Crelate vs. Exelare

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

cBizSoft's Exelare is very well-suited to the staffing industry. It allows for multiple contacts under a single client record. You can then enter & track all Jobs & Recruiting activity. It's fairly well suited to being a CRM as well. It does have the capability to link with ADP once you 'place' a candidate in the system. However, if you use another payroll system, you're stuck exporting reports & info to import in your payroll.

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• 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

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• Strongest aspect is how it enables the user to customize what fields they see and that it allows the user to filter on any and/or each of the fields in an Excel Spreadsheet like environment.
• Excellent list management features. Static lists as well as Dynamic lists are great.
• Great navigation and hyperlinks for all records.

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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.

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• The interface is a bit clunky.
• It would be nice to have a cloud-based version.
• It doesn't have the ability to mass-action candidates while in the Jobs view.
• I'd like to see the ability to create custom reports on my own.

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

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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.

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Overall there is a ton of useful functionality in the software. Reporting is great. You can mass load & edit candidates, & almost any type of record really. You can customize a lot of the menus for your own purposes & statuses for candidates. It can be used for Sales/CRM activity too. However, the interface looks like it was built in Windows 95 or something. The fact that it's not cloud-based seems to confuse a lot of our users

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• 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!

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Better than them but we did not work with them so we do not really know

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• 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

• It went from a less expensive alternative that did most of what we wanted better than our last ATS to being just the same price as their competitors. Hard to say what our ROI would be with the product.

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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