The Collaborative CRM your whole team uses.
Relate is a simple, collaborative
sales platform that makes sales easy.
Empowering Next-Gen B2B Companies
Customer Interaction management
Single source of truth for your customers
Relate unifies your customer data together, automatically. Just connect your sources with Relate to track and manage all your customer history and conversation in one place.
2-Way Email Sync: Relate automatically syncs both ways for your customer email history.
Customer data hub: Easily view customer history and interaction in one place. Access contact information, deal history, and previous conversations to better understand the customer.
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Lead & Customer management
Collaborate on sales
Work together on sales. Share updates, comment on conversations, and track sales opportunities in one place.
Comment on emails: Drop comments directly on emails or sales notes to exchange ideas, handle customer issues, or loop in everyone on customer conversations.
Share via links: Easily share sales notes with your team for collaboration, feedback, customer discovery, sales engineering, or buy-in.
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deal pipeline management
All your sales
in one place.
Relate makes sales simple by providing an easy-to-use layout for startups and SMBs.
Powerful revenue management
Break your pipeline into multi-stages
Assign deals to sales reps and track their statuses
collaborative sales
All hands on sales
Relate lets you bring everyone, not just sales teams together to work on sales and customer communication.
Collaborative Sales
Invite your entire team and collaborate on sales together. Share sales notes via link-sharing, write comments on emails, and access customer data.
Essential Sales Reporting
Always be in the know of your revenue and sales data. Measure your win rate, sales duration, and pipeline health.
Collaborate on Email
Send and receive customer emails directly from Relate. @mention each other to address customer inquiries.
Smart features
Simple CRM,
Smart sales.
More features don't mean they're better.
Relate makes sales easy by having fewer, but essential and powerful features.
Relate makes sales easy by having fewer, but essential and powerful features.
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Filtering & Sorting: Filter and sort by various field types. Use And/Or conditions to get the list you need.
Role Access Control: Manage your workspace with powerful access control.
Powerful Search: Search your contacts anywhere in the app using the Cmd+K navigator.
Seamless Import: Import your previous contacts list with our .CSV import feature.
macOS & Windows: Relate supports both macOS and Windows.
Multi-workspace: Create multiple workspaces to track and manage your investors, vendors, talent pool, etc.
