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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

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











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