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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.

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0. What is Relate?

What is Relate?

What is Relate?

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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

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2. Connect email

Connect email

Connect email

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3. Import data

Import .CSV file into Relate

Import data

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4. Set up Zapier

Integrate with Zapier

Integrate with Zapier

What is Zapier?

What is Zapier?

Relate x Zapier rules

Relate x Zapier rules

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5. Relate basics

Learn about Relate’s basic features and kickstart your workspace

Organization

Organization

People

People

Deals

Deals

Reporting

Reporting

Inbox

Inbox

Custom Fields

Custom Fields