CRM & ATS
Every call, email, note, and meeting captured and connected automatically – more placements, more billings, less time on admin.
TRUSTED BY THOUSANDS OF RECRUITMENT AGENCIES
“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.”
The CRM & ATS 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
Most CRM & ATS were designed by people who’ve never worked a desk. SourceWhale is different. Visual pipelines, real-time context, and workflows that flex around your process – not the other way around. Your team picks it up fast because it already maps to how they think.
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 a CRM & ATS – reimagined with AI
Every candidate, client, and conversation connected automatically - so your whole team always has the same picture, regardless of who spoke to them last.
A live view of every client account - open roles, recent activity, linked contacts - always current, without anyone having to maintain it.
Pipeline health and team performance in seconds. Not another dashboard nobody opens. Now you have the numbers that show you what's working and what isn't.
AI captures every commitment from calls and emails and turns them into tasks. Nothing said gets forgotten.
Ask anything across everything SourceWhale captures. Get a real answer in plain English using live data from across your whole desk - candidates, clients, projects, conversations.
Your process is yours. Configure SourceWhale to match how your desk actually runs - without losing the context layer that makes everything work.
“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.”
Find the right people, engage them across every channel, manage every project from first contact to placed – all in one place, without the admin that usually comes with it.
Certified. Compliant. Confidential.
Recruiting means handling sensitive candidate and client data every single day. SourceWhale’s CRM & ATS is built with security and compliance at its core – CCPA, GDPR, SOC 2, and ISO 27001 certified. Your data is safe. Your agency is protected.
Less admin. More conversations. More placements.
increase in response rates
admin saved per week
Frequently Asked Questions
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.
SourceWhale’s CRM & ATS 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.
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 CRM & ATS 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.
