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심플한 B2B 영업 CRM

심플한 B2B
영업 CRM

Relate은 체계적이고 효율적인 영업 프로세스를
위한 심플한 B2B 세일즈 CRM 소프트웨어 입니다.

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Organizations

People

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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

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Inbox

Organizations

People

SMILE

Pipelines

Pipeline

Views

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

chevron-down

Inbox

Organizations

People

SMILE

Pipelines

Pipeline

Views

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-logo

Figma

Dylan Field / CEO

12m ago

from

Sendbird

John S. Kim / CEO

1hr ago

from

framer

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

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