AI that captures, connects, and contextualizes every recruiting workflow.
TRUSTED BY THOUSANDS OF RECRUITMENT AGENCIES
“We moved to the Projects Module because it let us combine our ATS, CRM, and all our recruitment tools into one single platform. Instead of juggling different systems, we can now rely on a partner who really understands the heart of a recruitment business.”
The ATS and CRM that finally feels simple
Everything captured.
Everything connected.
SourceWhale uses AI to capture every call, email, meeting, and note – then automatically connects that activity across candidates, clients, and projects.
No data entry. No chasing updates. Just a system that stays up to date for you.
Every call, email, and note automatically logged
AI connects activity across records in real time
Enter every conversation with full context.
Auto-detects and updates CRM fields from meetings
Works the way recruiters think
Visual, simple, and fast. Projects combines recruiter-friendly pipelines with real-time context, so work moves forward without friction.
Customize stages for every role or client
Adapt workflows to fit your process
Track progress at a glance, with AI keeping context aligned
Insights that keep you one step ahead
Every conversation is analyzed, connected, and contextualized so the right information shows up exactly when you need it.
AI captures and connects every interaction automatically
Context follows candidates, clients, and projects
Insights surface inside the workflow, not after the fact
Admin? Abolished.
AI handles the updates recruiters shouldn’t have to.
Profiles are enriched, notes are attached, and data stays current automatically – so teams spend time building relationships, not maintaining systems.
Manual data entry, eliminated
Recruiters stay focused on conversations, not cleanup
Faster decisions with AI-powered context
Everything you expect from an ATS and CRM – reimagined with AI
AI keeps every relationship in sync. Candidates, clients, and conversations stay connected automatically.
AI maintains a complete client view with open roles, recent activity, and linked contacts - always current.
Track pipeline health and team performance in seconds. Understand progress, conversion rates, and what’s driving results.
AI turns conversations into actions. Commitments are captured and tracked automatically.
Ask questions across everything SourceWhale captures. AI answers using live data across candidates, clients, projects, and conversations.
Flexible workflows powered by connected data.
“Since moving to an all-in-one solution, we’ve already seen improved results. It’s created a much slicker user experience, allowing our business and sales team to spend more time on servicing our clients, and less time on admin.”
Source smarter. Close faster. Find and engage best-fit candidates automatically, and manage every project in one place. Built for growing teams that value speed, simplicity, and results — all powered by SourceWhale’s Recruitment Productivity Platform.
Certified. Compliant. Confidential.
Sourcing means handling sensitive candidate and client data every day. Projects is built with security and compliance at its core, keeping that data safe and compliant.
We handle the time-consuming tasks so you can focus on income-generating work.
increase in response rates
admin saved per week
Frequently Asked Questions
Projects is SourceWhale’s recruiter-friendly CRM and ATS. It brings clients, candidates, and communication into one connected workspace – so you can manage every relationship, pipeline, and placement in one place.
No. If you already use a CRM or ATS, you can keep it. SourceWhale continues to integrate with dozens of leading systems, so SourceWhale works seamlessly alongside your current setup.
Projects is designed for start-ups and fast-growing recruitment agencies that want a simple, recruiter-friendly CRM/ATS. If you’re already standardized on another CRM/ATS, you can keep it – SourceWhale integrates seamlessly.
Yes. Our onboarding team will guide you through a smooth, accurate migration process to ensure your data is safely and correctly transferred.
Projects is part of the SourceWhale Recruitment Productivity Platform. It connects directly with Outreach, Conversations, Inbox Agent, Notetaker, Data, and Data Refresh – meaning every email, call, and note automatically flows into your CRM.
Every Projects customer gets hands-on onboarding and ongoing support from our Customer Success team, plus access to documentation, training sessions, and new feature updates.
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SourceWhale is the only platform recruiting teams need to execute their daily recruiting activities, find pipeline insights and nurture relationships at scale – all from a single place.
