Crelate vs. PeopleStrategy

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

PeopleStrategy is an excellent product if an organization is growing in the right direction and wants to improve HR processes. The software has many different packages depending on the need and can be purchased separately if something in addition is decided in the future. This is a benefit because not all organizations may need all features right away.

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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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• It was easy to navigate
• Easy to read
• Document upload was very easy and quick
• User Access was really easy to manager and reset passwords.

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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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• Certain functions cannot be integrated unless you have purchase that specific package

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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 The ui is really easy to navigate as well, a little outdated but easy to navigate but they are in the process of improving it I believe.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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• 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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ADP and Oracle are systems I have used and the GUI of Oracle even as antiquated as it is was vastly more efficient to work with than the people as well as system that PeopleStrategy claimed to be supporting. I didn't have any part in the selection of this system as it was in place before I was part of the team. We promptly began looking into all in one systems so that we could convert to a better experience for us as administrators and for the employees and their use. We ulitmatelt converted to ADP this year and even though the process was not as seemless as promised I would still take this process over using PeopleStrategy any time.

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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

• PeopleStrategy has reduced errors and paper waste
• Since using PeopleStrategy, we've maximized our time and streamlined processes
• Through PeopleStrategy's services, our business has increased employee retention

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