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When to Use a CRM vs. an ATS for Candidate Communication

When to Use a CRM vs. an ATS for Candidate Communication

K
Written by Kaily Vo
Updated over a week ago

CRM (Candidate Relationship Management)

A CRM is best used for building and nurturing relationships with potential candidates before they officially apply for a role. It helps create a proactive recruiting strategy.

Use a CRM when:

  1. Sourcing Passive Candidates: Engage with individuals who may be interested in future roles but haven’t applied yet.

  2. Talent Pipelining: Maintain relationships with candidates for upcoming hiring needs.

  3. Employer Branding & Engagement: Send newsletters, event invitations, and company updates to keep candidates engaged.

  4. Re-Engaging Past Applicants: Stay in touch with strong candidates who weren’t hired but may be a good fit later.

  5. Networking & Referrals: Track and manage referral candidates from employees or industry events.

  6. Personalized Outreach: Send customized messages to keep candidates warm before they enter the formal hiring process.


ATS (Applicant Tracking System)

An ATS is used for managing candidates who have formally applied for a job. It helps track progress through the hiring process and ensures compliance with recruiting procedures.

Use an ATS when:

  1. Processing Job Applications: Store and review submitted applications, resumes, and cover letters.

  2. Managing Interviews & Feedback: Schedule interviews, track hiring stages, and collect feedback from hiring teams.

  3. Compliance & Documentation: Ensure that hiring decisions are well-documented and align with legal requirements.

  4. Communicating Status Updates: Notify candidates about interview progress, rejections, or offer details.

  5. Offer & Onboarding Coordination: Manage the final hiring steps, including sending offer letters and coordinating onboarding.


Key Differences & Best Practices

Feature

CRM

ATS

Stage of Candidate Relationship

Pre-application

Post-application

Purpose

Nurture relationships

Manage hiring process

Communication Type

Engagement & outreach

Process & status updates

Ideal for

Passive candidates

Active applicants

Examples of Use

Career event invites, content sharing, talent pipelining

Interview scheduling, status updates, offer letters

Best Practice: Integrate both systems to ensure a smooth transition from passive engagement (CRM) to the formal hiring process (ATS). A well-integrated approach helps maintain strong candidate relationships while ensuring a structured hiring process.


By understanding when to use a CRM versus an ATS, recruiting teams can ensure effective communication, improve candidate experience, and build a strong talent pipeline for future hiring needs.

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