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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

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Pipeline

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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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Organizations

People

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Pipelines

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Pipeline

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Views

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Pipeline

18

add

New Deal

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Search …

sort

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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

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Inbox

Organizations

People

inbox

Pipelines

inbox

Pipeline

inbox

Views

trophy

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

Powering the next generation B2B startups

Powering the next generation B2B startups

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-logo

Figma

Dylan Field / CEO

12m ago

from

Sendbird

John S. Kim / CEO

1hr ago

from

framer

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

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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

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