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CRM Lite

Save profiles, dedupe results, and revisit runs.

CRM Lite

Built-In Recruiting CRM for Candidate Review and Collaboration

CRM Lite is Beesla’s built-in recruiting CRM. It automatically stores every candidate and company returned by your searches so your team can review, compare, and collaborate without exporting data or paying extra fees.

This page explains what CRM Lite is, what it’s designed for, and how it fits into your hiring workflow.

What CRM Lite Is

CRM Lite is a lightweight candidate and company management system designed specifically for sourcing.

It automatically:

  • Stores candidates returned by searches
  • Stores companies when company details are requested
  • Deduplicates people and companies
  • Preserves search and review history

You do not need to manually save, export, or manage records.

What CRM Lite Is Designed For

CRM Lite is optimized for:

  • Reviewing candidates
  • Comparing candidates across searches
  • Sharing candidates with teammates
  • Tracking sourcing history

It is not meant to replace a full ATS. It sits before interview scheduling and offer management.

Automatic Data Storage

When Beesla retrieves data:

  • Candidate profiles are added to your CRM automatically
  • Company records are added when company details are requested
  • No additional tokens are required for storage

Once data is in the CRM, it remains available for future review.

Deduplication and History

CRM Lite prevents duplicates by recognizing:

  • Candidates that appear across multiple searches
  • Companies that appear in multiple contexts

Instead of creating duplicate entries, Beesla maintains a single record with historical context.

This makes it easy to:

  • See where a candidate came from
  • Understand how they ranked across roles
  • Avoid reviewing the same person repeatedly

Collaboration Without Extra Cost

CRM Lite supports team collaboration out of the box.

Teams can:

  • Review the same candidates
  • Leave notes and feedback
  • Share opinions internally

Collaboration never consumes tokens.

Cost Model

CRM Lite usage is always free.

You are not charged for:

  • Storing candidates or companies
  • Reviewing CRM data
  • Reopening saved profiles
  • Internal collaboration

Tokens apply only when new data is retrieved.

How CRM Lite Fits With Other Tools

Most teams use CRM Lite to:

  • Build and refine shortlists
  • Align internally on candidates
  • Decide who to contact

Selected candidates are then moved into:

  • Email outreach
  • ATS workflows
  • Interview scheduling systems

CRM Lite is the sourcing layer, not the hiring system of record.

What’s Next

To understand how saved data is managed:

  • See Saved Profiles
  • See Dedupe and History
  • See Teams and Access for collaboration details
    Saved ProfilesProfiles are saved to your workspace.
    Dedupe and HistoryAvoid re-paying for the same profile.