Less switching during calls
Recruiters can start calls from the candidate or client context instead of moving between separate dialing tools and CRM records.
April 2025 Calling
Calling Feature in ATZ CRM
ATZ CRM introduced in-platform calling so recruiters can call candidates or clients from the CRM, record conversations with consent, generate transcripts, summarize calls, and create follow-up tasks from call context.
Call candidates and clients directly from ATZ CRM
Save call recordings with the right consent and settings
Generate transcripts, key points, and quick summaries
Create follow-up tasks from call context
Quick answer
What changed for recruiters?
The Calling Feature lets recruiters call candidates and clients directly from ATZ CRM. Recruiters can place calls without switching tools, save recordings with consent, generate transcripts and key points, create quick AI summaries, and turn call outcomes into follow-up tasks so the team has clearer context after every conversation.
What changed
What this update changes
ATZ CRM added a calling workflow built for recruiter conversations. Recruiters can now call candidates or client contacts directly from the CRM instead of switching between a phone tool, notes app, and candidate record.
The update brings call recording, transcription, key points, and one-click summaries closer to the candidate or contact profile. That means important screening details, client requirements, objections, next steps, and follow-up promises are easier to capture while the conversation is still fresh.
Calling also improves team continuity. When call records, summaries, and follow-up tasks live inside ATZ CRM, another recruiter or manager can understand what happened without chasing private notes or replaying the entire conversation.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Better call documentation
Recordings, transcripts, key points, and summaries help teams preserve important context from screening calls, client calls, and follow-ups.
Faster next actions
Follow-up tasks can be created from the call context so recruiters are less likely to forget promises, next steps, or timing commitments.
Stronger team visibility
Managers and teammates can review call history and notes from the relevant record, making handovers and collaboration smoother.
Before and after
How the workflow changes
Before
Recruiters called from a separate phone system, took notes manually, and updated the CRM later if they remembered.
After
Recruiters can place calls from ATZ CRM and keep recordings, notes, summaries, and follow-up actions tied to the right record.
Before
Candidate screening details or client requirements could be scattered across notebooks, inboxes, and personal call logs.
After
Call context can be saved on the candidate or contact profile so the team has a clearer shared record.
Before
Follow-up tasks after calls depended on the recruiter remembering to create them manually.
After
Recruiters can use call context to create next-step tasks faster after the conversation ends.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Open the candidate or client record
Start from the profile where the phone number and relationship context already live.
2
Place the call from ATZ CRM
Use the calling option to start the conversation without leaving the CRM workspace.
3
Record and transcribe when appropriate
Enable recording or transcription when your team has the right settings, credits, permissions, and consent.
4
Review the summary and key points
Use transcripts, summaries, and key points to capture the important parts of the conversation quickly.
5
Create follow-up tasks
Turn next steps from the call into tasks, reminders, or pipeline updates so nothing gets dropped.
Feature-specific details
Extra context for this update
Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.
Call documentation
How call summaries help after candidate and client calls
Calls often contain the details recruiters need later: salary expectations, availability, objections, feedback, and next steps. Recording, transcripts, summaries, and tasks help preserve that context.
- Use call summaries before follow-up emails or client updates.
- Turn important next steps into tasks before they get lost.
- Respect local call recording rules and internal consent processes.
Best fit
Teams that benefit most
Recruiters screening candidates by phone
Account managers discussing requirements or feedback with clients
Teams that need shared call history on candidate and contact records
Agencies that want transcripts, summaries, and follow-up tasks after important conversations
Helpful next steps
Related ATZ CRM pages
AI Call Recording feature Explore how ATZ CRM supports call recording, transcription, summaries, and action item capture. Recruitment call tracking software See the broader call tracking workflow for recruitment teams and staffing agencies. Twilio Calling & Texting integration Review how calling, texting, call logs, and follow-up actions connect through Twilio-enabled workflows. Set up calling Follow the calling setup guide for verified numbers, credits, recording, consent, and call logs. AI Call Transcript Generator Learn how to generate transcripts, search calls, export text, and use AI Assist for summaries or key points. Add or edit activities Use activities for tasks, calls, meetings, notes, and follow-up reminders after conversations.
Quick answers
Common questions
Can recruiters call candidates and clients from ATZ CRM?
Yes. Recruiters can call candidates or client contacts directly from ATZ CRM when calling is configured for their account and record access is available.
Does ATZ CRM support call recordings and transcripts?
Yes. ATZ CRM supports call recordings and AI transcripts when the right calling settings, permissions, credits, and consent are in place.
Can call summaries help with follow-up?
Yes. Recruiters can use summaries, key points, and call context to create follow-up tasks and keep the next action visible to the team.
Can calls be linked to candidate and client records?
Yes. The calling workflow is intended to keep conversations connected with the relevant CRM records for easier review.
Why are call transcriptions useful for recruiters?
They help recruiters revisit exact discussion points, create follow-up tasks, and share context with teammates without relying on memory.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.