Relate Fundraising CRM
Ranked in Investor Relationship Management Software ·Free plan· paid from $60/mo
About
Relate Fundraising CRM gives founders a place to track investor relationships, active deals, and fundraising conversations. Teams can build investor lists, comment, tag people, and share context. Email sync works both ways, and users can send messages from Relate. Connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack can receive real-time updates about organizations, deals, and notes. Relate Cal is for scheduling investor meetings, including Zoom calls. The product also supports sales, customer success, partnerships, and other processes. It runs in a browser and has desktop apps for macOS Intel, macOS Apple Silicon, and Windows; Linux is not officially supported, though an installer is available on request. Mobile access uses a progressive web app in iOS and Android browsers, which can be added to a device home screen. Zapier connections provide access to more than 4,000 applications. Free plans have 30 days of email and note history; Business includes full history. Pricing lists a free plan, paid from $15/mo, and a 7-day trial; Team Business is $60.00 USD per month per user.
Who it is for
It suits founders tracking fundraising and teams that want investor email, deal progress, and meeting context together. Its wider sales, customer success, and partnership uses may also fit teams managing those processes.
What is good
- Two-way email sync and in-product sending
- Investor deals and conversations tracked in one place
- Slack notifications for organizations, deals, and notes
- More than 4,000 Zapier app connections
What to know first
- Free plans retain email and notes for 30 days
- Linux is not officially supported
- Team Business is $60.00 USD per month per user
Verdict
Relate brings investor pipeline, email, team context, and meeting scheduling into one workspace. Check the free plan's 30-day history limit and confirm platform fit, especially if your team uses Linux.
Compared on investor relationship management software
Facts
- Fundraising use
- Relate is described as a way for founders to track investors and deals while raising capital.relate.so · 29 Sept 2026
- Investor pipeline
- The fundraising page says users can track ongoing investor deals and conversations in one place.relate.so · 29 Sept 2026
- Relate says it syncs investor emails both ways and lets users send directly from the product.relate.so · 29 Sept 2026
- Slack
- The fundraising page says users can receive Slack notifications about CRM updates.relate.so · 29 Sept 2026
- Meetings
- The fundraising page describes Relate Cal for scheduling investor meetings, including Zoom calls.relate.so · 29 Sept 2026
- Team collaboration
- Users can build investor lists, comment, tag, and share context with their team.relate.so · 29 Sept 2026
- Other use cases
- Relate says it can also support sales, customer success, partnerships, and other processes.relate.so · 29 Sept 2026
- Email integrations
- Relate documents email connections through Google, Outlook, or IMAP/SMTP, including self-hosted email services.relate.so · 29 Sept 2026
- Slack integration
- Relate's Slack integration sends real-time notifications about organizations, deals, and notes to Slack channels or personal messages.relate.so · 29 Sept 2026
- Additional integrations
- Relate's documentation says it can connect to more than 4,000 applications through Zapier.relate.so · 29 Sept 2026
- Mobile access
- Relate says its mobile experience is a progressive web app accessible on iOS and Android browsers and can be added to a device home screen.relate.so · 29 Sept 2026
- Desktop and browser
- Relate is available in a browser and as a desktop application for macOS Intel, macOS Apple Silicon, and Windows; Linux is not officially supported, though the company says it can provide a Linux installer on request.relate.so · 29 Sept 2026
- Support contact
- Relate's email-sync guide directs users who need help to contact [email protected].relate.so · 29 Sept 2026
- Pricing limit
- The pricing page lists 30 days of email and note history for free plans and full history for Business.relate.so · 29 Sept 2026
Company
- Headquarters
- San Francisco, California, United Statesrelate.so · 28 Sept 2026
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Where it ranks on Inferse
Sources
- relate.so/solution/fundraising· checked 29 Sept 2026
- relate.so/docs/setup/email-sync· checked 29 Sept 2026
- relate.so/docs/integrations/slack· checked 29 Sept 2026
- relate.so/docs/setup/zapier-integration/what-is-z· checked 29 Sept 2026
- relate.so/docs/mobile-view· checked 29 Sept 2026
- relate.so/docs/setup/get-the-app· checked 29 Sept 2026
- relate.so/docs/setup/register-google-api-allowlis· checked 29 Sept 2026
- relate.so/pricing· checked 29 Sept 2026