Welcome to Kepler — a quick tour

Kepler is an all-in-one, AI-powered CRM for recruitment agencies. It brings your client companies, contacts, candidates, jobs, pipeline and placements into one place — with email, calendar, job advertising, an AI assistant and meeting notes built in rather than bolted on.

How the app is organised

Everything lives in the left sidebar, organised into three groups:

• General — Dashboard, Notifications, Assistant and Reports. Your daily operating view.
• Activity — Communications, Calendar, Calls, Tasks and Notes. Campaigns and Automations also appear when enabled for your workspace and available to your role. The work you do around your records.
• Recruiting — Companies, Contacts, Jobs, Candidates, Pipeline, Placements and Lists. Your records, from first client call to placement.

Search sits above these groups — Kepler's fastest way to get anywhere. Press Cmd/Ctrl + K from any page and start typing a name, company, job title or email address. Next to it, the + (New) button creates a company, contact, job, candidate, task, note, placement or list from any page.

Open the workspace menu at the top of the sidebar for workspace and account settings, Help, workspace switching and log out. The Help button at the top right of every page opens the same help articles inside Kepler.

The record model in 60 seconds

• A Company is a client (or prospect) you recruit for.
• A Contact is a person at a company — typically a hiring manager.
• A Job is a vacancy you're working, linked to a company.
• A Candidate is a person you might place. Candidates join a job's pipeline as applications and move through stages you define (for example Sourced → Applied → Screen → Submitted → Client review → Interview → Offer).
• An application also carries an outcome — placed, rejected or withdrawn — recorded separately from its stage, so history is never lost. See Recording outcomes.
• A Placement records the deal — fee, splits, start date and aftercare.

Record pages show the tabs relevant to that record type — communications, notes, tasks, files and a full History timeline among them — so the whole story stays attached to the record. The exact tabs and the default tab vary by record type. On candidate, contact, company and job records, Details › at the end of the tab row opens the record's fields in a panel over the right edge of the page.

Your first hour — a checklist

1. Set up your workspace. Name it and check the basics under Settings → General. See Setting up your workspace.
2. Connect your email and calendar. Kepler syncs your inbox and attaches threads to the right records automatically. See Connecting your email.
3. Invite your team. Add colleagues and assign roles under Settings → Members. See Inviting your team.
4. Import your data. Bring candidates, contacts and companies across from your previous CRM, a CSV, or a stack of CVs. See Importing your data and Adding candidates from CVs.
5. Open your first job and add candidates to its pipeline. See Creating jobs.