Backed by Y Combinator

심플한 B2B 영업 CRM

심플한 B2B
영업 CRM

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

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

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

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

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Inbox

Organizations

People

SMILE

Pipelines

Pipeline

Views

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Pipeline

18

add

New Deal

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Search …

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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

Leave a comment …

Figma

figma.com

All-in-one design software

People (1)

Dylan Field

Title

CEO & Co-Founder

Email

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.

Inbox

Organizations

People

Views

Pipelines

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