Customer Relationship Management, Marketing & Sales Videos, Sales Enablement

RelateIQ: A Relationship Intelligence Powered CRM

RelateIQ is a simpler CRM that integrates with your email inbox to automatically digest and organize data from each data source. RelateIQ automatically syncs the data from your inbound and outbound emails, calendar, and smartphone calls (though the mobile app) to eliminate manual data entry into the CRM. It’s so advanced that if someone emails you and you don’t reply, they’ll create a reminder for you automatically.

RelateIQ eliminates manual data entry by automatically capturing your emails, meetings, and phone calls related to your deals. Intelligent features, such as Suggested Follow-Ups and Intelligence Fields, take that communication activity and use it to make your team more productive.


The platform also has a sales reporting module to provide activity, sales growth, sales velocity and pipeline reporting.

Funnel Analysis

RelateIQ integrates with MailChimp, Pardot, HubSpot and Zapier and has a comprehensive Chrome Extension.

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