RelateIQ: CRM with intelligent relationship management

Relate IQ Feature Demo

RelateIQ is an on-line CRM that allows your teams to collaboratively and efficiently build your company's contact database.

RelateIQ enables you to better understand your prospects and customers, and to generate leads that you can convert into business opportunities more easily.

RelatedIQ does not just help you manage your business relationships. It intelligently automates the enrichment of your contact database.

Once connected to your email and mobile device, RelateIQ will search for the public information for each of your contacts and centralize them. RelateIQ also provides effective tracking of your customers and prospects.

Among the features of this CRM tools that make the difference in the market are:

  • Enriching contacts through social media
  • Full timeline visualization for each customer or prospects: emails sent, tweets, appointments, sms sent
  • Sharing contacts in your business
  • Task prioritization

Downstream you can view your data in synthetic reports and dashboards that allow you to make good decisions for your business.

RelateIQ is very ergonomic and user friendly. This allows you to quickly enter your data.

Editor: RelateIQ

Strengths of RelateIQ

RelateIQ demo and screenshots

RelateIQ: support (phone, email, ticket), Monitoring of emails, Daily Backup RelateIQ: Contact Management, Reports, Opportunity Management RelateIQ: Lead Management, Reports, Tasks and Notes

RelateIQ customers

No customer reference

Other features of RelateIQ

See all the features

RelateIQ pricing and features

Plans & Pricing

Small Team
Business
Enterprise
49 /month /user
99 /month /user
Contact us

Features

Analytics
Reports
Application Settings
Data Sharing Rules
Collaboration
Conversations and Posts Collaborative discussions between team members
Note Taking Management of a task list and note-taking
Marketing Automation
Email Tracking
Process & Workflow
Automatic Actions
Task Management & Alerts
Sales Force Automation
Account Management Management of company information
Contact Management Editing and follow-up of contacts for a given company
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Opportunity Management Deal that can possibly be gained following the qualification of a lead

Services

Integration & Interoperability
API, Web Service Restful APIs
Mobility
Mobile App
Security & Confidentiality
Advanced Encryption Standard (AES)
Daily Backups
Support
Help Desk (Phone, Email, Ticket, Chat)
Online Training (Webinar)

Data hosted in the following countries: United States of America (USA)

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