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SPECIFICTION
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Relate Engage

relate.so

From $60/mo Free plan WebWindowsmacOS
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Spec score 8.0 #25 of 43 in Email Tracking Software

What it is

Relate Engage is an email communication and sequencing tool for automated outbound sales, paired with CRM, calendar, and deal features. It reports delivery, open, click, bounce, spam, and reply statistics. Templates can insert details such as first names, organization names, and titles, while sequences stop automatically when a prospect replies or books a meeting. Sending controls include business-hour scheduling, automatic email limits, and multiple email accounts. Engage can be used with Relate CRM or separately; replies and clicks can be converted into qualified pipeline deals. Relate describes it as a sales engagement tool for B2B companies. It connects with Google Mail and Outlook and can connect to more than 4,000 applications through Zapier. The pricing note lists a free plan, paid access from $15/mo, and a 7-day trial. Team Free costs nothing and includes up to 3 sequences, 30-days email and note history, 10 guest users, and 3 email syncs. Team Business is $60 a month when billed monthly; a yearly option is shown at $51 per user / month billed annually.

Spec sheet

Product
Relate Engage is an email communication and sequencing tool for automated outbound email, paired with CRM, calendars, and deal features.Read 9 Oct 2026 · relate.so
Audience
Relate describes Engage as a sales engagement tool for B2B companies.Read 9 Oct 2026 · relate.so
Platforms
Relate is available in a browser and as desktop applications for Windows and macOS; Linux installation may be provided on request, and the maker says it has no timeline for mobile support.Read 9 Oct 2026 · relate.so
Integrations
Relate supports email connections with Google Mail and Outlook, and says it can connect to more than 4,000 applications through Zapier.Read 9 Oct 2026 · relate.so
Support
Relate says its team can help customers implement outbound email technical settings.Read 9 Oct 2026 · relate.so
Headquarters
San Francisco, California, USARead 28 Sep 2026 · relate.so
CRM use
Engage can be used with Relate CRM or separately, and replies and clicks can be converted into qualified pipeline deals.Read 9 Oct 2026 · relate.so
Deliverability
Relate says it prioritizes deliverability and helps customers implement technical best practices for outbound email.Read 9 Oct 2026 · relate.so
Email tracking
Engage reports email delivery, open, click, bounce, spam, and reply statistics.Read 9 Oct 2026 · relate.so
Personalization
Email templates support variables such as first names, organization names, titles, and other personalized data.Read 9 Oct 2026 · relate.so
Plan limits
The pricing comparison lists up to 3 email sequences on Team Free and unlimited sequences on Team Business and Enterprise.Read 9 Oct 2026 · relate.so
Sending controls
Engage supports sending during business hours, automatic email sending limits, and multiple email accounts.Read 9 Oct 2026 · relate.so
Sequence behavior
A sequence stops automatically when a prospect replies or books a meeting.Read 9 Oct 2026 · relate.so

Plans and prices

Team Free Free Up to 3 sequences · 30-days email and note history · 10 guest users · 3 email syncs Read 9 Oct 2026 · relate.so
Team Business $60 a month monthly; yearly option shown at $51 per user / month billed annually Unlimited sequences · Unlimited email and note history · 50 guest users · Unlimited email syncs Read 9 Oct 2026 · relate.so
Enterprise Priced on request Custom integrations · Data warehouse integration · Reverse ETL · Security & Compliance Read 9 Oct 2026 · relate.so

Every Relate Engage plan and price →

Strong points and limits

Strong points

  • Tracks delivery, opens, clicks, bounces, spam, and replies
  • Sequences stop on replies or meeting bookings
  • Personalized templates support prospect details
  • Connects to more than 4,000 applications through Zapier

Limits

  • Team Free allows up to 3 sequences
  • Free email and note history lasts 30 days
  • Team Business costs $60 a month billed monthly

Who it suits

Relate Engage suits B2B sales teams coordinating outbound email and tracking recipient responses. It can work alongside Relate CRM or separately, with integrations for Google Mail, Outlook, and Zapier-connected applications.

Verdict

Relate Engage combines outbound sequencing, engagement tracking, and deal workflows for B2B sales. Compare the free plan's sequence and history limits with the paid options before choosing.

Where Specifiction places it

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