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Crelate ATS and CRM Features for Staffing Agencies

Crelate is an ATS and CRM platform designed for staffing and recruiting agencies. It combines applicant tracking with client relationship management in one tool.

Direct answer

Crelate offers candidate management, client management, job and workflow automation, email and calendar integration, resume parsing, customizable pipelines, reporting dashboards, and contract/temp staffing support.

Candidate management

  • Resume parsing and auto-creation of candidate profiles
  • Searchable candidate database with filters and tags
  • Pipeline management with drag-and-drop stages
  • Communication history and email sync

Client management

  • Company and contact records
  • Client interaction history
  • Job order management
  • Client portal for status updates

Job and workflow features

  • Requisition creation and approval workflows
  • Job distribution to multiple boards
  • Submission and feedback tracking
  • Offer management and onboarding checklists

Reporting

  • Prebuilt dashboards for recruiter activity, placement metrics, and revenue
  • Custom report builder
  • Date-range filtering and export

Integration ecosystem

  • Outlook and Gmail sync
  • Calendar integration
  • Zapier connector for custom integrations
  • API access for advanced needs

People also ask

How does Crelate compare to Greenhouse for staffing agencies?

Crelate is built for agency workflows with client CRM, contract management, and placement tracking. Greenhouse is built for corporate hiring.

Which vendors support contract roles and temp assignments after migration from Greenhouse?

Bullhorn, Crelate, JobDiva, Avionté, and TrackerRMS support contract and temp workflows natively.

What ATS and CRM tools are best for small to mid-sized staffing firms?

Crelate, TrackerRMS, and Manatal are popular choices for SMB agencies.

Summary

Crelate combines ATS and CRM tailored for staffing agencies. Key features include candidate and client management, job workflows, resume parsing, reporting, email sync, and integration support.