Loxo

The Recruitment CRM stores candidate, client, conversation, and activity records in one searchable database. Recruiters can run Boolean searches, apply filters and field level filtering, or build custom views to locate specific records. A Self Updating CRM Agent keeps candidate information current as details change, and recruiters can add people to jobs, campaigns, lists, or call queues straight from a search result.

Several AI Agents cover recruiting tasks from job intake through candidate shortlisting. The Job Intake Agent turns hiring conversations into structured requirements, and the Skill DNA and JD Agent defines role criteria and writes the job description. From there, the Longlist and Shortlist Agents build candidate pools of up to 10,000 people and rank matches against those requirements, attaching evidence to each result.

Email, SMS, phone calls, and meetings all run through Loxo Outreach instead of separate tools. Recruiters can build multi-stage sequences with personalized messages, automated follow-ups, templates, and A/B tests. Candidates can view calendar availability and schedule themselves, and every interaction gets logged on the candidate's profile so outreach history stays connected to the rest of the record.

On a Zoom, Google Meet, or Microsoft Teams call, the AI Notetaker joins and captures a transcript, recording, summary, and shareable snippets. These sync to the candidate's profile in the ATS or CRM, where recruiters can look back at past meetings and notes. Recruiters can also clip specific moments from a recording and send them to teammates or hiring managers.

Visual pipelines in the ATS show how jobs and candidates are moving. Teams configure their own stages, fields, and job templates, then move candidates through in a Kanban view. Certain stages can trigger automations on their own, such as communication, scheduling, outreach campaigns, or AI-assisted submittal summaries. On the reporting side, the system tracks pipeline health, conversion rates, search performance, and recruiter activity for each job.

Campaign Automation ties pipeline stages and logged activities to predefined actions, so when a candidate reaches a certain stage or an activity happens, recruiters can trigger outreach, progression rules, contact fetching, or other actions. A visual automation builder lets teams combine triggers and actions without setting up each step by hand, and the system can generate AI powered candidate highlights as people move through the pipeline.

Through the Hiring Manager Portal, clients see a live view of selected candidates, pipeline stages, and relevant fields, with recruiting teams controlling what's visible, including resumes, compensation, social URLs, and internal notes. Hiring managers can comment on profiles, fill out scorecards, approve or reject candidates, and leave feedback directly, and those updates stay tied to the recruiting workflow.