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Customer management made simple
All your customer data, tasks, and conversations — organized in one calm, fast workspace your whole team will actually use.
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Trusted by fast-growing teams around the world
Brightloop
Fieldwork
Kestrel
Lumora
Orbitly
Quanta
Vellum
Haven
Features
Powerful features, built for clarity
Everything you need to manage customer relationships — from first contact to automation — without the clutter.
Lead management
Track every lead from first contact to closed deal with customizable pipelines — no spreadsheets required.

Leads
248
All
New · 32
Hot · 14
Name
Source
Score
Status
EH
Elena Hart
Brightloop · Head of Ops
Website
● Hot
OM
Owen Malik
Fieldwork · Founder
Referral
Qualified
RN
Rina Nakamura
Kestrel Labs · VP Sales
Contacted
TC
Theo Castillo
Lumora · Growth Lead
Webinar
New
MW
Maya Wells
Orbitly · Operations
Website
New
JB
Jonas Berg
Vellum · CEO
Referral
Qualified
PS
Priya Shah
Haven & Co · Partner
Event
New
Pipeline overview
See your whole sales pipeline at a glance. Monitor stages, spot bottlenecks, and keep deals moving.

New business
$227k open
Board
List
Forecast
Qualified
4
$64k
Lumora
$18,500
Oct 28
TC
Orbitly
$9,200
Nov 04
MW
Haven & Co
$22,000
Nov 11
PS
Proposal
3
$92k
Kestrel Labs
$31,750
Due in 2d
SD
Vellum
$40,000
Nov 02
JB
Quanta
$20,600
Nov 15
MR
Analytics & insights
Real-time reports and dashboards that show what’s working and where to focus next.

Revenue
W
M
Q
$128.4k
↑ 18.2%
$0k
$0k
$0k
$0k
$0k
$31.2k
May
Jun
Jul
Aug
Sep
Oct
Top sources
Referrals
42%
Website
31%
Automated workflows
Put follow-ups on autopilot with smart triggers, so your team can focus on closing.

Proposal follow-up
Active
TRIGGER
Deal moves to Proposal
WAIT
2 business days
CONDITION
No reply from contact?
YES
Send email
NO
Create task
Team collaboration
Assign tasks, share notes, and stay aligned with real-time updates in one shared space.

B
Brightloop · Expansion
$24,000 · Negotiation
JT
MR
AS
JT
Julia T.
10:24
@Mark sent the revised proposal — they want to start with 25 seats.
MR
Mark R.
10:31
Great. I’ll book the onboarding call for Friday.
Book onboarding call
Fri
How it works
From sign-up to success in minutes
Three simple steps to a CRM your whole team will love using.
Our mission
Built for teams that care about relationships.
We’re on a mission to simplify CRM for growing businesses. No clutter, no complexity — just powerful tools that help you build better customer connections.
10k+
conversations tracked weekly
92%
faster team onboarding
30+
countries with happy customers
Testimonials
Loved by teams who sell
Founders, sales leaders, and support teams use Relatik to stay close to their customers.
Clean, modern, and so easy to set up
I’ve tried a dozen CRMs, and this is the first one my team adopted without a fight. Everything just makes sense.

Alex B.
Startup Founder
Streamlined our workflow instantly
We switched two months ago and the difference is night and day. Managing leads and follow-ups has never been this effortless.

Julia T.
Sales Director
Exactly what our team needed
The interface is clean, intuitive, and fast. Our sales team actually enjoys using it — which says a lot.

Mark R.
Head of Growth
Increased our productivity by 30%
With automated reminders and real-time updates, we no longer let promising deals slip through the cracks.

Anika S.
CRM Operations Manager
Fast, reliable, and beautiful
It’s rare to find software that looks this good and performs this well. Relatik checks every box.

Sophie D.
Marketing Manager
Support team is next level
Beyond the product itself, the onboarding and ongoing support have been outstanding from day one.

Daniel K.
Customer Success Lead
FAQ
Questions & answers
Everything you need to know about Relatik. Can’t find what you’re looking for? Our team is happy to help.
What is Relatik?
Who is Relatik for?
Do I need technical skills to use it?
What features does Relatik offer?
Can I try Relatik for free?
Pricing
Simple, transparent pricing
Choose the plan that fits your team — whether you’re just starting out or scaling fast. Every plan starts with a free 14-day trial.