Relatik customer
Relatik customer
Relatik customer

Loved by 38,456 growing teams

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relatik

Overview

Contacts

1,284

Deals

96

Tasks

12

Inbox

4

Reports

PIPELINES

New business

Expansion

Partnerships

Trial · 9 days left

Invite your team to get the most out of Relatik.

Overview

Search contacts, deals…

⌘K

Last 30 days

New deal

AS

Pipeline value

$482,900

↑ 12.4%

vs last month

Deals won

38

↑ 8

vs last month

Win rate

32.6%

↑ 2.1 pt

vs last month

Avg. response time

1h 12m

↓ 18%

faster

Revenue

$128,450

↑ 18.2%

This year

Last year

Revenue this year vs last year

November

$11,920

+21%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Pipeline by stage

96 deals

Lead

124

Qualified

68

Proposal

41

Negotiation

19

Won

12

Recent deals

View all

Company

Owner

Stage

Close date

Value

B

Brightloop

JT

Julia T.

Negotiation

Oct 24

$24,000

F

Fieldwork

MR

Mark R.

Won

Oct 19

$12,400

K

Kestrel Labs

SD

Sophie D.

Proposal

Nov 02

$31,750

Deal won · Fieldwork

$12,400 · just now

New lead · Lumora

From website form · 1m ago

Meeting booked · Kestrel

Tomorrow, 10:00 · 3m ago

Deal won · Fieldwork

$12,400 · just now

Overview

Search contacts, deals…

Last 30 days

New deal

AS

Pipeline value

$482,900

↑ 12.4%

Deals won

38

↑ 8

Win rate

32.6%

↑ 2.1 pt

Avg. response time

1h 12m

↓ 18%

Revenue

$128,450

↑ 18.2%

This year

Last year

Revenue this year vs last year

November

$11,920

+21%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Pipeline by stage

96 deals

Lead

124

Qualified

68

Proposal

41

Negotiation

19

Deal won · Fieldwork

$12,400 · just now

New lead · Lumora

From website form · 1m ago

Meeting booked · Kestrel

Tomorrow, 10:00 · 3m ago

Deal won · Fieldwork

$12,400 · just now

Overview

AS

Pipeline value

$482,900

↑ 12.4%

Deals won

38

↑ 8

Win rate

32.6%

↑ 2.1 pt

Avg. response time

1h 12m

↓ 18%

Revenue

$128,450

↑ 18.2%

Revenue this year vs last year

November

$11,920

+21%

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

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

LinkedIn

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

Negotiation

2

$71k

Drop deal here

Brightloop

$24,000

90% likely

JT

Fieldwork

$47,300

Oct 30

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.

01

Create your account

Sign up with your email and set up your workspace in minutes. Pick a pipeline layout and invite your team.

01

Create your account

Sign up with your email and set up your workspace in minutes. Pick a pipeline layout and invite your team.

02

Import & organize leads

Bring in contacts from spreadsheets or your favorite tools. Sort them into stages, assign owners, and set priorities.

02

Import & organize leads

Bring in contacts from spreadsheets or your favorite tools. Sort them into stages, assign owners, and set priorities.

03

Automate & grow

Add workflows, reminders, and follow-ups. Track progress in real time and close more deals with less effort.

03

Automate & grow

Add workflows, reminders, and follow-ups. Track progress in real time and close more deals with less effort.

PS

AS

SD

JT

RN

TC

OM

MR

EH

DK

MW

Deal won

Brightloop · $24,000

Meeting booked

Tue · 10:00

Follow-up sent

Automated · 2m ago

PS

AS

SD

JT

RN

TC

OM

MR

EH

DK

MW

Deal won

Brightloop · $24,000

Meeting booked

Tue · 10:00

Follow-up sent

Automated · 2m ago

PS

AS

SD

JT

RN

TC

OM

MR

EH

DK

MW

Deal won

Brightloop · $24,000

Meeting booked

Tue · 10:00

Follow-up sent

Automated · 2m ago

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.

Monthly

Annual

Save 20%

Essential

$9

$7

/ month

Billed monthly

Billed $84 yearly

For freelancers and small teams getting organized.

2 active projects

Basic analytics

Email support

Community access

Core integrations

Regular

Most popular

$15

$12

/ month

Billed monthly

Billed $144 yearly

For growing teams that need more power.

Everything in Essential

Up to 10 projects

Advanced analytics

Priority email support

Team collaboration

Enterprise

$35

$28

/ month

Billed monthly

Billed $336 yearly

For larger organizations scaling fast.

Everything in Regular

Unlimited projects

Full analytics suite

1:1 onboarding session

Slack & chat support

Monthly

Annual

Save 20%

Essential

$9

$7

/ month

Billed monthly

Billed $84 yearly

For freelancers and small teams getting organized.

2 active projects

Basic analytics

Email support

Community access

Core integrations

Regular

Most popular

$15

$12

/ month

Billed monthly

Billed $144 yearly

For growing teams that need more power.

Everything in Essential

Up to 10 projects

Advanced analytics

Priority email support

Team collaboration

Enterprise

$35

$28

/ month

Billed monthly

Billed $336 yearly

For larger organizations scaling fast.

Everything in Regular

Unlimited projects

Full analytics suite

1:1 onboarding session

Slack & chat support

Monthly

Annual

Save 20%

Essential

$9

$7

/ month

Billed monthly

Billed $84 yearly

For freelancers and small teams getting organized.

2 active projects

Basic analytics

Email support

Community access

Core integrations

Regular

Most popular

$15

$12

/ month

Billed monthly

Billed $144 yearly

For growing teams that need more power.

Everything in Essential

Up to 10 projects

Advanced analytics

Priority email support

Team collaboration

Enterprise

$35

$28

/ month

Billed monthly

Billed $336 yearly

For larger organizations scaling fast.

Everything in Regular

Unlimited projects

Full analytics suite

1:1 onboarding session

Slack & chat support

Ready to build better customer relationships?

Start your free 14-day trial today. No credit card required — set up your workspace in minutes.

Ready to build better customer relationships?

Start your free 14-day trial today. No credit card required — set up your workspace in minutes.

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