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
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
Powering the next generation B2B startups
Powering the next generation B2B startups
Powering the next generation B2B startups
Powering the next generation B2B startups
Prospect.
Work on all your potential leads from a single list. Leverage product usage and marketing data to qualify leads.
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
Close.
Engage in sales opportunities as a team. Build and accelerate your sales pipeline.
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
Retain.
Retain.
Monitor customer health and manage upcoming renewals effectively
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
Recycle.
Recycle.
Reach out to churned/lost customers periodically
Features
Relate is a better way to do sales and customer success for B2B SaaS startups
Simple & Clean UI
Start with simple and clean CRM and then add more power over time.
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
Built for SaaS
Connect with the rest of your GTM stack.
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
Progress Sales with Cycles
Keep your sales team engaged and build forward momentum with Relate's Cycles feature.
A Full CRM
More features don't mean they're better. Relate makes sales easy by having fewer, but powerful and essential features.
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 💙
Relate is a better way to do sales and customer success for B2B SaaS startups
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint
"Relate is a great CRM tool for startups because it is simple and intuitive."
SK Lee
Chief Product Officer, PUBLY
"We've been scaling up outbound sales and CRM usage a lot, and Relate has scaled perfectly with us. It has literally saved us hours."
Bryan Houlton
CEO & Co-Founder, Manatee (YC S22)
"I'm a huge fan of Relate's pipeline feature. It keeps everything organized, who to reach out to, and it even encourages me to move the deals forward."
Garrett Frohman
Co-Founder, Mendable (YC S22)
"Relate is a great alternative to Salesforce if you're an early stage startup. It's simple and easy-to-use"
Eli Wachs
CEO & Co-Founder, Footprint