Backed by Y Combinator

Modern Sales CRM

for B2B companies

All your customer data in one platform. Engage with customers, track deals, and collaborate together in one place.

Get started free

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Organizations

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People

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Pipelines

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Pipeline

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Views

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Pipeline

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New Deal

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Save as Data view

Potential

$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

$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

$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

$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 <chris@relatecrm.com>

5 min ago

Hi Dylan! Chris here from Relate team. Thanks for signing up for Relate...

Dylan Field <dylan@figma.com>

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

Close.

Engage in sales opportunities as a team. Build and accelerate your sales pipeline.



Inbox



Organizations



People



Views



Pipelines

Potential

$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

$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

$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

$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.

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

Renewal

Today

in 5 days

in 10 days

in 19 days

in 30 days

in 3 months

CSM

Brian Kim

Joe Han

Brian Kim

Jamie Scott

Ray Karl

Joe Han

Jamie Scott



Check In

check

Name

check

Maven

check

Messagebird

check

Productboard

check

Twillio

check

Gong.io

check

Mixpanel

check

IBM

Churned Reason

Feature - Import

Feature - Automation

Pricing

Integration - Slack

Pricing

Integration - Figma

Pricing

Status

Churned

MRR

$800

$2,100

$480

$1,250

$416

$640

$2,800

CSM

Brian Kim

Joe Han

Brian Kim

Jamie Scott

Ray Karl

Joe Han

Jamie Scott



Check In

Recycle.

Reach out to churned/lost customers periodically

Features

Relate is a better way to do sales and customer success for B2B SaaS startups

Simple & Clean UI

Start with simple and clean CRM and then add more power over time.



Inbox



Organizations



People



Views



Pipelines

Potential

$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

Won

$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

$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

Built for SaaS

Connect with the rest of your GTM stack.

Total Revenue

$175,000

+ 4%

$43k

Target win rate

29%

Target revenue

$600,000

Progress Sales with Cycles

Keep your sales team engaged and build forward momentum with Relate's Cycles feature.

A Full CRM

More features don't mean they're better. Relate makes sales easy by having fewer, but powerful and essential features.

building

Organizations

add

Deal

check

Name

check

Docker

check

Linear

check

Sendbird

check

Amplitude

check

Loops

check

Deel

check

Pulley

Website

docker.com

linear.app

sendbird.com

amplitude.com

loops.so

deel.com

pulley.com

S10

W16

W12

W22

W20

W19

Lead Status

Potential

Closing

Customer

Nurturing

Description

App store for server configurations

Software project management software

No. 1 conversations platform for mobile apps

Digital analytics platform

The email platform for modern SaaS

Global hiring, HR, and payroll in one system

Cap table mgmt + 409A for startups

Customer 💙

Relate is a better way to do sales and customer success for B2B SaaS startups

"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint

The Collaborative Sales CRM

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Product



Products

Pricing

Changelog

Learn

Blog

Customers



Guide

Company

한국어

Backed by Y Combinator

Modern Sales CRM

for B2B companies

All your customer data in one platform. Engage with customers, track deals, and collaborate together in one place.

Get started free

Prospect.

Work on all your potential leads from a single list. Leverage product usage and marketing data to qualify leads.

Close.

Engage in sales opportunities as a team. Build and accelerate your sales pipeline.

Retain.

Recycle.

Features

Relate is a better way to do sales and customer success for B2B SaaS startups

Simple & Clean UI

Built for SaaS

Progress Sales with Cycles

A Full CRM

Customer 💙

Relate is a better way to do sales and customer success for B2B SaaS startups

"Relate is a great CRM tool for startups because it is simple and intuitive."

SK Lee

"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."

Bryan Houlton

"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."

Garrett Frohman

"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"

Eli Wachs

Product

Learn

Company