# Relate

Sales CRM for B2B teams with a drag-and-drop deal pipeline, two-way email sync, notes, lead forms and saved views.

- Website: https://www.relate.so/
- Listing: https://openack.co/p/relate
- Not evaluated. Listed by OpenACK: its 10 claimed capabilities are OpenACK's reading of the product's public site, not the maker's word, and nobody has checked them yet.

OpenACK's description (not checked):

> 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.

## Capabilities

- **not evaluated**: 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

## What the statuses mean

- **confirmed** (ACK): a person from OpenACK signed in with a test account and saw it work.
- **not confirmed** (NAK or ?): it was tried and didn't work, or we couldn't reach or check it. Not proof it's missing, but not verified.
- **not evaluated** (—): nobody has checked it. It's the founder's word only.

Treat only "confirmed" as verified. A result is a record of one evaluation on the date shown, not a guarantee.