Introduction to Relatable CRM
Relatable is a user-friendly CRM tool designed for small businesses and professionals to track, organize, and engage with key relationships using an AI assistant, emphasizing authenticity over traditional sales-focused systems.
Key Features
- AI Relationship Assistant: Offers personalized suggestions for follow-ups, message drafting, and reminders for events like birthdays or job updates, ensuring interactions feel natural and non-pushy.
- Contact Integration: Automatically syncs and deduplicates contacts from email, calendar, LinkedIn, and other sources, providing centralized profiles with details like conversation history.
- Network Organization: Uses a 'Sphere' system to structure relationships, enabling quick searches and visualizations for targeted outreach.
- Communication Tools: Includes templates, AI-driven message writing, and seamless integration with platforms like Gmail and Zapier for sending messages without switching apps.
Use Cases
- For professionals, it aids in maintaining business networks, generating referrals, and fostering partnerships by prioritizing meaningful connections.
- Small business owners can use it for customer relationship management, tracking interactions, and automating follow-ups to boost loyalty and sales.
- Unique Selling Points: Unlike corporate CRMs like Salesforce, Relatable focuses on human-centric networking with secure, privacy-focused data handling and a personal assistant-like interface, making it ideal for everyday relationship building without feeling overwhelming.
This tool transforms scattered networks into actionable assets, enhancing productivity and personal connections through practical AI applications.
