### Contents

- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Candidate Relationship Management Software Resources

##### Articles, Discussions, and Reports to expand your knowledge on Candidate Relationship Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Candidate Relationship Management Software Articles

[![9 Candidate Sourcing Strategies to Find the Best Talent](https://learn.g2.com/hubfs/_learn-sourcing-candidates@2x.png "9 Candidate Sourcing Strategies to Find the Best Talent")](https://www.g2.com/articles/candidate-sourcing)

[
### 9 Candidate Sourcing Strategies to Find the Best Talent
](https://www.g2.com/articles/candidate-sourcing)
The talent market is a competitive place.

[
 ![Mara Calvello](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mara Calvello")
MC

](https://learn.g2.com/author/mara-calvello)

by Mara Calvello

[![9 Pre-Employment Tests to Hire Quality Talent](https://learn.g2.com/hubfs/Learn%20Hub%20Featured%20Images/_learn-pre-employment-testing@2x.png "9 Pre-Employment Tests to Hire Quality Talent")](https://www.g2.com/articles/pre-employment-testing)

[
### 9 Pre-Employment Tests to Hire Quality Talent
](https://www.g2.com/articles/pre-employment-testing)
&nbsp; Finding the right person for the job goes beyond the resume. 

[
 ![Mara Calvello](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mara Calvello")
MC

](https://learn.g2.com/author/mara-calvello)

by Mara Calvello

[![What Is Resume Parsing? Definition, Benefits, And Challenges](https://learn.g2.com/hubfs/resume-parsing.png "What Is Resume Parsing? Definition, Benefits, And Challenges")](https://www.g2.com/articles/resume-parsing)

[
### What Is Resume Parsing? Definition, Benefits, And Challenges
](https://www.g2.com/articles/resume-parsing)
When your company posts an available job, it’s always a good feeling to see tons of potential candidates take interest and apply.

[
 ![Mara Calvello](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mara Calvello")
MC

](https://learn.g2.com/author/mara-calvello)

by Mara Calvello

[![55 Recruitment Statistics About Navigating the Future of Hiring](https://learn.g2.com/hubfs/G2CM_FI793_Learn_Article_Images_%5BRecruitment_Stats%5D_V1a-1.png "55 Recruitment Statistics About Navigating the Future of Hiring")](https://www.g2.com/articles/recruitment-statistics)

[
### 55 Recruitment Statistics About Navigating the Future of Hiring
](https://www.g2.com/articles/recruitment-statistics)
Hiring the right people is not just about filling a position; it's about shaping your company's future.&nbsp;

[
 ![Sagar Joshi](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sagar Joshi")
SJ

](https://learn.g2.com/author/sagar-joshi)

by Sagar Joshi

[![How to Provide a Winning Candidate Experience Every Time](https://learn.g2.com/hubfs/_learn-candidate-experience@2x.png "How to Provide a Winning Candidate Experience Every Time")](https://www.g2.com/articles/candidate-experience)

[
### How to Provide a Winning Candidate Experience Every Time
](https://www.g2.com/articles/candidate-experience)
As a recruiter, you know that finding the perfect candidate can feel like finding a needle in a haystack.

[
 ![Mara Calvello](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mara Calvello")
MC

](https://learn.g2.com/author/mara-calvello)

by Mara Calvello

[![11 Steps to a Stronger Recruitment Process and Smarter Hires](https://learn.g2.com/hubfs/_learn-recruitment-process@2x.png "11 Steps to a Stronger Recruitment Process and Smarter Hires")](https://www.g2.com/articles/recruitment-process)

[
### 11 Steps to a Stronger Recruitment Process and Smarter Hires
](https://www.g2.com/articles/recruitment-process)
Recruiting top talent is crucial to the success of any organization.

[
 ![Mara Calvello](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mara Calvello")
MC

](https://learn.g2.com/author/mara-calvello)

by Mara Calvello

Show More

## Candidate Relationship Management Software Discussions

0

Question on: Lever
[Can we prioritize adding a template feature (similar to email) for calendar invitations?](/discussions/can-we-prioritize-adding-a-template-feature-similar-to-email-for-calendar-invitations)

With emails, I'm able to craft a series of both individual and team templates to use. This saves SO MUCH time and I love it! Unfortunately, that same feature is not available for the body of a calendar invitation- which is time consuming to manually edit for both the interviewer AND the candidate. Can we prioritize the addition of this feature as it seems pretty standard from other ATS systems I'm familiar with?

I was told that a summer release will allow for calendar templates along with more automation.

Answered: Dan Benjamin on March 12, 2020

[Your answer](/discussions/can-we-prioritize-adding-a-template-feature-similar-to-email-for-calendar-invitations/comments/new?remote=true)

0

Question on: Lever
[how do i](/discussions/how-do-i-3b32e65b-58b2-4855-8bd0-22db0860941b)

get some better reports. i think reports are important because they need people to use lever. i think that lever made it easier for people to use applicant tracking systems. i wanted to ask what kinds of reports i could pull from lever and how many different kind of features you guys have. i dont see anywhere on the website about how many features you guys haves.

Visual Insights comes with LeverTRM. With Visual Insights, you can develop a data-driven recruiting strategy that enables you to better attract and convert top talent, make smarter hiring decisions, and improve your team's performance: https://www.lever.co/visual-insights/ Lever also offers the Advanced Analytics add on: https://www.lever.co/advanced-analytics/ Advanced Analytics offers flexible reporting and easy-to-use analytics tools, so talent teams can track their pipeline, keep an eye on diversity, and see how hiring is going, all with one click.

Answered: Jill Fox on September 28, 2022

Hi John, We use lever at my company and at first, during the implementation period, Reports felt like they would be really strong. After getting over my fear of using the Reports dashboard and watching some of the videos they have in their help articles, we've begun using reports to track things like "Time in Stage", Diversity, "Conversation Ratio" (which, for us, means how many of the candidates that we're putting on the phone with the hiring managers make it to later stages in the interview process). However, certain basic TA metrics like Time to Hire, Time to Find are not easily found in Lever. Therefore, to track those metrics, we had to Export the data to a spreadsheet and copy the relevant columns to a template that I created that would calculate these metrics for us. The relevant columns to use are: Candidate Name (Column B), Applied At (Column W), Stage - Offer (BH), Hired (AP), Filled (AQ), and then you can include other things like Posting Title and Posting Team just so you know what roles you're measuring for. Once you have this relevant data in a new spreadsheet you can go ahead and create calculations like =AQ2-W2 to get the amount of days from that candidate entering the interview process to starting in the position. I created 5 columns with calculations to track Time to Hire, Time to Fill, Candidate Experience Time to Hire, and Time to Find. Hope this helps.

Answered: Matt Needleman on April 30, 2021

Comment deleted by user.

Answered: Jill Fox on September 28, 2022

Comment deleted by user.

Answered: Jill Fox on September 28, 2022

[See more answers (3)](javascript:void(0);)

[Your answer](/discussions/how-do-i-3b32e65b-58b2-4855-8bd0-22db0860941b/comments/new?remote=true)

0

Question on: Interseller
[Who do you integrate with?](/discussions/who-do-you-integrate-with)

We integrate with more than 20+ integrations including Zendesk Sell (Base), BreezyHR, Bullhorn, CATS, Clockwork, Close.io, Copper, Crelate, Exelare, Greenhouse, Hubspot, Insightly, JazzHR, JobAdder, PCRecruiter, Pipedrive, Recruitee, Salesforce, SalesforceIQ, Workable, Zoho CRM, Zoho Recruiter and more!

Answered: Steven Lu on October 17, 2019

Zoho Recruit

Answered: Paul Lipman, CPC on March 14, 2022

zoho recruit and zapier

Answered: Paul Lipman, CPC on January 31, 2023

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/who-do-you-integrate-with/comments/new?remote=true)

- [&lsaquo; Prev‹ Prev](/categories/candidate-relationship-management/resources?discussions_page=3)
- [1](/categories/candidate-relationship-management/resources)
- [2](/categories/candidate-relationship-management/resources?discussions_page=2)
- [3](/categories/candidate-relationship-management/resources?discussions_page=3)
- 4
- [5](/categories/candidate-relationship-management/resources?discussions_page=5)
- [6](/categories/candidate-relationship-management/resources?discussions_page=6)
- [7](/categories/candidate-relationship-management/resources?discussions_page=7)
- [8](/categories/candidate-relationship-management/resources?discussions_page=8)
- …
- [53](/categories/candidate-relationship-management/resources?discussions_page=53)
- [54](/categories/candidate-relationship-management/resources?discussions_page=54)
- [Next &rsaquo;Next ›](/categories/candidate-relationship-management/resources?discussions_page=5)

## Candidate Relationship Management Software Reports

Mid-Market Grid® Report for Candidate Relationship Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Candidate Relationship Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Candidate Relationship Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Candidate Relationship Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Candidate Relationship Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Candidate Relationship Management

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Candidate Relationship Management

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Candidate Relationship Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Candidate Relationship Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Candidate Relationship Management

Spring 2026

G2 Report: Momentum Grid® Report