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Relate is a user-friendly CRM specifically designed for B2B SaaS startups, offering features like prospect tracking, sales pipeline management, and customer health monitoring. It provides a free plan with limited features and paid plans with increasing functionality, all backed by Y Combinator.

Relate CRM

Relate is a user-friendly CRM specifically designed for B2B SaaS startups, offering features like prospect tracking, sales pipeline management, and customer health monitoring. It provides a free plan with limited features and paid plans with increasing functionality, all backed by Y Combinator.

www.relate.so

Description

Relate: A Modern CRM for B2B Startups

Features:

  • Simple and clean UI
  • Unlimited users and records
  • Import and export data
  • Reporting dashboard
  • Prioritized support
  • Full email and note history
  • Unlimited qualified deals
  • Custom integrations
  • Custom SLA agreement
  • Unlimited users
  • Reverse ETL
  • Multi-workspace
  • Multi-pipelines
  • Slack Connect
  • Zoom call

Summary:

Relate is a modern and easy-to-use CRM designed specifically for B2B SaaS startups. It provides a clean and intuitive interface, making it easy to manage leads, track deals, and manage customer relationships. With its powerful features, Relate empowers startups to grow their sales pipeline and achieve their revenue goals.

Description:

Relate is a customer relationship management (CRM) solution designed to simplify sales and customer success for B2B SaaS startups. Its focus on simplicity and ease of use sets it apart from traditional CRMs like Salesforce, making it an ideal choice for early-stage companies.

Relate offers a free plan that provides essential CRM functionalities, including unlimited users, records, and basic reporting. This allows startups to get started with CRM without any upfront costs. As businesses grow, they can upgrade to paid plans that offer more advanced features such as prioritized support, full email and note history, unlimited qualified deals, and custom integrations.

Relate's key features include:

  • Simple and clean UI: Relate's interface is designed to be intuitive and easy to navigate, making it user-friendly for teams of all sizes.
  • Built for SaaS: Relate is designed with the specific needs of B2B SaaS startups in mind, offering features that streamline sales processes and help teams close deals faster.
  • Integration with other tools: Relate integrates with popular tools like Slack, Stripe, Zapier, and more, allowing teams to work seamlessly across different platforms.
  • Progress Sales with Cycles: The Cycles feature helps keep sales teams engaged and provides forward momentum by tracking key milestones.
  • Focus on Essential Features: Relate prioritizes powerful and essential features that help B2B SaaS teams succeed, rather than overloading them with unnecessary options.

Relate is a powerful and user-friendly CRM that can help B2B SaaS startups manage their customer relationships, grow their sales pipeline, and achieve their revenue goals. Its focus on simplicity and key features makes it a strong choice for early-stage companies looking for a scalable CRM solution.

Pricing

Pricing Plans:

  • Free: Free - Unlimited users, import and export, simple reporting dashboard
  • Standard: $35.00 / month per user - Everything in Free plan included, full email and note history, unlimited qualified deals
  • Popular: Contact us - Everything in Standard plan included, unlimited users, reverse ETL
  • Custom: Contact us - Everything in Standard plan included, unlimited users, custom integrations, custom SLA agreement, reverse ETL

Categories

SaaS (Software as a Service)B2B (Business-to-Business)StartupsSalesCustomer SuccessY CombinatorSales AutomationLead ManagementPipeline Management

Relate CRM Best Application

Best for B2B Startups: Relate is specifically designed for B2B startups, providing a simple and intuitive CRM to manage sales and customer success.

Best for Early Stage Sales Teams: Relate's free plan offers essential CRM features for day 1 startups, enabling them to get started quickly and manage their sales processes.

Best for Streamlining Sales & Customer Success: Relate helps B2B SaaS startups streamline their sales and customer success operations through its intuitive interface and key features.

Best for Managing Sales Pipelines: Relate's pipeline feature provides a visual representation of the sales process, allowing users to track deals and progress effectively.

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