Frequently Asked Questions

Recruitly is a comprehensive SaaS CRM platform specifically designed for recruiting agencies. Our all-in-one solution helps streamline your recruitment workflow, from candidate sourcing and management to client relationships and placements.

Recruitly is exclusively designed for external recruiting agencies and staffing firms, not in-house recruitment teams. We focus on the unique needs of agencies who manage multiple clients, candidates, and job requirements.

Unlike generic CRMs or in-house recruitment tools, Recruitly is built specifically for recruiting agencies. We offer specialised features like client portal access, placement management, commission tracking, and integrations with essential recruitment tools like Linked1n Limited Listing and job boards.

Yes! Recruitly scales with your business. Whether you are a boutique agency with a few recruiters or a large staffing firm with multiple offices, our platform can be tailored to meet your specific needs and grow with you.

Yes. Sign up and you are in straight away with no sales call and no credit card, on a free plan that has every feature. Move to a paid plan when you need more records or more users.

AI runs through the whole platform: Simi, the AI copilot that works across your own database; autonomous AI agents; semantic candidate matching; CV parsing and branded CV rewriting; content and job advert generation; an AI phone system that briefs you before a call and writes it up after; an AI meeting assistant; and an MCP server so you can use Recruitly from Claude.

Our AI candidate matching uses machine learning to analyze job requirements and candidate profiles, considering skills, experience, qualifications, and other factors to identify the most suitable candidates for specific positions, saving recruiters hours of manual screening.

Absolutely! Our AI content generation tools help create job advertisements, email templates, and marketing content. The platform also features an email template designer with AI that can personalize communications at scale.

Yes, both are built in. The AI phone system gives you your own numbers with porting, routing and recording, briefs you from your pipeline before you dial, and writes the call onto the candidate and the job afterwards. For meetings, invite simi@recruitly.app to any Zoom, Teams, Meet or Webex call — no plugin, extension or calendar connection — and the notes, with real speaker names, land on the client, candidate and job, with next steps as owned tasks.

Our AI forecasting tools analyze historical data and current pipeline information to provide accurate predictions for job forecasting and sales forecasting, helping agencies make data-driven decisions about resource allocation and business development.

Recruitly has more than 60 integrations, including Indeed and 50+ job boards, Apollo.io, Dripify, WordPress, Xero and QuickBooks for accounting, and Dialpad, Aircall and RingOver for telephony — alongside its own built-in phone system, WhatsApp and email. The full list is in the marketplace at recruitly.io/marketplace.

Recruitly offers multiple Social Media integrations: FREE Social Media job posting, Social Media Finder for candidate sourcing, and 1-Click import from Social Media to quickly add candidate profiles to your database.

Yes, Recruitly allows you to post jobs to multiple platforms including Linked1n Limited Listing, Indeed, WordPress job boards, and 50+ other job boards through a single interface, saving you significant time in your job advertising process.

Yes, Recruitly integrates with popular accounting platforms like Xero and QuickBooks, making it easier to manage your agency's finances, invoicing, and commission tracking.

Absolutely. Recruitly offers WordPress integration, allowing you to showcase jobs on your existing website. We also offer WordPress websites creation if you need a new or updated site for your agency.

Recruitly's WhatsApp integration lets you message candidates and clients directly from the CRM. Just scan a QR code to connect — no WhatsApp Business API needed. Conversation history is stored on each candidate and contact record for full visibility.

WhatsApp Campaigns let you send bulk messages to your marketing lists with a dedicated campaign builder. You can name campaigns, write custom messages, filter recipients, schedule delivery for business hours, and track real-time analytics including sent, delivered, read, and replied metrics.

Yes, you can send campaigns immediately or schedule them for later. Business hours enforcement ensures messages arrive during appropriate times. You can also spread campaigns across multiple WhatsApp numbers for higher throughput.

Recruitly automatically excludes opted-out records and recently contacted recipients from your campaigns. You can also use marketing list filters to target the right audience, and save campaigns as drafts for review before sending.

Full campaign analytics include recipients, queued, sent, delivered, read, failed, and replied counts. You can view a campaign journey timeline, engagement visualisation, and per-recipient detail with individual message timestamps.

Branded CV Templates let you create professional, agency-branded CVs with your logo, custom colours, fonts, and layout. Choose from 4 layouts (left sidebar, right sidebar, single column corporate, and single column modern) and customise every element through the Brand Kit interface with live preview.

Yes, Recruitly's AI CV rewriting reformats and rewrites candidate CVs to match specific job requirements and your agency's tone and standards. This helps present candidates in the best possible light before sending to clients.

CV Watermarking protects your candidate ownership by stamping your agency logo onto CVs. Choose from 6 position options including a dynamic mode that avoids overlapping content. Adjust opacity and scale, apply to all pages or first page only, and watermark in bulk. It works with original CVs, agency-branded CVs, and Linked1n-generated CVs.

No, both Branded CV Templates and CV Watermarking are included in all paid plans at no extra cost. No credits required — create as many branded CVs and watermarked documents as you need.

Absolutely. You can create multiple templates for different clients, industries, or presentation styles. Each template can have its own logo, colour scheme, font choices, and section headings, so you always present candidates with the right look and feel.

Sourcing is built into the platform: a database of 800M+ candidate profiles with 350M+ emails and 100M+ phone numbers, searchable by persona, skills, location or company. Alongside it you get job board distribution, application forms, the Chrome extension, and semantic search across your own candidate database.

Candidate profiles in Recruitly are comprehensive and include CV parsing, branded CV generation with agency templates, AI CV rewriting, CV watermarking, skills matching, work history, notes, communication history, document management, and status tracking throughout the recruitment process.

Our advanced CV parsing technology automatically extracts relevant information from resumes in various formats, populating candidate profiles with skills, experience, education, and contact details, saving recruiters hours of manual data entry.

Yes, Recruitly tracks all candidate interactions including emails, calls, SMS, and meetings. Our AI call recording and notes feature also helps capture important details from conversations automatically.

Recruitly has built-in duplicate detection that identifies potential duplicate candidate records based on various parameters like email, phone number, and name, helping keep your database clean and organized.

Recruitly offers comprehensive job management including job creation, job parsing from client emails, job pipelines, job forecasting, automated job board posting, job application tracking, and job matching with candidates.

Yes, Recruitly allows you to create custom job pipelines and workflows to match your agency's specific processes. You can define stages, requirements, approvals, and automation for each type of job you handle.

Our job order parsing feature automatically extracts job details from client emails or attachments, creating structured job records with requirements, skills, qualifications, location, and other key information without manual entry.

Yes, through the client portal, your clients can submit new job orders directly into your Recruitly system, which are then automatically parsed and processed according to your workflows.

Our AI job matching technology automatically identifies suitable candidates for each position based on skills, experience, location preferences, and other factors, significantly speeding up the initial candidate identification process.

Recruitly provides comprehensive client management tools including client portals, brand elevation options, prospect tracking, nurturing sequences, data enrichment, communication tools, and detailed analytics on client engagement and placements.

The client portal gives your clients secure access to view job postings, candidate submissions, interview schedules, and placement status. It provides transparency while reducing the need for constant email updates and phone calls.

Yes, Recruitly offers brand elevation options allowing you to customize the client portal, candidate communications, and job postings with your agency's branding, creating a seamless and professional experience.

Our prospecting tools include Chrome extension for lead capturing, Apollo.io integration, Dripify integration, SMS/calling capabilities, and automated sequence building for outreach campaigns to potential clients.

Recruitly's data enrichment tools automatically gather and update client company information, including size, industry, recent news, key contacts, and other intelligence that helps your recruiters have more informed conversations.

Recruitly offers comprehensive sales tools including prospecting features, sales pipelines, forecasting, data enrichment, SMS and phone integration, sequences for follow-ups, and detailed analytics on sales activities and outcomes.

Our marketing tools include email campaigns, drip-feed campaigns, WhatsApp Campaigns with bulk messaging and real-time analytics, WordPress website integration, content generation, email template designer with AI, and marketing templates to help promote your agency and its services.

Yes, Recruitly provides detailed analytics on sales activities, pipeline progression, conversion rates, and revenue generation. You can set KPIs and goals for your team and track performance against these metrics.

Our AI-powered sales forecasting analyzes your historical data, current pipeline, and market trends to provide accurate revenue predictions, helping with business planning and resource allocation.

Absolutely! Recruitly allows you to create automated sequences for both sales and marketing, including email cadences, follow-up reminders, drip campaigns, and nurturing workflows that keep prospects engaged.

Recruitly offers comprehensive placement management including permanent placements, contract placements, team commissions, revenue recognition, placement extensions, and integrations with accounting software for invoicing.

Yes, our commission tracking system calculates individual and team commissions based on your specific commission structure, tracks payments, and integrates with your accounting system for seamless financial management.

Recruitly streamlines the billing process by automatically generating invoices based on placements, tracking payment status, and integrating with accounting platforms like Xero and QuickBooks for financial reconciliation.

Yes, our billing forecasting tools help predict future revenue based on current placements, pipeline, and historical patterns, assisting with cash flow planning and business projections.

Recruitly supports various placement types including permanent, contract, temp, and retained search arrangements, each with customisable workflows, commission structures, and billing processes.

Recruitly employs industry-leading security measures including Google & AWS infrastructure with Zero-Trust Policy, realtime auditing, single sign-on with Google and Microsoft, hourly backups, servers in multiple geo locations, and UK & EU datacenters for compliance with regional regulations.

Yes, Recruitly is fully GDPR compliant with features like GDPR automation, readymade GDPR templates, compliance dashboards, document expiry notifications, data detection tools, and built-in unsubscribe options for communications.

Our data compliance tools include automated data retention policies, consent management, subject access request handling, data processing agreements, and regular compliance audits to ensure adherence to relevant regulations.

Recruitly offers servers in multiple geographic locations, including specific UK & EU datacenters, allowing you to store data in compliance with regional requirements and minimize latency for your users.

Recruitly performs hourly backups of all data, ensuring minimal data loss in the unlikely event of a system issue. Our backup systems are distributed across multiple secure locations for maximum protection.

Recruitly runs in any modern web browser with nothing to install. If you prefer an app, there is a desktop app for Mac, Windows and Linux, and mobile apps for iOS and Android.

Yes, Recruitly offers data migration tools to import your existing candidate database, client records, job history, and other relevant data from various formats and previous systems.

The Recruitly Chrome extension allows you to capture candidate and client information directly from Social Media and other websites with a single click, saving you time on data entry and ensuring your database stays updated.

Yes. Recruitly has mobile apps for iOS and Android, a desktop app for Mac, Windows and Linux, and works in any modern browser.

Recruitly follows a continuous development model with regular updates and new features being released. As a SaaS platform, all updates are automatically applied without requiring any action from your team.

Per user, per month, on published plans — including a free plan. Every feature is on every plan; what changes between them is how many records you keep and how many people use it. There are no modules and no quote-only add-ons. Current plans are at recruitly.io/pricing.

Yes, plans are priced per user. Every plan includes every feature, so you never pay more to unlock functionality — only for more records and more users.

Recruitly offers comprehensive support including email, chat, and phone assistance, detailed documentation, video tutorials, regular webinars, and personalised onboarding for new customers. Premium support plans with dedicated account managers are also available.

Yes, all subscriptions include basic training resources. For new customers, we provide personalised onboarding and training sessions to ensure your team gets the most out of the platform. Advanced training packages are also available.

Absolutely! Recruitly offers extensive configuration options to adapt to your workflows and processes. For unique requirements, our professional services team can develop custom solutions and integrations.