RelevateAI

Spec sheet

Product

RelevateAI describes this product as CRM-native direct mail automation that turns Salesforce and HubSpot pipeline activity into automated physical outreach.Read 8 Oct 2026 · relevate.ai

Audience

The product is designed for CRM-first B2B teams, including marketing operations, sales leaders, founders, and RevOps teams.Read 8 Oct 2026 · relevate.ai

Trial

The separate B2B pricing page lists a “Free Trial” at “$0.0/mo” with 50 prospects and 1 included user; it does not state a trial duration.Read 7 Oct 2026 · relevate.ai

Integrations

The direct mail page identifies Salesforce and HubSpot as the CRM systems where workflows run and execution data is synchronized.Read 8 Oct 2026 · relevate.ai

Security

Relevate’s terms state that it uses encryption in transit and at rest and role-based access controls, and will notify customers within 48 hours after discovering unauthorized data access.Read 7 Oct 2026 · relevate.ai

Support

The terms say authorized users can submit support requests through an online ticketing system or designated support email, with a reasonable-efforts response target of one business day.Read 7 Oct 2026 · relevate.ai

Headquarters

Relevate lists its address as 900 2nd Ave S #1550, Minneapolis, MN 55402.Read 8 Oct 2026 · relevate.ai

Company

Relevate.ai describes itself as an independent data-driven marketing technology company originally incubated within Contata.Read 7 Oct 2026 · relevate.ai

Automated fulfillment

When a workflow condition is met, the system generates personalized mail from live CRM data and automates fulfillment.Read 7 Oct 2026 · relevate.ai

Availability and pricing

The direct mail page invites visitors to request a demo but does not show a direct-mail-specific price or plan.Read 7 Oct 2026 · relevate.ai

Channels

Email and physical mail can be coordinated within the same workflow system using shared CRM events.Read 7 Oct 2026 · relevate.ai

Company background

Relevate says it was originally incubated within Contata and later launched as an independent company; the page gives no founding year.Read 8 Oct 2026 · relevate.ai

Data and privacy

The privacy policy says uploaded customer data remains under the customer’s control and that Relevate does not sell or rent personal account information.Read 7 Oct 2026 · relevate.ai

Email coordination

Email and direct mail can run in the same workflow, triggered by shared CRM events and coordinated sequences.Read 8 Oct 2026 · relevate.ai

Lead reactivation

It can send personalized mail to inactive leads using lead source data, engagement history, and segmentation logic.Read 8 Oct 2026 · relevate.ai

Personalization

Triggered physical mail is personalized using live CRM data, including account profile and buying stage.Read 8 Oct 2026 · relevate.ai

Pipeline reactivation

The product supports re-engagement workflows for stalled pipelines, inactive leads, and dormant or lost opportunities.Read 7 Oct 2026 · relevate.ai

Pipeline recovery

The product can trigger re-engagement workflows when deal velocity slows or inactivity thresholds are reached.Read 8 Oct 2026 · relevate.ai

Privacy and security

Relevate's privacy policy lists encryption in transit and at rest, role-based access controls, and secure cloud infrastructure as safeguards.Read 8 Oct 2026 · relevate.ai

Tracking

The system logs workflow triggers, fulfillment progress, dispatch, delivery confirmation, and engagement signals, then syncs data to Salesforce or HubSpot.Read 8 Oct 2026 · relevate.ai

Traditional workflow replacement

RelevateAI says it replaces CRM exports, manual segmentation, vendor coordination, printing management, fulfillment tracking, and reporting reconciliation.Read 8 Oct 2026 · relevate.ai

Trial offer

A Relevate page for direct marketing and print services partners invites visitors to start a free trial and says no credit card is required; it does not state the trial duration.Read 8 Oct 2026 · relevate.ai

Workflow triggers

Workflows can use opportunity creation, deal stage changes, inactivity thresholds, and account scoring updates as conditions for sending mail.Read 8 Oct 2026 · relevate.ai

Where Specifiction places it

• Direct Mail Automation Software#20 of 287.3