ATZ CRM Onboarding – Part 1

Created by Armaan Malik, Modified on Mon, 23 Jun at 4:36 PM by Armaan Malik

A Quick Guide to Help You Get Started

Welcome aboard! ?

At ATZ CRM, we're committed to helping recruitment teams scale faster and work smarter. We’ve built a powerful, all-in-one platform designed to manage your entire recruitment process in one place — so you can spend less time on admin and more time closing roles.

With an intuitive interface and fast onboarding, your team can get started on ATZ CRM in under 30 minutes.

This guide will walk you through the first steps to get your account up and running smoothly.

First Steps to Set Up Your Account

1️⃣ Connect Your Email

ATZ CRM integrates seamlessly with major email platforms to help you send, track, and manage all communication from within the system.

Supported email providers include Gmail, Office365, Outlook, and any email supporting IMAP.

Helpful guides:

2️⃣ Sync Your Calendar

Easily sync your calendar to keep track of meetings, interviews, and calls directly from ATZ CRM.

We support both Google Calendar and Outlook Calendar integrations.

Helpful guide:

Integrate your calendar with ATZ CRM

3️⃣ Set Up Your Profile

Customize your profile and choose your preferred language for a localized experience.

ATZ CRM supports 10 languages:
English, French, Dutch, Spanish, German, Portuguese, Japanese, Chinese, Italian & Swedish.

Helpful guides:

4️⃣ Install the Chrome Extension

The ATZ CRM Chrome Extension helps you source and engage candidates faster — directly from platforms you already use.

Works with:
LinkedIn, Recruiter Lite

- Download the ATZ CRM Chrome Extension

Helpful resources:

Setting Up Your Database in ATZ CRM

Now that you’ve taken care of the initial setup, let’s move on to building your database in ATZ CRM. Whether you're starting fresh or migrating from another tool, we’ve made it easy to get your data in place.

1️⃣ Import Candidates, Contacts & Companies

Have your records stored in an Excel or CSV file? You can import them directly into ATZ CRM with just a few clicks.

Upload up to 5,000 records at once — including candidates, contacts, or companies.
Our import tool supports bulk uploads with customizable field mapping.

Learn how to import your records into ATZ CRM
Need help migrating large datasets? Learn about our backend data migration service

2️⃣ Resume Parsing

Got a collection of resumes you'd like to add? Use the ATZ CRM Resume Parser to quickly extract candidate information and auto-create profiles.

Upload up to 100 resumes at a time
Supported formats: PDF, DOCX, DOC

Helpful resources:
How to use resume parsing in ATZ CRM

3️⃣ Invite Your Teammates

Once you're signed up for a free trial or a paid plan, you can start building your team by inviting teammates to your account.

Collaborate on jobs, share notes, and manage your entire recruiting workflow together.

How to invite users to your ATZ CRM account

Admin Settings

Now that your basic setup is complete, it’s time to dive into Admin Settings — the control center for all your customizations.

In ATZ CRM, nearly everything can be tailored to fit your unique recruitment workflow. Let’s walk through the key admin features and how they empower you to personalize your system.

1. Account Management

Users

View and manage your full user list
Transfer ownership from deactivated users - connect with our Customer Success Team using Chatbot
Invite teammates to join your account
On the Business Plan, create custom roles and permissions

Account

Access GDPR & EEO compliance settings
View your total record count across the account
Configure duplicate management settings
Remove ATZ CRM branding (available on the Business Plan)

Plans & Billing

connect with our Customer Success Team using Chatbot for these operations:

Upgrade or downgrade your subscription plan
Modify your number of seats
View invoices and update your billing details

2. CRM Process Customization

Email Triggers

Set up automatic emails to be sent when candidates or contacts change stages

Hiring Pipeline

Create a Master Hiring Pipeline
Build Custom Pipelines for individual jobs to match your hiring process

Contact Stages

Customize the stages used for contacts based on your business workflow

Pitch Candidate Pipeline

Tailor the pitch candidate workflow to match your sales or marketing process

Deals Pipeline

Create a pipeline to track business development and delivery stages
Assign probability percentages to each stage to forecast weighted revenue

Job Status

Manage and customize job stages to reflect your process
Jobs marked as “Won / Lost” will be automatically removed from your careers page and job boards

Email Sequences

Automate a series of scheduled emails to candidates or contacts over a selected timeline

3. More CRM Process Customization

Here are some additional admin settings you can configure:

Customize client invoices before sending
Add custom call types, note types, and activity types for better categorization and search
Personalize formatted resumes with custom headers, footers, cover letters, and watermarks
Define default fields to share with clients via submissions

4. Data Customization in ATZ CRM

ATZ CRM gives you complete flexibility to tailor your system around your workflow. From custom fields to public job pages, everything is built to adapt to your unique recruitment process.

Let’s walk through all the major customization options available in your Admin Settings.