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Recruit CRM + Memtro

Who is on this job's shortlist, and what stage are they at?

Recruit CRM connects Memtro to your recruitment. It reads candidates with position, current employer, location and status, jobs with status and openings, the candidates on a job with their hiring stage, client companies and contacts, notes and tasks on any record, and the account's users and stages. When asked, and once an administrator has granted the action by name, it can add a note, task or call log, create a candidate, contact or company, assign a candidate to a job, move a hiring stage and delete a note or task. Pay rates, salaries and contacts' phone numbers are never returned.

In Memtro

What you can do with Recruit CRM in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Recruit CRM tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Searches candidates by name, email, position, location, owner or employer, with status, source, skills and experience
  2. 02Reads one candidate with every job they are assigned to and their hiring stage on each
  3. 03Searches jobs by name, status, company, location or owner, and lists the candidates on a job with their stage
  4. 04Searches client companies and contacts, reads notes and tasks on any record, and looks up users, hiring stages and note, task and call types
  5. 05When asked and granted, adds a note or a task, logs a call that already happened, creates a candidate, contact or company without contacting anyone, and permanently deletes a note or task
  6. 06When asked and granted, assigns a candidate to a job at its first stage or moves them to another hiring stage, where the account's own automations may email the candidate or client

Acts when asked

When you ask it to

These tools change something in Recruit CRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a candidate, contact, company, job or deal
  2. 02Add a task, optionally on a record and for a named owner
  3. 03Log a call against a candidate, contact or company
  4. 04Create a candidate
  5. 05Create a client contact
  6. 06Create a client company
  7. 07Assign a candidate to a job
  8. 08Move a candidate to another hiring stage on a job (account automations may email the candidate)
  9. 09Delete a note (permanent)
  10. 10Delete a task (permanent)
In practice

Ask it like you would a colleague

Once Recruit CRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Recruit CRM logoRecruit CRM + Memtro
  • Who is on the shortlist for the senior developer job?

  • Which open jobs do we have for Northwind?

  • What stage is Maya Okafor at across her jobs?

  • Which tasks are due for me this week?

  • Move Maya Okafor to Client interview on the senior developer job

01

A client update call

Priya Sharma, recruitment consultant at Acme Recruitment, asked where the senior developer job for Northwind stood before a client call. Memtro listed the assigned candidates with their hiring stage and stage date, and the job's openings.

02

Moving a candidate on

Dan Fletcher, delivery lead at BigCo Talent, asked Memtro to move a candidate to client interview and log the screening call he had just had. Memtro moved the stage and logged the call. The account's automations on that stage may email the candidate.

Teams

Where it fits

The teams that lean on Recruit CRM most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Recruit CRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in People and HR

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI token
  1. 1

    In Recruit CRM, as the Account Owner or a role with API token access, open Admin Settings → API & Integrations. The API needs the Business plan or higher.

  2. 2

    Switch the API token on and click Copy next to it. The token has the owner's access to every record in the account.

  3. 3

    In Memtro, open Connections → Recruit CRM and paste it into API token.

  4. 4

    Ask your first question: who is on the shortlist for the senior developer job?

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Recruit CRM tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Recruit CRM?+

Only when you ask, and only what it has been granted: add a note to a candidate, contact, company, job or deal; add a task, optionally on a record and for a named owner; log a call against a candidate, contact or company; create a candidate; create a client contact; create a client company; assign a candidate to a job; move a candidate to another hiring stage on a job (account automations may email the candidate); delete a note (permanent); delete a task (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Recruit CRM connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Recruit CRM data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Recruit CRM?+

API token. In Recruit CRM, as the Account Owner or a role with API token access, open Admin Settings → API & Integrations. The API needs the Business plan or higher.

Connect Recruit CRM in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time