Welcome to the ultimate guide focused on maximizing your efficiency and success with Crelate's powerful suite of value add features. In today's fast-paced business landscape, it's essential to harness every advantage available to you. Here are some incredible value adds that will transform the way you connect, communicate, and close deals.
Contact Data Enrichment
Save time and resources and enhance your data all natively within Crelate. Keep your contact data hygienic with the best up-to-date information available with over 3 billion profiles at your fingertips. Ready to level up your Contact Data Enrichment (CDE) toolkit?
Plan | Credits (Monthly) | Users |
L1 | 50 | Unlimited |
L2 | 100 | Unlimited |
L3 | 300 | Unlimited |
L4 | 500 | Unlimited |
L5 | 700 | Unlimited |
L6 | 1,000 | Unlimited |
For more details on plan information & pricing, please navigate to Settings | Manage Licenses | Contact Enrichment Plans.
Email Campaigns
Crelate's Email Campaign feature increases your email output, displays campaign metrics, gives dashboard filtering abilities, and your last campaign status search capabilities! Check out the quick video sample below.
eSignature
When it’s time to send that offer letter, client contract, or employee handbook, you’re minutes away from being able to execute right in your Crelate.
Whether you’ve been using a one-off vendor for years or you’re still manually emailing signed documents, integrated eSignature is a massive time and headache-saving tool for recruiting teams. Crelate's eSignature feature will enable your team to:
Build and leverage ready-to-use templates to streamline your process
Take the office on the road with a completely mobile-friendly toolset
Automatically upload executed candidate and client documents exactly where you need them in Crelate
Accelerate and track the status of every open contract throughout the signing process
Text Messaging in Crelate
Crelate offers a Ring Central phone integration that allows for text messaging in your account.
💡ProTip: Recent studies show people respond to text messages on average 60 times faster than email and 5 times more likely to read a text when compared to an email.
Texting - Ring Central Connector
We offer RingCentral account holders to purchase a connector license to bridge your RingCentral texting right into your Crelate.
Specifically for current RingCentral users
Unlimited message capture
🤔Have more questions and want to chat?
Invoicing
Ugh...the dread of invoicing. We get it! Between creating, saving as a PDF, and attaching it to an email, it's time-consuming. To top it off, you inevitably have to go back to repeat the process with small adjustments. And that's just one invoice. With Crelate's invoicing tool you simply:
Create an invoice
Make simple adjustments as needed
Send it to your client all in one place and on one screen
**Invoicing is part of Crelate Omni, Deliver Module want to learn more? Check it out below!
Have a question about a specific value add or all of them, let us know! We are here to help get you the information your need to be the most efficient and successful using your Crelate.