Relate Fundraising CRM

Overview

Relate Fundraising CRM is a relationship manager for founders coordinating investors and deals during a capital raise. It suits teams that want fundraising conversations, email and shared context in one workspace. Its focus is deal coordination, not portfolio tracking.

Investor records and an active pipeline sit alongside email, team collaboration and meeting scheduling. The broader CRM can also support sales, customer success and partnerships. For a wider category comparison, see Investor Relationship Management Software.

Key features

Relate keeps investor deals and conversations together, giving a fundraising team a common view of ongoing relationships. Lists, comments and tags let colleagues share context around those relationships; that is more useful for coordinated outreach than a contact database used by one person.

Email connects through Google, Outlook or IMAP/SMTP, including self-hosted services. Two-way syncing and sending from Relate keep investor correspondence tied to the CRM. Slack notifications can report updates to organizations, deals and notes in channels or personal messages. Zapier connects Relate to more than 4,000 applications, extending it beyond its named email and Slack integrations.

Relate Cal schedules investor meetings, including Zoom calls. This brings scheduling into the fundraising workflow, though the CRM does not track portfolios. That distinction matters for firms looking to manage investments after a deal closes.

Pricing

The freemium structure makes Team Free a low-commitment starting point: it costs 0.00 USD per free and includes unlimited contacts, 10 guest invites and 250 enrichments plus pay-as-you-go. Its key trade-off is a 30-day limit on email and note history, so it is a weaker fit for teams that need to preserve a longer relationship record. The free plan also comes with a 7-day trial offer; check the terms before relying on a trial to evaluate a continuing workflow.

Team Business costs 60.00 USD per month, billed per user and monthly. It adds unlimited qualified deals, 50 guest invites, reporting and dashboards, and full email and note history; it includes up to 250 enrichments plus pay-as-you-go. The per-user monthly charge makes the price rise with the team, but full history and reporting suit active fundraising groups that need a durable record and shared visibility.

Enterprise uses custom pricing. It is aimed at organizations needing custom integrations, data warehouse integration, reverse ETL, multiple workspaces, or security and compliance provisions. Those requirements justify considering it over the standard team plans; teams without them may find the business tier more proportionate.

Platforms

Relate runs in a browser and has desktop applications for macOS Intel, macOS Apple Silicon and Windows. Its mobile access is a progressive web app for iOS and Android browsers, which can be added to a device home screen rather than installed as a dedicated native app. Linux is not officially supported, although a Linux installer can be provided on request. Confirm that arrangement if Linux is essential to the team.

Who it's for

Relate is best for founders and small fundraising teams that need to keep investor conversations, deal progress and colleagues’ context connected. The free tier can suit an early workflow with modest history needs; teams that need older correspondence, reporting or more guest access should weigh the per-user Business price. It is not the right fit for portfolio tracking, and Linux-dependent teams should resolve platform support before committing.

Pros and cons

• Pros: Two-way email sync and in-product sending keep correspondence associated with investor relationships.
• Pros: Comments, tags, shared lists and Slack updates support team coordination around deals.
• Pros: Browser, desktop and mobile-browser access give teams several ways to reach the CRM.
• Cons: Free plans retain only 30 days of email and note history, limiting their usefulness as a lasting record.
• Cons: Business is billed per user, so adding colleagues increases the monthly cost.
• Cons: There is no portfolio tracking, and Linux is not officially supported.

Alternatives

Clienteer is a paid option to consider if its broader set of listed platform types, including self-hosted access, matters to your team. Juniper Square is another paid alternative, with Android, iOS, API and web platforms.

Visible is worth comparing for teams seeking a free investor-facing setup: its free Starter plan allows 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files and two users. Finta is a paid alternative with a free trial; its Finta plan costs 200.00 USD per month on a 12-month relationship billed monthly and includes 2,000 credits per month and unlimited members.

Allvue Investment Management, Dynamo CRM & Deal Management, Edda and SatuitCRM are also options to compare.

Verdict

Choose Relate if your fundraising team needs investor pipeline management tied to email, shared context and meeting scheduling across browser, desktop and mobile-browser access. The combination is practical for coordinating an active raise, and Business removes the free plan’s history cap. Look elsewhere if portfolio tracking is central, if per-user monthly pricing does not suit your team, or if you need officially supported Linux access.