# Kepler

> Kepler is an AI-powered CRM for recruitment agencies, built by the team
> behind RemakeCV. This file indexes every page of the site 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 splits 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. Each one names who the other product suits better._

- [Kepler vs Bullhorn](https://keplercrm.com/compare-md/bullhorn.md): Bullhorn publishes fifteen plans and add-ons on its pricing page and a per-user price for two of them. Kepler publishes one price, USD 99 per user per month, with every feature switched on — the assistant, the matching, the API, the migration, all of it.
- [Kepler vs Loxo](https://keplercrm.com/compare-md/loxo.md): Loxo wraps an ATS and CRM around a proprietary graph of 850M+ professionals and a set of agents that source, rank and reach out. Kepler has no database to sell you. It reads the one you have — every CV, note, email thread and call transcript — and makes it searchable, rankable and auditable.
- [Kepler vs Invenias](https://keplercrm.com/compare-md/invenias.md): Invenias by Bullhorn has eighteen years of executive-search process in it — assignments, off-limits, client-ready documents — and its full product is a Windows desktop application that lives in Outlook. Kepler is a browser app whose search reads CVs, notes, email threads and call transcripts together, and whose assistant is included in the price rather than run on an API key you supply.
- [Kepler vs Recruiterflow](https://keplercrm.com/compare-md/recruiterflow.md): Recruiterflow publishes USD 119 per user per month billed annually for its Platform Plan, and puts AIRA — the notetaker, the matchmaker, the agent that fills fields in from your calls — on a separate AIRA Plan priced on request. Kepler is USD 99 per user per month billed annually with all of that included, and does the migration for you at no charge.
- [Kepler vs Recruit CRM](https://keplercrm.com/compare-md/recruit-crm.md): Recruit CRM publishes three plans — USD 49, USD 79 and USD 129 per user per month billed annually — and bills Advanced Analytics, Workflow Automation, LinkedIn messaging and the careers-site builder on top of the first two. Kepler is USD 99 with one edition, every feature included, unlimited records and the migration done for you.
- [Kepler vs Ezekia](https://keplercrm.com/compare-md/ezekia.md): Ezekia models the search assignment end to end — a client portal, off-limits flags, organisation charts, retainer billing. Kepler does none of that. What Kepler does is make everything you already own searchable in plain English, including the email threads and call notes sitting on each record, and show its working when it ranks someone against a brief.
- [Kepler vs Clockwork](https://keplercrm.com/compare-md/clockwork.md): Clockwork is built around the client portal — the longlist your client works, the status report they read, the ratings they leave. Kepler is built around what sits underneath the search: plain-English retrieval across CVs, notes, emails and call transcripts, and a shortlist that shows its evidence for every requirement. Both publish one price for one edition, which makes this a rare clean comparison.
- [Kepler vs Vincere](https://keplercrm.com/compare-md/vincere.md): Access Vincere Evo sells a recruitment operating system: a per-user CRM and ATS licence, four per-agency AI Smart Packs on top, and separate Access products for screening, onboarding, payroll and billing. Kepler sells one edition at one price, with the assistant, matching, the notetaker and the migration already in it.
- [Kepler vs JobAdder](https://keplercrm.com/compare-md/jobadder.md): JobAdder posts a role to more than 200 job boards from one screen and connects to over 100 apps in its marketplace. Kepler does neither. What Kepler does instead is make the eight years of CVs, emails and call transcripts you already own searchable in plain English, and put an assistant on top of them that can act on what it finds.
- [Kepler vs Tracker](https://keplercrm.com/compare-md/trackerrms.md): Tracker is an ATS, CRM and back office in one system, sold to staffing firms across four plans. Kepler is one edition with an assistant that reads every CV, note, email and call transcript you hold and proposes changes rather than making them. Neither product does the other one’s job, and this page is written on that basis.
- [Kepler vs Crelate](https://keplercrm.com/compare-md/crelate.md): Crelate is a broad US recruiting platform whose agents source from an external pool of around a billion profiles and keep records enriched automatically. Kepler puts one assistant over the database you already have — the CVs, notes, email threads and call transcripts nobody can currently search — and sells it as one edition with every feature switched on.
- [Kepler vs Carerix](https://keplercrm.com/compare-md/carerix.md): Carerix has been building recruitment, uitzend and detachering software for the Benelux since 2004, and it covers ground Kepler does not go near: contracts, timesheets, invoicing, client and candidate portals, and AVG/GDPR lawful basis as real data. Kepler covers less of the desk and more of the database — one assistant across everything you own, matching with the evidence attached, and one published price.
- [Kepler vs Spott](https://keplercrm.com/compare-md/spott.md): Spott and Kepler are chasing the same idea from opposite ends. Spott has built roughly twenty separate AI features, each with its own switch. Kepler has built one assistant that works across the whole database, and a matching engine we measure.

## Long-form comparisons

_The same pairings written out at length, with a dated source for every claim about the other vendor._

- [Kepler vs Bullhorn: which recruitment CRM should an agency buy in 2026?](https://keplercrm.com/blog-md/bullhorn.md): Bullhorn is the largest platform in recruitment software and the only one in this comparison that can pay a contractor. Kepler is a single-edition product built around an assistant that reads your whole database. This is an honest account of where each one wins, written from Bullhorn’s own pricing pages and knowledge base in September 2026.
- [Kepler vs Loxo: buy reach, or go deep on the database you already have?](https://keplercrm.com/blog-md/loxo.md): Loxo’s central asset is a proprietary graph of 850M+ professionals that its agents source, rank and reach out from. Kepler has no sourcing database at all. That single fact decides most of this comparison, and it decides it in both directions.
- [Kepler vs Invenias: which should an executive search firm choose?](https://keplercrm.com/blog-md/invenias.md): Invenias by Bullhorn has spent eighteen years modelling the retained executive-search assignment, and it is very good at it. Kepler has spent its short life on the layer underneath — making a firm’s own records findable and the AI that reads them accountable. Almost every real difference between the two products follows from that.
- [Kepler vs Recruiterflow: which recruitment CRM should an agency buy in 2026?](https://keplercrm.com/blog-md/recruiterflow.md): Recruiterflow and Kepler are closer on AI capability than either vendor’s marketing suggests, and further apart on price, packaging and outbound than a feature list would tell you. This post separates the three.
- [Kepler vs Recruit CRM: is the cheaper seat the cheaper system?](https://keplercrm.com/blog-md/recruit-crm.md): Recruit CRM is one of the few vendors in this category that publishes its prices, and its first two plans undercut Kepler. This post takes that seriously rather than working around it: what each plan includes, what each one meters, and which agency should buy which.
- [Kepler vs Ezekia: which is better for executive search?](https://keplercrm.com/blog-md/ezekia.md): Ezekia has spent eleven years building software for retained executive search, and it shows in the parts of the job Kepler has not built at all. Kepler has spent its time on the layer underneath — making a firm’s own database searchable, and making the AI show its working. Which of those you need is the whole decision.
- [Kepler vs Clockwork: which executive search software should a boutique firm choose?](https://keplercrm.com/blog-md/clockwork.md): Clockwork and Kepler solve different halves of the same assignment. Clockwork organises the half the client sees — the longlist they work, the status report they read, the ratings they leave. Kepler organises the half they never see: the firm’s own database of CVs, notes, emails and call transcripts, and the assessment work done against it.
- [Kepler vs Vincere: which recruitment CRM should an agency buy in 2026?](https://keplercrm.com/blog-md/vincere.md): Vincere — sold today as Access Vincere Evo — is a recruitment operating system with a module for almost everything an agency does, including the back office. Kepler is a single product at a single price built around one assistant. The honest comparison turns on two questions: do you run a temp desk, and do you want to buy AI as a pack.
- [Kepler vs JobAdder: which recruitment CRM should an agency choose in 2026?](https://keplercrm.com/blog-md/jobadder.md): JobAdder posts one job ad to more than 200 job boards and connects to more than 100 apps. Kepler does neither, and has no multiposting at all. What Kepler does instead is make years of CVs, emails and call transcripts searchable in plain English. This is an honest account of which agency should buy which.
- [Kepler vs Tracker (TrackerRMS): which recruitment CRM should an agency choose?](https://keplercrm.com/blog-md/trackerrms.md): Tracker and Kepler are not really competing for the same desk. Tracker is an ATS, CRM and back office in one system, built for staffing firms that run temporary and contract workers. Kepler is a single-edition recruitment CRM built around an assistant that reads the whole database — and it has no timesheets, no invoicing and no payroll, which for a temp agency is the end of the conversation.
- [Kepler vs Crelate: which recruiting CRM should a boutique agency choose?](https://keplercrm.com/blog-md/crelate.md): Crelate and Kepler are both sold to boutique and mid-size recruitment agencies, and they have made opposite bets about what AI in a recruiting CRM is for. Crelate points it outward, at an external pool of around a billion profiles. Kepler points it inward, at the CVs, notes, emails and call transcripts an agency already holds and cannot search.
- [Kepler vs Carerix: which recruitment CRM should a Benelux agency choose?](https://keplercrm.com/blog-md/carerix.md): Carerix has been building recruitment, uitzend and detachering software in Rotterdam since 2004. Kepler is a new AI-native recruitment CRM with no back office at all. That single fact decides most of this comparison before any feature list is opened.
- [Kepler vs Spott: which AI-native recruitment CRM should an agency choose?](https://keplercrm.com/blog-md/spott.md): Spott and Kepler are the two products in this category actually built around AI rather than retrofitted with it. They have made opposite bets about where the AI should live, and that single decision explains almost every other difference between them.

# 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.
- [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 a batch of CVs — AI parses them into draft candidates you review, dedupe and create in bulk.
- [The LinkedIn Chrome extension](https://keplercrm.com/help-md/linkedin-chrome-extension.md): See who’s already in your CRM while browsing LinkedIn, and import new candidates or contacts in one click.
- [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 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, owner, and the linked candidate, job and company.
- [Fees, splits, aftercare & billing](https://keplercrm.com/help-md/fees-aftercare-and-billing.md): Record the money side of a placement — fee, splits, invoicing, 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, intro text and description template.
- [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 Inbound queue automatically.
- [Reviewing inbound applicants](https://keplercrm.com/help-md/review-inbound-applicants.md): Work the For Review queue — read AI match scores, preview CVs, and accept or reject applicants.
- [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 links (scheduler)](https://keplercrm.com/help-md/booking-links.md): Share a personal booking page; candidates and clients 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.
- [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 where supported.
- [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.
- [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 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.

## Search, Dashboard & Reports

- [Global search](https://keplercrm.com/help-md/global-search.md): Find any record in milliseconds — ranked matching, live previews, 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 flagged work, 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 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.
- [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 creation 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): What the “Conflict Detected” toast and the merge dialogs 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.