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 a variety of tools to help your organization add, organize, and find prospects in your account to suit your sourcing needs.
It can be inefficient and challenging to create and cultivate a talent database 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 below Greenhouse Recruiting features:
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.
If you collect prospect information from other sites in a spreadsheet and want to quickly import them into your Greenhouse account, our bulk import feature allows you to bulk upload hundreds of prospects in one workflow. We also support any additional information you might want to include like custom fields, jobs, pools, stages, etc. Read more about bulk importing here.
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.
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 skillset. These posts can be linked to specific prospect pools to help keep your prospects organized in Greenhouse CRM.
Read more about prospect posts here.
Bring the power of CRM to where you are working. Once installed, the Greenhouse Prospecting Plugin allows your organization to add prospects to your Greenhouse account from any website without leaving your current workflow. Organize added prospects into pools, stages, departments, offices, etc... directly from the plugin's prospecting panel.
Read more about the prospecting plugin here.
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 will be able to export the prospect directly to available jobs in your Greenhouse account.
Read more about LinkedIn RSC here.
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 its prospects so it is 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:
Prospect owners identify the team member in your organization who is responsible for the prospect. This structure provides clear accountability and can help your organization report on exceptional and/or underperforming team members.
Read more about prospect owners here.
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.
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 fields to capture prospect data not covered by Greenhouse's default fields. By leveraging custom fields, your organization can analyze the specific details your organization cares about and use them to categorize and/or search for these prospects later.
Read more about custom fields here.
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.
A prospect pool (and their 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.
Read more about prospect pools and stages here.
Take action on prospects
With your prospects' data organized, use the following features to search for and remind yourself to nurture these prospect relationships:
Managing next steps for multiple prospects across different pools and stages can be a challenge 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.
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 group of silver-medal candidates, etc.
Read more about Talent Finder here.