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    Relate

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    Relate is a modern sales engagement platform designed for high performing B2B teams. It combines powerful email automation, lead tracking, and CRM features into a single workspace. With AI powered sequences and intuitive collaboration tools, Relate helps sales teams scale outbound efforts and close more deals, faster.

    Overview

    Relate is a full stack sales engagement platform built for modern B2B teams. From lead capture to CRM management, Relate unifies outbound sales, inbound marketing automation, and customer data in one seamless workspace. Users can create no code forms to collect leads, qualify them using enrichment and routing logic, and automate personalized email sequences through AI powered workflows. With tools like triggered emails and a built in CRM for full pipeline visibility, Relate supports the entire sales journey. Relate also offers smart scheduling, document tracking, Slack integration, and advanced reporting, helping teams convert more leads into revenue without juggling multiple tools.

    Highlights

    • AI powered outbound automation: Launch personalized email campaigns, and inbox deliverability optimization.
    • Inbound lead capture & routing: Use forms with auto enrichment and lead routing logic to qualify and assign leads instantly.
    • Integrated CRM & sales workflows: Manage your full pipeline with Relate CRM, including smart scheduling, activity tracking, and Slack alerts all in one place.

    Details

    Delivery method

    Deployed on AWS

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    Features and programs

    Financing for AWS Marketplace purchases

    AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
    Financing for AWS Marketplace purchases

    Pricing

    Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
    Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator  to estimate your infrastructure costs.

    1-month contract (1)

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    Dimension
    Description
    Cost/month
    Monthly Active Users
    The number of unique users active per month
    $60.00

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    Legal

    Vendor terms and conditions

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    Usage information

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    Delivery details

    Software as a Service (SaaS)

    SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.

    Support

    Vendor support

    we@relate.so 

    We offer Zoom onboarding sessions to ensure a smooth setup experience. For any questions, feel free to reach out via our support channels, including in app chat or our shared Slack channel.

    AWS infrastructure support

    AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.

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