Training
Learn SohamRecruit in short videos
44 videos, about a minute each, in 6 modules. Start with Module 1 or jump to the topic you need.
Module 1: Getting started
Set up your agency, post your first job and run candidates through the pipeline.
Module 1: Getting started
Set up your agency, post your first job and run candidates through the pipeline.
1.1 What SohamRecruit does
A quick tour of the ATS and CRM built for recruitment agencies.
All plans1:15
1.2 Sign up with Google or Microsoft
Create your agency account in one click and start the free trial.
All plans1:10
1.3 Your first job in 2 minutes
Create a job opening with an AI-written description.
All plans1:23
1.4 Add candidates with AI CV parsing
Upload CVs and let AI fill in the candidate profile for you.
All plans1:22
1.5 AI matching: who fits this job
See which candidates best match a job, with reasons.
All plans1:03
1.6 Move candidates through the pipeline
Drag candidates across stages from screening to placement.
All plans0:50
1.7 Schedule an interview
Book interviews and send invites to candidates and clients.
All plans0:53
1.8 Invite your team
Add recruiters and set what each person can see and do.
All plans0:55
1.9 Trial, credits and choosing a plan
How the free trial, AI credits and paid plans work.
All plans1:13
1.10 Install it as an app on your phone
Add SohamRecruit to your home screen and recruit on the go.
All plans0:54
Module 2: Candidates and communication
Manage your talent pool, talk to candidates and get CVs in automatically.
Module 2: Candidates and communication
Manage your talent pool, talk to candidates and get CVs in automatically.
2.1 Dashboard and follow-ups: your daily list
Start each day with the follow-ups and tasks that need you.
All plans1:06
2.2 The candidate profile
Everything about a candidate — CV, notes, history — in one place.
All plans1:00
2.3 Talent pool and AI search
Find past candidates by describing who you need in plain words.
All plans0:59
2.4 Email candidates in bulk
Send a personalised email to many candidates at once.
Starter and Pro0:52
2.5 WhatsApp and SMS messages
Message candidates on WhatsApp or SMS straight from their profile.
All plans0:57
2.6 Draft messages with AI
Let AI write outreach and follow-up messages for you.
All plans0:53
2.7 Interview scorecards
Rate candidates consistently with structured scorecards.
Lite, Starter and Pro1:05
2.8 Import from CSV and remove duplicates
Bring in your existing database and merge duplicate candidates.
All plans0:51
2.9 Your email inbox and replies
See and answer candidate email replies inside SohamRecruit.
All plans0:52
2.10 Auto-import CVs from your mailbox
Connect a mailbox so CVs that arrive by email become candidates.
All plans1:15
2.11 The desktop sync app
Watch a folder on your computer and import new CVs automatically.
All plans1:15
2.12 Import CVs by forwarding emails
Forward CV emails to your import address to add candidates.
All plans1:08
Module 3: Clients and hiring
Win and serve clients, publish jobs and close placements.
Module 3: Clients and hiring
Win and serve clients, publish jobs and close placements.
3.1 Clients, BD pipeline and revenue
Track client deals and the revenue they bring in.
Starter and Pro1:03
3.2 Placement fees and invoices
Record placement fees and raise invoices to clients.
Starter and Pro0:56
3.3 Share candidates with a client portal
Give clients a portal to review and give feedback on shortlists.
Starter and Pro0:57
3.4 Your careers page
Publish a branded careers page where candidates can apply.
All plans0:48
3.5 Post to job boards and Naukri
Syndicate jobs to free job boards and Naukri.
All plans (Naukri: Starter and Pro)0:57
3.6 Working in your language
Use SohamRecruit in the language your team prefers.
All plans0:50
3.7 Offer letters with e-sign
Send offer letters candidates can sign online.
Starter and Pro0:54
3.8 Skills assessments
Test candidates with online skills assessments.
Starter and Pro0:50
Module 4: Reports and insights
Measure your desk, your team and every email sent.
Module 4: Reports and insights
Measure your desk, your team and every email sent.
4.1 Reports: charts at a glance
Ready-made charts for pipeline, sources and placements.
Lite, Starter and Pro0:53
4.2 Reports: build a data table
Build and export your own report tables.
Starter and Pro0:47
4.3 Team performance
Compare recruiter activity and results side by side.
Starter and Pro0:41
4.4 Roles, audit and email logs
Control access and see who did what, and which emails went out.
All plans1:06
Module 5: Automation and integrations
Automate busywork and connect SohamRecruit to your other tools.
Module 5: Automation and integrations
Automate busywork and connect SohamRecruit to your other tools.
5.1 Automations: let the busywork run itself
Set rules that move candidates and send messages for you.
All plans0:44
5.2 Email campaigns
Run multi-step email campaigns to candidates or clients.
Starter and Pro1:00
5.3 Your AI agent
Ask the AI agent to do recruiting tasks for you.
Pro0:44
5.4 Connect apps with Zapier
Link SohamRecruit to thousands of apps through Zapier.
Starter and Pro0:46
5.5 API and webhooks
Build your own integrations with the API and webhooks.
Pro0:42
5.6 The free AI résumé builder
Help candidates create a polished résumé for free.
All plans1:17
Module 6: Account and compliance
Brand your account, manage billing and stay compliant.
Module 6: Account and compliance
Brand your account, manage billing and stay compliant.
6.1 Company profile and branding
Add your logo and details so everything carries your brand.
All plans0:40
6.2 Billing and seats
Choose a plan, pay and add or remove seats.
All plans0:33
6.3 Privacy requests (GDPR and DPDP)
Handle candidate data access and deletion requests.
All plans0:38
6.4 Keep your account secure
Use two-factor sign-in and other security settings.
All plans0:36
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