Customer Communication
Receive/reply, track & manage all your customer communication in one place!
Through Relate, you can manage the entire customer communication and history in one place.
Managing all your customer communication in one place allows your sales reps to generate more leads and close more opportunities. Sales leaders then will be able to understand how their team is performing.
In addition, even non-sales people (Product Manager, Designer, Developer, etc.) can also be in the know with customer communication. They can directly answer questions, discuss sales opportunities with sales reps, and collaborate with team members directly within Relate.

Inbox

Relate's Inbox is the source of truth for customer communication and history. With Inbox, you can manage your customer communication without missing anything.
  • Emails (Both Sent & Received)
  • Comments from the team
  • Notes created by the team
You can use the Inbox as a to-do list since you can get all customer updates here. You can leave items that require additional action in the Inbox. Then, once you're done with them, you can select Archive to move them to the Archive tab. You can also Star them to pin important items.

Private Comments on Emails

You can write internal comments on the email threads. These comments are only shared internally and are not included in emails that you send.
​
Which emails can be seen in Relate App?
Relate pulls any email threads that you sent to/received from your registered contact
Not all emails can be accessed in Relate App. Only the emails registered as contact's email in Relate can be accessed.
​

Communication Timeline

When you go into the Lead Detail page, you can find all your customer interaction history in a timeline format. You can also leave internal comments on the email threads and sales notes found in the timeline.
I don't see any email in Relate?
If you do not see any email coming in after adding the contact's email, please check the following:
  1. 1.
    Retrieving your email usually takes only a few seconds, but in some cases, it can take up to 8 hours.
  2. 2.
    Check if your email is connected to Relate.
  3. 3.
    Check if you have changed the password for the email account.
  4. 4.
    Refresh the app (Cmd+Shift+R) or (Ctrl+Shift+R)
​

Note

You can add and share meeting notes and various updates about customers on the Lead Detail page.
There are 4 types of notes:
  • Meeting Note: Notes for in-person meetings.
  • Phone Call Note: Notes for phone calls.
  • Zoom Call Note: Notes for virtual meetings.
  • Other Note: Notes for other additional updates.

Note to Inbox / Commenting

If you create a note or leave a comment, then your team members can see it from the Inbox.