Case Study: Boaz Partners achieves streamlined executive search and greater efficiency with Crelate

Boaz Partners - Customer Case Study

Boaz Partners, a specialized executive search firm serving the specialty chemicals, animal health, and advanced materials markets, had grown its candidate database to more than 100,000 records. The team struggled with limited data visibility, a weak training process for new employees, and duplicated data entry work between its ATS and Excel.

Crelate implemented a unified CRM/ATS platform with a single-screen interface, customizable candidate stages, built-in KPI graphs, tailored lead tracking, and support from integration specialists plus Crelate Academy training. With Crelate, Boaz Partners streamlined workflows, eliminated duplicate data entry, improved forecasting and decision-making, and saw increases in leads, connects, job orders, and placements.

Boaz Partners

Lindsay Brightwell

Director of Research