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Client Case Studies

How executive search, direct hire, and staffing teams run their searches, clients, and pipeline on Crelate, the AI Recruiting Platform. In their own words.

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4.6 average across G2, Capterra, GetApp and Trustpilot · 25,000+ recruiting professionals since 2012

“To manage relationships with clients and candidates on a single platform, Crelate is better than anything I’ve used in my 17 years of executive search.”

Joey Pickens · Principal, The Brazos Group
Case studies

How recruiting
teams run on Crelate.

Customer Case Study: IQ Clarity

Customer Case Study: IQ Clarity

IQ Clarity, a boutique staffing firm specializing in high-end technology and creative roles, faced challenges in managing their recruiting process effectively. Founded in 2016 and headquartered in Denver, with offices in Dallas and Austin, the company struggled with an outdated CRM/ATS platform that was not meeting their growing needs. Read on to discover how IQ Clarity revolutionized its staffing processes by implementing Crelate, leading to increased efficiency, enhanced fill rates, and improved client satisfaction.
  • Client National Search Associates
  • Featuring Bob Rossi, President
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Customer Case Study: The Chatham Group

Customer Case Study: The Chatham Group

Founded in 2004, The Chatham Group leverages their recruiters’ decades of hands-on experience, at companies of all sizes, to provide a personal and transparent executive recruiting service. Renowned for specializing in high-profile C-suite placements across specialty industries, the firm has transitioned from traditional to cutting-edge recruitment tools, particularly by adopting Crelate. This marks a significant transformation for both The Chatham Group’s business, and the businesses they serve.
  • Client National Search Associates
  • Featuring Bob Rossi, President
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Customer Case Study: BRIX Recruiting Partners

Customer Case Study: BRIX Recruiting Partners

Boaz Partners has been serving the specialty chemicals, animal health, and advanced materials markets with their executive search services since 2008. In that time, they have grown from 2 to 18 employees, and grown their candidate database to well over 100,000 records. They needed a better ATS/CRM solution to better see and access their data, train their employees efficiently, and eliminate dual data entry.
  • Client National Search Associates
  • Featuring Bob Rossi, President
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Customer Case Study: Boaz Partners

Customer Case Study: Boaz Partners

Boaz Partners has been serving the specialty chemicals, animal health, and advanced materials markets with their executive search services since 2008. In that time, they have grown from 2 to 18 employees, and grown their candidate database to well over 100,000 records. They needed a better ATS/CRM solution to better see and access their data, train their employees efficiently, and eliminate dual data entry.
  • Client National Search Associates
  • Featuring Bob Rossi, President
Read the case study →
A computer screen with the words et professional search.

Customer Case Study: ETI

ETI Professional Search is a boutique executive and professional search firm based in Houston, Texas, serving small to mid-market high-growth organizations throughout North America. With a focus on the manufacturing and industrial sectors, ETI Professional Search helps private and private equitybacked companies find top talent.
  • Client National Search Associates
  • Featuring Bob Rossi, President
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Deloitte Study

Recruiting News: Deloitte 2018 Study Reveals that Millennials are Losing Trust and Loyalty with Businesses

  • Client National Search Associates
  • Featuring Bob Rossi, President
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Testimonials

In their own words.

Recruiters, agency owners, and operations leads on configurability, support, and getting a team
up to speed.

Featured story

“Intuitive, flexible, and really well-designed.”

Crelate was suggested to Xtra Effort by another small recruiting firm. We were hesitant to consider change because of the fear of disruption associated with data conversion and the learning curve. Those fears were alleviated for two reasons: Crelate’s technology is intuitive, flexible, and really well designed — and Crelate’s people are super responsive, thoughtful, creative, and resourceful. We’re a smaller agency, but Crelate made us feel like the most important customer.

mark rodman Case Studies
Mark Rodman
Principal and Founder, Xtra Effort Solutions, Inc.

Customer service and support are incredible — very responsive. The platform is solid as a rock: easy to use, manage, and update. The usability is fantastic, and it’s easy to use when training and onboarding new recruiters. To manage relationships with clients and candidates on a single platform, Crelate is better than anything I’ve used in my 17 years of executive search.

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Joey Pickens
Principal, The Brazos Group
Featured story

“The best part about Crelate is the support.”

Whenever I have a question they are incredibly responsive. Recently I re-branded my firm — new name, new website — and their support engineer worked alongside me to make sure everything launched without a hitch. The product is terrific and it does what I need an applicant tracking system to do without getting bogged down with stuff I don’t need. And they really listen: on several occasions I’ve suggested improvements and they built them into their next quarterly release.

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Patty Cusack
President, Artemis Precision Recruiting
The thing that jumped out about Crelate was its configurability. It was like we had an open book — we could really mold it to what works for our business, both from a recruiting standpoint and for the sales workflow. We felt like we were going to get the care and support we needed.
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Maria Perny
Head of Operations, Optimus Group
You can actually customize your own workflow. The interface lets you drag and drop between stages, and send automated, customized emails at each stage of the recruiting process. It lets me work quickly and efficiently, the way I want to work. In my 25-year recruiting career, I’ve never seen an ATS company this responsive to requests for help and new features.
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Richard Moss
President, Moss Search

When I saw the product in the demo I was thrilled — it’s the kind of product you can use without training. The home page is an overview of your open positions and the candidates in your funnel. Everything is intuitive and easy to understand; you can easily guess where to go to find data and take action. It’s very easy to customize all data input fields and detailed reporting. So far, I’m happy to have chosen it.

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Rachel Marcelle
Recruiter, EB Solutions Group

Intuitive, robust, makes sense — it works like a recruiter works. The support is super responsive, timely, and focused on making everything work just right. We’re approaching our first anniversary with Crelate and we could not be happier with the system. We should have switched long ago.

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Liz Agne
Operations and Administration, ALTEK

See how Crelate works for your team.

Executive search

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Direct hire agencies

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Consulting and staffing

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Corporate in-house

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In-house executive search

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Legal search

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Healthcare recruiting

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Nonprofit and mission driven

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FAQ

Questions recruiting teams ask before they switch.

What kinds of recruiting teams use Crelate?
Crelate is the AI Recruiting Platform for executive search, direct hire, premium staffing, and corporate in-house recruiting teams. More than 25,000 recruiting professionals have used Crelate since 2012.
Clients most often name three reasons: workflows that can be configured to how their team recruits, a support team that responds quickly, and an interface new recruiters can learn without heavy training.
Crelate holds a 4.6 out of 5 average rating across G2, Capterra, GetApp, and Trustpilot.

Crelate offers ATS data migration and training and onboarding so teams can move their candidates, clients, and history into Crelate with a guided plan.

See Crelate on your own searches.

A 30-minute walkthrough built around your team type, your stages, and the tools you already use.
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