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Customer Relationship
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Modern sales CRM for B2B startups
Modern sales CRM for B2B startups
Modern sales CRM for B2B startups
Modern sales CRM for B2B startups
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Pipeline
18
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New Deal
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Potential
8
$44,000
Linear
$10,000 annual
Scheduled a meeting for next week
Jamie Scott
5 sec
Deel
$500 monthly
Sent an introductory email, awaiting reply
Ray Karl
2 min
Docker
$350 monthly
Followed up on our previous discussion, no concerns
Brian Kim
45 min
Gusto
$450 monthly
Shared a relevant case study with decision maker
No contact assigned
3 hrs
Pulley
$1,200 annual
Noted the contact's budget constraints for future reference
Brian Kim
1 d
Carta
$700 monthly
Discussed pricing options and negotiated a discount
Jamie Scott
1 d
Mailchimp
$3,800 annual
Addressed concerns regarding data security and compliance
Joe Han
5 d
Pending
6
$62,300
Framer
$5,000 annual
Scheduled a meeting for next week with Jorn
Jamie Scott
1 min
Sendbird
$20,000 annual
Did a product demo, set up follow up call with the team for next week
Ray Karl
30 min
Scale AI
$2,300 annual
Discussed the timeline for implementation. Looking good
Jamie Scott
2 hrs
Rippling
$12,000 annual
Agreed on next steps, talking Tuesday
Joe Han
3 d
Slack
$14,000 annual
Identified cross-selling or upselling opportunities
Brian Kim
5 d
Segment
750$ monthly
Recommended a customized solution based on their needs
Joe Han
10 d
Closed Won
4
$50,600
Loops
$800 monthly
Scheduled a meeting for next week.
Brian Kim
2 d
Stripe
$20,000
Scheduled a meeting for next week.
Jamie Scott
3 d
Footprint
$8,000 annual
Eli is awesome! Closed immediately after 1st call
Ray Karl
4 d
Mintlify
$600 monthly
Onboarding in two days - CSM required
Brian Kim
5 hrs
Lever
$750 monthly
Booked a pilot for the prospect to evaluate
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Coordinated a meeting with a sales manager for higher-level discussions
Ray Karl
1 min
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Pipeline
18
add
New Deal
magnifying-glass
Search …
sort
Sort
filter
Filter
Save as Data view
Potential
8
$44,000
Linear
$10,000 annual
Scheduled a meeting for next week
Jamie Scott
5 sec
Deel
$500 monthly
Sent an introductory email, awaiting reply
Ray Karl
2 min
Docker
$350 monthly
Followed up on our previous discussion, no concerns
Brian Kim
45 min
Gusto
$450 monthly
Shared a relevant case study with decision maker
No contact assigned
3 hrs
Pulley
$1,200 annual
Noted the contact's budget constraints for future reference
Brian Kim
1 d
Carta
$700 monthly
Discussed pricing options and negotiated a discount
Jamie Scott
1 d
Mailchimp
$3,800 annual
Addressed concerns regarding data security and compliance
Joe Han
5 d
Pending
6
$62,300
Framer
$5,000 annual
Scheduled a meeting for next week with Jorn
Jamie Scott
1 min
Sendbird
$20,000 annual
Did a product demo, set up follow up call with the team for next week
Ray Karl
30 min
Scale AI
$2,300 annual
Discussed the timeline for implementation. Looking good
Jamie Scott
2 hrs
Rippling
$12,000 annual
Agreed on next steps, talking Tuesday
Joe Han
3 d
Slack
$14,000 annual
Identified cross-selling or upselling opportunities
Brian Kim
5 d
Segment
750$ monthly
Recommended a customized solution based on their needs
Joe Han
10 d
Closed Won
4
$50,600
Loops
$800 monthly
Scheduled a meeting for next week.
Brian Kim
2 d
Stripe
$20,000
Scheduled a meeting for next week.
Jamie Scott
3 d
Footprint
$8,000 annual
Eli is awesome! Closed immediately after 1st call
Ray Karl
4 d
Mintlify
$600 monthly
Onboarding in two days - CSM required
Brian Kim
5 hrs
Lever
$750 monthly
Booked a pilot for the prospect to evaluate
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Coordinated a meeting with a sales manager for higher-level discussions
Ray Karl
1 min
Powering the next generation B2B startups
Prospect.
Work on all your potential leads from a single list. Leverage product usage and marketing data to qualify leads.
Figma
Dylan Field / CEO
12m ago
from
Sendbird
John S. Kim / CEO
1hr ago
from
Framer
Oscar Carlsson / Growth
2hr ago
from
Figma
ellipsis
Chris Chae <[email protected]>
5 min ago
Hi Dylan! Chris here from Relate team. Thanks for signing up for Relate...
Dylan Field <[email protected]>
a few seconds ago
Hey Chris. Thanks for the email. Just booked a slot for tomorrow.
Activity
Segment
added the Opportunity to Prospecting
5 min ago
Leave a comment …
Figma
figma.com
All-in-one design software
People (1)
Dylan Field
Title
CEO & Co-Founder
Status
clock
Prospecting
Source
Segment
Assignee
Chris
Priority
High
Labels
add
Add Label
Close.
Engage in sales opportunities as a team. Build and accelerate your sales pipeline.
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Pending
3
$31,000
Framer
$5,000 annual
Jamie Scott
1 min
Rippling
$12,000 annual
Joe Han
3 d
Slack
$14,000 annual
Brian Kim
5 d
Closed Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Retain.
Retain.
Monitor customer health and manage upcoming renewals effectively
check
Name
check
Slack
check
Carta
check
Loops
check
Framer
check
Sendbird
check
Rippling
check
Stripe
Health
75 / 100
81 / 100
100 / 100
95 / 100
30 / 100
89 / 100
75 / 100
MRR
$1,166
$700
$800
$416
$2,100
$1,000
$1,665
Status
Customer
Customer
Customer
Customer
Customer
Customer