TL;DR
- GEM CRM is a powerful candidate relationship management system that extends JazzHR’s ATS capabilities.
- Proper setup and process design are critical for making the most of the integration.
- Certified JazzHR Experts help teams establish best practices and implement GEM CRM effectively.
What is GEM CRM?
GEM CRM is a candidate relationship management system built for modern recruiting teams. It centralizes candidate data, supports proactive outreach, and offers robust analytics to help you build and nurture talent pipelines.
Benefits of GEM CRM:
- Engage passive candidates through email sequences and campaigns
- Access deep analytics around outreach, response rates, and pipeline performance
- Store interaction history and notes in one central profile
- Collaborate with your team through shared projects and tracking
Why Add GEM CRM to JazzHR?
JazzHR is a robust ATS for managing applicants, interviews, and offers. GEM CRM adds functionality for sourcing and relationship management that helps extend JazzHR’s capabilities to earlier stages in the funnel.
When integrated, GEM CRM helps you:
- Source existing candidates proactively (especially for hard-to-fill roles)
- Maintain long-term relationships with top talent
- Track outreach and nurture over time
- Feed qualified candidates directly into JazzHR workflows
JazzHR Expert Tip
Adding GEM CRM to your JazzHR stack is ideal for fast-growing companies, startups hiring multiple roles, or teams focused on proactive sourcing versus waiting for applicants.
Top Considerations Before Opting for GEM CRM
Before implementing GEM CRM with JazzHR, ask yourself:
- Do you have a clear outbound sourcing strategy?
- Will your recruiters regularly engage with talent outside the ATS?
- Are your existing processes for tagging, feedback, and notes standardized?
- Is your team aligned on outreach language, brand voice, and follow-up cadence?
Teams that benefit most from GEM CRM are those ready to:
- Build repeatable, trackable outreach processes
- Focus on long-term talent nurturing
- Use data to iterate on sourcing strategy
JazzHR Expert Tip
Revisit your current hiring data before implementing GEM CRM. Clean, standardized candidate records are critical for meaningful insights. Need help refining your hiring process on JazzHR?
Technical Requirements
To connect GEM CRM with JazzHR, your team must:
- Be on a supported JazzHR plan
- Have Admin access in GEM
- Provide a JazzHR API key
- Be prepared to coordinate data fields and workflows across platforms
For more details visit Technical Requirements from GEM.
How to Set Up the GEM CRM – JazzHR Integration
- Generate your JazzHR API key:
- Log in to JazzHR
- Navigate to Settings → Integrations
- Copy your API key
- Log in to GEM and go to Integrations
- Select JazzHR from the list of integrations
- Paste your API key into the provided field
- Choose your data sync preferences
- Candidate statuses
- Feedback
- Notes
- Job postings
- Save settings and complete sync
You can now:
- Push candidates from GEM directly into JazzHR jobs
- Sync data fields like notes, emails, and activity
- Enable recruiters to track engagement across both systems
For full setup steps: Setting Up Your JazzHR Integration
How to Maximize Your JazzHR – GEM CRM Integration
Once your integration is complete, the real work begins. To truly take advantage of the combined power of JazzHR and GEM CRM, you need to treat the integration as a strategic recruiting asset—not just a data connection.
Expert Advice to Maximize Value:
1. Create clear source-to-hire workflows
- Define how and when candidates should move from GEM into JazzHR
- Use job stages and tags to indicate candidate readiness
2. Standardize tagging, sequence names, and feedback
- Ensure consistency so that your dashboards, reports, and filters remain clean and useful
- Use naming conventions for GEM projects that align with JazzHR jobs
3. Train your team on cross-platform workflows
- Run short trainings that show recruiters how to work across GEM and JazzHR
- Demonstrate when to use GEM (for sourcing and nurture) and when to switch to JazzHR (for active applicants and interview scheduling)
Start with a JazzHR Expert Discovery Call
Our trusted advisors can provide custom tailored JazzHR training to ensure your team is empowered to maximize its JazzHR - GEM CRM Experience.
4. Leverage reporting from both systems
- GEM provides deep insights into response rates and engagement
- JazzHR offers performance metrics for interview and hire velocity
- Combine insights to optimize your full funnel
5. Review your integration monthly
- Are synced candidates progressing properly in JazzHR?
- Are outreach sequences performing well?
- Are notes and feedback translating into smarter hiring decisions?
JazzHR Expert Tip
Build a custom integration performance report to ensure that candidates are syncing cleanly across both platforms - and that your team is using both tools [properly] in tandem.
Certified JazzHR Expert Services
TalentLink’s Certified JazzHR Experts can:
- Set up your GEM CRM – JazzHR integration
- Design workflows that align with your sourcing and hiring process
- Train your team on best practices across both platforms
- Audit your data structure and candidate experience
Don’t leave your candidate relationship management to chance. With expert support, you can streamline sourcing, maximize data visibility, and improve recruiter productivity across the board.
Final Thoughts
GEM CRM and JazzHR are a powerful pair, but only when integrated thoughtfully. With the right configuration, training, and ongoing support, your team can build a scalable sourcing engine that delivers long-term hiring success.
Start with a JazzHR Expert Discovery Call
Ready to turn your sourcing data into strategic hiring outcomes? Let’s talk.
