Plan Badge Guide
Each feature card shows which plan it becomes available on. “LAUNCH+” means Solo Launch and every plan above it.
ALL PLANSEvery plan including Blueprint
LAUNCH+Solo Launch and above
BUILDER+Solo Builder and above
ACCEL+Solo Accelerator and above
TEAM PLANSTeam Platform, Scale & Dominate
SCALE+Team Scale & Dominate only
ENTERPRISETeam Dominate only
🔁
Feature Category
Candidate Pipeline & Tracking
The system of record for every candidate, every job, and every stage of your recruiting process — centralized, searchable, and always current.
8-Stage Recruiting Pipeline
ALL PLANS
A pre-built pipeline covering every stage from Lead through Retained: Lead → Application → Pre-Screen → Interview → Offer → Onboarding → Active → Retained. Each stage has conversion tracking and time-in-stage logging.
Candidate Contact Records
ALL PLANS
Every candidate has a full contact record: personal info, resume, source attribution, notes, communication history, applied jobs, and stage movement log. Nothing lives in someone’s inbox or memory.
Tag-Based Candidate Segmentation
LAUNCH+
Apply structured tags to every candidate using pipe-delimited naming families: STATUS |, KPI |, SIGNAL |, MILESTONE |. Filter and find any segment of your pipeline in seconds.
Smart List Filters
LAUNCH+
Build and save custom candidate lists using multi-condition logic: stage, tag, date fields, source, and activity. Smart Lists update dynamically as candidates move through the pipeline.
Source Attribution Tracking
LAUNCH+
Every candidate is tagged with their entry source at intake: LinkedIn, Indeed, Employee Referral, Company Careers, Facebook, and more. Source data flows into analytics automatically.
Job Order Management
LAUNCH+
Create and manage multiple open job orders simultaneously. Associate candidates to specific jobs, track per-job fill rates, and run parallel pipelines for different roles.
Bulk Candidate Actions
BUILDER+
Select multiple candidates and move stages, apply tags, trigger workflows, or assign to recruiters simultaneously. Manage volume without clicking one by one.
Candidate Activity Feed
LAUNCH+
See a timestamped log of every action on every candidate: messages sent, emails opened, stage changes, notes added, interviews scheduled, and automations triggered.
Pipeline Stage Conversion Metrics
BUILDER+
Each pipeline stage displays its conversion rate and volume in real time: 356 in Screening → 39.9% conversion. Know where candidates are falling out before it compounds.
Multi-Job Pipeline View
BUILDER+
View all open jobs and their candidate volumes simultaneously. Filter by job, status, recruiter, or date range to see exactly where capacity is tight.
⚙
Feature Category
Automation & Sequences
Pre-built, stage-triggered workflows that run your recruiting follow-up, reminders, and communications automatically — so your team focuses on conversations, not logistics.
Multi-Step SMS + Email Sequences
LAUNCH+
Build automated cadences that mix text and email steps: initial outreach, pre-screen invite, interview reminder, offer follow-up, onboarding touch. Each step fires on a defined delay or trigger.
Stage-Trigger Automations (Engine Workflow)
LAUNCH+
Workflows fire automatically when a candidate moves into a specific pipeline stage. No manual action needed — moving a candidate to Interview triggers the Interview sequence immediately.
Tag-Trigger Automations (Catcher Workflow)
LAUNCH+
Separate Catcher workflows monitor for qualifying events — a specific reply keyword, a no-show flag, an opt-out — and execute conditional exits or alternate paths without interrupting the main sequence.
Custom Merge Fields
LAUNCH+
Every sequence uses merge fields pulled from your Custom Values registry: {{ company_name }}, {{ recruiter_first_name }}, {{ candidate_first_name }}, {{ calendar_link }}, {{ job_title }}. Every message is personalized automatically.
Time-Based Delay Steps
LAUNCH+
Define delays between sequence steps in minutes, hours, or days. Time conditions can also specify send windows (e.g., only send between 8am–8pm, weekdays only) to keep messaging respectful.
Keyword Reply Detection
LAUNCH+
Specific reply keywords trigger Catcher workflows: a candidate texting “STOP” triggers an opt-out workflow; “CONFIRM” moves them forward; a positive reply flags for human follow-up. Unmapped replies are routed to a human inbox.
Ringless Voicemail Drops
BUILDER+
At defined sequence steps, a pre-recorded voicemail is deposited directly into the candidate’s voicemail inbox without ringing their phone. Paired with a simultaneous high-priority call task for the recruiter.
A2P 10DLC Compliant SMS
LAUNCH+
All SMS messaging runs through A2P 10DLC-registered phone numbers per carrier requirements. Brand registration, campaign registration, and number purchase are handled during account setup.
Automatic Opt-Out Handling
LAUNCH+
Candidates who reply STOP, UNSUBSCRIBE, or CANCEL are automatically removed from active sequences and flagged DNC. Compliance is enforced at the platform level without any manual action.
Guard Workflows
BUILDER+
Guard workflows prevent automations from firing on contacts with empty required fields — protecting against silent skips on date-reminder triggers and ensuring no automation misfires quietly.
Pre-Built Workflow Suite
LAUNCH+
Recruiter Machine ships with 12 pre-configured workflows covering the full recruiting lifecycle: Lead Capture, Pre-Screen, Interview Prep, No-Show Recovery, Offer Follow-Up, Onboarding, Activation, Retention, and more.
Sequence Analytics
BUILDER+
Track delivery rate, open rate, reply rate, and opt-out rate for every sequence step. Identify which messages candidates respond to and which steps create silence.
🔎
Feature Category
AI Sourcing & Screening
Find more qualified candidates faster, and filter them automatically before any recruiter time is spent — so every conversation starts with someone who already qualifies.
AI-Assisted Candidate Sourcing
LAUNCH+
Run natural-language sourcing queries to find candidates matching specific criteria across integrated job boards and candidate databases. AI surfaces candidates that match your defined role profile.
Pre-Screening Form Builder
LAUNCH+
Build custom pre-screening forms with any question type: multiple choice, short answer, yes/no, numeric input. Forms are sent automatically as part of the intake sequence.
Automatic Candidate Scoring & Routing
LAUNCH+
Define scoring rules for pre-screen responses. Qualified candidates advance automatically; disqualified candidates receive a professional disposition message and are moved to the appropriate stage.
Auto-Disqualification Workflow
LAUNCH+
Candidates who fail minimum screening criteria are automatically removed from active sequences, sent a respectful decline message, and logged with a disqualification reason — without any recruiter action.
Job Board Integrations
BUILDER+
Connect directly to LinkedIn, Indeed, and other job boards. Applications submitted through integrated boards flow directly into the Recruiter Machine pipeline at the Application stage.
Source ROI Tracking
BUILDER+
Track which sourcing channels produce your highest-converting candidates — not just most applications, but best interview show rates, offer acceptance, and 90-day retention. Know where to put your job board budget.
AI Sourcing Query History
ACCEL+
Save and reuse effective sourcing queries by role type. Build a library of sourcing approaches that produced results for similar roles in past searches.
Resume Capture & Storage
LAUNCH+
Resumes submitted through forms, job boards, or email intake are stored on the candidate record automatically. Searchable by keyword across all stored resumes.
📅
Feature Category
Interview Scheduling & No-Show Recovery
Candidates self-schedule into your calendar. Reminders fire automatically. No-shows get a recovery sequence instead of a dead end — recovering up to 40% of missed interviews.
Calendar Integration (Google & Outlook)
LAUNCH+
Connect Google Calendar or Microsoft Outlook. Recruiter Machine reads your availability in real time and only offers candidates open slots. All scheduled interviews appear on your calendar instantly.
Self-Scheduling Calendar Links
LAUNCH+
Send candidates a unique scheduling link and let them pick their own slot from your live availability. No back-and-forth, no phone tag. The candidate books themselves directly.
Multiple Calendar Types
LAUNCH+
Configure separate calendar types for phone screens, video interviews, and in-person meetings — each with different durations, locations, and availability windows. Candidates see the right options for their stage.
Automated Interview Reminders
LAUNCH+
Two reminders fire automatically before every scheduled interview: a 24-hour reminder and a 60-minute reminder. Both include the interview details, join link if virtual, and a confirmation request.
No-Show Detection Workflow
LAUNCH+
When a candidate misses a scheduled interview, a detection workflow fires within minutes. The candidate is flagged as a no-show and a recovery sequence begins automatically — without the recruiter having to notice.
No-Show Recovery Sequence
LAUNCH+
The recovery sequence re-engages the no-show: a direct re-engagement message, a reschedule offer with a new calendar link, and a second reminder once they rebook. Approximately 40% of no-shows reschedule when prompted.
Second Interview Scheduling
BUILDER+
After a successful first interview, a second-interview scheduling sequence fires automatically for candidates advancing to that stage. No manual coordination needed between interview rounds.
Interview Confirmation Tracking
LAUNCH+
Track whether each scheduled candidate confirmed their upcoming interview. Unconfirmed interviews are flagged for recruiter review. Confirmed interviews receive a final same-day reminder.
🎯
Feature Category
Onboarding & Retention
Recruiting doesn’t end at the offer letter. Automated onboarding sequences keep new hires engaged through day one — and retention sequences catch at-risk employees before they quit.
Post-Offer Engagement Sequence
BUILDER+
After an offer is accepted, a sequence fires immediately to keep the candidate warm and reinforced in their decision: a congratulations message, next-steps confirmation, and excitement-building content between acceptance and start date.
Day 1 Arrival & Welcome Message
BUILDER+
An automated message fires on the candidate’s scheduled start date confirming their arrival details and expressing welcome. Catches last-minute doubt and reinforces the decision on the most vulnerable day.
7-Day Retention Checkpoint
BUILDER+
Seven days after the candidate’s start date, an automated check-in fires asking how the first week went. Responses are logged and any negative signals flag the recruiter for an immediate follow-up call.
30 / 60 / 90-Day Retention Suite
ACCEL+
Automated check-ins at Day 30, Day 60, and Day 90 track retention milestones. Each checkpoint captures a pulse on the employee’s experience and flags at-risk contacts for proactive recruiter intervention.
At-Risk Employee Flagging
ACCEL+
Contacts who reach Day 30 without recorded first-activity or who show dormancy signals are automatically tagged AT-RISK and surfaced in the dashboard. Catch the exits that would otherwise happen without warning.
Retention Rate KPI Tracking
BUILDER+
7-day, 30-day, and 90-day retention rates are tracked as live KPIs in the dashboard. Compare retention by source channel, recruiter, job type, or time period to identify what’s producing your best long-term hires.
Employee Referral Launch Sequence
ACCEL+
At the 14-day and 30-day mark after a new hire’s start date, an automated referral ask fires: a message inviting the new employee to refer people they know. Turns retention into a sourcing channel.
Separation & Termination Logging
BUILDER+
When a placed candidate separates or is terminated, a logging workflow captures the separation date, reason, and responsible party. Feeds directly into retention rate calculations and prevents denominator inflation in KPI metrics.
📊
Feature Category
KPI Dashboard & Analytics
Real-time recruiting performance metrics that update automatically from workflow activity — no manual data entry, no weekly reports, no guessing about what’s working.
Real-Time Recruiting Dashboard
BUILDER+
A single dashboard showing every key recruiting metric in real time. Pulls from live pipeline data and workflow activity. No export, no refresh, no report to generate.
Interview Show Rate % (KPI 01)
BUILDER+
Tracks the percentage of scheduled interviews that the candidate actually attended. Numerator: contacts tagged INTERVIEW ATTENDED. Denominator: contacts tagged INTERVIEW SCHEDULED with a resolved window.
Pre-Screen Completion Rate (KPI 02)
BUILDER+
Tracks the percentage of candidates who complete the pre-screening form after receiving it. Identifies whether the pre-screen sequence is performing or whether candidates are dropping at the qualification step.
Contact Rate % & Speed to First Contact
BUILDER+
Measures what percentage of new leads received a first contact within the defined window, and the average time between lead entry and first recruiter touch. One of the highest-impact predictors of interview attendance.
Full Funnel Conversion Rate (KPI 17)
BUILDER+
Tracks end-to-end conversion from Lead to Retained across the full 8-stage pipeline. Shows aggregate conversion and per-stage conversion rates with trend lines.
7 / 30 / 90-Day Retention Suite (KPI 18)
ACCEL+
Separate KPI widgets for each retention window: what percentage of placed candidates were retained at 7 days, 30 days, and 90 days. Pre-computed denominator tags prevent in-flight contacts from inflating rates.
Source ROI by Channel
BUILDER+
Compares recruiting performance by entry source: which channels produce the highest show rates, offer acceptance rates, and 90-day retention rates. Makes job board budget decisions data-driven.
Recruiter Scorecard (Team Plans)
TEAM PLANS
Per-recruiter performance metrics visible to managers: show rate, contact rate, placements this period, offer acceptance rate, and 30-day retention. Updated automatically from each recruiter’s workflow activity.
Custom Date Range Filtering
BUILDER+
Filter all dashboard widgets to any custom date range: last 7 days, last 30 days, this quarter, year-to-date, or a manually defined window. Compare periods side by side.
Dashboard Widget Library
ACCEL+
Add, remove, and arrange dashboard widgets from a pre-built library of recruiting metrics. Configure each widget independently with its own date range, filter, and chart type.
🏭
Feature Category
Client & Candidate Portals
Professional, branded portals that give clients live visibility into their pipeline and candidates a professional experience — without a single status-update email.
Branded Client Portal
ACCEL+
Each client account gets a dedicated portal showing their live pipeline: candidate names, stages, statuses, and next steps. Clients self-serve for status instead of emailing or calling your team.
Live Pipeline Visibility for Clients
ACCEL+
Client portals update in real time as candidates move through stages. A client can log in at any moment and see exactly where their search stands without any human in the loop.
Candidate Submission & Approval Workflow
ACCEL+
Submit candidates to clients through the portal with a formatted profile and your notes. Clients approve or decline directly in the portal. Decisions are logged and trigger next-step automations.
Client Feedback Collection
ACCEL+
Clients leave structured feedback on submitted candidates directly in the portal. Feedback is logged on the candidate record and visible to the assigned recruiter immediately.
Invoicing & Payment Collection
ACCEL+
Generate and send invoices for placement fees, retained search deposits, and monthly retainers directly from the platform. Clients pay through Stripe integration. Payment is logged and reconciled automatically.
Hiring Manager Portal
TEAM PLANS
Separate from the client executive view, hiring managers can access a limited portal showing only open roles they own and candidates under review for those roles. No recruiter-level data is exposed.
Candidate Self-Service Portal
ACCEL+
Candidates can log in to check their own application status, complete outstanding forms, upload documents, and confirm interview details. Reduces inbound candidate status calls.
White-Label Portal with Custom Domain
ENTERPRISE
Replace all Recruiter Machine branding with your own. Candidates and clients see your logo, your brand colors, and your domain. Available on Team Dominate for agencies presenting the platform as their own product.
👥
Feature Category
Team & Multi-Recruiter Tools
Shared infrastructure that gives every recruiter on your team the same system, gives managers live visibility into all of it, and enforces a single process standard across the operation.
Shared Candidate Pipeline
TEAM PLANS
All recruiters on the team work from the same pipeline. Every candidate is visible to authorized team members in real time. No more parallel spreadsheets, no more siloed pipelines, no more context lost at handoff.
Role-Based Permissions
TEAM PLANS
Configure exactly what each user role can see and do: recruiters see their own candidates and jobs; managers see all recruiters and all jobs; admins configure workflows and system settings. No oversharing, no blind spots.
Manager Team Dashboard
TEAM PLANS
A dedicated manager view showing all recruiter pipelines, aggregate team metrics, and individual recruiter performance — all on one screen, all in real time, without scheduling a check-in.
Recruiter Scorecards
TEAM PLANS
Per-recruiter performance cards tracking show rate, contact rate, placements, offer acceptance, and 30-day retention. Updated automatically from workflow activity. Makes performance conversations data-driven.
Recruiter Assignment & Handoff
TEAM PLANS
Assign specific candidates or jobs to specific recruiters. When a candidate is reassigned, the new recruiter sees full history and context. Handoffs are clean and logged.
Shared Template & Sequence Library
TEAM PLANS
All recruiters on the team use the same template library and sequence catalog. When the best-performing sequences are identified, they become the standard for the entire team — not just the recruiter who found them.
Multi-Location / Multi-Office Support
SCALE+
Configure per-location pipelines with location-based access control. Recruiters in one office see only their location’s candidates. Regional managers see their locations. Leadership sees everything.
Team Performance Reporting
TEAM PLANS
Exportable reports covering team-level recruiting metrics: total pipeline volume, team show rate, average time-to-fill, source mix, and retention rates — filterable by date range, recruiter, or location.
🔗
Feature Category
Integrations & API
Recruiter Machine connects to the tools your team already uses — so you don’t have to choose between your existing stack and a recruiting system that actually works.
Google Workspace (Gmail, Calendar, Drive)
LAUNCH+
Native integration with Gmail for two-way email sync, Google Calendar for interview scheduling and availability, and Google Drive for document storage. Connects in minutes, requires no IT involvement.
Microsoft Outlook & Calendar
LAUNCH+
Two-way sync with Microsoft Outlook email and calendar. Interview scheduling reads Outlook availability in real time. Emails sent from sequences appear in Outlook sent history.
LinkedIn
BUILDER+
Connect LinkedIn for candidate sourcing, job posting, and InMail integration. Candidates sourced from LinkedIn are automatically tagged with LinkedIn as their source and pulled into the pipeline.
Indeed
BUILDER+
Post jobs directly to Indeed and receive applications back into Recruiter Machine at the Application stage with source tag applied. Track Indeed’s contribution to your ROI dashboard.
Zoom (Video Interviews)
LAUNCH+
Zoom meeting links are generated and inserted automatically into interview confirmation messages when the calendar type is set to video. No manual Zoom link management.
Stripe (Payments)
ACCEL+
Invoice clients and collect placement fees through Stripe. Supports one-time invoices for placement fees, recurring billing for retained search, and deposit collection.
Twilio (SMS & Calling Infrastructure)
LAUNCH+
All SMS sequences run through Twilio-powered numbers registered to your account. Includes A2P 10DLC registration, number provisioning, and delivery tracking.
Zapier & Make.com
BUILDER+
Connect Recruiter Machine to 5,000+ external apps through Zapier or Make. Use for edge cases requiring cross-platform logic, field math, or AI scoring that the native platform doesn’t handle natively.
Calendly
BUILDER+
If your team already uses Calendly for scheduling, connect it so Calendly bookings flow directly into the pipeline as confirmed interviews with the calendar data attached.
VoiceDrop / Slybroadcast (Ringless Voicemail)
BUILDER+
Deliver pre-recorded voicemail drops directly to a candidate’s voicemail inbox without ringing their phone. Fires as part of automated sequences at the configured step.
Salesforce CRM
SCALE+
Bi-directional sync with Salesforce. Candidate and placement data flows into Salesforce contacts and opportunities. CRM activity in Salesforce triggers events in Recruiter Machine.
HubSpot CRM
SCALE+
Connect HubSpot for agencies using it as a client CRM. Placement data syncs to HubSpot contacts. HubSpot deal stages can trigger Recruiter Machine workflow events.
Workday HRIS
SCALE+
Push placement and onboarding data to Workday after an offer is accepted. Eliminates double-entry between your recruiting system and HR information system.
Full REST API (25K–100K calls/day)
SCALE+
Access the full Recruiter Machine API for custom integrations, custom reporting, and connecting proprietary systems. Rate limits scale by plan. Full documentation included.
Webhooks
SCALE+
Configure outbound webhooks to send event data to any endpoint in real time: candidate stage changes, interview confirmations, offer acceptances, and more.
QuickBooks (Invoicing)
ACCEL+
Sync invoices generated in Recruiter Machine to QuickBooks for accounting reconciliation. Placement fees and retainer invoices appear in QuickBooks automatically.
🔒
Feature Category
Platform & Security
The infrastructure underneath the system — compliance, uptime, access control, and data ownership — built to enterprise standards at every tier.
A2P 10DLC SMS Compliance
LAUNCH+
All outbound SMS campaigns run through A2P 10DLC-registered numbers per US carrier requirements. Brand registration, campaign registration, and number setup are handled as part of the account configuration process.
Custom Values Registry
LAUNCH+
A structured registry of client-specific merge fields (company name, recruiter name, calendar links, job titles) configured once per sub-account and referenced across all sequences. No hardcoded text in automations.
Data Export (CSV & Standard Formats)
ALL PLANS
Export your full candidate database, pipeline history, communication logs, and analytics reports at any time in standard formats. Your data is yours and always accessible.
Mobile-Responsive Interface
ALL PLANS
The full Recruiter Machine interface is accessible and functional on mobile browsers. Pipeline management, candidate review, and message sending are optimized for mobile use.
99.5%–99.9% Uptime SLA
BUILDER+
Platform availability SLA scales by plan tier: 99.5% on Builder, 99.7% on Accelerator and Team Scale, 99.9% on Team Dominate. SLA credits apply for downtime below the guaranteed threshold.
SSO / SAML Authentication
ENTERPRISE
Enterprise single sign-on via SAML 2.0. Integrate with your organization’s identity provider (Okta, Azure AD, Google Workspace) for centralized authentication and automatic user provisioning.
Full Audit Logs
ENTERPRISE
Every user action is logged with timestamp, user identity, and action detail: pipeline moves, message sends, configuration changes, login events. Downloadable for compliance and internal review.
Custom Domain & White-Label Branding
ENTERPRISE
Replace all Recruiter Machine platform branding with your own agency brand: custom domain, custom logo, custom color scheme on all client-facing surfaces including portals and email footers.
GDPR-Aligned Data Handling
ALL PLANS
Candidate data is stored and processed in compliance with GDPR principles: documented data retention policies, opt-out enforcement at the platform level, and data deletion on request.
Role-Based API Access Control
SCALE+
API credentials are scoped to specific permission levels matching the user role. Admin credentials, read-only tokens, and webhook-specific keys are all available to minimize attack surface.
Choose Your Plan
Know Which Plan
You Need?
Solo plans cover the full feature set for independent recruiters. Team plans add shared pipelines, manager dashboards, and enterprise infrastructure.
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