Proven playbooks on running a successful B2B startup and guide on how to use a CRM.

Relate B2B Playbook & CRM Guide

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Relate | B2B Playbook & CRM Guide

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Getting Started with Relate | Relate Product Guide

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Getting Started with Relate

How to import data into Relate | Relate Product Guide

How to import data into Relate

Relate lets you build all your communication history for each organization you work with in one place.

Organizations | Relate Product Guide

Organizations

Learn how to use the People feature in Relate.

People | Relate Product Guide

People

Deal Pipeline lets you track and manage all your sales opportunities in a single, bird-eye-view. This is where you'll track all pending deals and their owners, pending value ($), and their statuses.

Deal Pipeline

Custom Fields | Relate Product Guide

Custom Fields

Learn how to filter and sort Organizations, People, and Deals. Also learn how to use Data Views.

Filtering, Sorting, and Views | Relate Product Guide

Filtering, Sorting, and Views

Learn how to use the Inbox feature in Relate.

Inbox

Learn how to use the Reporting featue in Relate.

Reporting & Analytics | Relate Product Guide

Reporting & Analytics

Relate provides simple, easy-to-remember shortcuts to help you move faster.

Shortcuts

⌨ Shortcuts

Workspace Setting

This guide will help you integrate your email service to Relate.

Email Integration (Google, Outlook, etc.)

Introducing Zapier and Relate integration, which automatically links data between over 4,000 applications.

What is Zapier?

How to Integrate with Zapier

Relate x Zapier Integration Rules

Registering Relate as an allowed app in Google Workspace is required before the Relate onboarding meeting.

Register Google API Allowlist

Apollo.io + Relate Integration | Relate Startup Wiki

Apollo.io

Apollo.io + Relate

Annual Recurring Revenue, or ARR, is a crucial metric used by SaaS or subscription businesses that shows the money that comes in every year from customers who are on a subscription (or contract).

Annual Recurring Revenue (ARR) | Relate Startup Wiki

Annual Recurring Revenue

Annual Recurring Revenue (ARR)

Monthly Recurring Revenue, or MRR, is a crucial metric used by SaaS or subscription businesses that shows the money that comes in every month from customers who are on a subscription (or contract).

Monthly Recurring Revenue (MRR) | Relate Startup Wiki

Monthly Recurring Revenue

Monthly Recurring Revenue (MRR)

Annual Contract Value (ACV) refers to the annualized revenue per customer contract.

What is ACV (Annual Contract Value)? | Relate Startup Wiki

Annual Contract Value

Annual Contract Value (ACV)

Annual Contract Value (ACV) | Relate Startup Wiki

Lead Qualification is the process of determining which potential customers are most likely to make a final purchase and ultimately become a customer.

Lead Qualification | Relate Startup Wiki

Lead Qualification

Inbound sales is a sales strategy and process in which the potential customers start the relationship. Inbound sales teams focus on their customers’ pain points rather than focusing just on the selling.

Inbound Sales | Relate Startup Wiki

Inbound Sales

Relate just got a new UI update alongside major bug fixes and UX improvements.

A fresh coat of paint | Relate Changelog

May 07

A fresh coat of paint

You can now use email templates to quickly draft a message and share it with your team.

Email Templates | Relate Changelog

April 03

Email Templates

We’ve added fresh new “quality of life” updates that will make your sales + customer success even better.

Quality of Life Improvements to Relate | Relate Changelog

March 23

Quality of Life Improvements to Relate

Create and manage multiple pipelines and easily add file attachments to email drafts in Relate.

Multi-pipeline and Email file attachment | Relate Changelog

February 27

Multi-pipeline and Email file attachment

You can now use simple task management to track sales and customer-related tasks directly in Relate.

Simple task management | Relate Changelog

January 30

Simple task management

You can now use Relate’s Organization Status to manage the status of your relationship/stage with a lead company.

Organization Status | Relate Changelog

December 28

Organization Status

You can now manage Zapier integrations via Relate app settings page.

In-app Zapier Settings | Relate Changelog

December 08

In-app Zapier Settings

You can now assign a team member to Organizations.

Organization Assignees | Relate Changelog

November 18

Organization Assignees

Improved People and Organization List View

Faster & Better List View | Relate Changelog

October 01

Faster & Better List View

RImproved People and Organization List View

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📚 Features

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Feature Guide

Setup