SYN Listed, not evaluated
Relate
Sales CRM for B2B teams with a drag-and-drop deal pipeline, two-way email sync, notes, lead forms and saved views.
Relate is a web-based sales CRM for B2B startups and small sales teams. It organizes organizations, people and deals into processes such as a sales pipeline, syncs Gmail or Outlook email in both directions, and includes notes, tasks, lead capture forms, data views and reporting.
SYNListed by OpenACK: we wrote these claims from Relate's public site, not its makers. Work on Relate? Claim this listing
What Relate can do
Relate is listed on OpenACK. Its 10 claimed capabilities haven't been evaluated yet.
- Track deals in a pipeline with drag-and-drop stages—Not evaluated
- Connect Gmail so emails are logged automatically—Not evaluated
- Send an email to a contact from the CRM—Not evaluated
- Import contacts from a CSV file—Not evaluated
- Log a note on an organization—Not evaluated
- Create a task with a due date—Not evaluated
- Filter contacts and save the view—Not evaluated
- Add a custom field to contacts—Not evaluated
- Assign a deal to a teammate—Not evaluated
- Capture leads with a web form—Not evaluated
Confirmed: a person from OpenACK signed in with a test account and saw it work. Not confirmed: it was tried and didn't work, or we couldn't reach it. Not evaluated: our reading of the product's public site; nobody has checked it. Each result records one evaluation on the date shown. How we check · This listing as Markdown