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- RelevateAI
On the recordRead 8 Oct 202623 facts
RelevateAI
Relevate lists its address as 900 2nd Ave S #1550, Minneapolis, MN 55402.
On the record
- Audience
- The product is designed for CRM-first B2B teams, including marketing operations, sales leaders, founders, and RevOps teams.relevate.ai · read 8 Oct 2026
- Automated fulfillment
- When a workflow condition is met, the system generates personalized mail from live CRM data and automates fulfillment.relevate.ai · read 7 Oct 2026
- Availability and pricing
- The direct mail page invites visitors to request a demo but does not show a direct-mail-specific price or plan.relevate.ai · read 7 Oct 2026
- Channels
- Email and physical mail can be coordinated within the same workflow system using shared CRM events.relevate.ai · read 7 Oct 2026
- Company
- Relevate.ai describes itself as an independent data-driven marketing technology company originally incubated within Contata.relevate.ai · read 7 Oct 2026
- Company background
- Relevate says it was originally incubated within Contata and later launched as an independent company; the page gives no founding year.relevate.ai · read 8 Oct 2026
- Data and privacy
- The privacy policy says uploaded customer data remains under the customer’s control and that Relevate does not sell or rent personal account information.relevate.ai · read 7 Oct 2026
- Email coordination
- Email and direct mail can run in the same workflow, triggered by shared CRM events and coordinated sequences.relevate.ai · read 8 Oct 2026
- Integrations
- The direct mail page identifies Salesforce and HubSpot as the CRM systems where workflows run and execution data is synchronized.relevate.ai · read 8 Oct 2026
- Lead reactivation
- It can send personalized mail to inactive leads using lead source data, engagement history, and segmentation logic.relevate.ai · read 8 Oct 2026
- Personalization
- Triggered physical mail is personalized using live CRM data, including account profile and buying stage.relevate.ai · read 8 Oct 2026
- Pipeline reactivation
- The product supports re-engagement workflows for stalled pipelines, inactive leads, and dormant or lost opportunities.relevate.ai · read 7 Oct 2026
- Pipeline recovery
- The product can trigger re-engagement workflows when deal velocity slows or inactivity thresholds are reached.relevate.ai · read 8 Oct 2026
- Privacy and security
- Relevate's privacy policy lists encryption in transit and at rest, role-based access controls, and secure cloud infrastructure as safeguards.relevate.ai · read 8 Oct 2026
- Product
- RelevateAI describes this product as CRM-native direct mail automation that turns Salesforce and HubSpot pipeline activity into automated physical outreach.relevate.ai · read 8 Oct 2026
- Security
- Relevate’s terms state that it uses encryption in transit and at rest and role-based access controls, and will notify customers within 48 hours after discovering unauthorized data access.relevate.ai · read 7 Oct 2026
- Support
- The terms say authorized users can submit support requests through an online ticketing system or designated support email, with a reasonable-efforts response target of one business day.relevate.ai · read 7 Oct 2026
- Tracking
- The system logs workflow triggers, fulfillment progress, dispatch, delivery confirmation, and engagement signals, then syncs data to Salesforce or HubSpot.relevate.ai · read 8 Oct 2026
