Craze (YC S22) is an all-in-one HR, payroll, finance, and IT platform designed to simplify operations for startups.
Craze was using 4 different tools to manage customers, but it got messy as they scaled. So, they looked for a CRM to manage customers and data better.
In April 2024, they found a solution that matched their own philosophy of simplification: Relate.
Key Results:
Consolidated 4 different tools (spreadsheets, email, Notion, and Calendly) into one unified customer platform
Eliminated manual data entry between tools
Gained clear visibility into their sales pipeline
Simplified lead capture and customer tracking
The challenge: Managing customer data across multiple tools
Before Relate, our sales process relied on four separate tools:
Spreadsheets for tracking prospects
Email for communication
Notion for meeting notes
Calendly for scheduling
Prashant Chaudhary
Founding Team - Growth & Product Marketing @Craze
"It worked okay at first, but as we scaled, things started falling apart."
Key Problems
As our customer base grew, two critical issues emerged:
Lack of pipeline visibility: With data scattered across tools, we struggled to track where prospects stood in our pipeline
Manual overhead: Our lead capture process required copying data between Calendly, Notion, and spreadsheets
The lack of integration between tools also meant we couldn't track conversions properly in Google Analytics. We needed a more unified solution.
Why We Chose Relate
Unified customer platform
We needed three core features: form capture, scheduling, and CRM capabilities. Relate provided all of these, matching exactly what our team needed.
Simple vs Complicated
While evaluating CRMs, we found most solutions overwhelming:
Other CRMs came with features we'd never use
Many platforms require extensive setup and training
Relate offered a clean, intuitive interface without extra complexity
Prashant Chaudhary
Founding Team - Growth & Product Marketing @Craze
"Relate was simple and intuitive, giving us everything we needed without the extra noise."
The Results: From Chaos to Clarity
Quick Implementation
Getting started with Relate was seamless. We imported our existing data and were up and running quickly.
Better Visibility
Clean, centralized view of our entire sales pipeline
Effortless tracking of key metrics (MRR/ARR and more)
All customer data in one place
Time Savings
Eliminating manual work between tools has saved us hours every month, allowing our team to focus on what matters: talking to customers.
Relate has brought clarity and efficiency to our sales process.