> ## Documentation Index
> Fetch the complete documentation index at: https://relate.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Get started with Relate asap

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.

## 0. What is Relate?

<Card title="What is Relate?" icon="registered" iconType="duotone" color="#3B82F6" href="/what-is-relate">
  What is Relate?
</Card>

## 1. Sign up and download the app

<CardGroup cols={3}>
  <Card title="Sign up" icon="book" iconType="duotone" href="/setup/getting-started/" color="#3B82F6">
    Getting Started
  </Card>

  <Card title="Get the app" icon="download" color="#3B82F6" iconType="duotone" href="/setup/get-the-app">
    Get the app
  </Card>

  <Card title="Learn the model" icon="graduation-cap" iconType="duotone" color="#3B82F6" href="/learn-the-model">
    Learn the model
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Admin Settings" icon="gear" iconType="duotone" href="/setup/admin/" color="#3B82F6">
    Admin Settings
  </Card>

  <Card title="Manage members" icon="user" iconType="duotone" color="#3B82F6" href="/setup/manage-members">
    Manage members
  </Card>
</CardGroup>

## 2. Connect email

<CardGroup cols={1}>
  <Card title="Connect email" icon="envelope" iconType="duotone" color="#3B82F6" href="/setup/email-sync">
    Connect email
  </Card>
</CardGroup>

## 3. Import data

<Card title="Import .CSV file into Relate" icon="cloud-arrow-up" iconType="duotone" color="#3B82F6" href="/setup/import/">
  Import data
</Card>

## 4. Set up Zapier

<CardGroup cols={3}>
  <Card title="Integrate with Zapier" icon="bolt" color="#3B82F6" iconType="duotone" href="/setup/zapier-integration/how-to-integrate-with-zapier">
    Integrate with Zapier
  </Card>

  <Card title="What is Zapier?" icon="magnifying-glass" color="#3B82F6" iconType="duotone" href="/setup/zapier-integration/what-is-zapier">
    What is Zapier?
  </Card>

  <Card title="Relate x Zapier rules" icon="code" color="#3B82F6" iconType="duotone" href="/setup/zapier-integration/relate-x-zapier-integration-rules">
    Relate x Zapier rules
  </Card>
</CardGroup>

## 5. Relate basics

Learn about Relate's basic features and kickstart your workspace

<CardGroup cols={3}>
  <Card title="Organization" icon="buildings" color="#3B82F6" iconType="duotone" href="/features/organizations">
    Organization
  </Card>

  <Card title="People" icon="people" color="#3B82F6" iconType="duotone" href="/features/people">
    People
  </Card>

  <Card title="Deals" icon="handshake" color="#3B82F6" iconType="duotone" href="/features/deals">
    Deals
  </Card>
</CardGroup>

<CardGroup cols={3}>
  <Card title="Reporting" icon="chart-line" color="#3B82F6" iconType="duotone" href="/features/reporting">
    Reporting
  </Card>

  <Card title="Inbox" icon="inbox" color="#3B82F6" iconType="duotone" href="/features/inbox">
    Inbox
  </Card>

  <Card title="Custom Fields" icon="table" color="#3B82F6" iconType="duotone" href="/features/custom-fields">
    Custom Fields
  </Card>
</CardGroup>