Custom fields and pipelines
Add the fields your agency works with to candidate and client records, set the pipeline stages you use, and keep notes, tags and @mentions on the record itself.
Find candidates, capture conversations and manage follow-ups with AI working alongside your team.
Describe the person you need in plain language. Connekt's AI search reads the request, looks through your own candidates, notes, deals and projects, and surfaces the people who fit, with the reason each one came up.
Boolean and filter search are still there when you would rather build the query yourself.
Bring candidates together in a project. Share it with your client, or use it as the audience for a multi-step email sequence.
Find email addresses and phone numbers for candidates and company contacts without leaving Connekt.
Illustrative details. What comes back depends on the person and the company.
Add the fields your agency works with to candidate and client records, set the pipeline stages you use, and keep notes, tags and @mentions on the record itself.
Upload a CV and Connekt reads it into structured fields. You check them before the record is saved.
Add someone to a project from the Chrome extension while you are on their profile, or update a record from the iOS and Android apps.
The notetaker joins calls on Google Meet, Zoom and Microsoft Teams. Afterwards you get a summary, the points that were agreed and suggested tasks, saved against the candidate or deal the call belongs to.
You review the summary, edit anything that needs it and accept the tasks you want. Nothing is sent to a candidate without a person approving it.
Create a multi-step email sequence for candidates in a project. Plan the initial message and follow-ups together, then run the sequence from Connekt.
Send terms of business, contracts and offer letters for legally binding e-signature, and see each one's status from draft to signed against the deal it belongs to.
Track invoices and payment status in Connekt, so you can see which invoices have been sent and which clients have paid.
See placements, progress against goals and team activity in one view, so you can spot where things are moving and where someone needs support.
Placements and invoices update a shared leaderboard as they land, so the numbers everyone is working towards are visible without a weekly report.
Email and meeting capture work inside Connekt. Other tools connect through Zapier and Make.
See every connectionImport files from your current database and let Connekt match the data to the right fields, including custom fields. Review the matches and make adjustments where needed.
See how migration worksCandidate and client data is sensitive, and your clients will ask you about it.
Read about securitySupport runs through chat inside the app, so you can ask a question from the record you are looking at. Our team answers, and we can screen share for anything fiddly like a field mapping.
A written summary of the call, the points that were agreed and suggested follow-up tasks, attached to the candidate or deal the call relates to. You review it and edit anything that is wrong before it becomes the record.
The web versions of Google Meet, Zoom and Microsoft Teams. You can have a bot join the call, or capture it in the browser without a bot.
It reads the request in plain language, searches your own records, notes, deals and projects, and ranks the closest matches with the reason each one surfaced. The recruiter chooses who to contact.
Yes. Fields and pipeline stages are yours to define, and your existing custom fields are mapped during migration.
There are native iOS and Android apps for looking up records, adding notes and updating candidates when you are away from your laptop, plus a Chrome extension on desktop for adding people from the web.
A project is a group of candidates you put together for a role or a search. You can share it with your client, and you can use it as the audience for a multi-step email sequence in Outreach.
We'll walk you through the product and answer your team's questions.
Book a demo