Relate can now automatically extract fields from your notes and update fields with AI.

Send emails to customers.

We've upgraded the Relate CRM experience with several new features.

Relate now offers better organization/contact management through List and easier sales status management through Process.

Relate now supports Google contacts integration in your personal workspace and has several quality of life improvements.

You can now schedule emails in Relate

Introducing Slack integration for Relate updates.

Relate now powers mobile views.

Recent Updates

Track prospect status conversion rates as well as pipeline stage funnels.

This highly requested feature now allows you to merge contacts and organizations together.

You can now manage all files you share with your customers at Relate.

You can now create and embed lead forms through Relate.

You can now easily track your outbound email performance with Email Statistics.

Simple, intelligent document sharing and tracking tool for sales teams.

Starting 2024 with some new features, and then quality of life upgrades to Relate CRM.

Enrich your organization or contact data using Clearbit, directly from Relate. All Relate users get up to 250 credits each month for free.

You can now build multi-day email sequences with Relate Sequence.

You can now use variables to quickly fill in customer/sender data for emails.

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

You can now use Relate Connect for Chrome to extract Linkedin profile data (e.g., name, title, company, email address, etc.) and add to Relate automatically.

You can now take notes from anywhere in Relate.

You can now subscribe to updates for each organization by following them.

We’ve made our email drafts to float anywhere in the app. The new email drafting experience allows you to pop out drafts, move them left or right, and enter into focus mode.

We've rolled out a simpler way to import any CSV files into Relate.

Relate's reporting feature provides simple and powerful sales dashboards for B2B teams.

30+ enhancements jampacked in a single update. This update includes improvements to Deal Pipeline view as well as Reporting page.

Introducing Prospecting — a whole new way to keep track of all your potential customers.

Create and utilize custom templates to take sales meeting notes based on popular frameworks like BANT and MEDDIC.

Relate got a new branding, new landing page, and made a few quality of life improvements.

Relate just got a new UI update alongside major bug fixes and UX improvements.

You can now use email templates to quickly draft a message and share it with your team

We’ve added fresh new “quality of life” updates that will make your sales + customer success even better.

Create and manage multiple pipelines and easily add file attachments to email drafts in Relate.

You can now use simple task management to track sales and customer-related tasks directly in Relate.

You can now use Relate’s Organization Status to manage the status of your relationship/stage with a lead company.

You can now manage Zapier integrations via Relate app settings page.

You can now assign a team member to Organizations.

Improved People and Organization List View

We gave a fresh look to Relate

Updates to Relate

Updates to Relate