Crelate

Unifies recruiting, relationship management, AI sourcing, onboarding, and contractor delivery so teams can manage work from discovery through placement and beyond.

Moves recruiting data into Crelate with cleaner records, preserved relationship history, and a reviewed migration before launch.

Connects recruiting data with business systems to keep workflows aligned and reduce manual data entry.

Helps customers find answers, resolve product issues, and get teams productive through support resources and guided training.

Crelate AI Recruiting Platform

Crelate is an AI recruiting platform that connects sourcing, outreach, applicant tracking, candidate and client relationship management, collaboration, reporting, and business development in shared workflows. Configurable pipelines and AI agents help teams discover talent, maintain existing records, and identify next steps. The platform also supports record-based AI assistance, job applications, client portals, onboarding and ongoing compliance, contractor assignment delivery, time and expense tracking, invoicing, payroll handoffs, and connections to back-office systems, HCM, and payroll providers.

Category: Applicant Tracking Systems

• Track Candidates Through Every Stage
  Keep candidate information and recruiting activity together as people move through a job pipeline, with stages configured to match the team's process.
• Find And Reach Relevant Talent
  Search external profiles and existing Crelate records in plain language, refine results through conversation, explore companies and decision-makers, and bring selected people into recruiting workflows with contact details.
• Keep Candidate And Client Relationships Together
  Work from shared records that hold relationship history and recruiting context, so teams can manage candidates, clients, and opportunities in one system.
• Keep Recruiting Records Complete And Current
  Fill information gaps, refresh records as people change roles, and identify data issues so teams can rely on useful, current recruiting records while retaining control over updates.
• Prioritize Timely Outreach And Next Steps
  Review ranked signals and suggestions to identify timely relationship opportunities, follow-up actions, and records that need attention.
• Shape Pipelines Around Your Process
  Set up recruiting stages, fields, workflows, and views to reflect how the team handles different searches, clients, and job types.
• Tailor And Track Onboarding Requirements
  Set role-, client-, and location-specific onboarding requirements, assign tasks across stakeholders, and track progress for each hire.
• Complete Forms And Signatures In Workflow
  Include required forms in onboarding and create, route, and track electronic signature requests from Crelate contact records.
• Track Credentials And Ongoing Requirements
  Review credential status, identify expired or soon-to-expire qualifications, and keep recurring compliance requirements visible after onboarding.
• Manage Checks And Verification In Crelate
  Include background checks and E-Verify cases in onboarding workflows, track their status, and keep relevant results associated with contact records.
• Manage Placements As Assignments
  Track assignment details, including rates, dates, and status, to manage placed workers through delivery.
• Get Answers And Draft Outreach In Context
  Ask questions about records, review resume or history summaries, draft personalized outreach, and get data organization suggestions from the screen where recruiting work happens.
• Coordinate Outreach From Candidate Records
  Reach candidates through email, text, and call tasks while keeping outreach activity associated with the candidate's record and visible to the team.
• Monitor Pipeline Health And Recruiting Performance
  Review recruiting performance and pipeline health, inspect the records behind reporting figures, and track team goals.
• Turn Prospects Into Recruiting Opportunities
  Manage business development alongside recruiting, moving leads toward opportunities and orders while using AI prospecting to identify potential clients.
• Restrict Access To Sensitive Documents
  Keep sensitive onboarding documents in designated storage with access limited to authorized team members.
• Collect Time And Expenses For Assignments
  Capture worker time and expenses and approve assignment hours to prepare them for billing and payroll.
• Prepare Approved Time For Billing And Payroll
  Use approved assignment time and recorded rates and terms to generate invoices and prepare payroll data for a chosen provider.
• Connect Recruiting Data With Business Systems
  Integrate recruiting and onboarding workflows with existing systems, or hand placement and assignment data to a chosen back-office or payroll provider.
• Collect Stakeholder Feedback In The Workflow
  Give clients and hiring managers a portal to review candidates and provide feedback that flows back into the team's recruiting pipeline.
• Bring Inbound Applicants Into Recruiting Workflows
  Use a job portal to attract and receive applicants directly into the platform's recruiting workflow.
• Keep Recruiting Activity In Sync Across Devices
  Work with the same candidate records on mobile and desktop, with activity and notes available to the team without re-entering them later.
• Bring Existing Recruiting Data Into The Platform
  Move records and related information from spreadsheets or other systems, with duplicate detection during import and migration support for teams changing platforms.

Crelate Data Migration

A migration service for recruiting firms moving to Crelate from an ATS, recruiting CRM, custom database, spreadsheet, or other legacy tool. Crelate’s team reviews the source data, works with the customer to decide what to bring over, maps and cleans records, consolidates duplicates, and runs a test migration for review before the live import. The service can transfer recruiting records and their context, including candidates, contacts, companies, jobs, pipelines, notes, activity history, custom fields, resumes, and attachments. Standard and Advanced packages support straightforward single-source projects as well as complex or multi-source migrations, with training and implementation support options.

• Preserve Records And Relationship History
  Transfer recruiting records along with notes, activity history, resumes, and attachments so teams can retain relevant context as they move to Crelate.
• Review Data Before Launch
  Inspect a sample of migrated data and approve its mapping and appearance before Crelate imports it into the live account.
• Move Data From Existing Systems
  Bring recruiting data from ATS and CRM platforms, custom databases, spreadsheets, and legacy tools into Crelate.
• Bring Forward Relevant Data
  Choose which records and history to migrate while reducing outdated data and simplifying workflows for a cleaner start in Crelate.
• Map And Consolidate Recruiting Data
  Align source fields and workflows with Crelate and merge duplicate records so migrated information fits the team’s process.
• Combine Multiple Data Sources
  Consolidate records from multiple platforms and spreadsheets into one Crelate database, with duplicate records merged during migration.
• Get Dedicated Migration Support
  Work with Crelate migration specialists on data discovery, review, testing, and implementation suited to the project scope.
• Prepare Your Team To Use Crelate
  Use included customer-success training and support, with additional administrator assistance and training options for more complex migrations.

Crelate Data Sync Service

Crelate Data Sync Service connects the recruiting platform with other business systems through one-way or two-way integrations. Options include back-office systems, CRM platforms such as HubSpot, Monday, Salesforce, and Dynamics, and other solutions including People 2.0, Sense, CSV, and ServiceNow. Crelate’s Data Sync Framework supports custom integrations with back-office or HRIS solutions. Syncs can run on a scheduled, recurring basis, with encrypted credential storage, run auditing, and automatic retries for transient errors. Pricing is based on volume and frequency.

Category: Data Integration Software

• Connect Systems In One Or Both Directions
  Choose one-way or two-way integrations to move data between Crelate and other business systems.
• Link Recruiting Data To Business Systems
  Connect recruiting workflows with back-office, CRM, and other solutions, including custom connections to back-office and HRIS systems.
• Keep Data Synchronizing On A Schedule
  Scheduled, recurring syncs keep connected systems updated without requiring each transfer to be initiated manually.
• Protect Credentials And Review Sync Runs
  Encrypted credential storage helps protect integration credentials, while run auditing provides a record of synchronization activity.
• Retry Syncs After Temporary Errors
  Automatic retries help resume synchronization when temporary errors interrupt a run.
• Link Existing Records And Update Changes
  The People 2.0 integration can link to existing records instead of creating duplicates, then update only changed fields in subsequent syncs.

Crelate Customer Support and Training

Support and training services for Crelate customers include a searchable Help Center, in-product messaging, email and phone support, and guided setup and training. Customers can find product guides, troubleshooting articles and release notes, check live platform status, and access training for new customers and growing teams. An AI Support Assistant is available around the clock through the Help Center and in-app messenger; support personnel are available on weekdays.

• Get Answers At Any Hour
  Use the AI Support Assistant after hours through the Help Center or in-app messenger, with the support team available to take over when human help is needed.
• Find Product Answers
  Search current product guidance, setup instructions, troubleshooting information, and release notes to help answer common questions.
• Contact Support In Context
  Start a support conversation from inside Crelate, with account context attached to help the support team understand the request.
• Train Teams For Productive Use
  Help new customers and growing teams get productive with guided setup and training tailored to teams adding recruiters or changing their workflows.
• Call The Support Team
  Reach Crelate support by phone for customer assistance. The support policy lists personnel availability as Monday through Friday, 8:30 a.m. to 7:30 p.m. Eastern Time.
• Send Support Requests
  Submit questions or issues to Crelate support by email as an alternative to the Help Center or in-app messenger.
• Check Live Platform Status
  Review current platform availability and incident history to stay informed while Crelate investigates and resolves issues.