RelateIQ software


2 reviews(4.0/5)
2 reviews(4.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

2 Reviews of RelateIQ

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  • Nathy from firstsupport

    Specialty: Consulting

    February 2016

    could be better

    Ease-of-use
    Functionality
    Quality
    Support
    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

    Specialty: Education

    October 2015

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

    Ease-of-use
    Functionality
    Quality
    Support
    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

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