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Relate Fundraising CRM

relate.so

From $12/mo Free plan WebWindowsmacOSLinuxiOSAndroid
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Spec score 8.8 #2 of 25 in Investor Relationship Management Software

What it is

Relate Fundraising CRM helps founders organize investor relationships and fundraising activity. It brings investor deals and conversations together, with tools to build lists, comment, tag, and share context with teammates. Relate syncs investor email both ways and lets users send messages from the product. Email connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack notifications can report CRM updates, and Relate Cal can schedule investor meetings, including Zoom calls. The product can also support sales, customer success, partnerships, and other processes. It is available in a browser and as desktop software for macOS and Windows; mobile access uses a progressive web app in iOS and Android browsers that can be added to a device home screen. Free plans include 30 days of email and note history, while Business includes full history. The pricing note lists paid access from $15/mo and a 7-day trial; Team Business is $60 a month, billed per user.

Spec sheet

What it does
Relate is a sales CRM for B2B companies that centralizes customer data, activities, deals and collaboration.Read 14 Oct 2026 · relate.so
Headquarters
San Francisco, California, United StatesRead 28 Sep 2026 · relate.so
Additional integrations
Relate's documentation says it can connect to more than 4,000 applications through Zapier.Read 29 Sep 2026 · relate.so
API access process
API-key issuance, pricing and usage questions are handled through Relate support rather than an automated self-service flow.Read 14 Oct 2026 · relate.so
API operations
The contacts API documents read, create, update and delete operations plus email and phone lookup.Read 14 Oct 2026 · relate.so
API resources
Documented API resources include contacts, organizations, notes, custom fields, lists, processes, entries, calendar events and recordings.Read 14 Oct 2026 · relate.so
Browser access
Relate also runs in a browser at app.relate.so and recommends Google Chrome for the best experience.Read 14 Oct 2026 · relate.so
Business description
Crunchbase describes Relate as cloud CRM software for B2B SaaS startups to manage customer data, sales deals and team collaboration.Read 14 Oct 2026 · crunchbase.com
Calendar scheduling
Relate Cal is presented as a way to schedule investor meetings, including Zoom calls.Read 14 Oct 2026 · relate.so
Collaboration
Teams can create investor lists, comment, tag records and share context.Read 14 Oct 2026 · relate.so
Company profile
LinkedIn lists Relate as a privately held software-development company with 2–10 employees, headquartered in San Francisco and founded in 2019.Read 14 Oct 2026 · linkedin.com
Desktop and browser
Relate is available in a browser and as a desktop application for macOS Intel, macOS Apple Silicon, and Windows; Linux is not officially supported, though the company says it can provide a Linux installer on request.Read 29 Sep 2026 · relate.so
Desktop requirements
Relate supplies desktop applications for macOS Intel, macOS Apple Silicon and Windows.Read 14 Oct 2026 · relate.so
Documentation scope
The guide covers onboarding, imports, platform features, AI, processes, sequences, documents, marketing, email, reporting, integrations, API and administration.Read 14 Oct 2026 · relate.so
Email
Relate says it syncs investor emails both ways and lets users send directly from the product.Read 29 Sep 2026 · relate.so
Email integrations
Relate documents email connections through Google, Outlook, or IMAP/SMTP, including self-hosted email services.Read 29 Sep 2026 · relate.so
Email sync
Relate provides bidirectional email synchronization so users can send and receive messages from the CRM.Read 14 Oct 2026 · relate.so
Funding and owner
Crunchbase classifies Relate as private and seed funded, lists Y Combinator among investors, and identifies Sangyong Jung as co-founder and CEO.Read 14 Oct 2026 · crunchbase.com
Fundraising use
The fundraising solution tracks investors, investor deals and fundraising conversations across rounds.Read 14 Oct 2026 · relate.so
Independent review volume
Stackbases reports a thin review corpus of two G2 reviews rated 4.3/5 and three Product Hunt reviews rated 5.0/5.Read 14 Oct 2026 · stackbases.com
Investor CRM
Fundraising users can organize investor organizations, people, views and pipeline stages in one workspace.Read 14 Oct 2026 · relate.so
Investor pipeline
The fundraising page says users can track ongoing investor deals and conversations in one place.Read 29 Sep 2026 · relate.so
Legal name
Crunchbase identifies the legal company name as Pixelic, Inc., also known as Pixelic.Read 14 Oct 2026 · crunchbase.com
Limit: automation
Stackbases says teams needing extensive custom automation may encounter API limitations.Read 14 Oct 2026 · stackbases.com
Limit: integrations
A G2 reviewer wanted more native integrations with everyday tools.Read 14 Oct 2026 · g2.com
Limit: pricing
A G2 reviewer said the premium offering could be reduced to make the business more scalable.Read 14 Oct 2026 · g2.com
Linux support
Linux is not officially supported, although Relate says it can provide a Linux installer on request.Read 14 Oct 2026 · relate.so
Meetings
The fundraising page describes Relate Cal for scheduling investor meetings, including Zoom calls.Read 29 Sep 2026 · relate.so
Mobile access
Relate says its mobile experience is a progressive web app accessible on iOS and Android browsers and can be added to a device home screen.Read 29 Sep 2026 · relate.so
Mobile availability
Relate says it has no timeline for a mobile or tablet app and is focusing on desktop workflows.Read 14 Oct 2026 · relate.so
Notable news
On February 19, 2026 Relate announced Spread|Emma AI lead qualification and follow-up automation, CSV exports and additional Slack and mail-merge improvements.Read 14 Oct 2026 · relate.so
Other use cases
Relate says it can also support sales, customer success, partnerships, and other processes.Read 29 Sep 2026 · relate.so
Praise: ease of use
A G2 reviewer described the interface as clean, fast and intuitive, with implementation completed within hours.Read 14 Oct 2026 · g2.com
Praise: startup fit
Stackbases characterizes Relate as aimed at seed and Series A B2B SaaS teams of roughly 5–15 people.Read 14 Oct 2026 · stackbases.com
Praise: support
A G2 reviewer praised support responses as quick, personal and focused on solving problems.Read 14 Oct 2026 · g2.com
Pricing limit
The pricing page lists 30 days of email and note history for free plans and full history for Business.Read 29 Sep 2026 · relate.so
Public API
Relate has a versioned public API at api.relate.so/v1 using bearer API keys.Read 14 Oct 2026 · relate.so
Rating on G2
4.3 out of 5 from 2 reviews.Read 14 Oct 2026 · g2.com
Rating on GetApp
0.0 out of 5 from 0 reviews; GetApp lists no pricing information for Relate.Read 14 Oct 2026 · getapp.com
Rating on Product Hunt
No review rating is displayed; the listing says Relate launched in 2020 and reached 239 upvotes.Read 14 Oct 2026 · producthunt.com
Security controls
The pricing comparison lists role-based access, security and compliance integrations, and SAML single sign-on.Read 14 Oct 2026 · relate.so
Slack
The fundraising page says users can receive Slack notifications about CRM updates.Read 29 Sep 2026 · relate.so
Slack integration
The Slack integration sends team or personal notifications about organizations, deals, notes and assigned work.Read 14 Oct 2026 · relate.so
Support contact
Relate's email-sync guide directs users who need help to contact [email protected].Read 29 Sep 2026 · relate.so
Team collaboration
Users can build investor lists, comment, tag, and share context with their team.Read 29 Sep 2026 · relate.so
Zapier integration
Relate connects through Zapier to more than 4,000 applications using triggers and actions.Read 14 Oct 2026 · relate.so

Plans and prices

Personal Plan Free unlimited contacts · LinkedIn integration · import/export · 30-day email and note history · 10 guests · Zapier, Gmail and Outlook integrations · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Team Free Free unlimited contacts · LinkedIn integration · import/export · 30-day email and note history · 10 guests · Zapier, Gmail and Outlook integrations · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Personal Pro (annual) $12 a month annually Personal Free features · full email and note history · unlimited file uploads · 50 guests · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Personal Pro $15 a month monthly Personal Free features · full email and note history · unlimited file uploads · 50 guests · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Team Business (annual) $51 a month annually Team Free features · full email and note history · unlimited qualified deals · 50 guests · reporting and dashboards · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Team Business $60 a month monthly Team Free features · full email and note history · unlimited qualified deals · 50 guests · reporting and dashboards · 250 enrichments plus pay-as-you-go Read 14 Oct 2026 · relate.so
Enterprise Priced on request custom integrations · data warehouse integration · reverse ETL · 100 guests · multi-workspaces · security and compliance Read 14 Oct 2026 · relate.so

Every Relate Fundraising CRM plan and price →

Strong points and limits

Strong points

  • Tracks investor deals and conversations in one place.
  • Syncs email both ways and supports sending from the product.
  • Mobile access works through iOS and Android browsers.
  • Connects to more than 4,000 applications through Zapier.

Limits

  • Free plans include only 30 days of email and note history.
  • Linux is not officially supported.
  • Mobile access uses a progressive web app, not a listed native app.
  • Team Business is $60 a month, billed per user.

Who it suits

Relate suits founders tracking investors and fundraising deals, especially teams that want shared context and synchronized email. It can also support sales, customer success, and partnership processes.

Relate Fundraising CRM in depth

Read the full write-up

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 nothing 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 a 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 a 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.

Verdict

Relate combines investor tracking, email, team collaboration, and meeting scheduling across browser, desktop, and mobile-browser access. Check the free plan’s history limit and the platform details that matter to your team.

Where Specifiction places it

Alternatives to Relate Fundraising CRMAll alternatives →