Build better
managers.
Growth. Accountability. Results.
The multi-tenant performance engine for nonprofits, healthcare, education, government, and financial institutions that need rigorous documentation and consistent coaching loops.
Termination safeguard
A nine-stage case file with approvals, SLA clocks, litigation holds, and sealed discovery packs that protect the organization during complex separations.
- 8
- Role-based dashboards, from employee to platform operator
- 100%
- Append-only audit coverage on every record and export
- 25k
- Employees supported per tenant with row-level separation
One record of expectations, coaching, and outcomes that still holds up years later.
Multi-tenant by design
Row-level separation, eight role-based dashboards, and access scoped to the authorized reporting structure.
Coaching loops that hold
Weekly meetings, observations, action items, and employee responses build one continuous chronology.
Credibility
Trusted where the record has to hold up
Regulated and mission-driven employers use Crestlio to run coaching, document expectations, and produce defensible evidence years after a decision was made.
- 180+
- Tenants onboarded
- 1.4M
- Audit entries written
- 99.95%
- Platform availability
- NHNorthharbor Health
- CFCopperline Federal
- MUMerrow University
- SHSStatewide Human Services
- ATArbor Trust Bank
- HGHalden Group
- Nonprofits
- Healthcare
- Education
- Government
- Financial institutions
- Social services
Customer names are representative composites of tenants in these sectors. Reference calls are available under mutual NDA.
A healthier workplace. A stronger future.
Give your people the development they deserve, and the tools you need to support a world-class team.
A complete development record, built for regulated employers
Designed for nonprofits, healthcare, education, government, and financial institutions with 50 to 25,000 employees.
Performance development plans
Measurable expectations, named support, and a permanent reference number on every plan.
Structured weekly meetings
Capture progress, obstacles, support provided, and agreed next steps in one consistent form.
Employee voice
Employees comment, add context, and correct the record. Their responses can never be deleted.
Goals and coaching
Coaching plans and SMART goals sit alongside formal plans, so growth is documented too.
Append-only audit history
Every view, change, approval, acknowledgment, and export is recorded and cannot be edited.
Privacy by design
Internal-only fields, time-limited reviewer access, and email notifications that reveal nothing.
Non-negotiable product principles
- Human decisions remain human; the platform never makes or recommends an employment decision.
- Positive progress is documented alongside concerns.
- Facts, observations, quotations, and explanations stay clearly separated.
- Acknowledgment confirms receipt and review, not agreement.
- Amendments preserve prior versions and notify prior acknowledgers.
- Managers see only their authorized reporting structure.
How the work actually flows
Four steps, the same for every role, with the next action always visible.
See what needs you today
A role-aware work queue with search, filters, and saved views puts the next action in front of every manager, reviewer, and employee.
Write it clearly the first time
A guided plan wizard and writing guardrails keep language measurable, factual, and on-track, without composing the content for you.
Coach, meet, and record
Weekly meetings, observations, action items, and employee responses build one continuous chronology.
Prove it later
Signed exports, immutable audit history, and public verification make the record defensible months or years after the fact.
Take the tour
Click through the moments that matter most, the ones an auditor, a regulator, or opposing counsel will eventually ask about.
One case file for the whole separation
A nine-stage lifecycle from intake to closure. Chronology, participants, policy references, offboarding checklist, and employee acknowledgment all live on the same record, with nothing editable after the fact.
Case TRM-2041 · Stage 4 of 9
- Intake & manager statement
- Complete
- Fact gathering & evidence
- Complete
- P&C review
- Complete
- Legal review
- In progress
- Executive sign-off
- Waiting
Illustrative example, no real employee data.
Separation, offboarding, and legal readiness
When a working relationship ends, the record has to hold up. Crestlio documents the whole process; the decision itself always stays with authorized people.
Termination & offboarding case file
Nine-stage lifecycle with P&C → legal → executive approvals, SLA clocks, reminders and escalations, offboarding checklists, and acknowledgments.
Discovery packs & chain of custody
One-click bundle of timeline, approvals, acknowledgments, and attachment hashes, sealed with a verifiable signature.
Litigation hold
Freeze retention on a case until a legal release is approved. Automated purges skip anything under hold.
Evidence locker
Versioned uploads to private storage with SHA-256 hashing, duplicate detection, and withdraw-with-reason instead of delete.
Redacted disclosure views
Employee-safe and legal-only field sets, configurable per tenant, with every disclosure decision logged.
Retention & data requests
Per-tenant retention policies with a change timeline, plus self-service access, export, and deletion request workflows.
Exports you can hand to a regulator
Getting data out is the riskiest moment in any HR system. Every export here is permissioned, signed, logged, and verifiable.
Signed, watermarked exports
Every plan PDF and audit CSV carries a tenant/user watermark, an EPC fingerprint, a SHA-256 hash, and an HMAC signature.
Public verification
Recipients confirm a document's fingerprint, tenant, and exporting user at /verify: tamper evidence beyond the visual mark.
Approvals & rate limits
Audit-log exports run through request → approve → consume, with per-tenant rate limits and anomaly flags on repeated denials.
Delivery you can trace
Outcome notifications respect quiet hours and holiday calendars, bundle to reduce noise, and log provider acknowledgments per attempt.
Security and compliance, in detail
Not a badge wall. Each control below is implemented in the product and documented on a page you can read before you ever sign anything.
- SOC 2 Type IIAudit in progress, report on request
- GDPR and UK GDPRDPA, SCCs, and sub-processor list
- HIPAA alignedBAA available for healthcare tenants
- EEOC and FLSA supportDefensible documentation of process
- Append-only auditNo edit or delete on history
- Public sector readyRecords retention and disclosure logs
Control status is published on the compliance hub, including which programs are certified and which are aligned and under audit.
Auditability
Append-only audit history on every view, edit, approval, acknowledgment, disclosure and export. Entries cannot be edited or deleted, only added.
Retention & litigation holds
Per-tenant retention schedules with a change timeline showing who changed what, before/after values, and effective dates. Litigation hold freezes purges until legal releases it.
Redacted disclosure views
Employee-safe and legal-only field sets configured per tenant. Sensitive fields are hidden automatically and every disclosure decision is written to the audit trail.
Legal evidence packs
Discovery packs bundle timeline, approvals, acknowledgments, and hashed attachments with a chain-of-custody summary, an HMAC signature and a SHA-256 fingerprint.
Export governance
Request → approve → consume for audit-log exports, per-tenant rate limits, anomaly flags on repeated denials, watermarks with tenant and exporting user, and approver notifications.
Policies & incident response
Documented incident response workflow, acceptable use, cookies, accessibility, and versioned legal terms, all published and kept current.
Compliance, live
Open the audit trail before you buy
These are fictional entries from the demonstration tenant, shown in the same append-only format your auditors will read. Search it, filter it, then download the sample report to see exactly what leaves the platform.
- Development plan drafted with three measurable expectations and named support.Entry AE-100248 is append-only. It can never be edited or deleted, only followed by a further entry.
Sample audit report
The report carries the entry reference, timestamp, actor and role, the record touched, and the reason. Production exports add a tenant and user watermark, a SHA-256 fingerprint, and a signature the recipient can check independently.
The download reflects your current filter, so you can see how a scoped report reads.
See a one-click export, live
This runs in your browser on a fictional case. It seals a discovery pack, hashes it with real SHA-256, and shows how the same record looks under an employee-safe versus a legal-only redaction profile, both still verifiable against the identical fingerprint.
Discovery pack, TRM-2026-0148
Timeline, approval decisions, acknowledgments, evidence manifest and chain of custody.
Redacted views of the same pack
- Case referenceTRM-2026-0148
- StageExecutive sign-off, approved
- EmployeeA. Rivera (demo record)
- Effective date12 Aug 2026
- AcknowledgmentReceipt recorded 05 Aug 2026, response attached
- Legal reviewer notesRedacted, legal-only field
- Severance analysisRedacted, legal-only field
- Litigation risk assessmentRedacted, legal-only field
- Evidence manifestRedacted, legal-only field
Redaction changes what a recipient can read, never the sealed original. The fingerprint above still verifies, and the disclosure decision, profile, recipient, reason and time, is written to the audit trail.
AI that keeps people on track
Assistance is optional, labelled, and audited. It never writes a determination and never recommends an employment outcome.
Help agent for every role
Ask a question about any screen, policy, or workflow and get an answer scoped to what your role is allowed to see.
Form guardrails, not ghostwriting
The assistant flags vague, emotional, or speculative language and checks that every expectation has a measurable outcome. It never drafts a decision.
Built for every seat in the organization
Multi-tenant by design, with row-level separation and role-based dashboards. People see only their authorized reporting structure.
Employees
See expectations, respond on the record, acknowledge receipt, and track goals and learning.
Managers
Run one-on-ones, log observations, request plans, and follow a guided workflow with coaching tips.
People & Culture
Own plan review, terminations, retention policy, data requests, and org-wide reporting.
Legal reviewers
Approve sensitive steps, manage litigation holds, and pull discovery packs.
Executives
Read-only visibility into trend reporting and approval bottlenecks.
Platform operators
Manage tenants, seats, and MRR signals with fully audited impersonation.
Case studies
What changes after the first quarter
People and Culture leaders, legal reviewers, and compliance managers describe the same shift: one chronology, written once, defensible later.
Our managers used to write plans three different ways. Now every expectation is measurable, dated, and acknowledged, and our legal reviewer stops rewriting them.Plan rework down 61%
The termination case file is the reason we bought. Nine stages, SLA clocks, and a discovery pack we can hand to outside counsel without assembling anything by hand.Discovery prep cut from 3 weeks to 1 day
Employees can respond on the record and their words are never deleted. That single guarantee changed how our staff view documentation.Employee acknowledgment rate at 98%
Auditors asked who viewed a file in March. We answered in under a minute with a signed export they could verify themselves.Zero audit findings on records access
The writing guardrails keep supervisors factual without writing for them. Vague or emotional language gets flagged before it ever reaches an employee.Grievances tied to unclear expectations down 44%
Pricing
One platform, priced by tenant size
Every tier is multi-tenant with row-level separation and append-only audit history. Tiers differ by headcount, the modules that are switched on, and the roles you can assign.
Starter
Up to 50 employees
$239
per month, billed annually
Coaching loops and documented expectations for a single entity.
- Plans, meetings, acknowledgments
- Basic reporting
- Email notifications
Professional
Up to 250 employees
$799
per month, billed annually
Reviews, goals, learning, and signed exports for a growing organization.
- Everything in Starter
- Goals, reviews, learning
- Signed and verifiable exports
Business
Up to 1,000 employees
Custom
Quoted per tenant
Terminations, evidence locker, and export governance for regulated teams.
- Everything in Professional
- Terminations and evidence locker
- Litigation hold and retention
Enterprise
Up to 25,000 employees
Custom
Quoted per tenant
SSO, sandbox tenant, data residency, and implementation services.
- Everything in Business
- SSO/SAML and sandbox tenant
- Implementation and success manager
The feature column and tier headers stay in place while you scroll. Hover a question mark for a plain-language explanation of the term.
| Modules and roles | Starter$239Up to 50 employees | Professional$799Up to 250 employees | BusinessCustomUp to 1,000 employees | EnterpriseCustomUp to 25,000 employees |
|---|---|---|---|---|
| Modules | ||||
| Development and coaching plans | ||||
| Weekly meetings, observations, action items | ||||
| Employee acknowledgments and responses | ||||
| Goals, one-on-ones, learning assignments | ||||
| Advanced reporting and saved work-queue views | Basic | |||
| AI help agent and writing guardrails | Help only | |||
| Signed, watermarked exports and public verification | ||||
| Audit-log export approvals, rate limits, anomaly flags | ||||
| Terminations case file, SLA clocks and escalations | ||||
| Evidence locker, discovery packs, chain of custody | ||||
| Litigation hold and per-tenant retention policies | ||||
| Redacted disclosure views (employee-safe or legal-only) | ||||
| DPA, sub-processor list, incident response workflow | On request | |||
| SSO/SAML, custom domains, sandbox tenant | ||||
| Roles included | ||||
| Employee, Manager | ||||
| People and Culture, Organization admin | ||||
| Executive (read-only reporting) | ||||
| Learning admin | ||||
| Legal reviewer | ||||
| Export watcher | ||||
| Platform operator (audited impersonation) | ||||
Nonprofit, education, and public sector discounts are configured per tenant.
Find your plan by tenant size
Move the slider to your headcount. We show the matching tier, the modules and roles it includes, and whether the terminations workflow and evidence locker are part of it.
50
Recommended plan
Starter
$299/mo · up to 50 employees
Terminations workflow and evidence locker start at Business.
Modules included
- Development & coaching plans
- Meetings, observations, action items
- Acknowledgments
- AI help agent
Not in this tier
- Terminations workflow
- Evidence locker & discovery packs
- Signed exports & verification
- Litigation hold
Roles included
- Employee
- Manager
- People & Culture
- Organization admin
Legal reviewer and export watcher exist only where the terminations workflow and signed evidence packs do, the roles and the modules are provisioned together.
Answers
The questions buyers ask before signing
The termination workflow, approvals, acknowledgments, and the evidence locker, explained plainly. Still unsure, ask the assistant in the corner or bring the question to a demo.
10 of 10 answers shown.
Have a question specific to your tenant?
We will walk your team through the exact workflow, roles, and retention rules you need.
Request a demo or start a trial
Tell us your company, the tier you are considering, and the modules you want to see. We run the walkthrough on the fictional Northstar Community Services tenant, no real employee data is ever used.
- • 30 minutes, tailored to your sector
- • Security, retention and litigation-hold review available
- • Nonprofit and public sector pricing discussed on the call
See the whole record, end to end
A 30 minute walkthrough of plans, coaching, terminations, signed exports, and audit history, using scenarios from your own sector. No procurement commitment required.
- Free 14 day trial tenant
- Implementation guidance included
- Security review pack on request