Crelate Review

Bothell, WA
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Crelate At A Glance

Good: Four scalable pricing packages, customized job dashboard and activity stream to track candidates, extensive search functionality.
Bad: Additional automation workflows and integrations are in the pipeline.
Bottom Line: Flexible recruiting solution designed to help recruiters maintain relationships with clients and candidates.

Product Overview

Crelate Omni is a full product suite that includes Crelate Recruit, Crelate Hire and Crelate Deliver (a back office solution) for an end-to-end platform for recruiting agencies. This review focuses on Crelate Recruit and Crelate Hire.

Crelate Recruit is an applicant tracking solution designed to help all professional recruiters with sourcing and hiring prospective candidates. It’s considered a “talent relationship management” solution (similar to PC Recruiter) because it helps recruiters build relationships with their clients and contacts (internal and external), as well as potential candidates.

Crelate Recruit has other benefits, including:

  • The ability to keep track of relationships with notes, activities, tasks and alerts
  • The ability to find candidates in an efficient manner, as well as their resumes/applications
  • Customizable to fit the specific needs of the business
  • Easy access for recruiters anytime, anywhere from their iPads, iPhones and Android devices
  • Cloud-based on a Microsoft Azure server so companies don’t need to worry about purchasing and maintaining software and hardware

Crelate Hire is a hiring and onboarding solution. Recruiters can manage the onboarding process with features, such as checklists, assignment insights, standardize templates, integration with HelloSign for eSignature functionality and integration with Checkr for background checks. It also has features to help agencies stay in new hire compliance, such as credentials management and identity verification.


Crelate Recruit has some unique features, such as:

Visual dashboard: Recruiters can visualize the status of candidates on a dashboard where they can drag and drop a tile icon with each candidate’s name in categories for a specific status (e.g. Prospect, Interviewing). They can customize their dashboards to fit their hiring workflows.

Activity stream: The activity stream helps recruiters track the status of each job posting or correspondence from each candidate. Recruiters can schedule tasks or record notes on conversations with a candidate. They can customize any existing types of activity or add their own.

Extensive search functionality: Recruiters can find potential candidates in an efficient manner. Crelate Recruit includes full-text and relational search features, including tag search and Boolean queries. Search criteria can be saved to be used again in the future.

Branded company portal: Crelate gives businesses the opportunity to have their own company portals for recruiting candidates. Using the portal, candidates can see job postings, submit resumes and fill out applications. Companies can have their portal designed with their logo/brand and other customization. The company portal is also accessible on mobile devices.

Email integration: Crelate integrates with most email programs, such as Microsoft Outlook or Gmail, so recruiters can email candidates and parse emailed resumes within the platform.

Additional features include:

  • Email campaigns – This feature allows recruiters to send email blasts to applicants or employers. Recruiters can configure the email so that it can be sent from any domain, send more than 100 emails at a time and measure the opens, clicks and other metrics of the campaign.
  • Integration to RingCentral for VoIP, text messaging and conference calls
  • Integration to Zapier for automating repetitive tasks
  • eSignature functionality
  • Forms request feature that lets recruiters create forms for their clients/candidates to fill out
  • Job Portal Embeddable Widget
  • The ability to send texts to candidates

Target Market

Crelate Recruit is designed for professional recruiters (staffing firms, recruiting agencies, corporate recruiters and hiring managers) in small to medium-sized businesses. The types of companies it target are:

  • Recruiting agencies
  • Staffing agencies
  • Corporate recruiters
  • Executive search
  • Legal search
  • Temp agencies
  • Consulting firms
  • IT staffing
  • Healthcare staffing

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Crelate offers solution implementation that’s included in the monthly payment. It also offer data migration for a modest fee that includes finding out the requirements of the migration (type of data, type of existing system used, etc.), mapping and importing data into its test servers, and moving the data in the live environment after verification.

In addition, Crelate provides companies with other optional migration services, such as data cleanup and data deduplication.

Crelate offers its Quick Start Training package to clients regardless of the plan selected. During this process, Crelate works with the business to create its workflows, activities, settings and templates. The vendor also provides a recorded training session that’s accessible for future use, as well as a follow-up success review.

Customer Service & Support

Crelate offers users access to a knowledge base, live chat and phone support, as well as weekly training webinars.


Crelate Recruit has four pricing plans (billed annually):

Professional – The Professional plan is intended for professional recruiters and costs $79 per user, per month. It includes:

  • Unlimited number of open positions
  • Up to 5 GB data storage
  • Full ATS
  • Client contact management
  • Full text and Boolean search
  • Resume parsing
  • Basic candidate submittals
  • Email marketing templates
  • Branded (logo and colors) career portal
  • Free job board distribution and sponsored job postings
  • Data import, export and quality tools
  • Mobile recruiting
  • Access for hiring managers and interviewers
  • Ability to send candidate submittals for review
  • Form requests
  • Up to five activity template and forms
  • Recruitment marketing features (bulk email, calendar integration, Outlook client extension and calendar integration)
  • Integration to Google Analytics
  • Custom questionnaires and applications
  • Candidate source tracking
  • Integration to Indeed, Dice, CareerBuilder and Monster
  • Chrome extension
  • Two-factor authentication

Business – The Business plan costs $99 per user, per month and includes all of the features of the Professional plan, plus:

  • Up to 15 GB data storage
  • Up to 20 activity template and forms
  • Premium resume parsing of up to 100 resumes
  • Advanced submittals
  • A basic client portal
  • Employment search workflow
  • Advanced data export
  • Resume toolbox
  • API acccess
  • Sales reports, custom dashboards and recruitment analytics
  • Custom CSS for career portal
  • Automated email tracking
  • Email campaigns (for a fee)
  • Email journaling
  • Native contact data enrichment (for a fee)
  • User roles and auditing
  • EEO / OFCCP / VEVRAA surveys & reports
  • GDPR compliance management
  • Zapier integration
  • RingCentral VoIP integration
  • RingCentral Text Connector (add-on feature)
  • Crelate Text Messaging (add-on feature)
  • Crelate eSignature (add-on feature)
  • Custom back-office integration (add-on feature)

Business Plus – The Business Plus plan costs $144 per user, per month and includes all of the features of the Business plan, plus:

  • Up to 25 GB data storage
  • A full client portal
  • Branding for each client portal
  • Field-level auditing

Enterprise – The Enterprise plan targets businesses with custom recruiting needs. It adds on up to 50 activity templates and forms, advanced customization, enhanced email campaign features, enterprise security, up to 50 GB of data storage and custom development and support services. Please contact Crelate directly for a price quote.


According to its product roadmap, Crelate plans to offer additional automation workflows and integrations.


Crelate Screenshot 1
Crelate Screenshot 2
Crelate Screenshot 3


Founded in 2012, Crelate is a fast, flexible recruitment platform for modern talent businesses – recruiting, staffing, and consulting. With over 1,700 customers, Crelate enables agencies of any size to compete with industry giants while preserving their unique processes and competitive advantages by integrating a powerful and customizable ATS, Recruiting CRM, and back-office management. With an intuitive and flexible architecture, Crelate equips firms with the tools to make more placements, win more business, and seriously scale teams. Crelate’s cloud-based talent management system with actionable analytics is purpose-built for the recruitment and delivery process.

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