Crelate's Insights Agent

Surface.
Simplify.
Signal.

Turning your dormant data into revenue-ready relationships.

Surface.

Simplify.

Signal.

Your database watches itself 24/7, surfacing job changes and promotions. No more manual research or quarterly database reviews – Insights Agent turns career moves into immediate opportunities. 

Make it easier to manage relationships at scale. The Insights Agent automates the time-consuming data maintenance tasks that bog down your team, while intelligently organizing information so you can act on opportunities faster. 

Know exactly when and why to reach out with automated alerts on critical moments. Every notification comes with context and suggested actions based on your past successful placements. 

Career Intelligence Engine

Monitors Job Changes & Promotions

Transform your candidate network into a client pipeline. Insights Agent automatically alerts you when past candidates move into decision-making roles, get promoted to positions with hiring authority, or join companies that match your target client profile. Never miss the moment when yesterday’s placement becomes tomorrow’s source of job orders. 

Perfect for:

Teams who understand that every candidate placed today is a potential client tomorrow and want to capitalize on career progression in their network.

Insights Agent Dashboard
Agentic FIelds Crelate Insights Agent

Continuous Data Hygiene

Auto-Refreshes Contact Ingo

End the frustration of bounced emails and disconnected numbers. Insights Agent continuously validates and updates contact information across your entire database—email addresses, phone numbers, LinkedIn profiles—ensuring every outreach attempt reaches its target. Your team focuses on conversations, not data detective work. 

Perfect for:

Teams who need reliable contact data to maintain outreach and maximize connection rates.

Strategic Timing Intelligence

Identifies Re-engagement Opportunities

Know exactly when dormant relationships are ready to reactivate. Insights Agent analyzes behavioral patterns, market conditions, and career trajectories to surface the perfect moment for outreach—complete with context about what’s changed and suggested talking points based on your shared history. 

Perfect for:

Relationship-focused teams who want to reach out with relevance and purpose rather than generic "checking in" messages.

Crelate Agentic Ideas
Living Resume Crelate Insights Agent

Living Database Technology

Prevents Database Decay

Stop your CRM from becoming a graveyard of outdated information. Insights Agent proactively flags stale data, corrects inaccuracies, and ensures your database accuracy. Transform your static system of record into a dynamic intelligence platform that improves with age rather than deteriorating. 

Perfect for:

Established teams sitting on years of valuable data who need their database to be an asset, not a liability requiring constant cleanup.

Built for Teams Who Create Lasting Relationships.

Crelate’s Insights Agent is designed for recruiting teams that are: 

  • Activating their data, not cross-checking it across multiple systems. 
  • Shifting from reactive database maintenance to proactive relationship cultivation. 
  • Unlocking goldmines of historical data to access its revenue potential automatically. 
  • Capitalizing on new leads at the perfect moment without constant manual monitoring. 

The result:

Your team has easy access to actionable data that drives new business development, finds the hidden gems already inside your system, and alerts you to movement before it happens.

Insights Agent is part of Crelate’s Living Platform™ – the AI-powered recruiting platform that adapts to your team’s workflows and grows with your business. Serving more than 25,000 recruiting professionals across executive search, direct placement, and in-house talent acquisition.

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