SourceWhale Reviews & Product Details

I appreciate how Sourcewhale helps me keep my contacts organized and clearly displays where each one is in the process, along with what steps I need to take next. With such a large database, staying consistent with campaign calls, emails, and messages can be nearly impossible, but Sourcewhale simplifies it to the point where it feels like checking items off a to-do list. I also really value the wealth of data available on the dashboard, especially being able to track clicks and opens. This makes it much easier to identify what strategies are effective and which ones aren’t, allowing me to adjust my approach for better results. Additionally, I’m enjoying the hotlist feature, especially the notifications that alert me when a hotlist contact is no longer part of a campaign. Review collected by and hosted on G2.com.

Previously, I noted that I was dissatisfied with the limited ability to integrate contact data across Bullhorn, SourceWhale, and LinkedIn. However, it appears that many of those issues have now been resolved, so kudos for that! I also appreciate the addition of the insights, jobs, and AI tabs, which are now much more accessible when making calls. The information provided is very useful and easy to access. Review collected by and hosted on G2.com.

SourceWhale’s greatest strength lies right in its name, sourcing. It has completely transformed my recruitment everyday workflow by unlocking access to connections that were once out of reach. What was once a stagnant pipeline of names without valid phone numbers or social links has now become a living network of engaged candidates. SourceWhale has, in every sense, opened Pandora’s Box, exponentially expanding my ability to connect, communicate, and convert. Review collected by and hosted on G2.com.

Their is not a feature that I do not like. Seriously. Review collected by and hosted on G2.com.

I've recommended this to many of my partners. What I appreciate most is the AI Notetaker—it really relieves the pressure of taking notes during meetings, allowing me to be more present and engaged in the conversation. It also lets me review what was discussed later, which helps me follow up and expand on opportunities. This feature is truly essential for me.

I also really enjoy the sequencing and automation features. I often struggle with decision paralysis, but SW provides me with straightforward to-do tasks that are easy to follow and complete. Additionally, I find it very convenient to quickly access a contact's email and phone number and then add them directly to a sequence. Review collected by and hosted on G2.com.

I feel that the process of uploading contacts could be smoother and more accommodating. It would be helpful if I could assign nicknames to contacts, as well as to companies and job titles. This would allow for cleaner automation, while still ensuring that the formal information is stored and transferred to my Hubspot CRM under the correct names, without creating duplicate records or new entries. Review collected by and hosted on G2.com.

This tool tracks your campaign progress and keeps you informed about the next steps. It enables you to manage multiple campaigns simultaneously without worrying about losing track of where you left off with each one. I also appreciate that it syncs with our Vincere, ensuring all information is automatically transferred and saving a significant amount of time. SourceWhale is also super user friendly and everything I have needed customer support, I have had super quick response. Review collected by and hosted on G2.com.

The main improvement I am hoping for is the ability to include the same person in multiple campaigns simultaneously. This is the one feature I am still waiting to see updated. Review collected by and hosted on G2.com.

Having a single point of reference to allow me to stay on top of candidate and client outreach. Review collected by and hosted on G2.com.

It can slow my set up down a fair bit which given the fact that it saves me a lot of time, can sometimes waste a bit but this is rare. Other than that, nothing, it's great. Review collected by and hosted on G2.com.

- User-friendly UI

- SourceWhale AI when it comes to drafting email responses

- Smooth integration with RingCentral

-AI Agent in asking questions and tech support on how to use the software

- Very easy to know the tasks you need to do

- Campaign steps for candidate outreach

- AI Transcript of the call recordings Review collected by and hosted on G2.com.

- We can't download the live call recordings Review collected by and hosted on G2.com.

having everything in one place. It is a very smart system with AI built in for ease. They also have great customer support and seems the whole team likes to help. Review collected by and hosted on G2.com.

I would like to see it eventually split up contacts and candidates Review collected by and hosted on G2.com.

The software has a visually appealing design and is not too complicated to use. I find the AI system particularly impressive, as it helps me stay organized and manage all my emails efficiently. Review collected by and hosted on G2.com.

Just needs a mobile app, which i heard is coming soon Review collected by and hosted on G2.com.

I like that the emails are separated, the to do lists, and the company info and jobs when you call, i like the option that shows you if it looks like spam too Review collected by and hosted on G2.com.

I know its about the LI license but I really wish it could send LIs. I also wish when there was an undeliverable the person would just be removed from the list. I also contacted the back team but I have noticed even with an email some of my source whales just don't send. I also wish i could search phone numbers in my contact bar, when I do nothing comes up which is rough. Also if I could make a note button like where it says interested or not interested after a call that links to my crm system so I don't have to open it separately Review collected by and hosted on G2.com.

I run my own recruitment firm so SourceWhale has honestly freed up a ton of my time. The automation means I can focus on the other stuff owners quickly realise is essential but often gets pushed aside or didn't realise how long they take from their experience in a sales role before ownership. Now i can use a campaign and then focus on marketing, building the website, posting on LinkedIn, sorting out accounting without having to work 14 hr days

One of my favourite features as someone who likes hunting is the hotlist — seeing how many times people open emails is HUGE. It helps me figure out exactly who to prioritise instead of just chasing everyone blindly, starting from the most views as my first call.

I also really rate the AI step creation. I design my own flows, but the AI takes care of the heavy lifting. It’s saved me from the burnout I used to get from constantly drafting long, wordy outreach emails.

Would never stop using this tool. Review collected by and hosted on G2.com.

Dislikes:

I don’t have mobile numbers for most people, so replies can be slow.

If you can’t find an email, it still uses a credit for personal emails — even for clients — which I can’t actually use, so that feels like a waste. Review collected by and hosted on G2.com.