RelateIQ is a web-based solution designed to manage professional relationships, communication, and contact information. It features a suite of applications including Sales Automation, Customer Service & Support, Social CRM, and Partner Relationship Management. Since RelateIQ is web-based, users can access the system from anywhere with an Internet connection, even on a Mac. It also offers mobile apps.
RelateIQ saves time performaning manual data entry by automatically aggregates users’ email, calendar, and contacts into a single set of contacts. Its interface allows each user to view an entire history with a company in one place; this feature ensures that critical opportunities aren’t missed.
RelateIQ services sales, business development, community management, customer success, and account management teams. Its customers include those in corporate real estate, marketing and advertising, enterprise technology, non-profits, and more. RelateIQ integrates with Hubspot and Marketo, helping facilitate collaboration between marketing and sales efforts.
Nathy from firstsupport
It works amazing for my company. There are so many aspects of it that I love. The ability to write comments on what's happening with my client at each stage. The ability to set task to call the client at the appropriate times without having to remember a thing.
There are different glitches every week. I wish there were improvements being made to make the software more technologically advanced. I wish that there was a way to customize the contacts field to meet my needs.
Learn the software and how well it will work for your needs. Each company has a need for a software so you have to learn what your needs are because each companies experience will be different.
Esteban from co.lab
It is super easy to use.
I love the auto-population of feed/conversations and integration of calendar changes into convo feeds
Some core features are still in the making. Early version of product. Sometimes feels more complicated than it should
Also too salesman oriented, should keep features more usecase agnostic
Use and compare!
Integrate with all your email and calendar services