Getting started

For quick questions

Connect email

Import data

Relate Guide is a collection of helpful guides and useful workflows you can apply to Relate CRM.

Welcome to Relate product guide documentation!

Relate Guide

Relate Guide | Relate

Relate

Onboarding | Relate Documentation

Onboarding

What is Relate? | Relate Documentation

What is Relate?

Learn how to access Relate on desktop or web.

Get the app | Relate Documentation

Get the app

Relate is available on mobile no matter where you are.

Mobile View | Relate Product Guide

Mobile View

Learn about the basic concepts of Relate CRM.

Learn the model | Relate Documentation

Learn the model

AI automatically suggests CRM fields in your notes and fills them in at once.

AI Suggestions | Relate Product Guide

AI Suggestions

Maximize your productivity with our comprehensive keyboard shortcuts. Whether you're navigating, managing deals, or writing notes, these shortcuts will help you work faster and more efficiently.

Relate Keyboard Shortcuts Guide | Relate Guide

Keyboard shortcuts

Keyboard Shortcuts

Keyboard Shortcuts Guide | Relate Guide

Enhance the quality of your customer data by enriching it with details from external sources.

Data Enrichment | Relate Product Guide

Data Enrichment

Organization can be a prospect, current customer, lost customer, and/or churned customer.

Organizations | Relate Guide

Organizations

People can be your customers, champions, or any stakeholders that contribute to the buying process.

People | Relate Guide

People

Lists allow you to segment and manage your customers based on their purpose.

Lists | Relate Documentation

Lists

Easier to manage not just sales, but investments, recruiting, and more.

Processes | Relate Product Guide

Processes

It's the most basic process that can be used anywhere and can be used for a variety of tasks, not just sales.

Default Process | Relate Documentation

Default Process

You can use specialized processes to manage not only sales, but also investments and recruiting.

Other Process | Relate Documentation

Other Process

Build stronger connections with potential customers using automated email sequences.

Relate Engage Beta | Relate Product Guide

Relate Engage

Relate Docs lets you share documents as links and track whether they've been viewed by others.

Relate Docs | Relate Product Guide

Relate Docs

Learn how to use Campaigns to broadcast emails to your audience.

Campaigns | Relate Documentation

Campaigns

Learn how to set up essential domain records before sending emails through Relate Marketing's email campaigns.

DNS Records Setup Guide | Relate Product Guide

DNS Records Setup Guide

Forms let you capture lead data and help you build an inbound sales engine that turns leads into results.

Forms | Relate Product Guide

Forms

Learn how to send and receive emails in Relate

Email | Relate Guide

Email

Tasks | Relate Guide

Tasks

Notes | Relate Guide

Notes

Relate Sequence lets you send multi-day sequence emails automatically.

Relate Sequence Beta | Relate Product Guide

Sequence

Relate Sequence Beta

The Inbox is your notifications center in Relate. It's where you can see all the updates from your customers and your teammates.

Inbox | Relate Guide

Inbox

Reporting | Relate Product Guide

Reporting

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

Filters and Sorters | Relate Product Guide

Filters and Sorters

Relate lets you create views of organizations, people, and deals and share with others in your workspace.

Views | Relate Product Guide

Views

Views | Relate Guide

Relate supports a full, bi-directional email sync.

Email sync | Relate Guide

Email sync

Relate Connect for Chrome lets you extract Linkedin profile data automatically.

Relate for Chrome Alpha | Relate Product Guide

Relate Connect for Chrome

Relate Connect for Chrome Alpha

Relate Meetings lets your prospects and customers book meetings with you in seconds.

Relate Meetings | Relate Product Guide

Meeting Scheduler

Relate Meetings

Explains what Deal Assignee is and how to manage it

Explains what a Deal Assignee is and how to manage it

How to manage Deal Assignee | Relate Product Guide

How to manage Deal Assignee

Explains what Expected Close Date is, and how to manage it

How to manage Expected Close Date | Relate Product Guide

How to manage Expected Close Date

Explains what Organization Assignee is and how to manage it.

How to manage Organization Assignee | Relate Product Guide

How to manage Organization Assignee

How to manage Organization Assignees | Relate Product Guide

Learn how to configure your Relate workspace.

Admin Settings | Relate Guide

Admin settings

Learn how to invite and manage members of your team.

Manage Members | Relate Guide

Manage members

Export | Relate CRM Guide

Export

Learn how to create and manage custom fields in Relate.

Custom Fields | Relate Product Guide

Custom Fields

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

Register Google API Allowlist

Stay on top of your updates by receiving real-time notifications from your Relate workspace directly in Slack

Relate + Slack Integration | Relate Product Guide

Slack

Relate + Slack Integration

Learn how to use Apollo.io and Relate together

Learn how to use Apollo and Relate together

Apollo + Relate Integration | Relate Startup Wiki

Apollo

Apollo + Relate

Integrations

Startup Wiki

Blog

Changelog

Get Started

Go to Relate

Log in

Relate Personal Plan | Relate Guide

Personal Plan

Relate Team Plan | Relate Guide

Team Plan

You can receive emails from customers and send new emails to customers in Relate.

Notifications & Reminders | Relate CRM Guide

Notifications & Reminders

Separate Prospects and Pipeline so you can manage your deals in detail, from potential leads to closed deals.

Sales Process | Relate Documentation

Sales Process

Combine Prospects and Pipeline to easily manage sales in one process.

Simple Sales Process | Relate Documentation

Simple Sales Process

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

How to import data into Relate | Relate Documentation

Learn how to import data into List&Process

List/Process Import | Relate Product Guide

List/Process Import

Learn how to import LinkedIn data into Relate

LinkedIn Import | Relate Product Guide

LinkedIn Import

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

Customer acquisition cost (CAC) is the cost to acquire a new customer.

What is Customer Acquisition Cost (CAC)? | Relate Startup Wiki

Customer Acquisition Cost

Customer Acquisition Cost (CAC)

Customer Acquisition Cost (CAC) | Relate Startup Wiki

Lifetime Value (LTV) measures how much a customer will pay for our service over time.

What is Lifetime Value (LTV)? | Relate Startup Wiki

Customer Lifetime Value

Customer Lifetime Value (LTV)

Lifetime Value (LTV) | Relate Startup Wiki

Net Revenue Retention (NRR) measures how much revenue you have today compared to what you had one year ago.

Net Revenue Retention (NRR) | Relate Startup Wiki

Net Revenue Retention (NRR)

Ideal Customer Profile (ICP) is one of the most essential aspects in building a great product and acquiring customers.

Ideal Customer Profile ICP (ICP) | Relate Startup Wiki

Ideal Customer Profile(ICP)

Ideal Customer Profile (ICP)

Ideal Customer Profile (ICP) | 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.

Home

Start guide

Platform

Organizations & People

Lists

Processes

Engage

Documents

Marketing

Email and Collaboration

Inbox and Notifications

Reporting

Find and Filter

Integrations

Other bits

💻 Setup

Relate Guide

Getting started

Onboarding

For quick questions

Connect email

Setup

Import data

Setup

Home

Start guide

Platform

Organizations & People

Lists

Processes

Engage

Documents

Marketing

Email and Collaboration

Inbox and Notifications

Reporting

Find and Filter

Integrations

Other bits

💻 Setup

​Getting started

Onboarding

​For quick questions

​Connect email

Setup

​Import data

Setup

Getting started

For quick questions

Connect email

Import data