Built for start-ups and growing agencies that need speed, not spreadsheets. With Projects, your team can focus on relationships and revenue – not reporting.
“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 CRM & ATS that finally feels simple
SourceWhale unites clients, candidates, and communication in one place — automatically logging every touchpoint and surfacing context so your team moves faster.
See every call, email, and note in one view
Stop chasing updates across tabs
Always enter every conversations fully informed
Visual, simple, and fast. Move candidates, clients, and projects through your pipeline with drag-and-drop clarity that keeps every deal in motion.
Customize stages for every role or client
Adapt workflows to fit your process
Track movement and progress at a glance
AI that keeps you one step ahead
SourceWhale doesn’t just record activity – it acts on it.
AI drafts job descriptions, surfaces the right candidates,
and summarizes every call so you can move from action to placement without missing a beat.
Captures every insight automatically
Reminds you of next steps before you forget
Flags new opportunities the moment they arise
Stop logging data and start using it. SourceWhale automates updates, enriches profiles, and attaches notes automatically – so recruiters stay focused on relationships, not admin.
Spend more time building connections, not managing data
Engage clients, coach candidates, and close deals faster
Do more of what you’re great at – with less admin
Everything you expect from a CRM and ATS – reimagined for recruiters
Less clicking, more connecting. Everyone’s part of the same workflow, so every touchpoint and relationship stays in sync.
A full client picture in one view. See open roles, recent activity, and every associated contact without switching tabs.
Track pipeline health and team performance in seconds. Understand progress, conversion rates, and what’s driving results.
Nothing slips through the cracks. Projects automatically tracks commitments and surfaces the next actions that matter.
Get context instantly before every conversation. Summaries, insights, and next steps appear automatically – no digging required.
A CRM that fits how you work – not the other way around. Configure stages, fields, and layouts that match your process.
“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.”
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.
