Relate
Modern Sales CRM for B2B companies
Relate is a sales CRM for B2B companies that keeps customer data, deals, and team collaboration in one place. It supports prospecting from a single lead list, pipeline management across deal stages, customer health monitoring with renewal tracking, and periodic outreach to churned or lost customers.
Core areas include Inbox, Organizations, People, Pipelines, and Views, along with activity feeds, comments, and assignment. Integrations cover LinkedIn, Zapier, Google Mail, Outlook, Slack, and Figma, with data enrichment and product usage and marketing data for lead qualification. Relate Marketing provides email sending with open and click tracking. Enterprise adds custom integrations, data warehouse integration, reverse ETL, multi-workspaces, SAML SSO, and security and compliance controls.
Plans are split into Personal and Team tracks. Personal and Team each offer a free tier, with Personal Pro and Team Business as paid upgrades; Team Business is priced per user. Relate Marketing is offered separately, and Enterprise is available by contact. Monthly and yearly billing are available, with a discount for yearly.
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