SourceWhale Reviews & Product Details

I like that it keeps my contacts organized and easily shows where they are in process and what to do next. Being consistent with campaign calls, e-mails, messages, etc. is near impossible with a huge database like ours. Sourcewhale makes it as easy as checking off a To Do list! I also love all of the data available on the dashboard and availability to see clicks and opens. This makes it so easy to see what IS and is NOT working and shift your approach to become more successful individually OR as a team! Review collected by and hosted on G2.com.

The lack of crossover of new CC info (phone numbers, emails, etc.) from sourcewhale to BH. There are a few other sporadic inconsistancies of sharing information between the 2 platforms but not too many Review collected by and hosted on G2.com.

I’ve told others that I consider SourceWhale my "first hire" for my independent recruiting business. While there’s some upfront effort to customize it to my needs, the setup process is straightforward, and once it's running, it far exceeds my expectations. The platform is incredibly intuitive, making it easy to implement into my workflow without disrupting my daily tasks.

The live feed of my campaigns is a game-changer—I can see real-time opens and clicks, which is a huge value add. But my absolute favorite feature? The "To-Do" section. It keeps all my manual tasks organized, ensuring my campaigns continue moving forward. I use SourceWhale daily, and it has completely transformed how I approach outreach. Follow-up is critical in both business development and recruiting, and I’ll admit, I haven’t always been the best at keeping track of it. Having SourceWhale keep me accountable is a game-changer.

The LinkedIn integration is phenomenal. It streamlines my workflow so efficiently that when I’m chasing down a lead, I can communicate quickly and add them seamlessly into my pre-created campaigns with just a few clicks.

Beyond the platform itself, the customer support is top-tier. Anytime I have a question or need help optimizing my setup, the team is quick to respond and genuinely invested in making sure I get the most out of the tool.

I recently got a friend signed up and will continue to advocate for SourceWhale. Oh, and shoutout to Jake from SourceWhale—he’s way cooler than Jake from State Farm. Review collected by and hosted on G2.com.

Not a knock on SourceWhale—I just wish I could integrate it with my company’s BullHorn CRM. Unfortunately, as a 1099 contractor and solo member, that’s not an option. I can only imagine how much more powerful and valuable it would be if I could! But hey, if the sales team needs a contact, hit me up! Review collected by and hosted on G2.com.

The tool is designed with a user-friendly interface that makes it easily accessible for everyone, regardless of their technical expertise. Additionally, the development team actively encourages user feedback, demonstrating their commitment to continuous improvement. They regularly implement new features based on this feedback, ensuring that the tool evolves to meet the changing needs and preferences of its users. Review collected by and hosted on G2.com.

Several features still require additional development to enhance their functionality. However, I believe that many of these improvements are currently underway. It is essential for us to gather better data to gain insights into who is interacting with our communications. Understanding the demographics and behaviors of those opening and engaging with our messages will allow us to tailor our approach more effectively and improve overall engagement. Review collected by and hosted on G2.com.

SourceWhale does exactly what it says it will, and it does it really well

The integration with your CRM (Bullhorn in our case) is seamless, and the amount of time it's saved us by automatically tracking activity is great - our consultants now spend way less time doing admin, and way more time actually recruiting

The tool itself works like a great daily planner for our consultants - we're not big on mass-spam automation, but we still love SourceWhale - our consultants log in every day, do their calls and their follow-ups on LinkedIn, and never miss out as a result

The team are nothing short of fantastic - I've spoken to so many people at all levels of the business - they really value you as a customer, implement feedback and keep you in the loop Review collected by and hosted on G2.com.

There really isn't anything to dislike at this point - we're 1 year into our time with SourceWhale, and there hasn't been an issue that wasn't addressed and solved. I'd love to see a feature that scrapes your CRM and alerts you of people who have changed roles/companies! Review collected by and hosted on G2.com.

I use SourceWhale daily to help streamline my recruiting efforts. It saves me so much time and I can quickly analyze how my campaign is performing. I also really like the extension and and use it to add candidates straight from Linkedin into Bullhorn, our ATS. At a quick glance I can see if they are already in our system, and I have their phone number(s) and email(s) in seconds as well. I also have found their help center useful, and I'm able to get answers quickly from their team. Review collected by and hosted on G2.com.

I really like the platform as a whole. If I had one gripe it is that once I search for a particular candidate to make an update to them, like stopping their campaign, I have to refresh or it will keep those candidates and will want me to apply a task to all the people I have recently searched. Review collected by and hosted on G2.com.

We are a small firm so the ability to easily build contact outreach campaigns that automate some of our outreach is awesome. It easily integrates with our ATS, Crelate so that is a plus. It's allowed us to cover more ground. The best thing that I love about it for myself and my recruiters is that your call plan is mostly built when you walk in the door and sit down. It has a function that tells you what steps in the sequence are due whether that is a phone call, a text, an email or LinkedIn message.

It's also very user friendly. We tried other sequencing software and some of them were too many steps and not as user friendly. You can literally sit down and start using Sourcewhale. Review collected by and hosted on G2.com.

Not really a downside, but it takes a little bit to get your sequences set up. Once you do, it's a major time-saver, though. Review collected by and hosted on G2.com.

Sourcewhale is a feature-rich sales and recruiting enablement system that tightly integrates with our chosen ATS, Bullhorn. Its intuitive interface allows our full-desk recruiters to quickly (and frequently) design and execute their business development and sourcing campaigns easily. The Chrome add-in allows recruiters to quickly build targeted lists from within the ATS or LinkedIn.

SourceWhale's customer success team provides excellent training and the support reps are knowledgeable and responsive.

System implementation was straightforward, offering significant flexibility to accommodate and journal our unique business processes. Review collected by and hosted on G2.com.

There is not much to dislike. There is a minor issue with the UX/UI: when clicking on a particular campaign after filtering the view within the campaign area, the system resets to the original view rather than the filtered view. This could easily be resolved. Review collected by and hosted on G2.com.

SourceWhale’s automation capabilities are a game-changer, allowing me to send personalized, targeted messages at scale without losing the human touch. The intuitive interface makes it easy to manage campaigns, track responses, and optimize outreach strategies. I particularly love the detailed analytics, which help me refine my approach based on real-time data. The integration with LinkedIn Recruiter and my CRM is seamless, saving me hours each week Review collected by and hosted on G2.com.

While SourceWhale is incredibly efficient, I’d love to see more advanced reporting features that allow for deeper customization of analytics. Additionally, occasional sync delays with LinkedIn Recruiter can be a minor inconvenience, but these are rare and typically resolved quickly. Overall, these are small issues compared to the platform’s overall effectiveness Review collected by and hosted on G2.com.

SourceWhale is built intuitively for both recruiting and sales workflows and encompasses multiple channels of outreach in a way that gives the best results for the least investment of time. Users can spend their time focused on human connection instead of buried in to-dos. Review collected by and hosted on G2.com.

We have not yet run into any downside. The pricing is reasonable, there are easy ways to manage all necessary processes, data is highly accurate, everyone on the team has had an easy time getting up to speed and making great progress using this tool. Review collected by and hosted on G2.com.

SourceWhale is most helpful to me for BD and recruiting. Starting in recruiting this year, organizing the things I need to do daily is so much easier with the tools in SourceWhale. My first-ever client contract came from my SourceWhale campaign. The more I learn how to use the tools and resources, the better it gets! The To-Do's, customizable steps, and AI assistance are excellent. I was also pretty surprised they offer live, remote training - I've learned a ton in just two sessions! I use SourceWhale daily now. Review collected by and hosted on G2.com.

I would like the option to customize the theme/colors. A small thing for some, but for me it makes a big difference to navigate all of my open tabs (easier) with custom colors. Review collected by and hosted on G2.com.