Contact management

Contact management for recruiters

Every candidate you have ever met in one searchable place, with a note on the role they fit and what was said, instead of scattered across old cards, your phone, and a spreadsheet you never open.

ConnectMachine keeps every candidate you meet in one private, searchable place. You attach notes and voice memos to each contact, the role they fit and what was said, and tag them by event or specialty. Later you ask the AI Concierge in plain language, and the right candidate resurfaces the moment a matching role opens, no scrolling a spreadsheet.

A recruiter's real asset is not the open req, it is the people. Over the years you meet thousands of candidates at career fairs, in interviews, through referrals, and over coffee. But that pool lives in a dozen places at once, so the person who was perfect but a few months too early is gone by the time the role finally opens.

Contact management with ConnectMachine puts that whole pool in one place. Every candidate becomes a contact with a note on the role they fit, a tag for where you met them, and a search you can run later, so your pipeline is something you query instead of a drawer of cards you never reopen.

Why your best candidates get lost

The problem was never meeting people. It is finding them again. A stack of business cards in a tote bag from three fairs ago, half the details in your phone, a few names in a spreadsheet nobody keeps current, and the rest in your memory. When a hiring manager needs a backend engineer today, none of that is searchable.

So the one detail that mattered, the candidate who was open to relocating or coming off a notice period, is the detail you cannot recall under pressure. The pipeline is technically there, but it is scattered, and a scattered pipeline is the same as no pipeline the moment you actually need it.

  • Business cards in a bag from career fairs you have half forgotten.
  • Candidate details spread across your phone, LinkedIn, and email.
  • A spreadsheet that goes stale the week after you make it.
  • The one note that mattered, like 'open to relocating,' lost in your head.

Put your whole pipeline in one place

ConnectMachine gives you one place to hold every candidate, and filling it takes minutes, not a data-entry weekend. You build the pool from the cards you already have and every new person you meet.

  1. Scan the paper cards you have collected with the AI scanner, which pulls name, company, title, email, and phone in seconds.
  2. Share your QR at the next fair or interview so new candidates land as contacts, with no app on their side.
  3. Keep the original card image on every contact, so nothing from the physical card is lost.
  4. Add a note as you go, so each candidate arrives with the context already attached.

From then on every candidate you meet lands in the same list. You stop rebuilding your pipeline from scratch every time you switch tools or clear out your phone, because the pool lives in one place that is always current.

A note on every candidate, not just a name

A name and a title tell you nothing about whether to call someone in six months. The value is in the context, and the moment to capture it is right after the conversation. Add a voice memo or a written note the second an interview or a fair chat ends.

"Strong on the platform team, senior, open to relocating, on a three-month notice, wants out because the role went too managerial, follow up in March." That note turns a name into a candidate you can actually place, and it takes ten seconds by voice.

  • Their specialty, seniority, and the stack they know.
  • Salary range, notice period, and whether they would relocate.
  • Why they are looking and what would make them move.
  • Who referred them and when to follow up.

Tag candidates so the right one surfaces

Tags turn a long list into a pipeline you can slice. Tag each candidate by the event you met them at, the role type they fit, their seniority, or their stage, so a cold list of names becomes a pool you can actually work when a req comes in.

  • The source: 'spring career fair,' 'referral from Dana.'
  • The role they fit: 'backend,' 'sales,' 'design lead.'
  • Their stage: 'screened,' 'sent to hiring manager,' 'placed.'
  • A timing flag: 'follow up in March,' 'on a notice period.'

When a hiring manager opens a backend role, you do not scroll a thousand contacts. You pull the tag and there is your shortlist, every person already carrying the note you wrote about their fit.

Search your pipeline in plain language

This is where an organized pool pays off. Instead of trying to remember who to call, you ask the AI Concierge in plain language, 'who did I meet at the spring fair with backend experience?' or 'who was open to relocating for a senior role?' It reads your own contacts and notes and hands you the list in seconds.

The candidate who was a few months early back in March is no longer lost. When the role finally opens, one question surfaces exactly the people you already vetted, so your next placement can come from a conversation you had a year ago instead of a fresh search from zero.

One private pool that feeds your ATS

Your talent pool is your book of business, so it stays yours. Contacts are private by default and never sold, and your data is encrypted in transit and at rest, so the pipeline you spent years building is not something you rent from a job board.

  1. Keep working in ConnectMachine as your searchable pool of every candidate.
  2. Export any contact to CSV on any plan, with your notes attached.
  3. Sync to your CRM on a paid plan so candidates flow into your ATS workflow.
  4. Connect Zapier to 5,000+ apps to push contacts wherever your team already works.

Nothing is retyped and no context is lost, so the same candidate stays searchable in your pool while also moving through the systems your desk already runs.

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Preguntas frecuentes

How do recruiters keep track of all the candidates they meet?
Keep every candidate in one searchable place. Scan the cards you receive, share your QR to add new people, and attach a note on the role each one fits. Tag them by event or specialty, and later ask the AI Concierge in plain language to pull exactly the candidates you need for an open role.
Can I search my candidate pool by role or skill?
Yes. Tag each candidate by role type, seniority, or event, and add notes on their stack and fit. Then ask the AI Concierge something like 'who has backend experience and is open to relocating?' and it reads your own contacts and notes to build the list in seconds.
Do candidates need an app to be in my contacts?
No. When you share your QR, candidates open your card in a browser and save it in one tap, with nothing to install. The cards you are handed become contacts through the AI scanner, so your whole pool builds with no app required on anyone's side.
Can I get my existing stack of candidate cards in?
Yes. Run them through the AI scanner, which reads paper business cards and pulls name, company, title, email, and phone, and keeps the original card image too. Your drawer of cards from past fairs becomes searchable contacts, with no manual typing.
Are my candidate contacts private?
Yes. Your contacts are private by default and never sold, and your data is encrypted in transit and at rest. Your talent pool is your book of business, so it stays yours, not something you rent from a job board.
Does contact management work for a recruiting team?
Yes. Each recruiter keeps their own searchable pool, and the Team plan puts every card under central billing with shared branding. Contacts export to CSV or sync to your CRM, so the whole desk's pipeline flows into the systems you already run.

Getting started with candidate contact management

You can turn your scattered pipeline into one searchable pool in a single sitting. Create your free recruiter card, scan in the stack of candidate cards on your desk, and practice one ten-second voice note so it is second nature after your next interview. From there, every candidate you meet compounds into a pool you can search the moment a role opens.

Turn a drawer of cards into a pool you can search.

Create your recruiter card free