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.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.
0. What is Relate?
What is Relate?
What is Relate?
1. Sign up and download the app
Sign up
Getting Started
Get the app
Get the app
Learn the model
Learn the model
Admin Settings
Admin Settings
Manage members
Manage members
2. Connect email
Connect email
Connect email
3. Import data
Import .CSV file into Relate
Import data
4. Set up Zapier
Integrate with Zapier
Integrate with Zapier
What is Zapier?
What is Zapier?
Relate x Zapier rules
Relate x Zapier rules
5. Relate basics
Learn about Relate’s basic features and kickstart your workspaceOrganization
Organization
People
People
Deals
Deals
Reporting
Reporting
Inbox
Inbox
Custom Fields
Custom Fields