Relate - Sales CRM

Name: Relate - Sales CRM
Author: MATTHEW FRANCIS KINSEY

By: MATTHEW FRANCIS KINSEY

Ai Powered CRM In Your Palm

Features & Capabilities

Built for Real Estate agents and Sales Reps who do business face-to-face. Snap a card, log the conversation, get an AI-drafted follow-up. All done in seconds!

Relate is a CRM built for sales and BD reps who meet people in person — at trade shows, dealership floors, networking events, customer sites, and supplier visits. Most CRMs are built for inbound sales teams chasing web leads. Relate is built for the rest of us.

THE PROBLEM You hand out 50 business cards at a trade show. You scribble notes on the back of half of them. A week later you're staring at a stack of cards trying to remember who said what. You forget to follow up with the one who actually wanted to buy. The lead goes cold. You lose the deal.

THE FIX Open Relate after each conversation. Snap a photo of their business card — Relate's AI extracts the name, title, company, email, phone, and address automatically. Add a quick note about what you talked about. Pick a follow-up date. Done in under 60 seconds.

When the follow-up date hits, Relate notifies you and drafts a personalized email referencing the actual conversation. You hit send.

KEY FEATURES

BUSINESS CARD SCANNING Take a photo, AI extracts every field. Edit anything that looks wrong. Save.
EMAIL SIGNATURE SCAN Got an email from someone new? Forward it to Relate. Same OCR pulls the contact details from the signature.
AI FOLLOW-UP DRAFTS Relate writes the follow-up email for you, referencing the specific conversation, their company, and what you promised. Edit and send in 30 seconds.
SMART FOLLOW-UP REMINDERS Pick a date, get reminded. Daily briefing notification at 9 AM and 1 PM (or any time you choose) tells you who's overdue and who's due today.
PIPELINE TRACKING Add an opportunity value to any contact. See your total pipeline at a glance. Filter to show only opportunities.
PERFORMANCE REPORTS See your follow-up activity, contact growth, and pipeline value over time. Save as PDF for your sales manager.
EXCEL IMPORT/EXPORT Already have contacts in HubSpot, Salesforce, or LinkedIn? Export to Excel and import in one tap. Same the other way: export everything to Excel any time.
MICROSOFT TEAMS MEETING SCHEDULING One tap from any contact opens a pre-filled Teams meeting invite.
PUSH NOTIFICATIONS Daily briefings on your iPhone, even when the app's closed. Never miss a follow-up.