Crelate vs. isolved

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

I have not yet run into a scenario that isolved is not appropriate. There have been a few specific functionalities that isolved couldn't accommodate, such as paid PTO plans. If employees frequently switch between different legal companies with different EINs, isolved really isn't built to handle that, and we've had to come up with creative solutions.

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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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• The payroll processing has been a huge benefit in keeping our weekly payroll process on track and accurate.
• The COBRA services are very beneficial and we do not have to do any tracking. I appreciate this process is no longer on my duty list.
• I would say the third id probably the timekeeping. The system is effective for daily tracking and timecard review. The access to the time clock is exceptional with multiple access points. The adjustments for additional pay on holidays has been helpful.

• 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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• Reminders/Notes to staff through the app that they have to read to be able to move forward to clock in or out.
• More key words to search in the library/help desk.
• Check boxes to delete Reports from the Que, rather than having to delete each one individually would be a nice enhancement!

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

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I believe Isolved has helped with allot of our previous payroll and HR issues but I am not the sole person responsible for making the decisions. If it were my responsibility to make the decision I would say yes, my input does weigh heavily on the choices but it's not guaranteed.

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.

It is very intuitive and user friendly. iSolved is always updating and improving things before they even become a problem. I like how they inform us of the new updates and provide us with the details of what is changing and how it will improve the usuage.

Payroll due dates and send to us at the beginning of the year, with email reminders for holidays. The support email address is fairly fast, within 24-48 hours. But if something is needed immediately, I can just call and they help me out right then.

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We do not use the integration, so we have a csv file that I upload manually for payroll. That is our decision based on the software at our restaurants. Pages loaded fairly quickly, but reports to pdf lag about 15-20 seconds

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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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They are very responsive and they have support for the specific issues. Clients receive a dedicated Support Representative with a back up dedicated support team. They also receive an Account Manager who follows up quarterly to discuss the company and future needs. They do have a support ticket hub, but it still needs a little work to fine tune it.

All over the phone, but it was comprehensive.

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We loved taking the course, we went through most of them before we went live and I believe that was very helpful. The online training helped us learn to navigate in the program. We still refer to the training and assign our managers and supervisors to it as well. I highly recommend using it. We have also been able to attend the Connect Conferences with are extremely valuable and we learn tips and tricks to help us better utilize our system.

The system was very cumbersome setting up as well as time consuming. There were times I just wanted to walk away and sometimes I did have to get up and walk away for a break and come back with a fresh perspective. The setup took me over a period of two to three months getting it to serve the purposes that we needed it two. I am very intuitive when it comes to computer software however getting all the right buttons checked in order for it to do what I needed didn't always work.

• 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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isolved provides a system and capabilities right at the sweet spot for our organizations. It is not overly complex and feature laden as to make it confusing and complex. On the other hand, it is fully functional and effective at the core requirements of HR and payroll without requiring additional work outside of the system. All of the systems we have previously considered or used were with limited on functionality or prohibitively expense and complex.

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Price increases do happen every year. I understand that the cost of living rises, but every year to us is a bit excessive.

We are a company of about 135 people at 9 locations in 2 towns. We were able to set locations and departments, and also have each location seperate so only that manager can see their employees.

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All of iSvoled services are conducted very professionally

• 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

• When we had Paycom, we had 1/4 of our staff that were not logging in and using the system. That number is down to maybe 5% now
• Employees love having the ability to easily view and verify their timecards prior to payroll submission.

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