Product Roadmap

And New Features

Never stop improving.

We’re on a journey to build the best recruiting software solution and we’re doing it with your help. Our customers provide feedback to help us prioritize product development investments. We release major updates on a quarterly basis and are committed to continuously innovating our platform. Transparency is important to us because we want to earn your trust, and that’s why we’re happy to share the following feature roadmap.

What's new

We’ve been working hard on the features and functionality you’ve been asking for. This page outlines the newest and most exciting additions to Crelate.

If you’re an administrator or need more deep dive information, the Crelate Knowledge Base and our on-demand “What’s New” webinar series is a perfect next stop.

CRELATE RECRUIT

March 2022

Contact Data Enrichment

  • Significant investment has been made to our Contact Data Enrichment (CDE) feature to unlock the power of sourcing at scale for your business. We welcome bulk enrichment to the Crelate arsenal allowing for rapid sourcing of up to 50 contacts at once.
  • Additionally, we have expanded the scope of our CDE feature to allow for even more data to be sourced including more personal and secondary contact information.

CRELATE DELIVER

March 2022

Timekeeping: Multiple Time Types & Daily Notes

  • We understand timekeeping is a complex fluid process and often varies on a client-by-client basis. As a result, we’ve expanded the notion of time entry to allow for both Straight Time and Punch In/Punch Out options.
  • Say hello to Daily Notes. Whether your contractors need to provide more descriptive daily notes or when an employee inevitably needs to log notes for a sick day, we have expanded the scope of timekeeping notation to allow for a seamless employee experience.

CRELATE DELIVER

March 2022

Export Translator (built for Quickbooks)

Looking for an easier way to get your data into QuickBooks? Look no further. We have added the ability to export billable items in a preformatted document designed to work seamlessly with QuickBooks import. Easily filter the data you need to generate a ready-for QuickBooks export.

NEW! CRELATE RECRUIT

March 2022

Mobile Form Requests

We’re constantly updating our Crelate Connector mobile app, and we’re excited to announce we’ve added the ability to send and view form requests on mobile. Unlock on-the-go efficiencies whether looking to accelerate candidate onboarding or retrieve updated contact information while on the road.

CRELATE RECRUIT

March 2022

API Updates

By expanding the power of our API, we have enabled you to do even more both natively and through our Integration Partners. We have expanded workflow status filters, added new GET endpoints for record statuses, and enabled customers to upload a profile picture via our API.

CRELATE RECRUIT

March 2022

User Feedback Updates

We’re calling this the: You asked, we delivered By leveraging our Feedback Board we have executed over a dozen feature requests including half of our most requested items.

Want to read detailed product notes about the March 2022 release?
Check out our release notes below.

CRELATE RECRUIT

December 2021

Contact Data Enrichment

Without ever leaving Crelate (and in just a few clicks to boot!) enrich contact profiles within your database giving you more data than ever, directly at your fingertips.

CRELATE RECRUIT

December 2021

Import Data Plus

Speaking of enrichment, for those customers who constantly receive new lists of data or who simply want to make wholesale database changes, our new import experience is for you! Easily update thousands of records in a single import to refresh phone numbers, email addresses and more.

CRELATE RECRUIT

December 2021

VMS Integration

For firms working with a client’s VMS provider, automate the process of job collection by having newly created VMS records instantly added to Crelate.

NEW! CRELATE DELIVER

December 2021

Timekeeping Reports

Crelate Deliver users can now enjoy a full suite of timekeeping reports to capture timecard by status, hours logged per pay period, gross margin and more! 

NEW! CRELATE DELIVER

December 2021

Invoicing Reporting

Did you think we were done with reporting enhancements? We have more in store – as users can now leverage reports for unpaid balance, invoice status, draft balances, and more!

Want to read detailed product notes about the December 2021 release?
Check out our release notes below.

NEW! CRELATE HIRE

September 2021

Interview Loops

Simplify setting up interviews when you’re ready to move a candidate to an interview loop! Recruiters can create reusable templates for interview loops tailored to similar jobs which can be configured to have single or multiple interview sessions. These templates can also support one or more interviewers assigned to each individual session within the loop.

To support the interviewer who may or may not have time to review a candidate prior to joining a meeting, this feature also can include notes for multiple audiences — meaning the last-minute notes they might need can be included in the interview record without the risk of exposing to the candidate directly. Other common use cases for notes include conference call details, links to company websites for the candidate, and specific target questions for the interviewer to focus on.

NEW! CRELATE HIRE

September 2021

Scorecards

Scorecards 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. These can be created as reusable templates to speed up the scoring process. Scorecards provide the ability to compare multiple candidates side by side based on various categories to surface important details needed for the final determination to move forward with hiring.

NEW! CRELATE DELIVER

September 2021

Assignments

Never lose contingent talent to a competitor because of disjointed assignment or tracking systems. Manage your employees’ assignments easily within Crelate from an intuitive dashboard. Automated status alerts help you anticipate and act when your team is coming off assignment and ready for what’s next. From transparency into assignments, to integrating with timekeeping and invoicing, Assignments holds the critical information you need in order to make the right decisions.

NEW! CRELATE DELIVER

September 2021

Timekeeping

Manage timecard submittals and approvals directly from your Crelate dashboard. Assign timecard templates and manage expenses. Inform employees, clients and internal users of submittal and approval deadlines with automated alerts. Regardless of your firm’s model, Timekeeping lets you track your employees’ time seamlessly and integrates with your entire Crelate toolset to accelerate and streamline your business.

NEW! CRELATE HIRE

September 2021

Compliance Management

Ensuring compliance can be an absolute nightmare. Verifying forms of identity, making sure credentials are current, and confirming legal certifications involves a volume of paperwork that’s enough to hamstring any firm’s efforts to quickly vet and place quality candidates. Crelate’s Compliance module manages all the documentation your team needs and confirms your hires have all the credentials they need to get right to work on the first day of their assignment.

NEW! CRELATE MOBILE APP

September 2021

Crelate Connector Mobile App

We updated the Crelate Connector Mobile App with a brand new interface and user experience.

Purpose-built for mobile to optimize the tools you’re most likely to need while away from your computer, our mobile app makes it fast and easy to communicate with candidates and clients, record important information, and complete other crucial tasks on the road.

NEW! CRELATE DELIVER

September 2021

Invoicing

Never again create an invoice by hand. Running your business shouldn’t mean invoicing falls behind, when revenue is the business. To help you manage this critical aspect of your business, our Invoicing tool directly integrates with Crelate’s time and expense tracking, allowing you to create batch or individual invoices and track payments from your dashboard. With a built-in aging report and exportable general ledger, the Invoicing tool puts a crystal-clear view of your organization’s cash flow front and center.

NEW! CRELATE DELIVER

September 2021

Payroll Export

Whatever your choice of payroll provider, whatever internal system works best for you and your org, our payroll export tool allows you to easily export your assignment and timekeeping information to your payroll system. Whether it’s ADP, PayChex, Intuit or ‘other’, Crelate gives you the flexibility to precisely customize your export, so that payroll just works.

Knowledge Base

Perfect for account administrators and end-users alike. The Crelate Knowledge Base is chock full of best practices and how-to guidance on everything new in Crelate.

Crelate Knowledge Base

Changelog

For account administrators, CIOs, and everyone in between. Our Changelog provides granular insight into all features, fixes, and functionality added to the Crelate app.

Changelog

More new Crelate features

In addition to the above, we’re adding features to drive efficiency, streamline communication with clients, candidates, and staffers, and further improve your insight into critical hiring decisions.

Form Requests
Document Management (Upgrades)

Employee Onboarding
Checkr Background Check Integration

What's next?

Want to see what’s coming soon at Crelate? Here are some highly requested features you’ll start seeing in the app soon!

COMING 2022

Automation

Our customers are busier than ever. We want to do more to maximize your team’s productivity. Look for investments in the following areas:

Sequencing – Maximize sales and recruiting outreach efforts with customizable user-driven workflows that automate tedious work and maximize manual engagement. Sequences are different than drip campaigns; Sequences provide automation that maximizes manual activity – this enables personal touch at scale.

Rules Engine – Configure triggers and rules that automate various data operations based on business rules you configure and control.

Automation Feedback Items – Our team will be combing our community Feedback forum for asks that align with the pillar of automation.

More Integrations – Less clicks, more speed. More integrations will give you access to world-class platforms for key recruiting and talent needs.

COMING 2022

Omni vNext

In 2022, we launched the first iteration of our middle and back-office software offerings. Customer response has been highly positive and we are already iterating based on early adopter feedback. Specifically, look for the team to offer:

Onboarding vNext – We’re making onboarding even more effortless with direct E-Verify integration and improved I9 processing and management.

Timekeeping vNext – We’re making timekeeping more flexible by adding multiple time types, timecard import, additional pay periods, and daily notes.

Geofencing – We’re going to build tools to help you meet location-centric timekeeping requirements.

COMING 2022

Next Level Fit & Finish

We take great pride in the product that we build. Pride of ownership is just one of the reasons we have a credit screen in our About Box where every member of our team gets to put their name and say, “I built this.” We’re expanding our investment in responding to community Feedback items that align with fit and finish—fixing little things that make the product more enjoyable.

Data Enrichment – We are going to improve the accuracy of candidate matches and a few more goodies.

Splits and Relationships – We’re making improvements to let you define who’s responsible for what, so you can better attribute contributions and enable your commission process.

Mobile – Continued expansion of our mobile capabilities, including the ability to send Form Requests to candidates and customers from your phone.

COMING 2022

Platform First

Beneath it all, Crelate is a platform to run your business on. Because every business is unique, we need to be flexible and open by default. We also need to grow continuously to keep up with our ever-evolving customers. We need to integrate with best-in-breed tools and offer a robust API that lets any customer achieve any goal while using Crelate as their primary system of record. To that end, look for significant investments in the following areas:

Public API 2.0 – An expanded API with more capabilities and better performance.

Marketplace 2.0 – We’re building an expanded marketplace that offers more integrations with more partners than ever before. We are also looking to provide integrations with payroll providers, Salesforce and HubSpot.

Security Capabilities vNext – Look for features that allow you even more control over who can do and see what in the system. We hope to unlock scenarios for multi-office customers as well.

Performance and scale upgrades – Continuation of our never-ending investment in being that fast Applicant Tracking System on the market.

On the horizon

And we’re not done yet. We remain committed to our values of continuous self-improvement, transparency, and flexibility. And, most importantly, we continue to listen to you, our customers, as we plan future releases, features and product updates.

DISCLAIMER: Smart software development is fluid, and things are subject to change. The information provided on this page is intended to outline the general Crelate product direction. It is intended for informational purposes only and should not be relied upon when making any purchasing decision. We may decide to add new functionality at any time depending on our capability to deliver features that meet Crelate quality standards. The development, releases and timing of any features or functionality remains at the sole discretion of Crelate. This roadmap does not represent a commitment, obligation or promise to deliver any products to the customer at any time.