Loxo Talent Intelligence Platform

Core platform: Talent Intelligence Platform combining ATS and Recruiting CRM with built‑in sourcing, outreach, analytics, and client collaboration; master pipeline and drag‑and‑drop stage management; end‑to‑end lifecycle in one UI; high adoption and intuitive interface; advanced reporting and dashboards for teams, jobs, and business KPIs. AI and automation: Natural Language Search, AI Candidate Ranking, AI Job Matching, AI Notetaker, Loxo Outreach GPT; AI agents including Self‑Updating CRM Agent, Contact‑Info Finding Agent, Candidate Submittal Agent; campaign automation for ongoing communications. Sourcing and data enrichment: Loxo Source (unlimited access on higher plans) to search an industry‑leading database; Chrome extension for one‑click adds; resume forwarding; CSV import; optional purchase of personal contact info. Outreach and CRM: Loxo Outreach for omnichannel sequences, personalized messaging; Sales CRM, account‑based prospecting, business development outreach; client portal and client report generator; candidate status reporting and sharing candidate summaries. Reporting/analytics: Custom dashboards, analytics for efficiency and outcomes; team, job, and business reporting; goal tracking. Security: Enterprise SSO and SAML; SOC 2 Type II reporting; encryption at rest (AES‑256) and in transit (TLS 1.2+ with HSTS); quarterly and annual penetration tests; SAST/DAST/dependency/network vulnerability scanning; MDM‑managed endpoints; WireGuard VPN; role‑based access and least privilege; vendor risk management; security education. Compliance: Aligns with GDPR and CCPA; publishes DPA and subprocessors via Trust Center. Integrations: Loxo Marketplace for integrations; Enterprise integrations to HCM or external ATS; organic job board posting; import/export tools (CSV, email resume forwarding); Chrome extension.

Pricing hints: Tiered SaaS pricing with annual billing emphasis. Free: $0 forever, includes ATS, Recruiting CRM, Loxo Boost, 1 user, unlimited jobs/projects, Chrome extension/importing, optional paid personal contact info. Basic: $169 per user/month (annual), includes Sales CRM, organic job board posting, multiple users, custom dashboards, analytics, resume parsing, reporting, and technical support. Professional: custom/Let’s chat, includes everything in Basic plus Loxo Source (unlimited), Natural Language Search, AI Notetaker, AI agents, Loxo Outreach omni‑channel automation, account‑based prospecting, client portal, client report generator, parent/child instance setup. Enterprise: custom/Let’s chat, includes everything in Professional plus dedicated strategic account manager, integration to HCM or ATS, custom contact‑finding credits, SSO, SOC 2 Type II reporting, SAML, custom AI configurations. Pricing shown is for new customers on annual basis; fair‑usage policy applies.

Security hints: Enterprise SSO and SAML available; SOC 2 Type II maintained. Data at rest encrypted with AES‑256; data in transit via TLS 1.2+ with HSTS. Keys via AWS KMS/HSM; secrets in AWS Secrets Manager/Kubernetes Secrets/Ansible Vault/1Password. Quarterly and annual pentests; SAST/DAST/dependency/network scanning in SDLC. MDM‑enforced endpoint security; WireGuard VPN for secure remote access; role‑based access/least privilege; vendor security reviews; security education and training.

Compliance hints: Aligns with GDPR and CCPA; SOC 2 Type II. Publishes Privacy Policy, subprocessors, and Data Processing Agreement (DPA) via Trust Center.

Implementation hints: Notes include: high user adoption and easy training; Enterprise receives a dedicated strategic account manager and integrations to HCM/ATS; parent/child instance setup available on Professional.

Support hints: Technical support included starting in Basic tier; Enterprise includes a dedicated strategic account manager.

Integration hints: Loxo Marketplace provides integrations; Enterprise offers integrations to HCM or external ATS; organic job board posting; Chrome extension for data capture; CSV import and resume forwarding.

Continuous profile refreshing: automatically updates candidate attributes (location; current/past titles, companies, responsibilities; skills; certifications; current/past degrees and schools). Data quality pipeline: monitors changes across Loxo’s public and proprietary sources, matches profiles using multiple touchpoints, cross‑checks potential updates across multiple datasets, and only applies verified changes—reducing false or noisy updates. Data sources and stewardship: 100+ premium and public datasets purchased and indexed; dedicated internal teams validate and update data; ethical and legal acquisition methods (no email scraping or phishing). Data segregation: Loxo maintains separate databases for customer CRM data and Loxo’s sourcing data and will never pull customer data to improve its public database. Platform benefits: makes the CRM a daily driver, saves hours of manual work, and reduces spend on other data providers. Integrations and ecosystem hints: email and calendar sync; Chrome extension for sourcing; Loxo Marketplace; enterprise integrations to HCM or ATS. Security and access controls (plan‑dependent): SSO and SAML available on Enterprise; SOC 2 Type II reporting available on Enterprise. Compliance: stated GDPR and CCPA compliance.

Pricing hints: Loxo pricing tiers: Free ($0 forever; includes ATS + Recruiting CRM; 1 user). Basic: $169 per user/month (annual billing). Professional: talk to sales; includes access to Loxo’s AI agents (required for the Self‑Updating CRM Agent). Enterprise: talk to sales; adds SSO, SAML, SOC 2 Type II reporting, HCM/ATS integration, dedicated strategic account manager. Prices shown annually for new customers; Loxo Free includes a 7‑day trial of Professional features. Currency shown with $. Sources: https://www.loxo.co/pricing

Security hints: Enterprise plan offers SSO and SAML; SOC 2 Type II reporting available on Enterprise. Loxo maintains separate customer and sourcing databases and does not use customer data to improve public datasets. Sources: https://www.loxo.co/pricing, https://www.loxo.co/ai-agents/self-updating-crm-agent

Compliance hints: Claims full GDPR and CCPA compliance. Sources: https://www.loxo.co/ai-agents/self-updating-crm-agent

Implementation hints: Self‑serve start (Start free) and Book a demo CTAs available. Free plan includes a 7‑day Professional feature trial. Sources: https://www.loxo.co/ai-agents/self-updating-crm-agent, https://www.loxo.co/pricing

Support hints: Basic includes technical support. Enterprise includes a dedicated strategic account manager. Source: https://www.loxo.co/pricing

Integration hints: Email and calendar sync; Chrome extension for sourcing; Loxo Marketplace for integrations; Enterprise supports integrations to HCM or ATS. Sources: https://www.loxo.co/products/recruiting-crm, https://www.loxo.co/pricing