Mercury xRM

What do you like best?

Mercury is a very powerful platform which can be tweaked and modified to suit your individual businesses needs. Some of my favorite features:

- Setting up pinned / saved searches which automatically update (for example you could set a list of clients that have not been spoken to in 60 days and it will keep it fresh)

- Direct integration to Office 365 so the emails come from your inbox and everything is tracked automatically through Dynamics

- Personal / Team dashboards for you to focus, get an overview of your pipeline and stats

What do you dislike?

I don't think that Mercury is as easy to use as other platforms which we tested, even though it has the most features, most people either don't know about them or how to use it properly - I would love to see in future revisions for it to focus on simplicity and a more visually appealing user interface. Not being able to drag and drop CVs / resumes, boolean search everywhere, or update records directly from Outlook are also big missing features.

Recommendations to others considering the product:

Definitely consider Mercury when trialing CRMs and confident that it will only keep getting better. Probably most recommended to companies who have a dedicated internal system support or training function.

What problems are you solving with the product? What benefits have you realized?

Having a well supported CRM with integrations like Mercury is essential in agency recruitment. The ability to manage clients and candidates at the volume needed is important. If you spend the time to set up the system, dashboards and searches correctly, I believe Mercury is one of the best - especially since it's based on Microsoft Dynamics 365 which is constantly being improved. It's also great for managing contractors timesheets and linking to things like DocuSign.