Separate candidate CRM from agency CRM before you shortlist. In-house teams usually need talent pools, nurture sequences, rediscovery and hiring-manager visibility. Agencies need those things plus client contacts, portals, mass mail, job limits and workflow capacity.
Do the pipeline work in a trial, not a demo. Add past candidates, create a talent pool, send a sequence, move people between stages, and check whether reporting shows the bottlenecks clearly. A slick demo can hide a fiddly workflow.
Check what “AI matching” actually includes. Ashby’s CRM features include AI-assisted search and rediscovery on higher plans, while Zoho Recruit ties Candidate Matches to specific editions and tiers. If matching matters, price the exact plan that includes it.
Do not compare base prices alone. Ashby starts at $400/month for Foundations, Lever uses custom pricing with our display estimate from around $4k, and Zoho Recruit has a Free plan. The real comparison is seats, active jobs, outreach limits, portals, AI credits, implementation and support.
Ask for the usage fees that catch people out. For Ashby, check SSO, extra SMS, sourcing email lookups and AI credits. For Zoho Recruit, check active-job add-ons, portal users, webhooks, workflow alerts, mass mail, video interview slots and storage.
If you are still choosing between an ATS, CRM and HRIS, settle that first. A recruiting CRM is for candidate and sometimes client relationships. An HRIS is for employees after hire, so it will not usually solve sourcing pipeline problems.