CRM and ATS guides
CV formatting for your recruitment CRM or ATS, in your own template
Formatix AI turns any candidate CV into your firm's own Word, PowerPoint, Excel or PDF template, and works with the CRM or ATS you already use. JobAdder has a live connector that attaches formatted resumes back to the candidate; an Ezekia connector is in testing and available on request; with other systems you format in Formatix (on the platform, by email or from ChatGPT and Claude) and attach the document to the record. Each guide below says what the system does natively, from its own pages, and how the two fit together.
Recruiters often search for this inside their CRM's name: an Ezekia CV template, a Vincere branded CV, a Manatal custom resume in Word, an Atlas report in the firm's own format. These pages answer that question for each system, plainly, including where the CRM's own feature may be enough.
No card needed. 10 free credits on sign-up, valid for 14 days; one credit formats one CV.
Live connector
Formatted documents are attached back to the record automatically.
Connector in testing
Available on request; until it is switched on for your firm, use Formatix alongside.
Use Formatix alongside your CRM
No connector today (built on request): format the CV in Formatix, then attach the file to the candidate in your system.
- AtlasAtlas reports export as PDF or a web page; Formatix fills your own Word or PowerPoint file.
- VincereVincere's Document Builder fills a Formatted Resume from the record; Formatix starts from the CV.
- ManatalManatal's Custom Resume is a set PDF layout; Formatix fills your own design in Word or PowerPoint.
- Recruit CRMRecruit CRM adds header, footer and watermark; Formatix rebuilds the whole CV in your layout.
- LoxoLoxo makes a white-labelled resume PDF; Formatix fills your own Word or PowerPoint template.
- FirefishFirefish wraps the CV in a branded header and footer; Formatix rebuilds it in your layout.
- Mercury xRMUse Formatix alongside Mercury xRM with your own Word, PowerPoint or Excel template.
- Tracker RMSTracker builds an Agency CV from templates; Formatix restructures any CV into your own design.
Other ways to connect
Every route uses the same templates and credits.
Frequently asked questions
- Which CRMs and ATSs does Formatix connect to?
- Live connectors: JobAdder (ATS), HubSpot and Salesforce (CRM). An Ezekia connector is in testing and available on request. Other systems, such as Atlas, Vincere, Manatal, Recruit CRM, Loxo, Firefish, Mercury and Tracker RMS, are used alongside Formatix: format the CV on the platform, by email to [email protected] or from ChatGPT or Claude, and attach the file to the record. Connectors are built on request.
- Can I format CVs in our own template if our CRM has its own CV feature?
- Yes. Formatix uses the Word, PowerPoint or Excel document your firm already sends clients as the template, and fills it from any raw CV. Many CRM features brand the original CV or fill a set layout from the record; Formatix rebuilds the CV in your own design. Use whichever suits each job.
- How much does it cost?
- Each formatted CV uses one credit. New accounts get 10 free credits on sign-up (no card, valid for 14 days); plans start at £20 a month for 20 credits. From ChatGPT or Claude, Formatix is free for 5 CVs a month when the assistant reads the CV itself (confirmed company email, no card).
Try it with a CV from your CRM
Upload the document your firm already sends clients, then format a CV you have downloaded from your CRM or ATS. You see the result beside the original before anything goes to a client.
No card needed. 10 free credits on sign-up, valid for 14 days; one credit formats one CV.
Atlas, Ezekia, Vincere, Manatal, Recruit CRM, Loxo, Firefish, Mercury, Tracker RMS and JobAdder are trademarks of their owners. Formatix AI is not affiliated with or endorsed by any of them. Each guide is based on the vendor's own public pages, read on 19 October 2026.