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Onboarding | Relate Documentation

Onboarding

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

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

Mobile View | Relate CRM Guide

Mobile View

Learn about the basic concepts of Relate CRM.

Learn the model | Relate Documentation

Learn the model

Relate Personal Plan | Relate Guide

Personal Plan

Relate Team Plan | Relate Guide

Team Plan

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

Tasks | Relate Guide

Tasks

Notes | Relate Guide

Notes

Learn how to send and receive emails in Relate

Email | Relate Guide

Email

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

Notifications & Reminders | Relate CRM Guide

Notifications & Reminders

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

Deals are the core means to track sales opportunities in Relate.

Deals | Relate Guide

Deals

Use the Prospect feature to engage with your potential customers and qualify and send them to your pipeline.

Prospect | Relate Product Guide

Prospect

Prospect status represents the relationship with prospects.

Prospect Status | Relate Product Guide

Prospect Status

Pipeline is where you track and manage all your qualified sales opportunities as they move through various stages in the buying process.

Pipelines | Relate Guide

Pipelines

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

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

Relate Sequence Beta | Relate Product Guide

Sequence

Relate Sequence Beta

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

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

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

Relate Cal beta | Relate Product Guide

Calendar

Relate Cal beta

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

How to import data into Relate | Relate Documentation

Import

Import data

Export | Relate CRM Guide

Export

Learn how to use the People feature 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

This guide explains how to integrate Slack with Relate.

Slack + Relate Integration | Relate Product Guide

Slack

Slack + Relate

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

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.

Inbound Sales | Relate Startup Wiki

Inbound Sales

BANT is a framework sales team can use to evaluate prospects whether they have budget, authority, needs and timing.

BANT | Relate Startup Wiki

BANT

B2B sales teams have members with different roles and responsibilities.

B2B Sales Roles | Relate Startup Wiki

B2B Sales Roles

How to make additional revenue from customers.

Upsell and Cross-Sell | Relate Startup Wiki

Upsell and Cross-Sell

A Marketing Qualified Lead is a lead you've qualified through your marketing efforts.

What is a Marketing Qualified Lead (MQL) | Relate Startup Wiki

Marketing Qualified Lead

Marketing Qualified Lead (MQL)

Product Qualified Lead is a lead qualified through your product.

What is Product Qualified Lead (PQL) | Relate Startup Wiki

Product Qualified Lead

Product Qualified Lead (PQL)

What is a Product Qualified Lead (PQL) | Relate Startup Wiki

A Sales Qualified Lead is a lead qualified through the sales team.

What is a Sales Qualified Lead (SQL) | Relate Startup Wiki

Sales Qualified Lead

Sales Qualified Lead (SQL)

Battle cards are quick-reference guides that provide sales teams the essential strategic information about competitors, products, and sales tactics.

Battle cards are quick-reference guides that provide sales teams the essential strategic information

Battle Card | Relate Startup Wiki

Battle Cards

Mutual Action Plan is a collaborative and structured plan developed jointly by the sales team and the customer.

A Mutual Action Plan is a collaborative and structured plan developed jointly by the sales team and the customer.

Home

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Platform

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Email and Collaboration

Inbox and Notifications

Reporting

Find and Filter

Integrations

Other bits

💻 Setup

Onboarding

0. What is Relate?

What is Relate?

Sign up

Get the app

Learn the model

Admin Settings

Manage members

2. Connect email

Register to Google API allowlist

Connect email

3. Import data

Import .CSV file into Relate

4. Set up Zapier

Integrate with Zapier

What is Zapier?

Relate x Zapier rules

5. Relate basics

Organization

People

Deals

Reporting

Inbox

Custom Fields

Home

Start guide

Platform

Organizations & People

Deals & Pipelines

Marketing

Email and Collaboration

Inbox and Notifications

Reporting

Find and Filter

Integrations

Other bits

💻 Setup

​0. What is Relate?

What is Relate?

​1. Sign up and download the app

Sign up

Get the app

Learn the model

Admin Settings

Manage members

​2. Connect email

Register to Google API allowlist

Connect email

​3. Import data

Import .CSV file into Relate

​4. Set up Zapier

Integrate with Zapier

What is Zapier?

Relate x Zapier rules

​5. Relate basics

Organization

People

Deals

Reporting

Inbox

Custom Fields

0. What is Relate?

1. Sign up and download the app

2. Connect email

3. Import data

4. Set up Zapier

5. Relate basics