RingCentral
Recorded screens are picked up every 10 minutes. No bot joins the call. There is no upload step.
LiveIntegrations
Your CRM. Your phone system.
RingCentral and Crelate are live today. Other CRMs and phone systems are connected for each customer during setup.
Live today
RingCentral and Crelate are live today.
RingCentral is the phone system. Crelate is the CRM. Nothing else is live today.
Crelate
Nothing is written until a person approves each field on a side-by-side comparison.
Live RingCentral Live Crelate Live Deepgram Service Anthropic Claude Service Slack Service Email Service Your CRM & phone At setup
Phone system
Picked up from RingCentral. No bot on the call.
Recorded screens are picked up every 10 minutes. No bot joins the call. Calls under 60 seconds and internal calls recognized by staff name or staff phone line are skipped. Tokens are stored encrypted (AES-256-GCM) and refreshed automatically.
Crelate today
Exactly what approval writes into Crelate.
Approval can write selected contact fields, a structured Screen or Call Note activity, the transcript, and a Check References activity into Crelate. The employer must be a confirmed Crelate company. A second simultaneous approval is blocked.
Services we use
Services behind the workflow.
These run the pipeline. They are not integrations a customer chooses.
Connected at setup
Your other systems, connected for your firm.
Bullhorn, Loxo, any CRM with an open API, and other VoIP phone systems are connected for each customer during setup. Every customer gets their own install. They are not live today.
Your CRM and phone system.
RingCentral and Crelate are live today. Other systems are connected for each customer during setup.