Backed by Y Combinator
심플한 B2B 영업 CRM
심플한 B2B
영업 CRM
Relate은 체계적이고 효율적인 영업 프로세스를
위한 심플한 B2B 세일즈 CRM 소프트웨어 입니다.
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Pipeline
18
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New Deal
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Potential
8
$44,000
Linear
$10,000 annual
Scheduled a meeting for next week
Jamie Scott
5 sec
Deel
$500 monthly
Sent an introductory email, awaiting reply
Ray Karl
2 min
Docker
$350 monthly
Followed up on our previous discussion, no concerns
Brian Kim
45 min
Gusto
$450 monthly
Shared a relevant case study with decision maker
No contact assigned
3 hrs
Pulley
$1,200 annual
Noted the contact's budget constraints for future reference
Brian Kim
1 d
Carta
$700 monthly
Discussed pricing options and negotiated a discount
Jamie Scott
1 d
Mailchimp
$3,800 annual
Addressed concerns regarding data security and compliance
Joe Han
5 d
Pending
6
$62,300
Framer
$5,000 annual
Scheduled a meeting for next week with Jorn
Jamie Scott
1 min
Sendbird
$20,000 annual
Did a product demo, set up follow up call with the team for next week
Ray Karl
30 min
Scale AI
$2,300 annual
Discussed the timeline for implementation. Looking good
Jamie Scott
2 hrs
Rippling
$12,000 annual
Agreed on next steps, talking Tuesday
Joe Han
3 d
Slack
$14,000 annual
Identified cross-selling or upselling opportunities
Brian Kim
5 d
Segment
750$ monthly
Recommended a customized solution based on their needs
Joe Han
10 d
Closed Won
4
$50,600
Loops
$800 monthly
Scheduled a meeting for next week.
Brian Kim
2 d
Stripe
$20,000
Scheduled a meeting for next week.
Jamie Scott
3 d
Footprint
$8,000 annual
Eli is awesome! Closed immediately after 1st call
Ray Karl
4 d
Mintlify
$600 monthly
Onboarding in two days - CSM required
Brian Kim
5 hrs
Lever
$750 monthly
Booked a pilot for the prospect to evaluate
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Coordinated a meeting with a sales manager for higher-level discussions
Ray Karl
1 min
trophy
Pipeline
18
add
New Deal
magnifying-glass
Search …
sort
Sort
filter
Filter
Save as Data view
Potential
8
$44,000
Linear
$10,000 annual
Scheduled a meeting for next week
Jamie Scott
5 sec
Deel
$500 monthly
Sent an introductory email, awaiting reply
Ray Karl
2 min
Docker
$350 monthly
Followed up on our previous discussion, no concerns
Brian Kim
45 min
Gusto
$450 monthly
Shared a relevant case study with decision maker
No contact assigned
3 hrs
Pulley
$1,200 annual
Noted the contact's budget constraints for future reference
Brian Kim
1 d
Carta
$700 monthly
Discussed pricing options and negotiated a discount
Jamie Scott
1 d
Mailchimp
$3,800 annual
Addressed concerns regarding data security and compliance
Joe Han
5 d
Pending
6
$62,300
Framer
$5,000 annual
Scheduled a meeting for next week with Jorn
Jamie Scott
1 min
Sendbird
$20,000 annual
Did a product demo, set up follow up call with the team for next week
Ray Karl
30 min
Scale AI
$2,300 annual
Discussed the timeline for implementation. Looking good
Jamie Scott
2 hrs
Rippling
$12,000 annual
Agreed on next steps, talking Tuesday
Joe Han
3 d
Slack
$14,000 annual
Identified cross-selling or upselling opportunities
Brian Kim
5 d
Segment
750$ monthly
Recommended a customized solution based on their needs
Joe Han
10 d
Closed Won
4
$50,600
Loops
$800 monthly
Scheduled a meeting for next week.
Brian Kim
2 d
Stripe
$20,000
Scheduled a meeting for next week.
Jamie Scott
3 d
Footprint
$8,000 annual
Eli is awesome! Closed immediately after 1st call
Ray Karl
4 d
Mintlify
$600 monthly
Onboarding in two days - CSM required
Brian Kim
5 hrs
Lever
$750 monthly
Booked a pilot for the prospect to evaluate
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Coordinated a meeting with a sales manager for higher-level discussions
Ray Karl
1 min
trophy
Pipeline
18
add
New Deal
magnifying-glass
Search …
sort
Sort
filter
Filter
Save as Data view
Potential
8
$44,000
Linear
$10,000 annual
Scheduled a meeting for next week
Jamie Scott
5 sec
Deel
$500 monthly
Sent an introductory email, awaiting reply
Ray Karl
2 min
Docker
$350 monthly
Followed up on our previous discussion, no concerns
Brian Kim
45 min
Gusto
$450 monthly
Shared a relevant case study with decision maker
No contact assigned
3 hrs
Pulley
$1,200 annual
Noted the contact's budget constraints for future reference
Brian Kim
1 d
Carta
$700 monthly
Discussed pricing options and negotiated a discount
Jamie Scott
1 d
Mailchimp
$3,800 annual
Addressed concerns regarding data security and compliance
Joe Han
5 d
Pending
6
$62,300
Framer
$5,000 annual
Scheduled a meeting for next week with Jorn
Jamie Scott
1 min
Sendbird
$20,000 annual
Did a product demo, set up follow up call with the team for next week
Ray Karl
30 min
Scale AI
$2,300 annual
Discussed the timeline for implementation. Looking good
Jamie Scott
2 hrs
Rippling
$12,000 annual
Agreed on next steps, talking Tuesday
Joe Han
3 d
Slack
$14,000 annual
Identified cross-selling or upselling opportunities
Brian Kim
5 d
Segment
750$ monthly
Recommended a customized solution based on their needs
Joe Han
10 d
Closed Won
4
$50,600
Loops
$800 monthly
Scheduled a meeting for next week.
Brian Kim
2 d
Stripe
$20,000
Scheduled a meeting for next week.
Jamie Scott
3 d
Footprint
$8,000 annual
Eli is awesome! Closed immediately after 1st call
Ray Karl
4 d
Mintlify
$600 monthly
Onboarding in two days - CSM required
Brian Kim
5 hrs
Lever
$750 monthly
Booked a pilot for the prospect to evaluate
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Coordinated a meeting with a sales manager for higher-level discussions
Ray Karl
1 min
B2B 팀들이 매일 사용하는 세일즈 CRM 소프트웨어
고객 발굴과 접촉: 프로스펙팅
모든 잠재고객을 한 곳으로 모으고, 관리하세요. 세일즈 데이터
뿐만 아니라 마케팅과 프로덕트 데이터도 활용할 수 있습니다.
Figma
Dylan Field / CEO
12m ago
from
Sendbird
John S. Kim / CEO
1hr ago
from
Framer
Oscar Carlsson / Growth
2hr ago
from
Figma
ellipsis
Chris Chae <chris@relatecrm.com>
5 min ago
Hi Dylan! Chris here from Relate team. Thanks for signing up for Relate...
Dylan Field <dylan@figma.com>
a few seconds ago
Hey Chris. Thanks for the email. Just booked a slot for tomorrow.
Activity
Segment
added the Opportunity to Prospecting
5 min ago
Leave a comment …
Figma
figma.com
All-in-one design software
People (1)
Dylan Field
Title
CEO & Co-Founder
dylan@figma.com
Status
clock
Prospecting
Source
Segment
Assignee
Chris
Priority
High
Labels
add
Add Label
영업 파이프라인 관리
영업 파이프라인을 한 눈에 보고,
각 영업 단계별로 현황을 파악할 수 있습니다.
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Pending
3
$31,000
Framer
$5,000 annual
Jamie Scott
1 min
Rippling
$12,000 annual
Joe Han
3 d
Slack
$14,000 annual
Brian Kim
5 d
Closed Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Pending
3
$31,000
Framer
$5,000 annual
Jamie Scott
1 min
Rippling
$12,000 annual
Joe Han
3 d
Slack
$14,000 annual
Brian Kim
5 d
Closed Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Pending
3
$31,000
Framer
$5,000 annual
Jamie Scott
1 min
Rippling
$12,000 annual
Joe Han
3 d
Slack
$14,000 annual
Brian Kim
5 d
Closed Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
고객 관리
고객 관리
고객 정보를 한 곳에서 관리하고
재구매와 연장주기를 관리하세요.
check
Name
check
Slack
check
Carta
check
Loops
check
Framer
check
Sendbird
check
Rippling
check
Stripe
Health
75 / 100
81 / 100
100 / 100
95 / 100
30 / 100
89 / 100
75 / 100
MRR
$1,166
$700
$800
$416
$2,100
$1,000
$1,665
Status
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Renewal
Today
in 5 days
in 10 days
in 19 days
in 30 days
in 3 months
in 3 months
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Slack
check
Carta
check
Loops
check
Framer
check
Sendbird
check
Rippling
check
Stripe
Health
75 / 100
81 / 100
100 / 100
95 / 100
30 / 100
89 / 100
75 / 100
MRR
$1,166
$700
$800
$416
$2,100
$1,000
$1,665
Status
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Renewal
Today
in 5 days
in 10 days
in 19 days
in 30 days
in 3 months
in 3 months
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Slack
check
Carta
check
Loops
check
Framer
check
Sendbird
check
Rippling
check
Stripe
Health
75 / 100
81 / 100
100 / 100
95 / 100
30 / 100
89 / 100
75 / 100
MRR
$1,166
$700
$800
$416
$2,100
$1,000
$1,665
Status
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Renewal
Today
in 5 days
in 10 days
in 19 days
in 30 days
in 3 months
in 3 months
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Slack
check
Carta
check
Loops
check
Framer
check
Sendbird
check
Rippling
check
Stripe
Health
75 / 100
81 / 100
100 / 100
95 / 100
30 / 100
89 / 100
75 / 100
MRR
$1,166
$700
$800
$416
$2,100
$1,000
$1,665
Status
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Renewal
Today
in 5 days
in 10 days
in 19 days
in 30 days
in 3 months
in 3 months
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Maven
check
Messagebird
check
Productboard
check
Twillio
check
Gong.io
check
Mixpanel
check
IBM
Churned Reason
Feature - Import
Feature - Automation
Pricing
Integration - Slack
Pricing
Integration - Figma
Pricing
Status
Churned
Churned
Churned
Churned
Churned
Churned
Churned
MRR
$800
$2,100
$480
$1,250
$416
$640
$2,800
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Maven
check
Messagebird
check
Productboard
check
Twillio
check
Gong.io
check
Mixpanel
check
IBM
Churned Reason
Feature - Import
Feature - Automation
Pricing
Integration - Slack
Pricing
Integration - Figma
Pricing
Status
Churned
Churned
Churned
Churned
Churned
Churned
Churned
MRR
$800
$2,100
$480
$1,250
$416
$640
$2,800
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Maven
check
Messagebird
check
Productboard
check
Twillio
check
Gong.io
check
Mixpanel
check
IBM
Churned Reason
Feature - Import
Feature - Automation
Pricing
Integration - Slack
Pricing
Integration - Figma
Pricing
Status
Churned
Churned
Churned
Churned
Churned
Churned
Churned
MRR
$800
$2,100
$480
$1,250
$416
$640
$2,800
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
check
Name
check
Maven
check
Messagebird
check
Productboard
check
Twillio
check
Gong.io
check
Mixpanel
check
IBM
Churned Reason
Feature - Import
Feature - Automation
Pricing
Integration - Slack
Pricing
Integration - Figma
Pricing
Status
Churned
Churned
Churned
Churned
Churned
Churned
Churned
MRR
$800
$2,100
$480
$1,250
$416
$640
$2,800
CSM
Brian Kim
Joe Han
Brian Kim
Jamie Scott
Ray Karl
Joe Han
Jamie Scott
Check In
영업 리사이클
영업 리사이클
실패한 영업 기회와 이탈 고객 정보를
주기적으로 다시 검토하고 활용해보세요.
Features
Relate은 더 많은 기능보다는, 더 나은 경험에 집중합니다.
심플하고 깔끔한 UI
심플하고 사용하기 쉬운 CRM으로 시작하고, 강력한 자동화 및 워크플로우를
추가할 수 있습니다.
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
Potential
5
$28,400
Linear
$10,000 annual
Jamie Scott
3 min
Pulley
$1,200 annual
Brian Kim
1 d
Carta
$700 monthly
Jamie Scott
1 d
Mailchimp
$3,800 annual
Joe Han
5 d
Won
3
$38,600
Loops
$800 monthly
Brian Kim
2 d
Stripe
$20,000
Jamie Scott
3 d
Footprint
$8,000 annual
Ray Karl
4 d
Mintlify
$600 monthly
Brian Kim
5 hrs
Lever
$750 monthly
Joe Han
6 d
Lost
2
$15,200
Superhuman
$1,000 monthly
Lead disqualified due to mismatched requirements
Ray Karl
5 d
Rows.com
$5,000 annual
Ray Karl
1 min
B2B SaaS 를 위해 만들어진 플랫폼
지메일, 슬랙, 인터콤, 믹스패널, 스트라이프 등의 툴과 연동됩니다.
Total Revenue
$175,000
+ 4%
$43k
Target win rate
29%
Target revenue
$600,000
Total Revenue
$175,000
+ 4%
$43k
Target win rate
29%
Target revenue
$600,000
Total Revenue
$175,000
+ 4%
$43k
Target win rate
29%
Target revenue
$600,000
Total Revenue
$175,000
+ 4%
$43k
Target win rate
29%
Target revenue
$600,000
Cycle 기능을 통해 영업팀의 모멘텀을 가속화하세요.
Cycle 기능을 통해 영업팀의 모멘텀을 가속화
우리 팀의 목표 수치를 일원화하고
팀내 강력한 모멘텀을 만들어보세요.
Relate은 CRM의 기본적인 모든 것을 충족합니다.
Relate은 CRM의 기본을 충족합니다.
더 많은 기능보다는, 더 나은 경험에 집중합니다.
building
Organizations
36
add
Deal
check
Name
check
Docker
check
Linear
check
Sendbird
check
Amplitude
check
Loops
check
Deel
check
Pulley
Website
docker.com
linear.app
sendbird.com
amplitude.com
loops.so
deel.com
pulley.com
YC
S10
W16
W12
W22
W20
W19
Lead Status
Potential
Closing
Customer
Customer
Nurturing
Nurturing
Nurturing
Description
App store for server configurations
Software project management software
No. 1 conversations platform for mobile apps
Digital analytics platform
The email platform for modern SaaS
Global hiring, HR, and payroll in one system
Cap table mgmt + 409A for startups
building
Organizations
36
add
Deal
check
Name
check
Docker
check
Linear
check
Sendbird
check
Amplitude
check
Loops
check
Deel
check
Pulley
Website
docker.com
linear.app
sendbird.com
amplitude.com
loops.so
deel.com
pulley.com
YC
S10
W16
W12
W22
W20
W19
Lead Status
Potential
Closing
Customer
Customer
Nurturing
Nurturing
Nurturing
Description
App store for server configurations
Software project management software
No. 1 conversations platform for mobile apps
Digital analytics platform
The email platform for modern SaaS
Global hiring, HR, and payroll in one system
Cap table mgmt + 409A for startups
building
Organizations
36
add
Deal
check
Name
check
Docker
check
Linear
check
Sendbird
check
Amplitude
check
Loops
check
Deel
check
Pulley
Website
docker.com
linear.app
sendbird.com
amplitude.com
loops.so
deel.com
pulley.com
YC
S10
W16
W12
W22
W20
W19
Lead Status
Potential
Closing
Customer
Customer
Nurturing
Nurturing
Nurturing
Description
App store for server configurations
Software project management software
No. 1 conversations platform for mobile apps
Digital analytics platform
The email platform for modern SaaS
Global hiring, HR, and payroll in one system
Cap table mgmt + 409A for startups
building
Organizations
36
check
Name
check
Docker
check
Linear
check
Sendbird
check
Amplitude
check
Loops
check
Deel
check
Pulley
Website
docker.com
linear.app
sendbird.com
amplitude.com
loops.so
deel.com
pulley.com
YC
S10
W16
W12
W22
W20
W19
Lead Status
Potential
Closing
Customer
Customer
Nurturing
Nurturing
Nurturing
Description
App store for server configurations
Software project management software
No. 1 conversations platform for mobile apps
Digital analytics platform
The email platform for modern SaaS
Global hiring, HR, and payroll in one system
Cap table mgmt + 409A for startups
Customer 💙
Relate은 B2B SaaS 스타트업들이
가장 잘 쓸 수 있는 CRM 입니다.
"Relate은 스타트업에게 적합한 CRM입니다. 직관적이고 심플합니다.
이승국
CPO, 퍼블리 + 위하이어
"최근 아웃바운드 세일즈를 많이 했는데, Relate은 늘어난 사용량을 잘 받쳐주었습니다. 말그대로 수십시간을 절약할 수 있었어요."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"저는 Relate의 파이프라인 기능을 매우 좋아합니다. 우리 영업 프로세스를 자동으로 관리할 수 있고, 계속해서 영업 단계가 넘어가게끔 돕습니다."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"초기 스타트업이라면, Relate은 세일즈포스를 대체하는 좋은 툴입니다. 심플하고, 사용하기 쉽습니다."
Eli Wachs
CEO & Co-Founder, Footprint
"초기 스타트업이라면, Relate은 세일즈포스를 대체하는 좋은 툴입니다. 심플하고, 사용하기 쉽습니다."
Eli Wachs
CEO & Co-Founder, Footprint
"저는 Relate의 파이프라인 기능을 매우 좋아합니다. 우리 영업 프로세스를 자동으로 관리할 수 있고, 계속해서 영업 단계가 넘어가게끔 돕습니다."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"최근 아웃바운드 세일즈를 많이 했는데, Relate은 늘어난 사용량을 잘 받쳐주었습니다. 말그대로 수십시간을 절약할 수 있었어요."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"Relate은 스타트업에게 적합한 CRM입니다. 직관적이고 심플합니다.
이승국
Chief Product Officer, PUBLY