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


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.

We are proud to offer an onboarding experience that is award winning:


award winning

simple process

Simple to Join Easier To Start

  • Intuitively planned so you can get to work faster
  • Tailored to suit your needs
  • Change only for the better – lose nothing you liked.


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.



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.


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.

 ats migrations

Whether you have folders of old resumes, a mess of spreadsheets, another Applicant Tracking System or a proprietary database, we can migrate your data into our system. Your candidate list, interactions, and the culmination of years of recruiting data will all be available to you.

We want to make it as easy as possible to get your data from wherever it is into Crelate. We have performed migrations from over 30 different applicant tracking and CRM systems and we can do the same for you.

We handle each data migration as a unique project and as part of our migration services you will enjoy a personalized experience to make sure we get your data in just the way you want it. Because our goal is to have you as a long term customer, we offer the ability to amortize our very modest migration cost into your monthly payment, or get them for free with certain tiers of service and commitment levels.

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.

Nick Ryberg

Managing Partner, Hunter-Ross, LLC

Easy Migrations Easy Life

  • You have complete control over the migration from start to finish
  • Successfully migrated from over 40 ATS – yours included.
  • Migrations can be endlessly customized – complexity is no problem.

training-icon training

No matter what Crelate subscription you choose, we will provide you with personalized training that is recorded for you to reference in the future. In addition, every customer gets 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 plan time to walk you through all aspects of the system and to have 1:1 Q&A sessions after you have had a chance to actually use the systems.

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.

Training For Ongoing Success

  • All training is recorded and provided so you can always have it on hand
  • After training, we follow up to ensure that you’re getting the most out of Crelate.
  • Go beyond basic – onsite training, tailored training documentation, and so much more.


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.

We are passionate about providing phenomenal support. We firmly believe that our customers are successful when we provide a product that is paired with excellent training and customer service.

Tim Keckler

Director of Customer Success, Crelate

Support Provided With Love

  • We provide the support to Crelate, you’ll always speak to one of us.
  • Crelate is constantly improving based upon community suggestions
  • Issues and questions are responded to within 30 minutes


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

For Enterprise customers, we offer a number of custom integration 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.

Flexibility that goes above and beyond.
  • Our Public API is constantly expanding and open to every Crelate user.
  • Zapier ensures your actions in Crelate propogate throughout your business.
  • The Public API and Zapier not meet your needs? We’re happy to add features or provide custom integration solutions.

service your success