Crelate vs. Workboard

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

Workboard is well suited in any organization IMO, it allows the individual business units to quickly set, define, organize and track their respective OKR's and align them with the larger business goals. The speed at which we're able to do this with Workboard has allowed us to spend more time on the goals themselves and less time on the management of the goal-setting exercise.

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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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• Project management at higher level - includes tasks assignment, visual representations of the project status and deadlines
• Increases the team members' sense of ownership - especially for people that are not used with or exposed to dedicated project management tools like Microsoft Project is.
• User collaboration - which in turn reduces the communication via email
• Increases the efficiency of the meetings - by quickly going through the action items and updating the task progress in the tool itself
• Support has been outstanding so far

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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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• There's a bit of a ramp time to using the service.

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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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Workboard vs Microsoft Project(and its Server) is like comparing a regular sport car with Formula 1 cars. One is lighter, nicer, with a broader audience, it gets you there fast while the other one is dedicated, not as nice, especially built for it, not for everyone and it will get you there much faster.

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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

• Amount of time saved for managing goals had allowed us to spend more time on goal setting and tracking.

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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