Customer Relationship Management (CRM) · Founded by Sangyong (SJ) Jung

Relate

A collaborative sales CRM designed specifically for startups and fast-growing B2B teams.

Cost

Free trial, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Relate to manage your B2B sales process from start to finish. Track customer data, organize sales deals in pipelines, collaborate with your team on opportunities, and monitor customer health scores. Store contact information, track deal progress through stages like potential, pending, and closed, and manage customer renewals. The tool includes email inbox features, activity tracking, and team assignment capabilities to help sales teams work together on prospects and existing customers.

What Relate does

Add new prospects and customer contacts to databaseMove deals through pipeline stages from potential to closedAssign team members to specific accounts and opportunitiesTrack email conversations with prospects and customersMonitor customer health scores and renewal datesCalculate total pipeline value and deal amountsLog sales activities and follow-up tasksGenerate reports on sales performance and metricsTrack deals through customizable sales pipeline stagesMonitor customer health scores for renewalsCollaborate with team members on sales opportunitiesManage customer data and contact informationEmail inbox integration for prospect communicationActivity tracking with timestamps and assignmentsDeal value tracking with revenue calculationsCustomer renewal management and monitoring