Crelate

I love Crelate, use it on an hourly basis.

Overall positive. Took a while to get up to speed. Sales person didn’t explain things are factual as they are. Especially the hands on training part. She left out that the hands on training would be one hour per week for 12 weeks and the trainer didn’t do the work they walked me through how to do it. Delayed our launch schedule tremendously. But overall good after the first three months of confusion.

In terms of a CRM, Crelate lacks advanced search and sort capabilities. In certain areas, you can only sort lists of clients and contacts by most recent date. Their mass email limits are really oppressive, and selecting lists to mass email is difficult. They also created a TON of duplicates during our data integration process. We had to do a lot of manual work to categorize sales contacts vs candidates. I can't get a good call flow because every time I log an activity on a sales contact, the entire list re-sorts by most recent activity date. I then have to find where I left off, which can be hundreds of rows down by that point. Creating lists is aggravating because I can only add sales contacts to email campaigns in batches of 100, and even then, there is a bug that keeps showing the original quantity of contacts from the list, so I can't tell how many more times I need to click to the next page and add the next 100 sales contacts.

This is so much better than the previous products I've used.

Crelate is the fourth system I have had to adapt to during the past 16 years. I was initially aprehensive --something new -- but quickly found Crelate to be user friendly and much better than our former system. In face, I have tracked my productivity and it is much improved with Crelate.