Greenhouse Recruiting's CRM feature allows your organization to build and nurture its most valuable asset — your talent network. With an organized and steady talent pipeline, your organization can stay a step ahead when the hiring opportunity arises.
CRM provides various tools to help your organization find, add, organize, and engage with prospects to suit your sourcing needs.
Note: Greenhouse CRM is available to all subscription tiers. However, only Job Admins or above with CRM Access can use the features below. This access is granted by Greenhouse or the CRM contact in your organization. Some specific features may only be available to higher subscription tiers. Check out the specific support articles for a more detailed view of the permissions and subscription tiers for a specific feature. Click here to learn more about CRM permissions.
CRM video overview
Add prospects
Creating and cultivating a talent database can be inefficient and challenging when your data lives across multiple systems. Regardless of how your organization sources prospects, Greenhouse CRM has a tool to help you quickly and easily import their information into your Greenhouse Recruiting account.
Whether you have been communicating with a prospect via email or maintaining a list of prospects on a spreadsheet, you can easily import this data into a centralized location with a few clicks using the following Greenhouse Recruiting features:
- Greenhouse Recruiting Chrome extension
- Maildrop
- Bulk import prospects from a spreadsheet
- Start a new prospect process for rejected candidates
- Prospect post
- LinkedIn RSC integration
- Sourcing integration partners
Greenhouse Recruiting Chrome extension
Bring the power of CRM to where you are working. Once installed, the Greenhouse Recruiting Chrome extension allows your organization to add prospects to your Greenhouse CRM from a website, resume, or manually through the plugin without leaving your current workflow.
For customers with a Sourcing Automation seat, the extension also retrieves accurate prospect contact information using state-of-the-art algorithms and multiple data sources.
Read more about the Greenhouse Recruiting Chrome extension here.
Maildrop
Easily create prospects directly from your email. Use this feature to import 1 or multiple prospects into Greenhouse Recruiting by emailing their resume to a Maildrop address. This feature can save your team precious time when dealing with a large volume of resumes from a resume book, career fair, or another event.
Read more about Maildrop here.
Bulk import prospects from a spreadsheet
If you collect prospect information from other sites in a spreadsheet and want to import them quickly into your Greenhouse account, our bulk import feature allows you to bulk upload hundreds of prospects in one workflow. We also support additional information you want to include, like custom fields, jobs, pools, stages, etc.
Read more about bulk importing here.
Start a new prospect process for rejected candidates
Chances are you already have great talent in your Greenhouse Recruiting database! Sourcing from past candidates cuts down on external sourcing time and is free. When closing a job, figure out which candidates in the pipeline could be a fit for your organization in the future and convert them into prospects.
Read more about converting a candidate to a prospect here.
Prospect post
A prospect post is a unique type of post on your organization's career page that is not linked to any specific job. It allows prospects to express general interest in applying to roles at your company who do not see current listings applicable to their skill set. These posts can be linked to specific prospect pools to help keep your prospects organized in Greenhouse CRM.
Read more about prospect posts here.
LinkedIn RSC integration
LinkedIn Recruiter System Connect (RSC) is an integration that allows you to seamlessly source and manage prospect and candidate information across Greenhouse and LinkedIn Recruiter all on one platform. When enabled, your organization can export the prospect directly to available jobs in your Greenhouse account.
Read more about LinkedIn RSC here.
Sourcing integration partners
We offer over 80 integrations with sourcing partners across the industry. Get creative in your candidate sourcing efforts by searching proprietary databases, boosting employee referrals, and managing a fleet of agencies.
Check out our partners here.
Organize and search your prospects
Prospecting is a high-volume job, but it's not helpful to have thousands of prospects in your Greenhouse Recruiting account if you cannot segment and find those prospects again. We provide multiple tools to help your organization categorize prospects, so it's easy to capture their information and find them in the future. Don't waste your existing relationships or start your internal prospect searches from scratch!
Check out the following tools to organize and search for your prospects:
- Assign a prospect owner
- Record sources
- Add candidate tags to prospects
- Use custom candidate fields
- Outbound sourcing eBook
Assign a prospect owner
Prospect owners identify the team member in your organization responsible for the prospect. This structure provides clear accountability and can help your organization report exceptional and/or underperforming team members.
Read more about prospect owners here.
Record sources
Where are your prospects coming from? Which ones are converting to candidates? Which ones are making it farthest in the pipeline? Arguably the most important data point for analyzing your prospect database. Report on your sources to understand which sources are giving you the most high-quality candidates, and stop investing in those sources that are underperforming.
Read more about sourcing basics here.
Add candidate tags to prospects
Tags allow your organization to capture prospect data and quickly categorize prospects so you can search for them later.
Read more about candidate tags here.
Use custom candidate fields
Use custom fields to capture prospect data not covered by Greenhouse's default fields. By leveraging custom fields, your organization can analyze the specific details you care about and use them to categorize and/or search for these prospects later.
Read more about custom fields here.
Outbound sourcing eBook
In today’s competitive talent landscape, you’re probably looking for new and effective ways to create and structure your email outreach to discover, connect and engage with prospective candidates. That’s why we’ve compiled a list of best practices and templates to help you build an optimal outbound sourcing strategy for your company. We’ll walk you through how to craft compelling sourcing emails, from the subject line down to the signature.
Click here to learn more about our Outbound sourcing eBook and how to receive your copy.
Group your prospects
Organizing prospects into groups based on select criteria allows your organization to coordinate workflows for similar prospects. When a new job is approved for candidate recruitment, these groupings can be a quick and productive way to find talent for your organization.
Prospect pools and stages
A prospect pool (and its subsequent stages) is a feature in Greenhouse CRM that enables your organization to organize prospects sourced online, at events, and/or from other job pipelines into a single manageable group so you can track and plan outreach efforts. By default, prospects are added to the "Uncategorized Prospects" pool which can be configured on the Organization settings page.
Read more about prospect pools and stages here.
Take action on prospects
With your prospects' data organized, use the following features to nurture these prospect relationships:
Campaign pools
Users with a Sourcing Automation seat can add prospects to campaign pools that send automated email sequences to the prospects. When developing your outbound sourcing strategy, email is one of the most familiar, reputable, and effective approaches to communicating with prospective candidates. Since top prospects likely receive several emails daily, they can distinguish between high-quality, targeted emails and spam emails.
With an engaging email outreach, you can build an optimal outbound sourcing strategy that sets you up for success.
Learn more about how to build a campaign pool here.
Pool and stage reminders
Managing the next steps for multiple prospects across different pools and stages can be challenging when those pools and stages have different workflows, timeframes for next steps, etc. Access these reminders directly from your Dashboard and stay on top of next steps for a group of prospects.
Read more about pool and stage reminders here.
Talent Finder
Greenhouse CRM's Talent Finder feature allows your organization to tap into the various groups of talent cultivated through your sourcing and recruitment efforts for any job. Using this feature, your organization can jumpstart sourcing for a job, infuse your current pipeline with a group of silver-medal candidates, and more.
Read more about Talent Finder here.