RelateIQ Software


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.

Contact relationship
Contact relationship

Contact relationship

Regional deals

Regional deals

Contact details

Contact details

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



2 Reviews of RelateIQ

Overall rating

4.0 / 5 stars

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Nathy from firstsupport

Industry:  Consulting

Ease-of-use

Customer support

Functionality

February 2016

could be better

Pros

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.

Cons

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.

Esteban from co.lab

Industry:  Education

Ease-of-use

Customer support

Functionality

October 2015

Great experience. Would love new features to be for non-sales teams to

Pros

It is super easy to use.
I love the auto-population of feed/conversations and integration of calendar changes into convo feeds

Cons

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


Displaying 1 - 2 of 2 reviews