# Kepler CRM > Kepler CRM is the AI recruitment CRM for agencies, built by the team behind > RemakeCV. This file indexes every page of keplercrm.com in markdown for > AI agents. The human-readable versions live at https://keplercrm.com/. ## What Kepler is > Kepler is one workspace for a recruitment agency: an AI assistant that > searches every candidate, CV, email and call transcript in plain English; > candidate matching that shows a source for each requirement; records that > update themselves from the conversations you already have; pipelines, jobs, > meeting notes, CV parsing, reporting and a hosted job board. Pricing is > published annually: GBP 79 / USD 99 / EUR 99 / SGD 129 / AUD 119 per user per month > billed annually. Every feature and migration from any existing ATS are included. - [Home](https://keplercrm.com/index.md) - [Pricing](https://keplercrm.com/pricing.md) - [Privacy policy](https://keplercrm.com/privacy/) - [Terms of service](https://keplercrm.com/terms/) ## Product pages - [AI assistant](https://keplercrm.com/features-md/ai-assistant.md): Kepler reads the notes, CVs, emails and call transcripts you can already open, answers with a record set you can save as a list, and turns the admin that follows into changes you confirm one at a time. - [AI matching](https://keplercrm.com/features-md/ai-matching.md): Not a black-box percentage. Kepler turns the client brief into a scorecard, scores everyone in your database against it, and gives every verdict the line from the CV, call or email that earned it. - [Auto-updating records](https://keplercrm.com/features-md/auto-updates.md): Kepler reads the emails, messages and recorded calls you already have, finds the facts that belong on a record — a start date, a notice period, a salary — and proposes the change with the sentence it came from. You accept or reject it in one click. - [Calls & meeting notes](https://keplercrm.com/features-md/meeting-recorder.md): A note taker joins the interviews already in your calendar, then files the summary, the next steps and the full transcript against the candidate and the job. - [CV parsing & migration](https://keplercrm.com/features-md/cv-parsing.md): Kepler reads your CVs with the RemakeCV parser — the same engine 300+ agencies already run — and turns every document into a candidate record you can search, filter and match on. Migration from your current system is included on every plan, and our team does the mapping and validation with you. - [Pipeline, jobs & records](https://keplercrm.com/features-md/pipeline-jobs.md): The board, the job and the record are the same data. Move a card and the column counts, the candidate’s timeline and the funnel all move with it — there is no second entry to make. - [Reports & revenue](https://keplercrm.com/features-md/revenue-reporting.md): Billings, pipeline conversion and Consultant shares are computed from the placement records your desk keeps anyway. Nothing is re-keyed at month-end — and nothing here is a forecast, only what has been placed, billed and paid. - [LinkedIn extension](https://keplercrm.com/features-md/linkedin-extension.md): A side panel beside the profile you have open. It answers the match question first — do we already know this person? — then shows what has changed since you last spoke, or parses the page into the fields a new record needs. - [Job board](https://keplercrm.com/features-md/job-board.md): Kepler hosts your careers page on a domain you own — your logo, your words. Every application that arrives through it lands in the pipeline parsed, checked against the people you already have, and scored against the job’s rubric. ## Comparisons with other recruitment CRMs _Structured side-by-sides, feature by feature._ - [Kepler vs Bullhorn](https://keplercrm.com/compare-md/bullhorn.md): Kepler is a modern recruitment CRM where you ask AI Chat in plain English and it does the searching for you. It is one published plan at USD 99 per user per month, with AI Chat, the API and a done-for-you migration included. Bullhorn Pro, the Bullhorn plan with the AI, is quote-only. - [Kepler vs Loxo](https://keplercrm.com/compare-md/loxo.md): Kepler reads the database you already own, every CV, note, email thread and call transcript, and lets you ask it questions in plain English. AI Chat finds the people, scores them against the job and suggests updates you approve, on one plan at USD 99 per user per month. Loxo puts Loxo Source, its agents and Loxo AI Chat on its Professional plan at USD 199. - [Kepler vs Invenias](https://keplercrm.com/compare-md/invenias.md): Kepler is a web app where you ask AI Chat in plain English and it searches CVs, notes, email threads and call transcripts together. It runs in any browser on Mac or Windows, on one published plan at USD 99 per user per month, with AI Chat included. Invenias by Bullhorn is built around a Windows desktop application that runs with Outlook, and every edition is quote-only. - [Kepler vs Recruiterflow](https://keplercrm.com/compare-md/recruiterflow.md): Kepler puts AI Chat, matching, the notetaker and record updates on one plan at USD 99 per user per month billed annually, and does the migration for you at no charge. Recruiterflow puts its AIRA agents on the AIRA Plan, which is priced on request. Its Platform Plan, at USD 119, does not include them. - [Kepler vs Recruit CRM](https://keplercrm.com/compare-md/recruit-crm.md): Kepler is one plan at USD 99 per user per month, with AI Chat, matching, the careers site, reporting, automations and the API included and the migration done for you. Recruit CRM Business, the first tier with fifty AI matches, MCP and the open API, is USD 135, and analytics, automation and LinkedIn messaging are billed on top of it. - [Kepler vs Ezekia](https://keplercrm.com/compare-md/ezekia.md): Kepler is a recruitment CRM built around AI Chat. You ask in plain English and it searches your CVs, notes, emails and call transcripts, scores people against the brief and proposes updates you approve. It is one plan at USD 99 per user per month, with the AI and the migration included. - [Kepler vs Clockwork](https://keplercrm.com/compare-md/clockwork.md): Kepler is a recruitment CRM built around AI Chat. You ask in plain English and it searches your CVs, notes, emails and call transcripts, scores every candidate against the job and proposes updates you approve. It is one plan at USD 99 per user per month, with the AI and the migration included. - [Kepler vs Vincere](https://keplercrm.com/compare-md/vincere.md): Kepler is a recruitment CRM built around AI Chat. You ask in plain English and it searches your CVs, notes, emails and call transcripts, scores every candidate against the job and proposes updates you approve. It is one plan at USD 99 per user per month, with the AI, the notetaker and the migration included. - [Kepler vs JobAdder](https://keplercrm.com/compare-md/jobadder.md): Kepler is a recruitment CRM built around AI Chat. You ask in plain English and it searches your CVs, notes, emails and call transcripts, scores every candidate against the job and proposes updates you approve. It is one plan at a published USD 99 per user per month, with the AI and the migration included. - [Kepler vs Tracker](https://keplercrm.com/compare-md/trackerrms.md): Kepler is a recruitment CRM you can talk to. Ask AI Chat a question and it searches your CVs, notes, emails and call transcripts, scores candidates for a job and suggests updates you approve. Tracker is sold in four plans, and its API, Sequencer and automations are only on the Professional plan, which is priced on request. - [Kepler vs Crelate](https://keplercrm.com/compare-md/crelate.md): Kepler is a recruitment CRM you can talk to. Ask AI Chat in plain English and it searches your CVs, notes, emails and call transcripts, scores candidates for a job and suggests updates you approve. Crelate is sold in four tiers, and its Advanced AI Assistant, sequences and full API are only on Business Plus, which is priced on request. - [Kepler vs Carerix](https://keplercrm.com/compare-md/carerix.md): Kepler is a recruitment CRM you can talk to. Ask AI Chat about anything in your database and it finds candidates, ranks them for a job and updates records once you approve. Carerix sells four editions, all quoted after a demo, and its Private AI is fenced to candidate, vacancy and matching support. - [Kepler vs Spott](https://keplercrm.com/compare-md/spott.md): Kepler is a recruitment CRM you can talk to. Ask AI Chat in plain English and it searches every CV, note, email and call transcript, scores candidates for a job and suggests updates you approve. Spott ships its AI as many separate features, and its automations, sequences and enrichment are only on the Pro plan. ## Reviews and alternatives _Long-form, sourced reviews of each rival, and a list of the best alternatives to each._ _The same pairings written out at length, with a dated source for every claim about the other vendor._ - [Bullhorn pricing 2026: editions, the AI and our review](https://keplercrm.com/blog-md/bullhorn.md): Bullhorn review: Kepler puts AI Chat, the API and a free migration on one published plan at USD 99 per user per month. Bullhorn sells editions and add-ons, and Bullhorn Pro, its plan with the AI, is quote-only. - [Loxo review 2026: pricing, the talent graph and Kepler compared](https://keplercrm.com/blog-md/loxo.md): Loxo review: Kepler gives you AI Chat, search, matching and contact enrichment on one plan at USD 99 per user per month. Loxo puts its sourcing graph, agents and AI Chat on its Professional plan at USD 199. - [Invenias review 2026: pricing, AI, desktop app and Kepler](https://keplercrm.com/blog-md/invenias.md): Invenias review: Kepler gives search firms AI Chat, matching, a client portal and consent records on one plan at USD 99 per user per month. Invenias by Bullhorn is a quote-only search tool built around a Windows desktop app. - [Recruiterflow review 2026: AIRA pricing, outbound and Kepler](https://keplercrm.com/blog-md/recruiterflow.md): Kepler is USD 99 a seat with AI Chat included on every plan. This Recruiterflow review sets it beside Recruiterflow, whose AIRA agents are only on a plan priced on request. - [Recruit CRM review 2026: pricing, add-ons and AI vs Kepler](https://keplercrm.com/blog-md/recruit-crm.md): Kepler is USD 99 a seat with AI Chat and every feature included. This Recruit CRM review sets it beside Recruit CRM Business at USD 135, with add-ons billed on top. - [Ezekia review 2026: pricing, AI Sidekick and how Kepler compares](https://keplercrm.com/blog-md/ezekia.md): Kepler is USD 99 a seat with AI Chat and its own meeting notetaker included. This Ezekia review sets it beside Ezekia, a retained-search platform sold as one Enterprise tier with no published price. - [Clockwork review 2026: USD 149 pricing, Cai and Kepler compared](https://keplercrm.com/blog-md/clockwork.md): Kepler is the AI-first recruitment CRM at USD 99 per user per month, where you ask AI Chat and it searches your whole database for you. This Clockwork review sets it beside Clockwork’s one plan at USD 149, its Cai AI and its client portal. - [Vincere pricing 2026: licence, Smart Packs and our review](https://keplercrm.com/blog-md/vincere.md): Kepler is the AI-first recruitment CRM at USD 99 per user per month, with AI Chat included on every plan. This Vincere review sets it beside Vincere’s per-user licence, where the AI comes only in paid Smart Packs on top. - [JobAdder review 2026: pricing, Adder Intelligence and reach](https://keplercrm.com/blog-md/jobadder.md): Kepler is the AI-first recruitment CRM at a published USD 99 per user per month, with AI Chat included on every plan. This JobAdder review sets it beside JobAdder’s quote-only plans, its Adder Intelligence features and its paid add-ons. - [Tracker (TrackerRMS) review 2026: pricing, AI and Kepler](https://keplercrm.com/blog-md/trackerrms.md): Kepler is the AI-first recruitment CRM where you ask AI Chat and it finds, ranks and updates records for you, at USD 99 per user per month. This Tracker (TrackerRMS) review sets Tracker’s plans, pricing and AI beside it. - [Crelate review 2026: pricing tiers, AI and Kepler compared](https://keplercrm.com/blog-md/crelate.md): Kepler is the AI-first recruitment CRM where you ask AI Chat and it finds, ranks and updates records, with everything on one plan at USD 99 per user per month. This Crelate review sets Crelate’s four tiers and its AI beside it. - [Carerix review 2026: pricing, Private AI and Kepler compared](https://keplercrm.com/blog-md/carerix.md): Kepler is the AI-first recruitment CRM where you ask AI Chat about anything in your database and it finds, ranks and updates records, at one published price. This Carerix review sets Carerix’s four editions, unpublished pricing and Private AI beside it. - [Spott pricing 2026: Core vs Pro, Ask AI and our review](https://keplercrm.com/blog-md/spott.md): Kepler is the recruitment CRM where you ask AI Chat and it searches your whole database, at USD 99 per user per month. This Spott review sets it beside Spott Pro at USD 199. - [Mercury review 2026: Dynamics 365, pricing and AI vs Kepler](https://keplercrm.com/blog-md/mercury.md): Mercury review: Kepler, the recruitment CRM where you ask AI Chat in plain English, costs USD 99 per user per month. Mercury is built inside Microsoft Dynamics 365 and priced by quote. - [Firefish review 2026: quote-only pricing, AI agents and Kepler](https://keplercrm.com/blog-md/firefish.md): Firefish review: Kepler puts AI Chat and every feature on a single plan at USD 99 per user per month. Firefish is a UK recruitment CRM priced by quote, with add-on modules from £150 each. - [7 best Bullhorn alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/bullhorn-alternatives.md): Seven Bullhorn alternatives, Kepler first, then Tracker, Vincere, JobAdder, Crelate, Loxo and Spott. Each entry shows the price of the plan with the AI and whether the AI is in that price, from each vendor’s own pages. - [7 best Loxo alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/loxo-alternatives.md): Seven Loxo alternatives, Kepler first, then Recruiterflow, Crelate, Bullhorn, Recruit CRM, Spott and Vincere. Each entry shows the published price of the plan with the AI, and what that plan includes. - [7 best Invenias alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/invenias-alternatives.md): Seven Invenias alternatives for executive search and retained desks, Kepler first, then Ezekia, Clockwork, Loxo, Crelate, Recruiterflow and Spott. Each entry shows the price of the plan with the AI and what that plan includes. - [7 best Recruiterflow alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/recruiterflow-alternatives.md): Kepler leads these seven Recruiterflow alternatives at USD 99 a seat, with AI Chat and every feature included. Each entry gives the price of the plan that carries the AI, where the vendor publishes it. - [7 best Recruit CRM alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/recruit-crm-alternatives.md): Kepler leads these seven Recruit CRM alternatives at USD 99 a seat, with AI Chat and every feature included. Each entry gives the price of the plan that carries the AI, from the vendor’s own pages. - [7 best Ezekia alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/ezekia-alternatives.md): Kepler leads these seven Ezekia alternatives for executive search at USD 99 a seat, with AI Chat and its own notetaker included. Each entry gives the price of the plan that carries the AI. - [7 best Clockwork alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/clockwork-alternatives.md): Kepler is the AI-first CRM at USD 99 per user per month, with AI Chat on every plan. Here are seven Clockwork alternatives for executive search firms, each with its price and what its AI includes. - [7 best Vincere alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/vincere-alternatives.md): Kepler is the AI-first CRM at USD 99 per user per month, with AI Chat on every plan and no pack to add. Here are seven Vincere alternatives, each with its price and whether the AI is in it. - [7 best JobAdder alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/jobadder-alternatives.md): Kepler is the AI-first CRM at a published USD 99 per user per month, with AI Chat on every plan. Here are seven JobAdder alternatives, each with its price and whether the AI is in it. - [7 best Tracker (TrackerRMS) alternatives for staffing agencies in 2026](https://keplercrm.com/blog-md/trackerrms-alternatives.md): Kepler leads these seven Tracker (TrackerRMS) alternatives: an AI-first CRM where you ask AI Chat and it finds, ranks and updates records, at USD 99 per user per month. Each alternative is listed with the price of the plan that carries its AI. - [7 best Crelate alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/crelate-alternatives.md): Kepler leads these seven Crelate alternatives: an AI-first CRM where you ask AI Chat and it finds, ranks and updates records, with everything on one plan at USD 99 per user per month. Each alternative is listed with the price of the plan that carries its AI. - [7 best Carerix alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/carerix-alternatives.md): Kepler leads these seven Carerix alternatives: an AI-first CRM where you ask AI Chat about anything in your database and it finds, ranks and updates records, at one published price of USD 99 per user per month. Each alternative is listed with the price of the plan that carries its AI. - [7 best Spott alternatives for recruitment agencies in 2026](https://keplercrm.com/blog-md/spott-alternatives.md): Kepler, where you ask AI Chat and it searches your whole database, leads these seven Spott alternatives at USD 99 per user per month. Each comes with its matched-plan price and the AI it includes. - [Recruitment CRMs that work with Claude and ChatGPT (MCP)](https://keplercrm.com/blog-md/recruitment-crm-claude-chatgpt-mcp.md): Kepler is a recruitment CRM with a hosted MCP server, so Claude, ChatGPT and Codex can search your candidates and update records with permissions you choose. - [CV formatting for recruitment agencies: branded CVs in Kepler](https://keplercrm.com/blog-md/cv-formatting-for-recruitment-agencies.md): CV formatting for recruitment agencies: Kepler puts each candidate on your own branded template, as DOCX or PDF, ready to email or share with a client. - [How to switch recruitment CRM without losing your data](https://keplercrm.com/blog-md/switch-recruitment-crm.md): How to switch recruitment CRM: what to export, what to check in your contract, and how Kepler runs a free migration in days, however large the database. - [Recruitment software for small agencies in the UK (2026)](https://keplercrm.com/blog-md/recruitment-software-small-agencies-uk.md): Kepler is recruitment software for small UK agencies: one plan from £79 per user per month, AI Chat included, free migration from spreadsheets and Outlook. - [Recruitment software for small agencies in Australia (2026)](https://keplercrm.com/blog-md/recruitment-software-small-agencies-australia.md): Kepler is recruitment software for small Australian agencies: one plan from A$119 per user per month, AI Chat included, consent records and free migration. - [ATS and recruitment CRM for small agencies in Singapore](https://keplercrm.com/blog-md/ats-recruitment-crm-small-agencies-singapore.md): Kepler is an ATS and recruitment CRM for small Singapore agencies: one plan from S$129 per user per month, AI Chat included, PDPA consent records. - [WhatsApp for recruitment agencies: logging candidate chats](https://keplercrm.com/blog-md/whatsapp-for-recruitment-agencies.md): WhatsApp for recruitment agencies: Kepler keeps candidate WhatsApp chats beside email on the record and turns inbound messages into updates you approve. # Help Center ## Getting Started - [Welcome to Kepler — a quick tour](https://keplercrm.com/help-md/welcome-to-kepler.md): What Kepler is, how the app is organised, and the five things to do in your first hour. - [Setting up your workspace](https://keplercrm.com/help-md/set-up-your-workspace.md): Name your workspace, manage your team, and find your way around Settings. - [Inviting your team](https://keplercrm.com/help-md/invite-your-team.md): Send invitations, assign roles, and manage pending invites and seats. - [Connecting your email](https://keplercrm.com/help-md/connect-your-email.md): Link Google or Microsoft accounts so conversations and meetings sync into Kepler and attach themselves to the right records. - [Navigating Kepler](https://keplercrm.com/help-md/navigating-kepler.md): The sidebar, global search, notifications and the layout conventions used across the app. - [Getting help inside Kepler](https://keplercrm.com/help-md/getting-help-in-kepler.md): Open Help from any page for articles about that page, ask a question in plain words, or send a message to the Kepler team. - [Importing your data](https://keplercrm.com/help-md/import-your-data.md): Migrate from another CRM or import a CSV — upload, map your columns, preview and run. ## Companies, Contacts & Candidates - [Managing companies](https://keplercrm.com/help-md/managing-companies.md): Create client companies, keep their details current, and read everything happening on the account from one page. - [Managing contacts](https://keplercrm.com/help-md/managing-contacts.md): Track hiring managers and client stakeholders, and keep every interaction attached to the right person. - [Managing candidates](https://keplercrm.com/help-md/managing-candidates.md): Add candidates manually, from CVs, LinkedIn, imports or your job portal — and work their full story from one profile. - [Adding candidates from CVs](https://keplercrm.com/help-md/import-candidates-from-cvs.md): Upload one CV or a batch — AI reads each one and adds it as a candidate, holding back only the CVs that need a decision. - [The LinkedIn Chrome extension](https://keplercrm.com/help-md/linkedin-chrome-extension.md): See who’s already in your CRM while browsing LinkedIn, and add new candidates, contacts or companies in one click. - [Finding emails, mobiles and LinkedIn profiles](https://keplercrm.com/help-md/finding-contact-details.md): Use Find on a record, a table or a whole selection to fill missing LinkedIn profiles, emails and mobiles, and manage enrichment credits. - [Updating profiles from LinkedIn](https://keplercrm.com/help-md/updating-profiles-from-linkedin.md): Refresh a person's title, employer and location from their LinkedIn profile, one at a time, in bulk or automatically, with Compare and Undo. - [Resumes & documents](https://keplercrm.com/help-md/resumes-and-documents.md): Upload CVs, let the parser structure them, and manage every file on a candidate record. - [Formatting and sending a CV](https://keplercrm.com/help-md/formatting-and-sending-cvs.md): Create a branded or anonymized CV, review the draft, download a client copy and send it from Kepler. - [Custom fields](https://keplercrm.com/help-md/custom-fields.md): Add your own attributes to any record type — currency, selects, checkboxes, multi-selects and more. - [Views, filters & sorting](https://keplercrm.com/help-md/views-filters-and-sorting.md): Save table and kanban views with their own filters, sort rules and columns — for you or the whole team. - [Duplicates & data hygiene](https://keplercrm.com/help-md/duplicates-and-data-hygiene.md): How Kepler avoids duplicate records, what the merge dialogs do, and habits that keep your database clean. ## Jobs & Pipeline - [Creating jobs](https://keplercrm.com/help-md/creating-jobs.md): Open a vacancy, set its commercial terms, and link the client and owners. - [Pipeline stages & moving candidates](https://keplercrm.com/help-md/pipeline-stages.md): How the two-axis pipeline works — stages you define, outcomes that never lose history — in board and table form. - [Customising pipeline stages](https://keplercrm.com/help-md/customising-pipeline-stages.md): Rename, recolour, reorder, add and archive the stages your workspace uses — and control submitted tracking and inbound defaults. - [Recording outcomes — placed, rejected, withdrawn](https://keplercrm.com/help-md/recording-outcomes.md): Close out applications with a reason, keep the stage history, and reopen when circumstances change. - [AI candidate matching](https://keplercrm.com/help-md/ai-candidate-matching.md): Define match criteria, run matching, and work the ranked shortlist — with per-criterion evidence for every candidate. - [Tracking interviews](https://keplercrm.com/help-md/tracking-interviews.md): Log interview rounds, keep feedback with the record, and see interview history across jobs, candidates and companies. - [Job statuses & job health](https://keplercrm.com/help-md/job-statuses-and-kpis.md): Use job statuses, closed reasons and the job header to run an honest job list. ## Pipeline Outcomes & Placements - [The Pipeline page](https://keplercrm.com/help-md/creating-submittals.md): Work every application across all jobs from one list — stages, offers, submitted dates and outcomes. - [Creating placements](https://keplercrm.com/help-md/creating-placements.md): Record the deal: placement type, dates, Consultants, and the linked candidate, job and company. - [Fees, aftercare & billing](https://keplercrm.com/help-md/fees-aftercare-and-billing.md): Record the money side of a placement — fee, Consultants, rebates, guarantee terms and automatic reminder tasks. - [Placement settings](https://keplercrm.com/help-md/placement-settings.md): Configure the placement types and form templates your delivery workflow uses. ## Job Advertising & Portal - [Setting up your job portal](https://keplercrm.com/help-md/set-up-your-job-portal.md): Brand and publish your hosted careers portal — URL, logo, colours and intro text — and put it on your own website. - [Publishing jobs to your portal](https://keplercrm.com/help-md/publishing-jobs.md): Create a posting from the job’s Advertising tab, publish it, and manage its lifecycle. - [AI job descriptions](https://keplercrm.com/help-md/ai-job-descriptions.md): Generate or rewrite advertised job copy from the job’s details, in your house style. - [Capturing LinkedIn applications](https://keplercrm.com/help-md/linkedin-applications.md): Connect a LinkedIn job so its applicants flow into Kepler’s Applicants page automatically. - [Reviewing inbound applicants](https://keplercrm.com/help-md/review-inbound-applicants.md): Work the Applicants page and the New applicants lane — read AI fit and match scores, view CVs, and add, store or decline applicants. - [Adding your job board to a Squarespace site](https://keplercrm.com/help-md/job-board-on-squarespace.md): Show your Kepler job board on a page of your Squarespace site, give it a subdomain such as jobs.your-agency.com, and retire an old jobs blog. - [Using your own website (portal API)](https://keplercrm.com/help-md/portal-api-your-own-website.md): Power your existing careers site with Kepler’s open portal API — list jobs and take applications headlessly. - [Sharing candidates with clients](https://keplercrm.com/help-md/sharing-candidates-with-clients.md): Invite a hiring team, preview a shortlist, control shared details and manage client access. - [Signing in to a client shortlist](https://keplercrm.com/help-md/client-portal-sign-in.md): Open your recruiter’s shortlist and recover from expired links or an unrecognised address. ## Email, Calendar & Meetings - [Connecting Google & Outlook](https://keplercrm.com/help-md/connecting-gmail-outlook.md): Link your accounts, understand what each provider syncs, monitor sync health, and disconnect safely. - [Email privacy & sharing](https://keplercrm.com/help-md/email-privacy-and-sharing.md): Control how much of your synced mail teammates can see — three sharing levels plus per-person grants. - [The Communications page](https://keplercrm.com/help-md/the-emails-page.md): Browse synced conversations grouped by person, switch folders, and reply without leaving Kepler. - [Sending email from Kepler](https://keplercrm.com/help-md/sending-email.md): Compose and reply from your connected account, with templates, your signature and attachments. - [Calendar & scheduling meetings](https://keplercrm.com/help-md/calendar-sync.md): See your meetings in Kepler, schedule new ones linked to records, and power the scheduler and AI Note Taker. - [Booking pages (scheduler)](https://keplercrm.com/help-md/booking-links.md): Share a booking page with your meeting types, or a private link for one person; guests book straight into your calendar within rules you set. - [AI Note Taker for meetings](https://keplercrm.com/help-md/ai-note-taker.md): Automatic recording, transcripts and structured minutes for your Meet, Teams and Zoom calls. - [Connect Zoom for meeting notes](https://keplercrm.com/help-md/zoom-meeting-notes.md): Connect Zoom so the note taker can join your Zoom calls, find your transcript and notes, and disconnect or remove the app. - [Connecting your WhatsApp number](https://keplercrm.com/help-md/connecting-personal-whatsapp.md): Link a personal number, choose sharing, and recover a paused or disconnected session. - [WhatsApp conversations in Kepler](https://keplercrm.com/help-md/whatsapp-in-communications.md): Read and reply to WhatsApp chats beside email, link them to records, save attachments, and know what the business and personal numbers can do. - [Recording a meeting in the desktop app](https://keplercrm.com/help-md/desktop-meeting-recording.md): Record your microphone locally and save the result to Kepler for a transcript and meeting notes, in supported desktop apps. ## Tasks, Notes & Lists - [Managing tasks](https://keplercrm.com/help-md/managing-tasks.md): Create, assign and complete tasks — and triage the tasks AI suggests from your conversations. - [Working with notes](https://keplercrm.com/help-md/working-with-notes.md): Capture notes and logged calls, meetings and messages in a rich editor, attach them to records, and find them again. - [Comments and @mentions on records](https://keplercrm.com/help-md/comments-and-mentions.md): Discuss a candidate, contact, company or job with your team in its Discussion panel, and @mention teammates to bring them in. - [Working with lists](https://keplercrm.com/help-md/working-with-lists.md): Build talent pools, shortlists and account lists — private or shared with the team. - [The History tab](https://keplercrm.com/help-md/activity-timeline.md): Every record’s chronological story — meetings, tasks, notes, field updates, stage moves, emails, WhatsApp messages and logged calls — with per-family filters. - [Notifications & AI review](https://keplercrm.com/help-md/notifications.md): Review suggestions and find assigned work, client responses, CV exports and consent notices. ## AI & Automation - [AI in Kepler — overview](https://keplercrm.com/help-md/ai-overview.md): Where to use AI in Kepler and how to review its work. - [The Kepler Assistant](https://keplercrm.com/help-md/kepler-assistant.md): Chat with your CRM — ask questions across your whole workspace, @-mention records, and share conversations with the team. - [AI suggestions](https://keplercrm.com/help-md/ai-suggestions.md): Lightweight AI prompts — suggested updates and tasks — and how to review them singly or in bulk. - [AI & data privacy](https://keplercrm.com/help-md/ai-data-privacy.md): How your data is (and isn’t) used by Kepler’s AI features. - [Create, test and publish an automation](https://keplercrm.com/help-md/create-an-automation.md): Build a repeatable workflow, check it with a recent record, and put the reviewed version live. - [Troubleshoot an automation](https://keplercrm.com/help-md/troubleshoot-automations.md): Find why a workflow did not run, stopped at a step, or paused. - [Create and launch an outreach campaign](https://keplercrm.com/help-md/create-a-campaign.md): Prepare a sequence, preview its recipients and sender, and publish it for outreach. - [Troubleshoot campaign enrollment and sending](https://keplercrm.com/help-md/troubleshoot-campaigns.md): Check skipped recipients, sender problems, delivery timing and automatic pauses. - [Use Kepler with Claude (MCP)](https://keplercrm.com/help-md/use-kepler-with-claude.md): Kepler, the AI recruitment CRM for agencies, has an MCP server. Connect Claude, ChatGPT or Codex to search candidates and update records. - [Use Kepler with ChatGPT (MCP)](https://keplercrm.com/help-md/use-kepler-with-chatgpt.md): Kepler, the AI recruitment CRM for agencies, has an MCP server. Add it to ChatGPT or Codex to search candidates and update records. ## Search, Dashboard & Reports - [Global search](https://keplercrm.com/help-md/global-search.md): Find any record in milliseconds — ranked matching, live previews, quick commands and a shortcut to the Assistant. - [Understanding the dashboard](https://keplercrm.com/help-md/understanding-the-dashboard.md): Plan your day, act on due tasks and mentions, and return to recent records. - [Reports & analytics](https://keplercrm.com/help-md/reports-and-analytics.md): Built-in dashboards for the agency’s core questions, plus custom dashboards you assemble widget by widget. ## Workspace, Team & Billing - [Account settings](https://keplercrm.com/help-md/account-settings.md): Manage your personal profile — name, avatar, timezone and password. - [Roles & permissions](https://keplercrm.com/help-md/roles-permissions.md): What each workspace role can do, and how to choose roles for your team. - [When a teammate leaves](https://keplercrm.com/help-md/when-a-teammate-leaves.md): Remove a member, hand over their tasks and records or keep the records under their name, and move a former member's records later. - [Billing & seats](https://keplercrm.com/help-md/billing-and-seats.md): The Kepler plan, seat usage, and what happens when you hit the limit. - [Record capture settings](https://keplercrm.com/help-md/record-creation-settings.md): Control when Kepler creates records automatically — and keep your database deliberate. - [Security & compliance](https://keplercrm.com/help-md/security-and-compliance.md): How Kepler protects your data — encryption, access control, GDPR and PDPA. - [Consent and GDPR records](https://keplercrm.com/help-md/consent-and-gdpr-records.md): Track consent per person and purpose — the switch, what it hides, opt-outs that are always recorded, purposes, expiry, and the job-board setting. ## Troubleshooting & FAQ - [Email sync issues](https://keplercrm.com/help-md/email-sync-issues.md): What to do when mail stops syncing or an account shows an error. - [Login & access issues](https://keplercrm.com/help-md/login-issues.md): Password resets, invitation problems, and “why can’t I see that?” questions. - [Edit conflicts & duplicate warnings](https://keplercrm.com/help-md/edit-conflicts.md): How saving and Undo work, what “This record changed” and duplicate warnings mean, and how to resolve them. - [Job portal & application issues](https://keplercrm.com/help-md/portal-application-issues.md): Why a posting isn’t visible, why an application didn’t arrive, and form errors applicants see. - [Frequently asked questions](https://keplercrm.com/help-md/faq.md): Quick answers on migration, trials, AI, data and platform support.