Is Relate CRM suitable for small to medium-sized businesses?

Yes, Relate is specifically designed for Small to Medium Enterprises (SMEs). Its modern interface and comprehensive feature set make it an ideal CRM solution for sales and marketing teams within growing businesses looking to optimize their customer relationships.

How much does a subscription to Relate CRM cost per month?

Relate CRM is available as a subscription service for $29 per month. This pricing provides access to all its features, including lead management, email marketing automation, sales pipeline tracking, and analytics, making it an affordable solution for B2B sales teams.

Relate

B2B sales CRM with deal tracking and automation

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Shyft Score

Directory quality rating

Reviewed

63/100

Quiet

Found in 1 source

Our take

The verdict on Relate

AI-generated

Relate offers a comprehensive CRM for B2B sales, with lead management and email marketing automation, making it a solid choice for sales teams needing streamlined customer engagement.

Strengths

Lead Management
Email Marketing Automation
Sales Pipeline Tracking
Integration with Social Media Platforms

Limitations

Subscription pricing may be high for smaller teams
Limited advanced AI features

Best for: Sales teams in B2B companies needing a comprehensive CRM solution.

Request a demo to evaluate Relate for your team.

See how Relate fits your stack

Benefits

Why teams choose Relate

Close more deals with automated lead nurturing and pipeline visibility

Save hours weekly by centralizing all customer interactions in one platform

Make data-driven sales decisions with real-time analytics and performance insights

Boost team productivity through seamless collaboration and task automation

About

What is Relate?

Relate is a sales CRM designed for B2B teams. It provides deal tracking, sales pipeline management, email automation, and team collaboration in one platform.

Key capabilities

Lead Management

Email Marketing Automation

Sales Pipeline Tracking

Analytics and Reporting

Integration with Social Media Platforms

At a glance

What you can do with Relate

Manage and track B2B sales pipelines with customizable deal stages and automation

Automate follow-up emails and tasks based on prospect interactions and deal progress

Collaborate with team members on sales opportunities with shared notes and activity tracking

Best for

Small to Medium EnterprisesSales TeamsMarketing Teams

Pricing

Relate pricing

Relate starts at $29/mo

Starting at $29/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Relate

Integrations

SalesforceHubSpotMailchimpSlackZapierGoogle WorkspaceMicrosoft TeamsLinkedInQuickBooks

FAQs

Frequently asked questions

Common questions about Relate and its capabilities

Relate provides comprehensive features for B2B sales teams, including lead management, email marketing automation, sales pipeline tracking, and robust analytics and reporting. It also integrates with social media platforms to streamline your sales processes.