Onboarding

Welcome to Relate, better CRM for B2B SaaS companies. Follow this guide to get started with Relate as soon as possible. For more detailed documentation and guidance, click each link to learn more.

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0. What is Relate?

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1. Sign up and download the app

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2. Connect email

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3. Import data

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4. Set up Zapier

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5. Relate basics

Learn about Relate’s basic features and kickstart your workspace