Customer Success

Learn how our professional services team works with you to ensure your future success

Professional Services

Comprehensive onboarding, expert data migrations and other professional services to help your agency grow.

The data migration process has been unlike any other I’ve gone through. It is structured so that the final migration is exactly what we expect, not a bunch of surprises.


Our onboarding process is designed to be as efficient, intuitive, and exciting as our platform is. Your company is unique, so we offer a number of onboarding services for every subscription — from setting up the basics to more in depth customization to fully optimize for your enterprise. We provide rapid implementation tailored to your needs so that you can be immediately productive.

Award-winning onboarding & implementation


Most Implementable


Highest Retention Rate

22 days

Quickest Time to Value

Tailored to your needs — so you can get to work faster

A house-on-wheels with a yellow truck.

Award-winning onboarding & implementation

Our team of migration developers have completed thousands of successful and secure ATS data migrations. Our process is painless and ensures your recruiting data is effectively transferred with supporting activities, tags, and workflows.

A woman explaining talent recruiting software while using a whiteboard.

Award-winning onboarding & implementation

We offer support and training materials that help you get the most from your Crelate subscription. We offer written articles and helpful videos in the Crelate Support Portal for beginners, admins, and experts.

An icon representing talent recruitment featuring a puzzle piece and a paper.

Award-winning onboarding & implementation

After your team gets accustomed to Crelate, you will understand that anything can be customized to meet your unique recruiting needs. As part of the Crelate family, you’ll also have an ongoing voice in improvements, features, and suggestions.



We provide personalized training and a one-on-one follow up consultation to ensure a successful solution implementation.

During your quick start training, our onboarding team will work with you to set up basic workflows, activities, templates and settings inside of Crelate.

Our business level subscriptions also include more robust training designed to further customize Crelate to your needs. We’ll walk you through all aspects of the system and to have 1:1 Q&A sessions after you’ve had a chance to use Crelate.

Quick Start Training

Quickstart training includes everything you need to get up and running fast – a personalized and recorded training session and a follow-up success review.

Business Start Training

Business Start Training includes everything in Quick Start plus two additional tailored training sessions that help you fine tune your workflow with Crelate.

Additional Training Services

We offer additional trainings including On-site training, tailored training documentation, and additional training sessions, among others.


From Onboarding to Year 10, Crelate’s support is here for you every step of the way. When you contact support, you’ll be speaking to us — the ones who designed it for you — every individual at Crelate knows the ins and outs of Crelate and loves to provide support. We ensure that you receive quick and quality service so that your questions and issues are addressed in a timely manner. We’re available online, by phone, or by email. No matter what issue you have – we have you covered.

Issues and questions are typically responded to in 30 minutes or less.
We’re constantly improving our software based on your suggestions.
We provide the support to Crelate, you’ll always speak to one of us.

Customer support is prompt and detailed. They are great and real problem solvers even if the problem is something outside of the Crelate platform.


Crelate offers extensibility to every Crelate subscription through Zapier integrations and our ever evolving Public API. With Zapier, Crelate can hook into your already existing business and increase your efficiency. For more custom needs, our Public API is a robust and well-documented tool to craft your own solutions.

Public API

We are proud to support and develop a Public API for our customers. Interface with your database in Crelate with custom code in powerful ways.

Zapier Integration

We support Zapier integrations so that you can connect Crelate to your other business applications so data is never lost.

Custom Integrations

In cases where expanding the API does not meet needs, we are able to provide customized integration options.

Ready to see Crelate in action?

Schedule a demo with one of our expert
sales associates.
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