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Techila Global Services

Recruiting CRM
on Salesforce, with Techila ATS

Candidates, clients, job openings and interviews in one Salesforce org, for staffing agencies and in-house recruiting teams.

We reply within 1 business day

A recruiting CRM is software that keeps candidate and client relationships in one database, so recruiters can source, nurture, submit and place talent from shared records. On Salesforce, a recruiting CRM uses Sales Cloud for clients and opportunities and an applicant tracking layer, such as Techila ATS, for candidates, job openings, interviews and hiring stages.

Summit
Salesforce partner tier
700+
Salesforce projects delivered
500+
Salesforce certifications
2012
Founded, HQ Frisco, Texas

Built for

Who this engagement serves.

Staffing and recruiting agencies
Clients, job orders and candidates in one org, so account managers and recruiters work from the same data.
In-house talent acquisition
Hiring managers and recruiters share candidate records instead of forwarding resumes.
Salesforce admins
A recruiting data model ready to configure, instead of custom objects built from scratch.

The practice

One record for every candidate and every client

Recruiting teams lose time when candidates live in one tool, clients in another and email history in a third. A recruiting CRM on Salesforce puts them in the same org: recruiters see a candidate's full history, account managers see open roles for each client, and leadership reports on the whole pipeline without exporting spreadsheets.

See what Techila ATS includes

What is a recruiting CRM, and how is it different from an ATS?

A recruiting CRM (candidate or client relationship management) tracks people over time. It holds talent pools, past conversations and client relationships, and it matters most before a job opens and between openings. An applicant tracking system (ATS) tracks applications to a specific job, from screening to offer.

Salesforce's own definition, on its CRM for recruiters page, is a system that gives staffing and recruiting firms a way to manage their client and talent interactions. The table shows where each tool does its work.

Recruiting CRM compared with an applicant tracking system
QuestionRecruiting CRMApplicant tracking system (ATS)
Main recordA person or client relationship, kept over yearsAn application to one job opening
When it is usedBefore, during and between openingsFrom application to hire
Typical usersAgency recruiters, sourcers, account managersRecruiters, hiring managers, interviewers
Core jobsTalent pools, nurture, client accounts, job ordersScreening, interviews, offers, hiring stages
MeasuresPipeline depth, client activity, placementsTime to fill, stage conversion, offer approvals

Most teams need both. Running them as two systems means two logins, two candidate records and an integration to keep in sync. Running both on Salesforce means one record.

Can Salesforce be used as a recruiting CRM?

Yes. Salesforce sells a CRM for recruiters for staffing and recruiting firms. Its page, read on 11 November 2026, describes connecting clients, sellers, talent and recruiters, searching for candidates and matching them to jobs, and AI agents in Agentforce that engage candidates, recommend jobs, screen and schedule interviews. It is assembled from Sales Cloud, Service Cloud, Marketing Cloud, Data 360, Tableau, Slack and Agentforce.

What Salesforce does not give you as standard objects is the recruiting data model. Trailhead's project "Build a data model for a recruiting app" shows the do-it-yourself route: custom objects such as Job Application, Interviewer and Review, with fields for ratings and a Recommend for Hire checkbox. Salesforce's applicant tracking guided tour shows what a finished build can do: screening questions, interview feedback captured on the application, offers routed for approval and time-to-fill reporting.

So the decision is not whether Salesforce can be a recruiting CRM. It is whether you build the recruiting layer yourself or start from an app that already has it, such as Techila ATS.

What does a CRM for recruiting agencies need to do?

A recruiting agency runs two businesses at once: it sells to clients and it places candidates. A CRM for recruiting agencies has to cover both sides, and the work between them. This is where each need sits on Salesforce.

Recruiting agency requirements and where each one lives on Salesforce
Agency needWhere it lives on SalesforceNotes
Client companies and hiring contactsSales Cloud accounts and contactsStandard Salesforce objects
New business and contract renewalsSales Cloud opportunitiesStandard pipeline and forecasting
Job openings for each clientTechila ATS job openingsLinked to the client in the same org
Candidate profiles and applicationsTechila ATS candidate recordsRecruitment status on each record
Interviews and hiring stagesTechila ATS stages and interviewsConfigured to your process
Duplicate candidates and contactsMatching rules and duplicate rulesWarn or block before a duplicate is saved
Job boards, email and HR systemsIntegrationScoped in the install plan
Candidate engagement by AI agentsAgentforceA separate Salesforce license

Duplicate handling follows Trailhead's duplicate management module: matching rules define what counts as a duplicate, and duplicate rules decide whether users are warned or blocked. Salesforce ships standard matching rules for business accounts, contacts, leads and person accounts; candidate records need their own rule. For the integration work, see Salesforce integration services.

Which recruiting CRM software option fits your team?

Four routes come up in almost every evaluation. The right one depends less on features than on where the rest of your business data already lives.

Recruiting CRM software options compared
OptionFits best whenWatch for
Spreadsheets and inboxesOne or two recruiters, few open rolesNo shared history, no reporting, candidate data in personal mailboxes
Standalone recruiting CRMRecruiting is the only system the team needsClient, sales and finance data sit elsewhere and need an integration
Salesforce, built yourselfYou have admin and developer capacityYou design, build and maintain every object, flow and report
Salesforce with Techila ATSYou run on Salesforce or want one platform for sales and hiringNeeds Salesforce licenses and a configuration project

Not sure which route fits? Salesforce consulting services start with a fit check of your org and process before anything is built.

How does Techila ATS work as a recruiting CRM?

Techila ATS is Techila's applicant tracking system built on Salesforce. Because it runs in your Salesforce org, the candidate side and the client side share one database, one set of users and one reporting layer. Goldtech is one of the companies that recruit with Techila ATS.

From client request to hire on Salesforce

  1. Log the client and roleAccount, contact and job opening in one org
  2. Add or find candidatesProfiles and applications on one record
  3. Move through hiring stagesStatus visible to recruiters in real time
  4. Run interviewsHiring managers work on the same record
  5. Communicate and decideCandidate and client messages kept in Salesforce
Client records are standard Salesforce objects; job openings, candidates, interviews and hiring stages come from Techila ATS.

What does a recruiting CRM on Salesforce cost?

Two parts: Salesforce licenses, which you buy from Salesforce, and the recruiting app and setup. Salesforce's CRM for recruiters page says its CRM solutions start at $25 per user per month with Starter Suite for small staffing businesses. The current Sales Cloud list prices are below.

Salesforce list prices relevant to a recruiting CRM, read 11 November 2026
ItemUS list priceBilling
Salesforce Starter Suite$25 per user per monthBilled monthly or annually
Salesforce Pro Suite$100 per user per monthBilled annually
Agentforce candidate agentsPriced separately by SalesforceSeparate from CRM licenses
Techila ATS and setupOn requestBased on users, configuration and integrations

Prices are from Salesforce's Sales Cloud pricing page, which says they are for information only and subject to change. Planning AI agents for candidate screening or scheduling? See Agentforce services; Techila has delivered 15+ Agentforce programs.

How do you move recruiting data into Salesforce?

Most teams arrive with candidates in a spreadsheet, a standalone tool or both. The move follows the same order every time, and each step is checked before the next one starts.

  1. Export and inventory. Pull candidates, clients, contacts, open roles and activity history from the current tools.
  2. Clean and deduplicate. Merge repeated candidates and contacts, and set matching and duplicate rules so new duplicates are caught at entry.
  3. Map fields. Match old fields to Salesforce and Techila ATS fields, and decide which history is worth keeping.
  4. Load and test in a sandbox. Recruiters run real searches and hires against the loaded data before production.
  5. Cut over and train. Freeze the old tool, run a final delta load and train recruiters and hiring managers on the new records.

Need extra Salesforce hands for the build? See Salesforce staff augmentation, or talk to us about an install plan.

Recruiting CRM questions, answered

What is a recruiting CRM? A recruiting CRM is software that stores candidate and client relationships in one database, so recruiters can build talent pools, keep in touch with candidates between openings, and manage the clients they hire for. It tracks people over time, not only applications to one job.

Is a recruiting CRM the same as an ATS? No. An applicant tracking system manages applications to a specific job: screening, interviews, offers and hiring stages. A recruiting CRM manages long-term relationships with candidates and, for agencies, with clients. Most teams need both, which is why Techila ATS runs inside Salesforce, next to the CRM.

What is the best CRM for recruiting agencies? The one that holds both sides of the business. A recruiting agency sells to clients and places candidates, so it needs accounts, contacts and job orders as well as candidate records. If the agency already runs sales or finance on Salesforce, a Salesforce-based recruiting CRM keeps that data in one org.

Does Salesforce have a recruiting CRM? Salesforce markets a CRM for recruiters for staffing and recruiting firms, built from Sales Cloud, Service Cloud, Marketing Cloud, Agentforce and other products. Recruiting-specific records such as job applications and interviews are added with custom objects or an app such as Techila ATS.

How much does recruiting CRM software cost on Salesforce? Salesforce lists Starter Suite at $25 per user per month, billed monthly or annually, and Pro Suite at $100 per user per month, billed annually (Sales Cloud pricing, read 11 November 2026). Techila ATS is priced on request, based on users, setup and integrations.

Can Techila ATS connect to job boards and email? Yes, through integration. Techila's Salesforce integration services connect the ATS to job boards, HR systems and email, so candidate data arrives in Salesforce instead of being re-keyed. What is connected is agreed in the install plan.

Capabilities

What does Techila ATS add to Salesforce for recruiting?

Each capability ships as part of the managed package and is configured to your process.

/01
Candidate management
Candidate profiles, applications and recruitment status on one record.
/02
Job openings
Open roles tracked with the candidates for each one, next to the client account.
/03
Interviews and hiring stages
Interviews, stages and hiring workflows managed in one place.
/04
Recruiting automation
Repeat recruiting and communication tasks automated.
/05
Hiring visibility
Real-time view of hiring progress, recruiter activity and candidate engagement.
/06
Shared communication
Recruiters, hiring managers and candidates kept in one thread.

Delivery process

How do you get started?

Four steps, each ending with something you can check before the next one starts.

Step 01
Discovery call
Output: fit check
We look at your Salesforce org, your editions and your recruiting process, and tell you whether Techila ATS fits.
Step 02
Install plan
Output: install plan and quote
Objects, fields, users, data migration and integrations in scope, the sandbox plan and the price for your setup.
Step 03
Configure and test
Output: tested sandbox
We set up your hiring stages, interview steps, user access and candidate messages. Your team tests in a sandbox before anything reaches production.
Step 04
Go live and train
Output: live app, trained users
Deployment to production, training for recruiters, hiring managers and admins, and support while people settle in.

FAQ

Recruiting CRM questions.

What agency owners, recruiters and Salesforce admins ask before running recruiting on Salesforce.

Sources

Last reviewed:

  1. Salesforce, CRM for Recruiters: staffing agency software (read 11 November 2026)
  2. Salesforce, Sales Cloud pricing (read 11 November 2026)
  3. Salesforce, Applicant tracking guided tour (read 11 November 2026)
  4. Trailhead, Build a data model for a recruiting app: create custom recruiting fields (read 11 November 2026)
  5. Trailhead, Duplicate management: prevent duplicate data in Salesforce (read 11 November 2026)

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