Crelate

Candidate resumes, notes, communications, submissions and interview feedback travel together on a shared record. This can give recruiters a fuller history before contacting someone again; test a sample record to see how your team’s older notes and attachments appear after import.

Stages, required fields and workflows can be set by job type or client. Board, grid and list views give recruiters different ways to work the same pipeline. Agree a small set of stage meanings before loading many active searches, so reports and client views are understandable.

The client or hiring-manager portal shows selected submitted candidates and collects feedback back onto the recruiting record. Access can be scoped per person and search, and fields can be hidden. Preview a harmless candidate with the exact reviewer permissions before sharing real applicant information.

The CRM tracks companies, contacts, outreach and sales opportunities alongside candidate work. An agency can assign stages, values and close dates to a prospective deal, then compare that pipeline with placement activity. Decide who owns a client account and which actions create a job.

The vendor describes reporting on pipeline movement, submission ratios, activity and placements from the same working records. Custom dashboards are promoted, but report scope differs across plan cards; evaluate a few representative searches and current data quality before treating a dashboard as a complete performance measure.

Crelate describes importing candidate, contact, job, note and attachment data with duplicate detection. That is a workflow to test carefully: pick a small sample with linked history and verify the result before committing to a full transfer.

After placement, Crelate can hand data to an existing back-office or payroll system. Its own Deliver and partner options are presented separately from the core ATS; ask how timesheets, billing and payroll actually flow in the proposed configuration.