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SourceWhale CRM & ATS combines a recruitment CRM and applicant tracking system in one place, so clients, candidates, jobs and BD all work from the same record.
They switch because the one they have has slowly turned into another job to manage.
The call happens. The meeting happens. Then someone’s meant to remember what mattered and type it all up afterwards. When the desk gets busy, that’s usually the first job to slip.
Records go stale. Duplicates creep in. Important context never makes it onto the record. Before long, your CRM is less “source of truth” and more “probably worth double-checking”.
Outreach in one tool. Calls in another. Notes somewhere else. BD in a spreadsheet somebody swears is up to date. Your CRM ends up sitting in the middle without actually knowing half of what’s going on.
Manage companies, client relationships, business development projects and opportunities in the same system your team uses to deliver the work.
Create roles, manage candidate pipelines and move people through shortlist, interview, offer and placement without hopping between systems.
Calls, emails, meetings and activity across SourceWhale connect back to the people, companies and projects they belong to. The record gets built as the work happens, instead of becoming Friday afternoon admin.
Keep BD moving when delivery gets busy
Track target companies and opportunities through dedicated BD projects. Keep the history with the account, set targets and see how you’re pacing, so new business doesn’t quietly stop the minute the desk gets busy.
SourceWhale can turn commitments from emails, calls and meetings into AI Tasks, with the original context attached so you know exactly why the task is there.
Ask AI also sits inside the contact record, so when you need to know what happened last time, what someone said or how they’ve engaged with your team, you can ask instead of digging.
A better CRM isn’t one you get faster at updating. It’s one that needs less updating in the first place.
SourceWhale can turn that commitment into an action, with the original context attached.
From winning the work to filling it, every part of your desk works together. Fewer tools to juggle. Less admin to clean up. Full context from first search to placement.
back per recruiter, per week
Less time spent sourcing, writing notes, chasing follow-ups and keeping systems up to date.
saved per recruiter, per year
When CRM, sourcing, outreach, calls and meetings stop behaving like separate jobs, you get time back and take cost out of the stack.
“We moved to the CRM & ATS 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.”
MAKING THE MOVE
Your fields are mapped first. Then we migrate a sample of your real data for you to review and approve before the full migration begins.
We map your existing fields, including custom fields, into SourceWhale. You review the mapping and request changes before the data moves.
We migrate a sample of your People, Companies and Projects first, so you can check how your data lands before approving the full move.
Once approved, the full migration begins. Continental Search moved years of business history into SourceWhale with dedicated support throughout, describing the onboarding and migration as "seamless".
Your migration tracker shows each stage, what’s complete and where your approval is needed.
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Frequently Asked Questions
