Product Update #4

We’ve been rolling out lots of new practical features based on feedback, and we are excited to share this month’s highlights:

1. White-labeled Client Portals: We’ve added private, sharable links for your clients—no more clunky Google Sheets or cumbersome portals! The best part? Clients don’t need to remember passwords (let’s be real, that’s a hassle no one wants). You can customize exactly what to show—like stages, custom fields or notes—under your own logo / branding. They get a private link that syncs with your data, making collaboration seamless. Example here.
   
   

   

   
   

2. Email Campaigns: We’ve automated setting variables (including in the subject line) for personalized outreach! Use the Chrome extension to enroll candidates with pre-filled variables for name, company, etc in one click. We’ve added better tracking for opens and clicks, plus an easy way to pause sequences if you want (though by default it will stop if someone replies)
   
   

   

   
   

3. Organize your candidates around target companies: If you run your searches by mapping out a list of target companies, this feature will be a timesaver. Simply input the relevant companies (e.g., Slack, Meta, Salesforce), and as you add candidates, it auto-syncs. You can easily track which companies need more attention to find additional candidates, and also identify which companies you should target based on past experience. No more manual updates—just set it and let it work.
   
   

   

   
   

4. Tasks: Add follow-up tasks directly when leaving notes, not just for candidates but also for clients and deals (works on Chrome extension as well). Upcoming tasks will appear on the homepage, and we’ve kept the to-do list simple to avoid any overwhelm. It’s a simple, practical way to keep everything on track to ensure nothing slips through.
   
   

   

   
   
   

5. Reports: You can slice and dice your data by recruiter, job, or custom date range. Quickly see how many candidates moved through each pipeline stage, along with a breakdown of every activity performed. It’s way easier to track progress and spot bottlenecks now.
   
   

   

   
   

6. Kanban view: Our most requested feature! If you prefer a more visual layout, you’ll love the new Kanban view for your candidate / jobs / deals pipeline. Of course, you can still switch back to the table view—whatever works best for you. Easy to switch on top right of each table.
   
   

   

Feel free to book a time on my calendar if you’d like to see a quick demo.