Crelate

There is definitely a little bit of a learning curve (but this would be with any platform) but what we have loved most is the ability to centralize both relationship management and workflows. We feel it has given us much better visibility into our pipeline.We love that the platform is highly customizable (with the help of our customer success manager) which has allowed us recreate workflows that have already worked for our team and has been easy to use for our new team memebrs

• Very good resource to track and organize client business development
• Very customizable to allow you to modify the activities to you preference
• Great training and support to help you customize your processes

Incentivized

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• The Crelate ad response can be pretty touch and go. Crelate should be able to identify similar emails and phone numbers and replace them into the stage they were in.
• Crelate needs to have better interface with job board sites such as Indeed, Glassdoor, LinkedIn, etc.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It works, but not sure that it's the best/we might try out alternatives first.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Like said earlier there is definitely a little bit of a learning curve but support and CS is wonderful to work with. Our team trainings have helped significantly. The ui is really easy to navigate as well, a little outdated but easy to navigate but they are in the process of improving it I believe.

Usually the Crelate support is very responsive and quick to fix any problems that arise. I've personally seen emails of the threads where Crelate support was quick to resolve problems and act courteously while doing so. While I have never called their line, it seems that their phone support is also well experienced.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easier to use, modern, supports drag and drop. Easy to set up and use. Fewer keystrokes
• better support than zoho, not as good (but getting there) as PCR
• Crelate is a smaller company, nimble and has ear of the customer
• LIke ability to click and dial!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Can more easily organize our candidates and we have a lot of info at our fingertips - this translates to quicker processes which is positive
• We keep all our notes on Crelate - very useful for the whole team to see
• We have multiple team members scheduling so it really helps to see all the emails that have gone out, to ensure there's no overlap