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What is Relate?
Relate is a modern CRM built for B2B companies to manage their customer relationships, sales pipelines, and communications—all from one clean, intuitive platform.
It centralizes all your customer data, helping sales teams engage leads, track deal progress, and collaborate more effectively.
Relate covers essential parts of a sales process including managing your inbox, tracking organization and contact details, managing pipelines, scheduling follow-ups, and viewing deal statuses—all in a lightweight, easy-to-use interface.
It also helps sales teams avoid clunky, bloated CRM systems and focus on what matters: closing more deals.

Relate Plans and Pricing
Relate Use Cases
Managing Sales Pipelines: Relate helps sales teams track every deal across all stages in a clean, visual pipeline. You can easily see what needs attention, move deals forward, and ensure no opportunities slip through the cracks.
Centralizing Customer Conversations: Instead of switching between multiple tools, Relate brings your emails and communication history into one place. This ensures that your team always has the full context when engaging with a lead or customer.
Follow-up Management: Relate makes it easy to schedule and automate follow-ups. Sales teams can stay on top of their prospects without missing a beat, boosting their chances of closing deals.
Simplifying Contact and Company Management: Relate keeps your contact and organization information organized without the bloat. You can quickly access company histories, notes, and conversations—perfect for teams tired of bloated, complicated CRMs.
Team Collaboration: Sales teams can collaborate easily by sharing notes, deal updates, and customer interactions within Relate. This keeps everyone aligned, improving teamwork and speeding up the sales cycle.
Who is Relate ideal for?

B2B Sales Teams: Relate is built specifically for B2B sales teams that need a streamlined, modern CRM without the complexity of traditional systems. It helps teams manage customer relationships, track pipelines, and stay on top of follow-ups, all within a clean and intuitive platform.
Growing Startups: Startups with lean sales teams can use Relate to quickly organize their leads, track deal progress, and maintain momentum without getting bogged down by heavy, clunky CRMs. Relate empowers fast-moving teams to stay agile and focused on closing deals.
Sales Managers and Team Leads: Sales managers seeking better visibility into their team’s performance will find Relate invaluable. With centralized pipelines, contact management, and team notes, managers can easily track deal statuses, spot bottlenecks, and coach their reps more effectively.
Customer Success Teams: Relate isn’t just for new business. Customer success teams can use it to manage ongoing relationships with clients, track account health, and proactively schedule renewals or upsells—all from the same platform.
Freelancers and Solo Sales Professionals: Independent sales consultants and freelancers benefit from Relate’s lightweight design, allowing them to manage their prospects, communications, and deals without needing a dedicated admin or expensive software.
Relate Key Features
Visual Sales Pipelines
Integrated Email Communication
Prospecting Tools
Email Sequencing
AI Field Suggestions
Contact and Organization Management
Reporting and Dashboards
LinkedIn Integration
Meeting Scheduling
Zapier Integration
Pipedrive: A popular and easy-to-use CRM known for its highly visual pipeline management and automation features.
Close: A CRM built specifically for sales teams, combining calling, emailing, and SMS all into one platform to boost outreach productivity.
HubSpot CRM: A free and highly scalable CRM that’s great for managing sales, marketing, and customer service activities in one ecosystem.
Zoho CRM: Offers a comprehensive suite of tools with great customization options, ideal for growing businesses that want more control over their CRM setup.
Copper CRM: A CRM tightly integrated with Google Workspace (Gmail, Calendar, Drive), making it a great choice for teams that live inside Google apps.
Each of these alternatives brings unique strengths to help you manage leads, pipelines, and customer communications effectively. Choose the one that best fits your sales team’s workflow and growth goals.
Relate alternatives and competitors

Why we can get Relate
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What LTD fans say about Prime Club:


Prime Club is my go-to for LTDs. Dev curates quality lifetime deals, including big brands like SpyFu. Excellent platform and great value!”



Prime Club definitely has a bright future and eventually will become the most trustable brand in the Lifetime deal community.

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