CRM for recruiters

Open CRM in the rail. It brings your assigned leads and personal lists into one table. Owners and Admins also have My leads and Team tabs; recruiters work with their own leads. Watch: your shift in 4 steps · 42 seconds

The walkthrough uses example data. It follows the same four steps as Start your shift below.

CRM, Contacts, or Inbox?

Open	When you want to
CRM	Work a recruiting list, update a driver’s status, or schedule a follow-up
Contacts	Manage your phonebook and who can access a contact
Inbox	Read and answer conversations, find calls, or manage tasks

You don’t need to save a lead to Contacts before calling or texting from CRM. Importing a recruiting list doesn’t automatically add everyone to the phonebook.

Start your shift

Open Today

Choose Today and All lists to see work across your lists. Replies waiting for you come first, followed by promised callbacks and due plan steps. Leads you’ve worked today also stay in this view.

Read before you call

Select a driver. Check Notes, Last contact, Next follow-up, and Activity in the lead panel so you don’t repeat a conversation or miss a promise.

Call or text

Use the call or text button on the lead. After a connected call, review the result, status, note, and next follow-up. See Calling and wrap-up.

Set the next action

If you promised to call again, set Next follow-up before moving on. A conversation can stop the follow-up plan, so don’t assume it will schedule another attempt for you. See Callbacks and plans.

Find a lead

Choose a list to work through that batch, or All lists to work across them. Search by name or phone number; search also checks notes and lead details. Clear search and status filters if someone seems to be missing.

View	What it shows
Today	Replies, callbacks and plan steps that need attention, plus leads worked today
All leads	Your leads, including ones with no action due today
Replied	Leads waiting for your response
Due	Promised callbacks due today or overdue
Not contacted	Open leads you haven’t contacted
Awaiting reply	Leads you texted last who haven’t answered

Due is for promises. Use Today to include the follow-up plan’s due calls and texts too. A lead with no running plan and no callback may be in All leads without appearing in Today.

Make the table yours

Use the column controls to show, hide, reorder, or resize columns. Click a column header and choose Sort ascending or Sort descending. Your layout is saved for you; changing it doesn’t rearrange a teammate’s table. The default Today sort prioritizes work that needs an answer. If you’ve sorted by another column, change the sort back when you want that order again.

No leads yet?

Click Request leads to ask your manager for leads, or Upload your own list to import a spreadsheet. Once you have lists, these are Request leads and New list in the toolbar. Leads still in the team’s Pool reach you only after an Owner or Admin hands them out.

Import your leads

Paste a sheet, upload a file, and check names and numbers before importing.

Fix a problem

Missing leads, counts that haven’t changed, disabled buttons, and unsaved edits.

Get started

Calls and texts