Early accessRelevate CRM
Know who you talk to.
Everyone you work with and the companies they're at, each with a stage and a next step. No setup, no spreadsheet to keep.
Early access
People first, never a database.
People and companies
Everyone you talk to and the company they're at, on one page each.
A stage for everyone
Lead, customer, partner or past. You always know where you stand.
Next steps
One clear next thing for each person, and a Today list of what's due.
Every email, in place
Emails you send from Relevate show up on the person they went to.
Booked calls land here
When someone books a time with you, it appears on their page.
Like a sheet, when you want
Sort, edit in place and work through a lot of people at once.
Inside CRM
Simple enough to actually keep up to date.
People and companies
Everyone you talk to, in one calm list.
No pipelines to configure or fields to design first. People, the company they’re at, where things stand and what happens next.
Stages
Know where everyone stands.
Four plain stages instead of a sales funnel. Move someone along in a click and the whole team sees it.
Daan Bakker
Operations at Bakker & Zonen
Next steps
Nobody goes quiet.
Every person has one next step with a date. Tick it off and Relevate asks for the next one, so follow-ups don’t slip.
One page per person
Everything about them, in one place.
Bookings from Schedule, replies to your emails, stage changes and your team’s notes land on the same page, in order.
Activity
Today
- Fd
Femke de Boer replied to “Nieuw: plan je eigen kennismaking”
- Sd
Sanne de Vries created a note
- Sd
Sanne de Vries updated details
- Stage
- Lead
- Fd
Femke de Boer booked an intro call for Thursday at 10:00
Relevate system created this record
Want access?
Tell us who you talk to.
Tell us how you keep track of customers today, and we’ll switch the CRM on for your workspace.