Shyft Score
Directory quality rating
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 stackAbout
What is Relate?
Relate is a comprehensive sales CRM designed for B2B companies, enabling seamless customer engagement, deal tracking, and team collaboration all in one platform.
Key capabilities
Lead Management
Email Marketing Automation
Sales Pipeline Tracking
Analytics and Reporting
Integration with Social Media Platforms
At a glance
Use cases
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 pricing starts at $29/mo. Contact Relate for enterprise pricing and volume discounts.
Need help automating Relate?
Our team can help you integrate Relate with your existing tools and build custom automation workflows.
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