Bring your Executive Search Firm into the AI age with Recruit CRM

Source candidates from target companies, parse data into custom fields, and create submission emails in a few clicks. Leverage AI to take your business to the next level.

4.9(460+ Reviews)

Recruit CRM is an AESC Global Partner, trusted by executive search firms in 100+ countries around the world.

AESC – The Association of Executive Search and Leadership Consultants
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Platform built around how
executive search actually works

Every stage of your executive search, from intake to follow-up, becomes simpler and faster with Recruit CRM’s AI-driven workflows and powerful automation.

Step 1
Mandate intake

Mandate intake

Capture the client brief and set up a confidential job record. Flag any conflicts and ensure clarity from the start, aligning all expectations before the search begins.

Step 2
Talent mapping

Talent mapping

Use AI sourcing and Boolean search to build a comprehensive list of passive candidates by function, industry, and seniority. Quickly identify top talent to jumpstart your search.

Step 3
Candidate outreach

Candidate outreach

Run personalized multi-channel sequences across email and LinkedIn. Every message and response is tracked, and Off-Limits ensures compliance and protects sensitive contacts.

Step 4
Candidate assessment

Candidate assessment

Calls are automatically recorded and transcribed. AI generates candidate summaries from profiles and transcripts, allowing you to evaluate candidates quickly and accurately.

Step 5
Shortlist delivery

Shortlist delivery

Send client-ready shortlists directly from Recruit CRM. Branded, polished, and easy to share with no PowerPoint needed, saving you time and ensuring professionalism.

Step 6
Post-placement

Post-placement

Stay connected with candidates who become clients and clients who refer new mandates. Nurture ongoing relationships and create future opportunities for success.

AI agents powering
modern executive search

Custom Field Parser Agent

Reads resumes and automatically fills your Recruit CRM fields — clean, consistent, every time.

Eliminate manual data entry.

Resume Formatting Agent

Turns every resume into a client-ready document with your branding, formatting rules, and redaction preferences.

Submit candidates faster.

Candidate Submission Agent

Creates polished candidate submissions directly from candidate profiles and job requirements.

Be first to submit.

Candidate Pitching Agent

Generates branded, personalized pitch emails to market your best candidates to clients — one click, every contact gets their own.

Win more business.

Next-level tools for streamlined
executive search

Equip your team with AI-powered features that automate sourcing, improve outreach, and enhance every part of your executive search process.

32 matches foundAI
SCSarah ChenVP Engineering · London
MRMarcus ReedCTO · Berlin

AI Sourcing & Matching

Find senior candidates using natural language, voice search, filters, Boolean, and intelligent matching across your database and beyond.

Candidate summaryAI

Candidate Summaries

Turn detailed candidate profiles into concise AI-generated summaries your team can quickly review and use throughout the search.

Marcus ReedEnriched
Emailm.reed@work.com
Phone+49 30 555 018
LocationBerlin, DE

Data Enrichment

Add verified emails, phone numbers, and other contact information to candidate and client records when you need it.

Sequence · 3 steps
Email intro sent
LinkedIn connect
Call reminder

Outreach Sequences

Build multi-step outreach across email, LinkedIn, SMS, and tasks to keep candidate and client conversations moving.

LinkedIn · Sarah Chen
Hi Sarah — open to a VP Eng role?
Yes, happy to hear more!

LinkedIn Integration

Send messages, connection requests, and InMails and bring LinkedIn conversations into your Recruit CRM workflow.

Recording · 04:12
“…strong on system design, wants remote…”

Call Recording & Transcription

Record and transcribe conversations so important candidate and client context stays attached to the search.

JDJames DawsonPlaced via Client A · 2024
OFF-LIMITS

Off-Limits Management

Mark protected candidates and companies as off-limits so your team can follow client agreements across every search.

Target companies · 24
ACAcme CorpFintech · 1,200 empTarget
NVNovadexSaaS · 480 empTarget

Target Company Lists

Build and manage target company lists to give researchers and consultants a clear market map for each assignment.

Deals pipeline
LEADAcme Corp · $48k
QUALIFIEDAcme Corp · $48k
WONAcme Corp · $48k

Deals Pipeline

Track prospects, mandates, and business development opportunities through a visual pipeline built into your CRM.

PLACEMENTS
128
+24%

Advanced Analytics

Build dashboards and reports around search activity, pipeline, placements, revenue, and the metrics that matter to your firm.

AdminFull access
RecruiterOwn candidates
ViewerRead only

Custom Access Controls

Set granular permissions around candidates, clients, searches, reports, and other sensitive information across your team.

Executive reportClient-ready

Executive Search Reports

Create polished, branded reports with candidate information and assessments that are ready to share with clients.

Plus, everything else a serious executive search firm needs

Chrome sourcing extension

Easily source candidates directly from your browser with Recruit CRM's Chrome extension. Instantly capture candidate profiles from LinkedIn and other platforms into your CRM.

AI resume parsing

Automatically parse resumes and convert them into structured data. Save time and reduce manual entry while maintaining accuracy across all candidate profiles.

Workflow automation

Streamline your entire process with automated workflows. From candidate outreach to follow-ups, reduce administrative tasks and focus more on closing deals.

Mobile app

Access your executive search CRM anytime, anywhere. Stay connected with your team and candidates on the go with Recruit CRM's fully-featured mobile app.

5000+ integrations

Integrate with over 5,000 apps and tools. Seamlessly connect your existing software stack to Recruit CRM, enhancing your workflow without any disruptions.

Kanban pipeline view

Visualize your entire recruitment pipeline with a Kanban board. Track candidates' progress at every stage of the search, ensuring a clear view of your recruitment efforts.

Hotlists

Group candidates by skills, location, or other criteria, and build tailored talent pools. Track their journey through each job to ensure you always have the best talent ready.

1-Click Email integration

Send emails directly from Recruit CRM with one-click integration. Stay on top of communication without leaving your CRM and improve response times across all channels.

AI Candidate Matching

Automatically surface candidates who match your ideal profile, helping you quickly identify best-fit talent and deliver accurate, high-quality matches to clients in seconds every time.

How executive search firms
are winning with Recruit CRM

Even your favorite recruitment influencers have approved us!

Gonçalo Sequeira
Gonçalo SequeiraCEO @ Hiire - Hiring the right Tech Talent | Content Creator & LinkedIn Top Voice

To all recruiters in my network! If you’re in search of an Applicant Tracking System that does more than just track, I've found a great match - meet Recruit CRM. Engineered by recruiters, #Recru...

Read more: Gonçalo Sequeira
Nicky Slavich
Nicky SlavichRecruiter @ Google || I post daily about recruiting

The amount of volume that recruiters work with on a daily basis is absolutely wild. Over a year? We’re talking to hundreds and thousands of candidates. And here’s the thing: Keeping things organized can be tricky.....

Read more: Nicky Slavich
Lisa Dean
Lisa DeanLeadership Coach for Executive Assistants | Career Coach

Hey recruiter friends! I hope you all are crushing it this week, giving your candidates the red-carpet treatment! If you know me, you know I’m B-I-G on streamlining all processes, especially my hiring process. The biggest....

Read more: Lisa Dean
David Rolls
David RollsLinkedIn Mediocre Voice | Account Executive

If you're a Recruitment Director looking around for a new CRM, this one's for you. I've been playing around with Recruit CRM for a few days now, and compared to other CRMs I've used in the past, I'm really impressed...

Read more: David Rolls
Anna Bertoldini
Anna BertoldiniGlobal Brand & Communications Leader | AI Optimist

Hi there, TA pros! If you’re in search of an ATS that not only simplifies your processes but also provides a solid ROI, I’ve discovered an awesome one. I've found Recruit CRM. It’s a bril...

Read more: Anna Bertoldini
Carolyn Christie
Carolyn ChristieI help founders avoid paying contingency fees.

Hey Recruiters! Looking for an applicant tracking system that's easy to use, fast-tracks your workflow, and is ACTUALLY worth the investment? I did some digging and came...

Read more: Carolyn Christie

Highest-rated recruiting software across top review platforms

Capterra Rating

Frequently asked questions

Don't see the answer you're looking for? Talk to us.

General ATS platforms are focused on inbound applicant tracking, such as posting jobs and screening applications. Recruit CRM is built for outbound search, managing retained mandates, sourcing passive candidates, and delivering client-facing outputs.
Its workflows and features reflect how executive search operates, not how corporate HR functions, offering a tailored solution for recruiters who specialize in high-level placements.

Yes, Recruit CRM allows multiple consultants to collaborate on the same mandate. They can share access to the candidate pipeline, notes, and outreach history.
Custom Access Control lets you determine who can view or edit specific parts of the mandate. This ensures everyone stays aligned, avoids duplication of efforts, and ensures that multiple consultants can work efficiently without overlap.

With the self-serve CSV import, most firms are up and running within a day. If you choose the managed migration service, Recruit CRM’s data engineers handle the full transfer, including candidates, companies, notes, and attachments.
Typically, this takes 10 to 12 business days. The migration process is seamless, and you don’t need to worry about starting from scratch with your data.

Yes, Recruit CRM is fully GDPR compliant. The platform includes features such as data retention controls, right-to-erasure workflows, and consent tracking to help your firm stay compliant.
Additionally, it supports the data handling requirements of firms operating across multiple jurisdictions, ensuring compliance with global standards, not just EU regulations. This makes it suitable for recruitment firms operating internationally.

Yes, Recruit CRM’s CV formatting feature allows you to customize candidate profiles with your firm’s branding. You can add custom headers, footers, and watermarks to each profile, making every submission look professional and consistent.
Combined with Hotlists, you can send a branded, client-ready shortlist in a single view that clients can easily review and respond to, keeping your process efficient and polished.

Recruit CRM offers a dedicated onboarding specialist to guide you through the setup. You’ll receive live training sessions via Zoom and access to a comprehensive help center.
Most teams feel comfortable using the platform within hours of their first training session. Onboarding is included at no extra cost, ensuring that every client, regardless of plan size, has full support from day one.

See how your next executive search
could run in Recruit CRM

Get a personalized walkthrough of how Recruit CRM supports your team across research, candidate engagement, client relationships, reporting, and every stage in between.