sept 2026 | Partial buy US/UK numbers and assign to users; no routing rules 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 Calls billed by the VOIP provider, not Loxo Inferred · source · 12 Sept 2026 | Yes calling/SMS credits, no per-seat phone licence source · 12 Sept 2026 |
Meetings & recording 4 rows Calls that write themselves into the record | 100% | 80% | 20% |
Meeting recorder Video calls recorded and transcribed without a third-party notetaker. | Built in source · 12 Sept 2026 | Built in AI Notetaker joins Zoom/Teams/Meet source · 12 Sept 2026 | No Meeting Notetaker announced as coming soon source · 12 Sept 2026 |
Meeting transcript Full searchable transcript on the record. | Built in source · 12 Sept 2026 | Built in English only source · 12 Sept 2026 | Partial call transcripts today; meeting transcripts not yet shipped Inferred · 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 | No no extraction of meeting content into candidate fields Inferred · source · 12 Sept 2026 |
Summary to record Meeting summary written to the candidate or client timeline. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Partial AI assist summarises notes/call logs onto the record Inferred · source · 12 Sept 2026 |
Automation 12 rows Stage changes that do the follow-up for you | 83% | 42% | 67% |
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 Visual builder source · 12 Sept 2026 | Built in email triggers native; richer rules via Workflow Automation 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 | Built in Needs two-way email sync; exact-address match source · 12 Sept 2026 | Partial opt-outs blocked and manual unenroll; no reply-detection documented 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 Manual job link from deal only Inferred · source · 12 Sept 2026 | Add-on buildable in the Workflow Automation add-on 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 Multi-step campaigns with delays source · 12 Sept 2026 | Built in multi-step sequences with delays 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 auto-close job when filled exists; no auto-withdraw of other applications 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 | Add-on buildable as a Workflow Automation recipe Inferred · 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 | Unknown Inferred · source · 12 Sept 2026 | Add-on client survey recipe in Workflow Automation Inferred · 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 | Unknown Inferred · source · 12 Sept 2026 | Via partner screening bots via CallPilot / Skima marketplace partners 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 Agent source · 12 Sept 2026 | Built in AI Job Description Generator 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 | No Not in marketplace or help centre Inferred · source · 12 Sept 2026 | Add-on Slack/Teams posting via Workflow Automation add-on 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 | Partial Delays after stage entry only source · 12 Sept 2026 | Add-on "stuck for n days" recipes in Workflow Automation 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 | Partial Campaign enrol, email, SMS, contact fetch; no task/tag/WhatsApp source · 12 Sept 2026 | Partial email/SMS/LinkedIn/task native; field and stage updates need the add-on Inferred · source · 12 Sept 2026 |
AI 16 rows Matching, screening, writing and summarising | 100% | 54% | 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 | Partial Longlist/Shortlist sourcing agents; Professional Inferred · source · 12 Sept 2026 | Via partner screening/scoring agents via marketplace partners 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 match against My Database from the job source · 12 Sept 2026 |
Match scoring Candidates auto-scored against open jobs. | Built in source · 12 Sept 2026 | Built in AI-ranked candidates Inferred · source · 12 Sept 2026 | Built in 0-100 score with reasoning per candidate 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 profiles; no job-fit score inside LinkedIn 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 no next-stage suggestion documented Inferred · source · 12 Sept 2026 |
AI notetaker Calls and meetings summarised by AI. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Partial AI call transcripts and note summaries; meeting notetaker not shipped Inferred · source · 12 Sept 2026 |
AI candidate summary Candidate brief written from profile and call notes. | Built in source · 12 Sept 2026 | Built in Submittal Agent source · 12 Sept 2026 | Built in AI candidate summary and pitching agent use notes and call logs 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 | Partial Branded resume with logo; no AI rewrite Inferred · source · 12 Sept 2026 | Built in Resume/CV Formatting Agent with branded templates; Business+ source · 12 Sept 2026 |
Contact enrichment Email and phone found from public sources. | Built in source · 12 Sept 2026 | Built in Contact Info Finding Agent; credits source · 12 Sept 2026 | Add-on Data Enrichment credits; 25 free credits on all plans 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 Loxo AI Chat; Professional; usage-billed source · 12 Sept 2026 | Partial AI agents and GPT features; no general in-product chat assistant Inferred · source · 12 Sept 2026 |
AI writing Emails, job adverts and messages drafted in your tone. | Built in source · 12 Sept 2026 | Built in Loxo Outreach GPT source · 12 Sept 2026 | Built in AI email templates, replies, job descriptions, sequences 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 Data Agents; Professional plan source · 12 Sept 2026 | Partial self-updating profiles and profile update requests; no bulk AI cleanup Inferred · 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 | Built in Core plan and up source · 12 Sept 2026 | Built in OAuth MCP server; Business and Enterprise plans 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% | 47% | 69% |
Stage conversion rates Full-funnel conversion between every stage. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in Candidate Lifecycle report source · 12 Sept 2026 |
Time in stage Time in each stage and time to placement. | Built in source · 12 Sept 2026 | Partial Time to Fill report; time in stage not documented Inferred · source · 12 Sept 2026 | Built in Time to Hire report plus lifecycle drill-down 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 Inferred · source · 12 Sept 2026 | Partial time to hire published; no explicit time-to-first-shortlist Inferred · source · 12 Sept 2026 |
Drop-off by stage Where candidates leave the process. | Built in source · 12 Sept 2026 | Partial Candidate Funnel report stage to stage Inferred · source · 12 Sept 2026 | Built in Candidate Lifecycle report shows stage drop-off Inferred · source · 12 Sept 2026 |
Source effectiveness Source tracked per application and reported per channel. | Built in source · 12 Sept 2026 | Built in Sources Report from Source field source · 12 Sept 2026 | Built in source tracked per application via application URL/career page source · 12 Sept 2026 |
Activity per period Vetted, submitted and interviewed per week and month. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in Team Performance and Account Overview reports source · 12 Sept 2026 |
Recruiter performance Workload, capacity and output per recruiter. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in Team Performance report per teammate source · 12 Sept 2026 |
Revenue reporting Revenue per month, per recruiter and per client. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in Deals by Revenue and Billing & Revenue reports 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 | Add-on needs Advanced Analytics custom reporting 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 Client Performance report 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 | Partial backdoor-hire lost-fee report only Inferred · source · 12 Sept 2026 |
Custom dashboards Configurable dashboards and reports. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Add-on Advanced Analytics; Enterprise or paid add-on 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 Leaderboards and Goals; no TV mode documented source · 12 Sept 2026 | Partial Target Reports with KPIs per user/team; no TV leaderboard 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 | No no post-placement NPS or retention reporting published Inferred · 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% | 58% | 75% |
MCP connector Connect Claude and other LLM clients directly. | Built in source · 12 Sept 2026 | Built in Core plan and up source · 12 Sept 2026 | Built in OAuth MCP server at agent.recruitcrm.io/mcp 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 Professional plan; no delete; jobs create-only source · 12 Sept 2026 | Built in Business plan and above; Account Owner manages keys source · 12 Sept 2026 |
Webhooks Push events on stage change, application received and placement created. | Built in source · 12 Sept 2026 | Built in Professional plan (API access) source · 12 Sept 2026 | Built in webhook subscription endpoints in the public API 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 | Built in Contacts only source · 12 Sept 2026 | Add-on two-way sync recipe via the Workflow Automation add-on source · 12 Sept 2026 |
Public API docs API documentation published and maintained without an NDA. | Built in source · 12 Sept 2026 | Built in loxo.readme.io source · 12 Sept 2026 | Built in public Stoplight docs, no NDA source · 12 Sept 2026 |
Zapier Official Zapier app. | Built in source · 12 Sept 2026 | Partial Via Open API; no official Zapier app listed Inferred · source · 12 Sept 2026 | Built in listed in the core feature comparison on all plans source · 12 Sept 2026 |
Accounting Invoices pushed to Xero or QuickBooks. | Built in Xero and QuickBooks source · 12 Sept 2026 | Built in Xero only source · 12 Sept 2026 | Add-on Xero/QuickBooks/Sellsy invoices via Workflow Automation 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 | Via partner RSign marketplace app source · 12 Sept 2026 | Add-on DocuSign recipes via Workflow Automation 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 | 54+apps 54 listings counted on marketplace page Inferred · source · 12 Sept 2026 | 52+apps listed integration partners; plus Zapier/Integrately/Pabbly source · 12 Sept 2026 |
Job distribution 7 rows Getting the job in front of candidates | 100% | 50% | 68% |
Job board publishing Publish to boards from the job record. | Built in source · 12 Sept 2026 | Built in Job Board Publishing toggle source · 12 Sept 2026 | Add-on Job Multiposting: Enterprise plan or paid add-on 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 | 13+boards 13 direct board integrations; Boost adds programmatic reach Inferred · source · 12 Sept 2026 | 3000+boards 3,000+ boards; pricing page claims 5,000+ channels 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 Own board accounts, Broadbean or Boost budget Inferred · source · 12 Sept 2026 | No Enterprise only or paid add-on, 10 jobs/user/mo then credits 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 | Built in Careers page, iframe embed, API source · 12 Sept 2026 | Built in Recruit Craft no-code career page plus public jobs page 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 | Partial Careers/Broadbean sync; Indeed via resume forwarding source · 12 Sept 2026 | Built in Direct Apply / Easy Apply lands the profile in the job pipeline source · 12 Sept 2026 |
Automatic source tracking Source recorded per application without manual entry. | Built in source · 12 Sept 2026 | Partial Source field on People; automatic capture not documented Inferred · source · 12 Sept 2026 | Built in source recorded per application from the application URL source · 12 Sept 2026 |
LinkedIn job posting Post to LinkedIn Jobs from the job record. | Built in source · 12 Sept 2026 | Partial Share link to social; no LinkedIn Jobs integration source · 12 Sept 2026 | Built in LinkedIn Easy Apply and LinkedIn contract support source · 12 Sept 2026 |
Marketing suite 9 rows Campaigns to candidates and clients at scale | 83% | 40% | 65% |
Email campaigns Bulk email with lists, tracking and analytics. | Built in source · 12 Sept 2026 | Built in Outreach campaigns with A/B testing source · 12 Sept 2026 | Built in bulk email with open tracking and sequence analytics source · 12 Sept 2026 |
Drip campaigns Multi-step nurture sequences to lists. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in multi-step sequences to hotlists; Business+ source · 12 Sept 2026 |
WhatsApp campaigns Bulk WhatsApp to lists from a business number. | Built in source · 12 Sept 2026 | Via partner Payemoji marketplace app source · 12 Sept 2026 | No bulk messaging is SMS only Inferred · source · 12 Sept 2026 |
Template builder Drag-and-drop email template designer. | Built in source · 12 Sept 2026 | Unknown Email templates exist; drag-and-drop designer not documented Inferred · source · 12 Sept 2026 | Partial rich email templates with placeholders; no drag-and-drop designer Inferred · source · 12 Sept 2026 |
Mailing lists Lists and segments built from CRM filters. | Built in source · 12 Sept 2026 | Partial Static lists only; not filter-built source · 12 Sept 2026 | Built in hotlists built from search filters 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 | Unknown SendGrid used for system mail; no customer dedicated IP published 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 Unsubscribe link default; block per person source · 12 Sept 2026 | Built in unsubscribe/opt-out links, SMS consent, email blocklisting 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 | Unknown Inferred · source · 12 Sept 2026 | Built in Pitch Candidate(s) to Contact(s) source · 12 Sept 2026 |
Job change alerts Alerts when tracked contacts move company. | No Coming soon in BD Hub source · 12 Sept 2026 | Unknown Self-Updating CRM Agent refreshes profiles; alerts not documented Inferred · source · 12 Sept 2026 | Built in Self Updating Profiles plus job change alert report source · 12 Sept 2026 |
Tasks 3 rows Work that lives on the record | 100% | 100% | 100% |
Tasks on the record Tasks created on a candidate, job or client. | Built in source · 12 Sept 2026 | Built in Inferred · source · 12 Sept 2026 | Built in tasks on candidates, contacts, companies, jobs source · 12 Sept 2026 |
Team tasks Visible to the team, assignable, with deadlines. | Built in source · 12 Sept 2026 | Built in Shared Task Boards source · 12 Sept 2026 | Built in assignable with collaborators and deadlines source · 12 Sept 2026 |
Overdue flags and reminders Reminders and overdue flags. | Built in source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in task queue plus email reminders source · 12 Sept 2026 |
Access, privacy & security 8 rows Who sees what, and where the data lives | 100% | 69% | 75% |
Role-based views Recruiter, team lead and management views with permissions. | Built in Role-based permissions source · 12 Sept 2026 | Partial Admin flag; advanced roles on Enterprise source · 12 Sept 2026 | Built in custom roles and permissions; Business plan and above source · 12 Sept 2026 |
Team-wide visibility Every pipeline visible to the team; no blind spots. | Built in source · 12 Sept 2026 | Built in Master pipeline view Inferred · source · 12 Sept 2026 | Built in teams, record sharing and ownership; emails can be hidden 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 AWS; region not published Inferred · source · 12 Sept 2026 | No AWS primary; DPA covers transfers to the US under SCCs Inferred · source · 12 Sept 2026 |
GDPR consent tracking Consent captured, expiring and auditable per record. | Built in source · 12 Sept 2026 | Built in Consent with expiry and retention period source · 12 Sept 2026 | Partial application-form opt-in, SMS consent, tags; no expiring consent source · 12 Sept 2026 |
Right to erasure Anonymise a record while keeping the history. | Built in Anonymise keeps the history source · 12 Sept 2026 | Partial Permanent delete only; no anonymise source · 12 Sept 2026 | Partial hard delete of record and files; no anonymise-and-keep-history source · 12 Sept 2026 |
Audit log Full change history per record with attribution. | Built in source · 12 Sept 2026 | Partial Activity feed events; no field-level change log documented Inferred · source · 12 Sept 2026 | Built in Audit Logs on Business plan and above 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 Google/Microsoft all plans; SAML Enterprise source · 12 Sept 2026 | Built in Google, Azure and Okta; Business plan and above source · 12 Sept 2026 |
Two-factor authentication MFA on every account. | Built in Org-wide 2FA policy source · 12 Sept 2026 | Built in source · 12 Sept 2026 | Built in 2FA/MFA available to accounts source · 12 Sept 2026 |
Data & migration 6 rows Getting in, and getting out again | 100% | 56% | 72% |
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 | Partial CSV of grid fields; no resumes/activity; Source export capped source · 12 Sept 2026 | Built in CSV daily, full export with files every 90 days, paid plans 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 Free for 3+ seats, limited data; no parallel run stated source · 12 Sept 2026 | Add-on paid migration engineers, 10-14 business days; free CSV import 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 | Built in CSV 500 rows at a time; resume drag-and-drop source · 12 Sept 2026 | Built in CSV/Excel import with mapping templates and bulk CV parse 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 | Partial Consent checkbox with expiry; not a separate record Inferred · source · 12 Sept 2026 | No consent captured as opt-in/tags, not a first-class entity Inferred · source · 12 Sept 2026 |
Data ownership in terms Contract states the data is yours. | Built in source · 12 Sept 2026 | Unknown Terms page not reachable Inferred · source · 12 Sept 2026 | Built in Terms state no IP claim over customer content 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 | Partial Data Hygiene/Dedup agents; no per-type diagnostics documented Inferred · source · 12 Sept 2026 | Unknown no data-quality diagnostics published 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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