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:
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.
We have a history of thousands of successful migrations. Our process is painless and ensures your data ends up in Crelate exactly how you want it.
After migrating, we train you how to use Crelate using your own data. We offer a number of training types so that you and your team is always able take full advantage of Crelate.
After becoming accustomed to Crelate, we’ll help with any customizations. As part of the Crelate family, you’ll also have an ongoing voice in improvements and features.
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.
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.
No matter what Crelate subscription you choose, we will provider 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, you and our onboarding team will work together to set up basic workflows, activities, templates and settings.
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
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.
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
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
For Enterprise customers, we offer a number of custom integration solutions.
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.
In cases where expanding the API does not meet needs, we are able to provide customized integration options.
- 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