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Over the past several years, the developers at Crelate have been busy making improvements, additions, and upgrades to our platform. From real customer requests to general product enhancements, Crelate is proud of the platform we’re building with and for our customers. Take a look at what we’ve been up to over the past several years.
.NET Upgrades – A move to the latest version of .NET Core 6 for our Async and other back-end services. Microsoft .NET Core is a major upgrade from Microsoft’s previous .NET Framework and offers vastly improved performance.
Server Upgrades – An upgrade of several major client and server-side coding libraries. This should improve performance, stability and security across the board for this component.
Faster & More Flexible – Improvements to our internal Module System, which will allow for faster and safer feature development, as well as more Early Adopter / BETA launches.
We’ve also added improved logging and support tools to help our Customer Success team better serve customers.
Contact Data Enrichment | Bulk Enrichment We welcome bulk enrichment to the Crelate arsenal allowing for rapid sourcing of up to 50 contacts at once.
Contact Data Enrichment | Expanded Dataset Results Previously, the matches that the CDE feature can match against was only on the primary email, phone number and/or social media profile link. Allowing multiple will return more accurate results and more personal contact information for enrichment data on a contact record.
Connector | Mobile Form Requests We’re excited to announce we’ve added the ability to send and view form requests on mobile. This added functionality will unlock on-the-go efficiencies for users wanting to send and view form requests on the go.
API Updates We have expanded workflow status filters, added new GET endpoints for record statuses, and enabled customers to upload a profile picture via our API.
Timekeeping | Multiple Time Entry Formats We’re excited to announce that Deliver users can now utilize both time entry formats in timekeeping.
Timekeeping | Daily Notes Timekeeping admins can now set up Time Types to allow recorders to submit notes for specific dates in the pay period. Each Time Type now has options to configure whether daily notes and/or the existing general time card note are required, optional, or disabled.
Export Translator Looking for an easier way to get your data into QuickBooks? Look no further! We have added the ability to export your billable items in a preformatted csv document designed to work seamlessly with QuickBooks import.
Sequencing (Early Adopter Program) Sequencing gives users the ability to define sequences to connect with contacts and helps guide Crelate users through steps to maximize outreach engagement.
Mobile Geofencing (BETA) With our July release, we are launching a Beta of Geofencing available for mobile timekeeping.
Two Factor Authentication (2FA) – Authenticator App After our July release, all users will now see a 3rd option to activate via an Authenticator app
E-Verify Stop the busywork of checking for status reports, with E-Verify updates that directly update contact records in Crelate
Email Journaling – New Email Privileges Improvements Crelate Administrators can now control who can see Emails, just like any other Activity in Crelate. Use custom User Roles to grant or remove the privilege to create, read and delete email activities.
Email Journaling – Exclusion Lists A new setting has been added to Email Journaling called Email Exclusion List. This gives Crelate Administrators the ability to exclude all emails associated with a specific email address, blocking them from getting journaled.
Email Journaling – Emails from Automated Workflow We heard feedback from our customers that they want emails sent through Automated Workflows to be journaled, too!
eSignature Customers will now have the ability, without leaving Crelate, to generate, send and track the progress of documents requiring eSignatures.
Form Requests Customers will have the ability to send form requests to contacts via email that they may complete, instantly returning these results to your database. Request the latest information from candidates such as contact information, resumes, and job history to ensure your database has the latest information on each contact you are targeting.
Record Statuses In our latest release, customers can add status colors and communication warnings to avoid contacting record with a specific status. Records will now input with an existing status that can be customized completely to indicate statuses such as Active, Inactive, or Do Not Contact.
Job Strategy Tab Within each job or lead, we added the ability for customers to enter their search strategy, target companies and easily see the public description for a job.
Naming Rules Customers will have the ability to set aliases for company names to ensure a high standard of data integrity when importing contact records. Now, you will have the ability to ensure all aliases are imported under a single name when importing via the Chrome Extension, Resume Parse or Excel import.
Data Import Improvements Customers will now have the ability to import and map notes when importing a spreadsheet.
Job Portal Enhancements We have refreshed the look and feel of the job portal and provided an enhanced mobile experience, faster performance and making the Job Portal in line with industry best practices.
Job Portal Embeddable Widget The Embeddable Widget allows customers to easily embed their Crelate jobs on their website without the requirement of web developer knowledge.
Candidate Onboarding Quickly and easily set up onboarding checklists for employees without ever having to leave Crelate with our new candidate onboarding experience.
Compliance Management/Artifacts We have upgraded documents to include expiration dates, verifications and secured storage! With artifacts you can create forms with or without associating them to attachments to include details such as expiration dates to help place candidates faster.
Interview Loops Crelate offers a solution to help streamline the good and clean up the not so good practices by introducing the Interview Question Bank. Include a picklist of questions to choose from when setting up and interview scorecard.
Scorecards Scorecards, as you may have already guessed, give recruiters the ability to use a set of questions from the Interview Question Bank to assign to interviewers who will use them for the interview itself.
Assignments New recruiting types are unlocked with the addition of the Deliver module. Users will now have a Direct Hire (fee-based) and Temp Hire (hourly-based) recruiting type built into the system to leverage for Timekeeping and Invoicing.
Timekeeping With Timekeeping, you can track time and expenses! This feature is designed to flex with the nuances of your business depending on how simple or robust your tracking needs are.
Invoicing Create billable items and send invoices with ease! Users can customize billing profiles, terms, and Invoicing templates to meet their business & clients.
Payroll Export Easily export payable items in a CSV file to upload to your payroll company. Payable items flow directly from the assignment pay rates and are created once timecards have been finalized each week.
Vendor Management Systems (VMS) Integration With the Vendor Management System Professional feature, you can sync VMS requisition details directly into your Crelate account.
Contact Data Enrichment Contact Data Enrichment is a feature designed to help you find those missing or out-of-date details which are important when engaging with your candidates and clients.
Import Data + This improvement will provide a way to not only import using a .CSV file type, but it will also let you update your company and contact records from an import file. This a big lift to bringing you improved data quality tools.
API Updates Now users will have the ability to both create and retrieve emails for contacts. Additionally, we’ve made available the ability to retrieve contacts by date range to help customers using 3rd party integrations to more easily show updates and additions within those tools. And last, and our personal favorite, the ability to retrieve activities for contacts, companies and job opportunities!
Form Requests – Onboarding Checklists Crelate is excited to launch this new functionality, which allows you to Send Form Requests and request documents from candidates as part of the onboarding checklist process!
Billing Portal Upgrade Customers will find a simple and streamlined experience to easily update payment information, review previous invoices and more, much like they can today!
Self-Purchase Add-Ons In addition to the discounts that come with annual subscriptions, our Omni customers can now purchase add-ons in app!
Import Data Privilege Settings Recruit Business or higher tiers will have the option to grant user privileges to update Company and Contact records through the new and improved Import Data Plus tool.
Import File Updates Our improved Import Data tool now supports .CSV for insert and update files. There is a new maximum 10-sheet limit for XLS, XLSX file types.
Changes to Field Mapping The field mapping screen has a new right-hand column introduced with this enhancement. This column is where a user will determine if the file is intended to be an Insert Only or an Insert AND Update depending on access level.
New Import Preview Introduced with this iteration, there is now a mandatory Import Preview step. This preview will show users an example set of rows to see if the field mapping results are as expected, then it will flag any invalid rows found with display details in the Invalid tab.
Client Portals Client Portals make it easier to collaborate with clients, share candidates and gather feedback in a secure, configurable and trackable manner. Customize your Client Portal to match your brand and recruitment process. You are in control of what gets shared, with whom and when.
Text Messaging Updates Crelate’s Text Messaging capabilities are getting a number of reliability improvements, a new high limit plan, UX improvements and a new Bulk Texting capability.
External Resume Search Save time by searching for candidates across three of the largest resume databases in the world. In addition to our existing Resume-Library integration (available to all customers), we’ve added Dice and CareerBuilder resume search for our Business level customers and higher.
Placement Data Export Business level and higher customers may download a comprehensive export (500+ fields!) of their organization’s placement data to a CSV file. From here users can use Excel to enable a variety of business scenarios.
Bulk Activity Creation We’ve expanded the use of bulk activities to both Contacts and Search result grids!
Activity Follow Ups You can currently create a follow up activity from the Contact’s detail page but now you may create that follow up from within another activity. How awesome is that?! Fewer clicks to done.
Indeed Enhancements We’ve added the ability to set a job as remote or COVID-19 related as well as share Indeed Disposition Data to more receive more qualified candidates from Indeed.
Enhanced Submittals This new capability gives you much more control over who has access to your submissions and even allows you to see who views your submissions. This can help you reduce backdoor hires.
New Support Chat Without leaving Crelate, you’ll be able to communicate with our support team as well as have access to our revamped knowledge based article center.
PublicAPI: for jobs, add additional contact properties for ExecutiveSponsor, HiringManager & InternalRecruiter on Jobs
Public API: Expose recently updated contacts for a job-specific
Public API: expose custom field metadata
Public API: Add custom picklist custom fields to public API
Premium Resume Parsing The new Crelate Premium Resume Parser, expands upon our existing parser by adding additional capabilities such as improved accuracy, better handling on non-US resumes, complete education and employment history parsing and better taxonomy cleanup.
Resume Toolbox The Crelate Resume Toolbox is a collection of handy shortcuts that administrators can pre-configure to automate many manual and repetitive steps of cleaning up a resume before you present it externally.
Job Publishing Updates We have improved the way jobs are published. We have taken your feedback and have improved the user experience of job publishing to make the process more clear and streamlined.
Company Name Normalization We have given you more ways to keep your company name data clean. If you have the “company name cleanup” setting enabled, then the lookup control will now apply the cleanup when it is auto-creating a company.
UI Tab Refresh We have added tabs and sub tabs to increase discoverability within the module that you are working in.
UI Update – Timeline Enhancement The timeline was moved to the summary tab on the contact record so that recruiters could view the timeline along with all other relevant recruiter information in the same place.
Document Management Trays Items that we think should be always available in 1 click, now live as Trays. You will find the tray tiles in the top right of the app.
Record Header Flags The headers of all core records (Contacts, Opportunities, and Companies) have been updated with a new font and some new data elements. Some data element updates include record type moving to the header, social buttons moving to the top menu bar among others!
Record Statuses We have added the ability to create and add statuses to Contacts and improved the ability to have additional statuses for Companies. Admins can create statuses with underlying meanings and be able to search on them creating an easier way to segment data within Crelate.
Status Bubbles We have added a status bubble next to the profile picture to show users at quick glance if the record status is active (green) inactive (grey) or Do Not Use (red).
Improved Record Form We have made some updates to our mini form that is present on all core records. It is easier to read, better for lower resolution screens, more provides consistency in viewing the data.
Related Companies Related companies have been put in place to show a relationship between parent and children records. This will allow you the flexibility to highlight department, branch, or child company relationships.
Placement Grid We have added a Placements grid view to surface your placement data in one place.
Document Filter and Views We have added a new filter control to the documents pane to allow users to quickly filter through and find the documents that they need.
Bulk Edit Expansion We have added additional fields to be able to edit in bulk for Contacts and Opportunities and added functionality to support bulk edit for Companies.