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 …

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 <[email protected]>

5 min ago

Hi Dylan! Chris here from Relate team. Thanks for signing up for Relate...

Dylan Field <[email protected]>

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

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

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

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.

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

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

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.

Inbox

Organizations

People

Views

Pipeline

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