
Candidate Sourcing: A Recruitment Agency Playbook
Turn a brief into a search plan, choose candidate channels and qualify a shortlist with a clear reason for each person.
Every Loxo plan is an annual agreement paid up front. Longlist lets you pay $59 a seat month to month, with a client deal board next to your candidates.
Free data migration 14-day free trial
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Loxo suits sourcing-heavy search firms that want an 850M+ profile graph and AI agents inside their ATS, and can commit to a year. Longlist suits agencies that win work through client development and want monthly terms, a BD pipeline and recruiter-led outreach. You trade Loxo's built-in people data for a lower entry price and no annual lock-in.
Loxo details come from its pricing, product and help pages, checked October 16, 2026. Loxo prices every plan in USD on annual terms.
Scroll across to compare every detail
| Feature | Recommended | |
|---|---|---|
| Monthly billing | Yes Growth $59, Plus $79 per user/month | No Annual plans, paid up front |
| Entry price, billed annually | $47 Growth, per user/month | $149 Core, per user/month |
| Free trial | Yes 14 days, no card | Yes 7 days of Professional, no card |
| BD deal pipeline | Yes Opportunities board from Open to Won | Recruiting CRM No deal pipeline listed on the pricing page |
| Email sequences | Yes Every plan, from your own mailbox | Professional Multi-channel sequences listed on Professional |
| Calling and SMS | Plus Browser calling, SMS and WhatsApp | Yes Power calling, voicemail drop and SMS; plan not stated |
| External people data | Contact lookup Apollo and Prospeo lookups in the Chrome extension | Professional Loxo Source, an 850M+ profile graph |
| AI agents for sourcing | No AI parses CVs and drafts emails; recruiters shortlist | Yes Agentic workforce on Professional, credit-metered |
| Branded resumes for clients | Yes CV packs with a cover page | Yes Custom branded resumes from the profile |
| Hiring manager portal | No | Yes Live pipeline view with scorecards |
| Free data migration | Yes Any team size | Core, 3+ seats Free migration for Core teams of three or more |
| Book Demo |
Loxo shows a price for Core only; Professional pricing comes with a demo, and Enterprise runs on custom annual agreements. Longlist figures are USD per user per month.
| Software | Starting price | What to know |
|---|---|---|
| Longlist Growth | From $47 annual / $59 monthly | USD per user/month. CRM, ATS, parsing, sequences, CV packs and migration support. See pricing. |
| Longlist Plus | $65 annual / $79 monthly | USD per user/month. Plus includes calling, messaging and custom dashboards alongside the CRM and ATS. See pricing. |
| Loxo Core | $149 | USD per user/month, billed annually and paid up front. ATS and CRM, AI search, email and calendar sync, Chrome extension. |
| Loxo Professional | Quote-based | Book a demo for pricing; billed annually. Adds Loxo Source and credit-metered AI agents. |
Source, verified October 2026: Loxo [1].
Currencies, billing terms and plan scope are shown separately; confirm the current terms with each provider.
| Choose Longlist if | Stay with Loxo if |
|---|---|
You want to pay monthly, or keep the option to leave without an annual agreement. | Sourcing from an 850M+ profile graph, with contact data in the same system, is central to your desk. |
Business development is half the job and you want a deal board next to your candidates. | You want AI agents to run searches from intake to shortlist and can budget for credits. |
You want calling, SMS and WhatsApp on a published plan (Plus, $65 billed annually). | Power dialing and voicemail drop are part of every recruiter's day. |
You're a team of one or two and still want the migration done for you. | Hiring managers expect a live view of the pipeline through Loxo's portal. |
THE DETAILS MAKE THE DIFFERENCE
Reviewers call Loxo expensive and report automatic annual price increases of around 5%. Longlist's seat prices are on the pricing page, and monthly plans have no annual commitment.
Reviewers say they track BD outside Loxo. Longlist has companies, hiring contacts, BD campaigns and an opportunities board with deal values.
Reviewers mention email deliverability problems and difficulty cancelling. Longlist sends sequences through your own Gmail or Outlook mailbox, and monthly plans carry no annual commitment.
Send us your Loxo export and our team maps and imports your candidates, contacts, companies, jobs, placements, notes and files, then checks it with you before you go live. Migration is free.

PUT IT INTO PRACTICE
Our team handles the migration for free. Loxo's admin export leaves out resumes and activity, so plan for a full export from support.
An admin can export People and Companies to CSV, and Loxo emails the file. It includes visible fields only; resumes, activity and work history are left out.
Loxo's help centre says support provides full exports once your contract is fulfilled. Raise the request before your annual renewal date so the timing lines up.
Loxo caps exports of Loxo Source profiles at 500 per rolling 30 days. If your team leans on Source, start early and export the candidates on live jobs first.
We map candidates, contacts, companies, jobs and CVs and check for duplicates. You recreate active sequences in Longlist and reconnect your mailbox.
No. Loxo's pricing page uses "Longlist" as the name of a step in its AI agent workflow. Longlist at longlist.io is a separate recruitment CRM and ATS for agencies.
No. Loxo Core starts at $149/user/month billed annually, and its plans are paid up front. Enterprise runs on custom annual agreements.
Growth is $59/user/month billed monthly, or $47/user/month billed annually. Plus is $79 monthly or $65 annually. Prices are USD and exclude applicable taxes. See plans.
No. Longlist searches your own candidate database. The Chrome extension looks up available emails and phone numbers on supported profiles through Apollo and Prospeo.
The admin CSV export leaves out resumes, so request the full export from Loxo support. Send us what you receive and we parse the CVs into candidate records.
From the blog

Turn a brief into a search plan, choose candidate channels and qualify a shortlist with a clear reason for each person.

Run a retained mandate from briefing and market mapping to assessment, references, offer and onboarding.

Map records, reconcile CVs and test a pilot before switching systems, with a downloadable migration checklist.
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