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What is Relatas?

Relatas is the cutting-edge platform driven by artificial intelligence that elite sales teams trust for optimizing Sales Execution, Account Management, and precise Forecasting. Spanning over 300 cities globally and collaborating with more than 1,000 companies, Relatas processes more than 10 million interactions daily. We are convinced that every organization should adopt a Sales AI platform to improve their workflows and performance. Our range of offerings is designed to meet diverse requirements; whether you need a CXO dashboard, AI-generated actionable insights, enhanced forecasting accuracy, increased productivity for sales agents, account-based selling methodologies, or streamlined sales execution through AI, Relatas can meet your needs. Enhance your sales team's effectiveness with our groundbreaking no-data-entry Sales AI platform, and contact us today for a tailored quote. By implementing Relatas, you may experience a remarkable 30% boost in your pipeline, capturing those overlooked opportunities that often go unnoticed. Discover how Relatas can revolutionize your sales approach and empower your team to reach new heights of achievement, ensuring you stay ahead in the competitive market landscape.

What is Insightly?

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Azquo
Badger Maps
Benchmark Email
BugHerd
Canvass
Constant Contact Lead Gen & CRM
Emailable
HoneyBook
Leadberry
Mailchimp
Membrain
ScoreApp
Sourcetable
Squarespace
TablelistPro
Tempo Portfolio Manager
Zendesk Sell

Integrations Supported

Azquo
Badger Maps
Benchmark Email
BugHerd
Canvass
Constant Contact Lead Gen & CRM
Emailable
HoneyBook
Leadberry
Mailchimp
Membrain
ScoreApp
Sourcetable
Squarespace
TablelistPro
Tempo Portfolio Manager
Zendesk Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Relatas

Company Location

United States

Company Website

relatas.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

Categories and Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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