Every recruitment agency wants their consultants spending more time talking with clients and candidates, and less time stuck in admin. But outreach is often scattered across platforms, reliant on personal mobiles, and difficult to measure. Calls don’t get logged, follow-ups get forgotten, and opportunities slip through the cracks.
It’s costing you meetings, placements, and momentum.
SourceWhale’s Conversations module gives your team one place to handle calls, one-off SMS and WhatsApp messages, and now, SMS steps in automated sequences. This is all backed by instant call logging, transcription and summaries. No extra tools, no patchy data, no need to switch tabs.
Get your team on the phone, faster
Recruiters can now call candidates and clients without having to pick up their phone or log into another platform. With Conversations, they can right-click on any number from any website – LinkedIn, your ATS/CRM, job boards – and make a call in seconds. It’s quick, trackable, and doesn’t interrupt their workflow.
Every call is logged automatically, recorded, transcribed and summarised. Consultants can move on – no typing notes or manually updating the CRM. And if they miss anything? It’s all there to review later.
Send and track one-off SMS and WhatsApp messages
Need to confirm an interview, check availability, or send a quick follow-up after a call? Recruiters can now fire off one-off SMS and WhatsApp messages directly from SourceWhale – fully trackable and integrated. It’s the fastest way to reach someone without relying on personal mobiles or switching systems.
Build more effective sequences
Quickly and easily add call and SMS steps to your Outreach sequences, giving your team a true multi-channel approach. Agencies using multi-channel outreach sequences see significantly higher meeting rates and adding calls specifically has been shown to increase bookings by 56%.
Act in the moment
Clients and candidates expect faster, more personal communication. That doesn’t mean more messages – it means better-timed ones. By combining Conversations with the Outreach module’s Live Feed and Hotlist features, recruiters can talk to clients and candidates as soon as they have interacted with your outreach – in the very moment they are most engaged – all in a single click.
Smarter conversations, better coaching, clearer oversight
Conversations also brings much-needed visibility. See how many calls are being made, who’s converting them into meetings, and where support is needed. With call recordings and summaries stored automatically, it’s easy to identify areas for improvement and coach your team more effectively. And because everything feeds into your CRM, your data stays clean, accurate and audit-ready.
Less switching. Less admin. More conversations that move the needle.
Conversations gives your team the tools to work faster and smarter—without adding more to their plate. It connects the dots between phone calls, quick messages and structured campaigns, so you can focus on results, not systems.
Conversations is built for recruiters who move fast, managers who need visibility, and leaders who expect results.
Want to see the impact for yourself? Book a demo today.
