Crelate vs. Eddy

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

If you understand the pitfalls of Eddy, such as needing to manually track what has been signed--vs still pending--then it is a well utilized system. Being able to send documents for signature via HelloSign is useful. At one point we had used HelloSign for onboarding but made it made it difficult to transition and track new hires.

Incentivized

• 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

• Contact information
• Tracking trainings
• Storing HR documents

Incentivized

• 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

• An employee needs to accept the invitation to populate in the onboarding tab
• Documents do not show which documents are pending signature
• As an HR software, it should have a place with labor law updates based on region

Incentivized

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

Incentivized

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 The ui is really easy to navigate as well, a little outdated but easy to navigate but they are in the process of improving it I believe.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

• 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

ADP HR did not have the tracking portion and allowance of signatures that Eddy does. ADP had an electronic filing system but no ability to send out documents for signature. ADP HR has up-to-date labor laws for our location, so we had to sign up for both products--one to mitigate our legal liability and the other to easily track HR docs that have been signed.

Incentivized

• 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

• Managing labor law requirements
• Somewhat time consuming initially
• Positive address book

Incentivized