Buyer's guide
Judging recruitment software on the relationships it keeps warm, not the pipeline it draws
The pipeline is the part every vendor demos well; the relationships either side of it are where agency software either compounds or quietly decays.
Recruitment software for a staffing agency should be judged on relationships rather than pipeline: client contacts and accounts that outlive a requisition, candidate rediscovery that finds people you already know, and outbound sequencing across the channels candidates answer. The tracking workflow matters, but every product demos that part well.
By Surhires Editorial · Published · Reviewed
Written by a vendor, which is the first thing to weigh
Surhires is recruitment software made by Soor LLC. We are one of the products you might shortlist, so treat the criteria here as the argument and check the claims against the feature pages, each of which carries a build status rather than a marketing adjective.
The criteria are, we think, defensible whoever you buy from. They are weighted towards relationship management because that is where agency platforms actually differ, and because the pipeline board is the part of the demo where every product in this market looks identical and competent.
The ATS half and the CRM half do genuinely different jobs
An applicant tracking system is organised around a requisition. A candidate exists in it because a job exists, moves through stages, and reaches an outcome. When the job closes, the record's job is essentially done. That is the correct model for a company hiring for itself, where the vacancy is the unit of work and the candidate is transient.
Recruitment software is organised around relationships that outlive any single requisition. The candidate you screened in March, did not place, and place in September. The client contact who moved to a new company and took your relationship with them. The account that has not opened a role in eight months and is about to. None of those fit inside a requisition-shaped record, and all of them are where an agency's revenue actually comes from.
An agency needs both halves, working on the same data. If you are weighing the distinction properly, our longer treatment is on the page comparing an ATS with recruitment software, and it is worth reading before you write your requirements.
- ATS model: requisition first, candidate transient, value ends at the outcome
- CRM model: relationship first, requisition an event, value compounds over years
- Agency reality: both models on one dataset, or the same person exists twice
- Corporate reality: the ATS model alone is usually enough
The client side is the half most products treat as an afterthought
Business development is where agency revenue is created and where most recruitment software is thinnest. The unit is not the requisition, it is the account and the people in it. A proper client record carries the company, every contact with their role and their history with you, terms and fee arrangements, the requisitions they have opened, the candidates you presented, what came back, and the last time anyone from your firm spoke to them.
Two questions test this fast. Can you list every account that has not been contacted in sixty days, ranked by how much they billed last year. And when a contact changes employer, can you follow the person rather than losing the relationship with the company. If the answer to either is an export to a spreadsheet, the client side of that product is decoration.
Fill rate per client, submittal-to-interview conversion per client and time-to-first-submittal per client belong here too. They are the numbers that tell you which accounts deserve your best recruiters and which are burning capacity, and they are only reportable if the client is a record rather than a text field.
Rediscovery is the compounding asset, and it needs structure to work
The cheapest placement an agency ever makes is from a candidate already in its own database, and almost every agency underuses that asset. The reason is rarely intent and almost always structure. A database where skills, seniority, location, notice period and salary expectation live in prose cannot answer a brief, so recruiters go back to the job boards for people they already know.
Rediscovery needs three things. Structured fields captured at parse time so search can express constraints. Currency, meaning some mechanism that keeps availability and contact details from rotting, whether that is a nurture sequence, a candidate-facing update prompt or a scheduled check-in. And a search that runs structured facets and resume text together rather than making you choose.
Test it with a brief you actually failed to fill last quarter. Run it against a loaded trial database and see how many of the results were already yours. That number is the return on the CRM half of the product, and it is far more informative than a feature grid.
- Normalised fields at capture time, not free text typed after the fact
- Saved searches that repopulate as new candidates arrive
- Talent pools worked as a weekly routine rather than a one-off list
- A currency mechanism so availability and contact details do not rot
- Ownership rules that survive rediscovery across desks
Outbound sequencing is where the CRM becomes a working tool
Recruitment software that only stores relationships is an address book. The working version sequences outbound contact: a multi-step cadence to a candidate pool, a business development sequence to a set of client contacts, follow-ups that stop automatically when someone replies, and every touch written back to the record so the next recruiter can see what has already been said.
Channel coverage matters more than step count. Email remains the default for client contacts. For candidates, a large share of replies now come through WhatsApp rather than email, and a system where WhatsApp is a first-class logged channel rather than a recruiter's personal phone is a materially different product. SMS brings its own obligations, including brand and campaign registration with the carriers in the United States, which is your registration to hold rather than the vendor's.
Judge the guardrails as hard as the automation. Suppression lists, opt-out keyword handling, a physical postal address in email footers, sending limits and a rule that stops a sequence when a human replies are the difference between outreach and a deliverability problem. Surhires supports opt-in capture, STOP and unsubscribe handling and suppression lists; whether a given campaign is lawful still depends on how you configure and send it.
Where the CRM sits in the pricing ladder is a real evaluation criterion
This category has a specific packaging pattern worth understanding before you take a quote. The applicant tracking workflow is often in the entry tier and the customer relationship management capability is one or two tiers above it, which means the price you are quoted is frequently not the price for the thing you came to buy.
The clearest published example is Bullhorn, where the ninety-nine dollar entry tier and the hundred and sixty-five dollar Core tier are applicant tracking, the CRM sits in a custom-priced Pro tier, and AI search is a paid add-on. Others structure it differently. Loxo publishes a hundred and forty-nine and a hundred and ninety-nine dollar tier billed annually. Recruit CRM publishes eighty-five, a hundred and twenty-five and a hundred and sixty-five. Recruiterflow publishes around a hundred and nineteen and a hundred and forty-nine with a quoted AI tier. Crelate publishes eighty-five with a five-seat minimum and a hundred and nineteen for Business, plus an annual escalator. Vincere publishes from sixty-nine pounds with modular packs and Tracker RMS seventy-nine and ninety-nine with separately priced modules.
Surhires is thirty-nine, forty-nine and ninety-nine US dollars per user per month, or thirty-two, forty-one and eighty-two billed annually, with the CRM capability and AI matching on the Professional plan rather than reserved for the top tier, a three-seat minimum and no annual escalator. That pricing is provisional pending buyer validation and may move before general availability.
The shortlist categories, described honestly
Established agency platforms are deep, widely integrated and well understood by experienced recruiters, and they tend to be the most expensive once the CRM tier and the add-ons are counted. Mid-market agency platforms cover the working needs of most firms at published prices, and differ mainly in how much AI is included versus metered. Sourcing-led platforms lead with contact discovery and outbound and are strong for firms whose constraint is finding people rather than tracking them. Budget trackers are honest about being lighter and are the right answer for a small employer rather than a billing desk.
Surhires sits in the mid-market agency software group and competes on three specific things: AI matching and resume parsing on the working plan rather than as an upgrade, WhatsApp as a first-class candidate channel, and a three-seat minimum with no annual escalator. It is not an HRIS, a payroll system, a background-check provider or an assessment platform, and it does not do pay and bill or timesheets.
Where we are still building, the pages say so. The client portal, source-of-hire attribution, the Chrome sourcing extension and multi-board posting are in build. AI matching, resume parsing, auto-shortlisting, assessments, offer letters, WhatsApp messaging and the mobile recruiter app are shipping today.
How to run the evaluation in two weeks
Load a real subset of your database into each trial, including the duplicates. Run your hardest unfilled brief through the search in each product and count how many results you already owned. Build one business development sequence to twenty real client contacts and see what the record looks like afterwards. Then ask each vendor, in writing, which tier contains the CRM, what the seat minimum is, whether there is an annual escalator, how AI is metered and what a full export contains.
Score on those five answers and the two tests rather than on the feature grid. A product that wins the grid and loses the rediscovery test will not compound, and compounding is the entire reason an agency buys a CRM rather than a tracker.
What you get
Client accounts as records
Companies, contacts, terms and history as first-class objects rather than a field on the job.
Contact-follows-person
A client contact who changes employer keeps their history with you instead of vanishing.
Account health signals
Last touch, open requisitions and fill rate per client, with quiet accounts raised automatically.
Per-client conversion
Submittal-to-interview and time-to-first-submittal reported by client, not just by recruiter.
Structured candidate fields
Skills, seniority, location, notice period and salary normalised at parse time so search works.
Combined search
Structured facets and full resume text queried together, so a four-constraint brief returns an answer.
Saved searches
A brief saved as a live list that repopulates as new candidates enter the database.
Talent pools
Working lists for the segments a desk revisits weekly rather than one-off exports.
AI candidate matching
Scores a candidate against a live requisition and shows which requirement drove each point.
Sourcing agent
Searches your own database first, surfacing people you already know before you pay for new sourcing.
Email cadences
Multi-step outbound to candidates or client contacts, stopping automatically on a human reply.
WhatsApp Business API
A first-class logged candidate channel rather than a recruiter's personal phone.
Outreach guardrails
Opt-in capture, STOP and unsubscribe handling, suppression lists and postal address in footers.
Activity stream
Every message, call, submittal and stage change in one chronological view per record.
Submittals as records
Candidate, contact, requisition, documents and outcome captured as an auditable object.
CRM on the working plan
Relationship management and AI matching on Professional rather than gated to the top tier.
Where the CRM capability sits in each vendor's published packaging
| Capability | Published pricing | Packaging note |
|---|---|---|
| Surhires | $39 / $49 / $99, annual $32 / $41 / $82 | CRM and AI matching on the Professional plan; three-seat minimum; no annual escalator; provisional |
| Bullhorn | $99 entry, $165 Core | Those tiers are ATS-only; CRM sits in a custom-priced Pro tier and AI search is a paid add-on |
| Loxo | $149 / $199 | Annual billing |
| Recruit CRM | $85 / $125 / $165 | Agency-oriented tiers |
| Recruiterflow | Around $119 / $149 | AI tier is quoted rather than published |
| Crelate | $85 Basic, $119 Business | Five-seat minimum on Basic, plus an annual escalator |
| Vincere | From GBP 69 | Modular packs priced on top of the core |
| Tracker RMS | $79 / $99 | Modules priced separately |
| JobAdder | Not published | Quote required |
Competitor pricing above was compiled from the vendors' own published pricing pages on 27 August 2026 and has not been re-verified since. Vendors change prices, rename tiers and move features between tiers without notice, and several do not publish pricing at all. Treat these figures as a starting point for your own check on each vendor's site, not as a quote. Surhires's own pricing is provisional pending buyer validation.
Questions recruiters ask
What is the difference between recruitment software and an ATS?
An ATS is organised around a requisition and the candidate record's usefulness largely ends when the job closes. A CRM is organised around relationships that outlive any requisition, on both the candidate and the client side. Agencies need both on one dataset; corporate talent teams usually need only the first. Our fuller treatment sits on the ATS versus recruitment software page.
Can we use a general sales CRM like recruitment software?
It breaks on the data model. A sales CRM assumes a contact belongs to an account and a deal has one contact. In recruitment a candidate relates to many requisitions and a requisition to many candidates, and that many-to-many relationship is the core of the workflow. Forcing it into opportunities and contacts produces duplicated records and reporting nobody trusts.
Which recruitment software is best for a five-person agency?
Check the seat minimum first, because it changes the arithmetic more than the per-seat price. Then weight rediscovery and outbound over pipeline features, since a five-person firm lives on its own database rather than on process. Shortlist three, trial on real data, and get the tier that contains the CRM confirmed in writing before you commit.
Is AI matching worth paying for?
It is worth having on the plan you are already buying; it is rarely worth a separate premium tier at a small desk. What matters is whether the score is explainable, meaning you can see which requirement drove each point, because an unexplainable score is one recruiters stop trusting after the second bad shortlist. Ask to see the explanation view in the trial.
Does Surhires replace our back office?
No. Surhires is recruitment software: candidate relationships, outbound sourcing, client submittals and the placement pipeline through to the first invoice. It is not an HRIS, payroll, background checking or assessment platform, and it does not run pay and bill or timesheets. Accounting handoff goes through QuickBooks or Xero.
How do we avoid a CRM that decays after six months?
Decay is a data-structure problem, not a discipline problem. If the system lets recruiters record everything important as free text, the database will be unsearchable within a year regardless of how good your team is. Insist on typed custom fields, required fields at stage boundaries, coded dispositions and duplicate detection that runs during import rather than after it.
Keep reading
- What separates an ATS from recruitment software
- Recruiting software keeps the relationships that requisitions come and go around
- Everything recruitment software has to do, and why
- Catch a client going quiet before the reqs stop
- Keep good candidates warm until the right role opens
- Compared on outreach and data quality, not on headline price
- What Surhires costs per recruiter, per month
See it against your own reqs
Bring one live role and three resumes. In twenty minutes you will see the match scores, the shortlist and the placement invoice that comes out the other end.