SourceWhale
The only AI recruitment platform recruiters need
SourceWhale is an AI-native recruitment platform that helps agencies and in-house teams identify candidates and clients, engage across channels, and convert replies into placements. It unifies sourcing, verified contact data, multi-channel outreach, call and SMS transcription, automated meeting notes, inbox assistance, data refresh, and an integrated ATS/CRM (Projects) in one workflow.
Security & Compliance
Security and privacy are top priorities.
Security Features
Certifications
- ISO 27001
- SOC 2
Data & Hosting
Data residency
EU
Feature Scope
- Sourcing (SearchAI): One search bar across ATS/CRM and the web; understands plain language (no Boolean); enriches/cross‑checks candidates; AI summaries and criteria highlights; add directly to campaigns/CRM. Sources: https://sourcewhale.com/sourcing/
- Outreach: Multi‑channel sequences (email, calls, SMS, WhatsApp); personalization at scale; engagement tracking; automated follow‑ups. Sources: https://sourcewhale.com/
- Conversations: Transcribe calls and text messages directly to ATS/CRM. Source: https://sourcewhale.com/
- Notetaker: Joins Zoom/Google Meet/Microsoft Teams; records and transcribes; AI summaries with key points/action items; custom templates per call type; auto‑logs to ATS/CRM; share recordings/summaries/transcripts; pulls key details to update Projects. Sources: https://sourcewhale.com/notetaker/
- Inbox Agent: AI‑drafted replies inside Outlook/Gmail; automated reminders/follow‑ups; real‑time coaching based on best‑practice analysis; engagement tracking (opens/clicks). Sources: https://sourcewhale.com/inbox-agent/
- Data: One‑click verified email addresses and phone numbers. Source: https://sourcewhale.com/
- Data Refresh: Auto‑clean and update ATS/CRM records to keep data fresh. Source: https://sourcewhale.com/
- Projects (AI‑native ATS & CRM): Auto‑logs every call/email/meeting/note; AI connects activity across candidates/clients/projects; auto‑updates CRM fields from meetings; customizable pipelines/stages/fields; unified contacts and smart company records; simple visual reporting; AI Tasks (turn conversations into actions); Ask AI (query live data). Sources: https://sourcewhale.com/ats-crm/
- Integrations: 70+ deep two‑way ATS/CRMs and 100+ sourcing/data tools and sites. Examples include Bullhorn, Greenhouse, Lever, Workable, JobAdder, Recruitee, Teamtailor, Salesforce, HubSpot, Zoho (CRM/Recruit), PCRecruiter, Vincere, Ashby, Personio, Crelate; plus Outlook/Gmail, Zoom/Google Meet/Teams; Aircall, RingCentral, Ringover; data providers like Apollo, Cognism, Lusha, RocketReach, Hunter. Sources: https://sourcewhale.com/integrate/ https://sourcewhale.com/notetaker/ https://sourcewhale.com/inbox-agent/ https://sourcewhale.com/sourcing/
- Security & Privacy: Enterprise‑grade security; certifications/accreditations: SOC 2 Type 2, ISO/IEC 27001, GDPR, CCPA, TRUSTe; product security includes SSO support, multi‑factor authentication, audit logging; encryption at rest; access monitoring; data backups; code analysis; credential management; pentest and SOC 2 reports via Trust Center; hosted on a major cloud provider; recovery time objective 24–48 hours. Sources: https://trust.sourcewhale.com/ https://sourcewhale.com/sourcing/ https://sourcewhale.com/ats-crm/
- Reported impact: +56% response rates, 2x pipeline generation, ~8 hours admin saved per week. Sources: https://sourcewhale.com/ https://sourcewhale.com/ats-crm/
Pricing hints: Sales‑led for the core platform (Book a demo). Inbox Agent and Notetaker offer a 14‑day free trial; Sources: https://sourcewhale.com/ https://sourcewhale.com/inbox-agent/ https://sourcewhale.com/notetaker/
Security hints: Enterprise security posture with Trust Center. Highlights: SOC 2 Type 2 and ISO/IEC 27001 certified; GDPR and CCPA compliant; TRUSTe; SSO support; MFA; audit logging; encryption at rest; access monitoring; data backups; code analysis; credential management; pentest and SOC 2 reports available; hosted on major cloud provider; RTO 24–48h. Sources: https://trust.sourcewhale.com/ https://sourcewhale.com/sourcing/ https://sourcewhale.com/ats-crm/
Compliance hints: GDPR, CCPA, ISO/IEC 27001, SOC 2 Type 2, TRUSTe. Sources: https://trust.sourcewhale.com/ https://sourcewhale.com/
Implementation hints: Projects (ATS/CRM) includes guided onboarding; data migration supported; can run alongside your existing ATS/CRM via integrations; Sources: https://sourcewhale.com/ats-crm/
Support hints: Hands‑on onboarding and ongoing Customer Success for Projects; documentation/Help Center; training sessions; webinars; general resources (blog, guides, case studies). Sources: https://sourcewhale.com/ats-crm/ https://sourcewhale.com/ https://sourcewhale.com/help-center/ (linked via site navigation)
Integration hints: Deep two‑way sync with 70+ ATS/CRMs (e.g., Bullhorn, Greenhouse, Lever, Workable, JobAdder, Recruitee, Teamtailor, Salesforce, HubSpot, Zoho) and works alongside 100+ sourcing/data sites/tools (e.g., LinkedIn/X‑ray via web searches, GitHub, Stack Overflow, SeekOut, AmazingHiring, Apollo, Cognism, Lusha, RocketReach, Hunter). Email/calendar and comms: Outlook, Gmail, Zoom, Google Meet, Microsoft Teams; dialers: Aircall, RingCentral, Ringover; also AWS S3, ClickUp, Copper, Personio, PCRecruiter, Vincere, Ashby, etc. Sources: https://sourcewhale.com/integrate/ https://sourcewhale.com/notetaker/ https://sourcewhale.com/inbox-agent/ https://sourcewhale.com/sourcing/
- One search bar across ATS/CRM and the web; understands plain‑language queries (no Boolean needed). • AI-powered summaries and criteria highlights on candidate/client profiles. • Real-time enrichment and cross‑checking to avoid stale or fragmented profiles; always‑fresh data. • Displays prior team outreach to help continue warm conversations. • Build and run AI X‑ray searches across LinkedIn; complements job boards and existing sources. • Seamless handoff from search to engagement: push contacts directly into outreach campaigns and/or your CRM/ATS in one flow; results auto‑logged (reduces copy/paste). • Integrations with 70+ leading ATS/CRM platforms and works alongside 100+ sourcing sites; configurable sync rules, including ‘protected fields’ to prevent undesired overwrites; search your CRM from within SourceWhale. • Verified contact details via integrated data providers. • Security: Enterprise‑grade controls with SSO support, multi‑factor authentication (MFA), audit logging, access monitoring, encryption at rest, backups, and documented product/app security practices; regular pentests. • Compliance: GDPR and CCPA aligned; independently attested SOC 2 Type 2 and ISO/IEC 27001; TRUSTe/TrustArc programs; public Trust Center for documentation. • Hosting on a major cloud provider; Recovery Time Objective 24–48 hours. • Part of the wider SourceWhale Recruitment Productivity Platform and connects with Outreach, Conversations, Inbox Agent, Notetaker, Data, and Data Refresh.
Security hints: Enterprise-grade posture with SSO support, MFA, audit logging, access monitoring, encryption at rest, data backups; pentest and SOC 2 reports available via Trust Center. Hosting on a major cloud provider; RTO 24–48h.
Compliance hints: GDPR and CCPA; SOC 2 Type 2; ISO/IEC 27001; TRUSTe/TrustArc. Public Trust Center with security/compliance docs.
Implementation hints: Integrations set up in a few clicks; configurable sync settings including protected fields; results auto‑log to 70+ ATS/CRM platforms.
Support hints: Help Center, blogs, guides, webinars, and demos available.
Integration hints: 70+ ATS/CRM integrations; works alongside 100+ sourcing sites; integrates with data providers for verified contact info; configurable sync rules and CRM search from within SourceWhale. No public API/webhook details provided.
Features at a Glance
Analytics
- Dashboards
Compliance
- GDPR
- ISO 27001
- SOC 2
Data & API
- Data export
- API
Administration
- Audit trail
- Custom fields
Security & IT
- SSO/SAML
- MFA
- Audit logs
- RBAC
- Data residency region
Integrations
- MS Teams integration
- Okta integration
- Azure AD integration
Mobile
- Responsive UI
Recruiting & ATS
- Pipeline/Kanban
- Recruiting analytics
Pricing Model
On request
Implementation
Support
Email · Cat · Web form · Help Center
SLA: SourceWhale states that live chat response times are under two minutes.
Integrations
Workable
ATSTwo-way sync
Ashby
ATSTwo-way sync
Crelate
ATSTwo-way sync
Recruitee
ATSTwo-way sync
PCRecruiter
ATSTwo-way sync
Teamtailor
ATSTwo-way sync
JobAdder
ATSTwo-way sync
Various ATS/CRM (70+ platform-wide)
ATSNative integrations across ATS/Recruitment CRMs; Data Refresh connects to the ATS/CRM for continuous updates.
Trusted third‑party data providers
OtherUsed for enrichment and verification.
Gmail
OtherEmail client integration platform-wide; refreshed data flows into outreach.
Microsoft Outlook
OtherEmail client integration platform-wide; refreshed data flows into outreach.
Various ATS (70+)
ATSAutomatic syncing.
Various CRM
OtherAutomatic syncing with CRM.
SMS
OtherSupported as a channel.
Phone
OtherSupported as a call task/channel.
Chrome Extension
OtherRequired for Inbox Agent (related module); Outreach itself is web-based.
Microsoft Outlook Add-in
OtherRequired for Inbox Agent (related module); Outreach itself is web-based.
Bullhorn
ATS/CRMCustomer references automatic note/activity capture; integration commonly cited.
Greenhouse
ATSListed in SourceWhale integrations directory.
Lever
ATSListed in SourceWhale integrations directory.
Vincere
ATS/CRMListed in SourceWhale integrations directory.
Salesforce
CRMMentioned by third-party sources as supported.
Mailgun
EmailEmail service integration shown in integrations directory.
SendGrid
EmailEmail service integration shown in integrations directory.
Ringover
WebhookWebhook setup for call event capture referenced in the integrations hub.
SourceWhale Outreach
OtherInternal module providing real-time engagement signals to trigger calls in Conversations.
SmartRecruiters
ATSTwo-way sync
Jobvite
ATSTwo-way sync
Recruiterflow
ATS/CRMTwo-way sync
Zoho CRM
CRMTwo-way sync
Microsoft Dynamics
CRMTwo-way sync
SAP SuccessFactors
ATS/HRISTwo-way sync
Oracle Taleo
ATSTwo-way sync
Invenias
CRM/Exec SearchTwo-way sync
Copper
CRMTwo-way sync
Streak
CRMTwo-way sync
Personio
HRIS/ATSTwo-way sync
Pinpoint
ATSTwo-way sync
Tracker (TrackerRMS)
ATS/CRMTwo-way sync
Loxo
ATS/CRM; SourcingTwo-way sync and sourcing connector
JazzHR
ATSTwo-way sync
Zoom
OtherVideo conferencing for auto-join, recording, and transcription.
Google Meet
OtherVideo conferencing for auto-join, recording, and transcription.
Microsoft Teams
OtherVideo conferencing for auto-join, recording, and transcription.
Aircall
OtherExternal dialer/telephony; integration via webhooks/API keys.
RingCentral
OtherExternal dialer/telephony; integration via webhooks/API keys.
Webhooks
WebhookUsed to connect external dialers (e.g., Aircall, RingCentral, Ringover) for call capture.
SourceWhale Projects
OtherNative AI-first ATS/CRM module; Notetaker updates contacts/projects for Projects users.
Recruit CRM
ATSTwo-way sync
Tracker
ATSTwo-way sync
Manatal
ATSTwo-way sync
Jobscience/Invenias
ATSTwo-way sync
Mercury
ATSTwo-way sync
HubSpot
CRMTwo-way sync/logging
Zoho Recruit
ATSTwo-way sync
Apollo
OtherData provider used in smart waterfall
Cognism
OtherData provider used in smart waterfall
Lusha
OtherData provider used in smart waterfall
RocketReach
OtherData provider used in smart waterfall
Hunter
OtherData provider used in smart waterfall
Snov
OtherData provider used in smart waterfall
ContactOut
OtherData provider used in smart waterfall
Kaspr
OtherData provider used in smart waterfall
SignalHire
OtherData provider used in smart waterfall
Swordfish
OtherData provider used in smart waterfall
People Data Labs (PDL)
OtherData provider used in smart waterfall
Pipl
OtherData provider used in smart waterfall
Nymeria
OtherData provider used in smart waterfall
VoilaNorbert
OtherData provider used in smart waterfall
Skrapp
OtherData provider used in smart waterfall
Works alongside for sourcing; move contacts to sequences/ATS-CRM
Indeed
OtherWorks alongside for sourcing
Monster
OtherWorks alongside for sourcing
Reed
OtherWorks alongside for sourcing
Seek
OtherWorks alongside for sourcing
ZipRecruiter
OtherWorks alongside for sourcing
GitHub
OtherWorks alongside for technical talent sourcing
Stack Overflow
OtherWorks alongside for technical talent sourcing
Dribbble
OtherWorks alongside for design talent sourcing
Wellfound (AngelList Talent)
OtherWorks alongside for startup talent sourcing
X (Twitter)
OtherWorks alongside for sourcing and outreach
Airtable
OtherData connector
ClickUp
OtherProject/Task connector
Podio
OtherProject/CRM connector
Google Contacts
OtherContacts import/sync
AWS S3
OtherStorage/data connector
AmazingHiring
SourcingSource from site to outreach/ATS
Crunchbase
SourcingCompany/people profiles
CV-Library
SourcingJob board profiles
Dice
SourcingTech job board
Social profiles
hireEZ (hiretual)
SourcingTalent sourcing
Human Predictions
SourcingTech sourcing
Kaggle
SourcingData science profiles
Otta
SourcingStartup job board
Quora
SourcingCommunity profiles
SeekOut
SourcingTalent sourcing
SourceBreaker
SourcingSourcing tool
Top Echelon
SourcingNetwork/job board
Totaljobs
SourcingJob board
Professional network
Firefish
ATS; SourcingListed among sourcing connectors; also an ATS
Loxo (Sourcing)
SourcingAlso serves as ATS/CRM
Kendo
Data providerContact data
ProxyCurl
Data providerProfile enrichment
Slintel
Data providerTechnographics (now 6sense)
AeroLeads
Data providerLeads enrichment
Anymail
Data providerEmail Finder
BetterContact
Data providerContact data
Datagma
Data providerB2B data
Find
Data providerEmail Finder
Findymail
Data providerEmail Finder
GetEmail
Data providerEmail Finder
GetProspect
Data providerEmail Finder
Improver
Data providerContact data
Operia
Data providerContact data
Orbitly
Data providerEnrichment
Precontact
Data providerEmail Finder
RampedUp
Data providerB2B data
70+ ATS platforms
ATSNative integrations; auto-logging of results; configurable sync; protected fields
70+ CRM platforms
OtherSearch your CRM from within SourceWhale; native connectors with configurable sync
Multiple contact data providers
OtherVerified email/phone enrichment
100+ sourcing sites
OtherWorks alongside as data sources for discovery
SAML 2.0
SSOSingle sign-on support
