Crelate
Crelate is a CRM and database software that allows you to easily build custom databases to organize contacts, deals, projects, and more. Its intuitive drag and drop interface makes it simple for non-technical users to create flexible workflows without code.
database
contacts
deals
projects
workflows
Crelate: CRM and Database Softwares
Build custom databases, organize contacts, deals, projects, and more with Crelate's intuitive drag and drop interface - perfect for non-technical users
What is Crelate?
Crelate is a cloud-based CRM and database software designed for small to medium-sized businesses. It provides an intuitive drag-and-drop interface to allow non-technical users to easily build flexible custom databases and workflows to fit their business needs.
Some key features of Crelate include:
- Contact Management - Store all contact details like names, companies, emails, locations, custom fields, activities, notes etc in one centralized database.
- Deal/Opportunity Tracking - Track deals by status, assign to team members, set values, add notes and activities.
- Task Management - Create and assign tasks to individuals or teams and monitor progress.
- Reporting & Dashboards - Visualize important metrics through customizable reports and dashboards.
- Email Integration - Sync email conversations directly with relevant Crelate records.
- Calendar - Schedule meetings, calls, and other activities.
- Custom Fields - Easily add custom fields for contacts, deals, tasks etc to capture additional data.
- Roles & Permissions - Control access through customizable roles and permissions.
- API & Integrations - Integration capabilities to connect with other business apps.
- Mobile Access - Access Crelate through iOS and Android apps.
With an intuitive interface requiring no coding knowledge, affordable pricing tiers, and comprehensive features, Crelate provides an appealing CRM and database option for small business owners, entrepreneurs, and solopreneurs looking to organize their business data.
Crelate Features
Features
- Drag-and-drop interface to build databases
- Custom fields and relationships
- Contact management
- Deal/project tracking
- Calendar and timeline views
- Email integration
- Reporting and analytics
Pricing
- Freemium
- Subscription-Based
Pros
Intuitive and easy to use
Flexible and customizable
Great for non-technical users
Affordable pricing
Good customer support
Cons
Steep learning curve initially
Mobile app needs improvement
Integration with other software can be tricky
Lacks some advanced CRM features
Official Links
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