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Nov 16, 2023
You can now build multi-day email sequences with Relate Sequence.
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Nov 15, 2023
You can now use variables to quickly fill in customer/sender data for emails.
Nov 13, 2023
Relate Cal lets your prospects and customers book meetings with you in seconds.
Nov 8, 2023
You can now use Relate Connect for Chrome to extract Linkedin profile data (e.g., name, title, company, email address, etc.) and add to Relate automatically.
Oct 30, 2023
You can now take notes from anywhere in Relate.
Sep 14, 2023
You can now subscribe to updates for each organization by following them.
We’ve made our email drafts to float anywhere in the app. The new email drafting experience allows you to pop out drafts, move them left or right, and enter into focus mode.
Aug 22, 2023
We've rolled out a simpler way to import any CSV files into Relate.
Relate's reporting feature provides simple and powerful sales dashboards for B2B teams.
Aug 17, 2023
Quality of life
30+ enhancements jampacked in a single update. This update includes improvements to Deal Pipeline view as well as Reporting page.
Jul 18, 2023
Introducing Prospecting — a whole new way to keep track of all your potential customers.
Jul 6, 2023
Create and utilize custom templates to take sales meeting notes based on popular frameworks like BANT and MEDDIC.
Jun 22, 2023
Relate got a new branding, new landing page, and made a few quality of life improvements.
May 7, 2023
Relate just got a new UI update alongside major bug fixes and UX improvements.
Apr 3, 2023
You can now use email templates to quickly draft a message and share it with your team
Mar 23, 2023
We’ve added fresh new “quality of life” updates that will make your sales + customer success even better.
Feb 27, 2023
Create and manage multiple pipelines and easily add file attachments to email drafts in Relate.
Jan 30, 2023
You can now use simple task management to track sales and customer-related tasks directly in Relate.
Dec 28, 2022
You can now use Relate’s Organization Status to manage the status of your relationship/stage with a lead company.
Dec 8, 2022
You can now manage Zapier integrations via Relate app settings page.
Nov 18, 2022
You can now assign a team member to Organizations.
Oct 1, 2022
Improved People and Organization List View
Sep 2, 2022
We gave a fresh look to Relate
Jul 21, 2022
Updates to Relate
Jun 10, 2022
The Collaborative Sales CRM
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