Crelate vs. Viventium

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 love it for health care. It does everything we need including auto pay, auto deductions, API's to incorporate with other software, and I can always find the info I need. If you're a super large company (big box store, major chain), you probably need more than Viventium can do. But I haven't run into a single thing yet that we need it to do that it can't. And since we've been with them, they've added new features so they're always improving it.

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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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• User-friendly, easy to navigate around the system. Employees love it.
• Payroll is very fast and quick, logical steps.
• Customer support is great.

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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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• More support staff would be helpful.

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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 The ui is really easy to navigate as well, a little outdated but easy to navigate but they are in the process of improving it I believe.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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After 2 weeks of one-on-one phone calls with my "trainer" from ADP, I ran my first payroll by myself. They called me the next day and asked if I needed help and I said I THOUGHT I had done it ok. The trainer was floored. He actually said to me "NOBODY is ever able to run their first payroll on their own!" Doesn't that just say it all??? It was SO confusing. There was so much to navigate around and things that I did not understand. With Vivenium, they did a 60 minute walk through on video with me and I was ready to go. I had questions after that as I hit unique situations, but I had someone to call and email and I always got my questions answered. They would fix the issue for me AND tell me how to do it myself so that I could learn for the next 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

• Decreased liability
• Decreased time spent on weekly payroll

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