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Relate Fundraising CRM

iPhone + Android

8.4No. 6 of 24
in Investor Relationship Management Software
  • Recognised40% of the score42
  • Phone app26% of the score100
  • Documented20% of the score95
  • Free plan14% of the score100
Free plan
Yes
Paid plans from
$60/mo
Runs on
Android, iPhone, Mac, Web, Windows
Visit site Alternatives

Summary

Relate Fundraising CRM is ranked #6 of 24 in investor relationship management software on Samsung Mobile US Press. It runs on Android, iOS, macOS, Web, Windows. There is a free plan. A free trial is offered. Paid plans start at $60/mo.

Relate Fundraising CRM plans and pricing

All plans
Team Free Free Unlimited contacts · 30-day email and note history · 10 guest invites · 250 enrichments + pay-as-you-go relate.so · 29 Sept 2026
Team Business $60/mo per user, billed monthly Unlimited qualified deals · 50 guest invites · Reporting and dashboards · Up to 250 enrichments + pay-as-you-go relate.so · 29 Sept 2026
Enterprise Not published Contact us Custom integrations · Data warehouse integration · Reverse ETL · Multi-workspaces · Security and compliance relate.so · 29 Sept 2026

Compared on investor relationship management software

Free plan
Yesrelate.so
Email sync
Yesrelate.so
Deal pipeline
Yesrelate.so
LP and investor records
Yesrelate.so
Portfolio tracking
Norelate.so
Mobile app
Yesrelate.so

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
Email
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

Best Relate Fundraising CRM alternatives

See all 12
Juniper Square No. 1 9.2 iPhone + Android4Degrees No. 2 8.9 iPhone + AndroidDynamo CRM & Deal Management No. 3 8.9 iPhone + AndroidSatuitCRM No. 4 8.7 iPhone + Android$150/moClienteer No. 5 8.6 iPhone + AndroidEdda No. 7 8.3 iPhone + Android

Where it ranks on Samsung Mobile US Press

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Sources