Relate

About Relate

Introducing Relate, the ultimate solution for startups and SMBs looking to streamline their sales management and CRM processes. With its collaborative features and innovative technology, Relate empowers professionals like to take control of business and achieve outstanding results. Whether it may be a small startup or a growing SMB, Relate is designed to meet unique needs. Say goodbye to scattered data and hello to a centralized platform that consolidates all customer information, interactions, and sales pipelines. With Relate, can effortlessly track and manage sales leads, monitor the progress of deals, and nurture customer relationships. The collaborative nature of Relate allows the entire team to stay on the same page. Share notes, assign tasks, and collaborate seamlessly, ensuring that everyone is aligned towards a common goal. With real-time updates and analytics, track the performance of the sales team, identify areas for improvement, and make data-driven decisions that drive the business forward. Relate is the game-changer for the business needs. It's time to elevate sales management and CRM processes to new heights.

Pricing

Free Trial Not Available
Starts at $28.00. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

60%
Momentum

64%
Popularity

69%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Relate Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%

Unique Features

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Relate Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Free Free

Works out of the box

Unlimited records and user

Features

Unlimited users
Import and export
Simple reporting dashboard

Standard $28.00 $35.00 per month

Works out of the box

Prioritized support

Features

Everything in Free plan included
Full email and note history
Unlimited qualified deals

Custom Custom

Custom integrations

Custom SLA agreement

Features

Everything in Standard plan included
Unlimited users
Reverse ETL

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Disclaimer: The pricing details were last updated on 04/01/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Relate Pricing.