Stop logging into your CRM.
Relate360 is the CRM you don't log into. The AI you already use runs it for you, while a strategist watches your business and proposes what to do next.
You've abandoned a CRM before.
Every CRM you've used asks you to do the work of feeding it. Dashboards, pipeline views, kanban boards — interfaces for someone whose job is to use the CRM. That's not your job.
Your job is the agency. Relate360 is the substrate.
The AI you already use.
Tuesday at 2pm: "Log my call with Sarah at Acme. She wants to add a retainer for SEO starting in June. Follow up next Tuesday with a scoped proposal." Done — the contact updated, the deal moved, the task scheduled — without you opening a screen.
And it watches your business.
A background agent notices the retainer client who hasn't been in touch for 47 days, the tag that's drifting into three different names, the lead who looks like your three biggest deals last year.
It proposes. You approve. It runs. Then it watches what worked, and gets sharper at the next proposal.
The work around the work.
A general-purpose AI can summarize a call. It can pull a contact out of an email. What it can't do on its own is decide when an approval is required, which sequence variant won, when a tag's meaning has drifted, or how to version a workflow without breaking what's running.
Relate360 is built around those edges — the 20% of CRM work that doesn't yield to extraction, and the 20% that makes it a replacement, not a smarter dashboard.
The client who comes back.
Jane was a marketing director at Acme in 2023. You ran a campaign that worked. Then she left. Today she emails from a new company — new domain, new title. Same Jane.
Relate360 stores Jane as a person. Companies and contacts are roles she's played. When she shows up at Beta Inc, her history is right there. So is the work you did together.
What's actually in there.
MCP-native
Your AI calls the CRM directly through the Model Context Protocol — the standard Claude and ChatGPT use for tool use. No glue code. No UI in the middle.
The Strategist
A background agent reads your event stream and proposes — new tags, new cohorts, new workflows. You approve from chat. Then it learns from what worked.
Persons above contacts
When Jane leaves Acme for Beta Inc, her record follows her. Companies and contacts are roles a person has played. The history goes with the human.
Workflows + A/B sequences
Trigger-based workflows you author in conversation. Sequences run their own A/B variants and tell you which one earns the reply. Approvals pause any step that needs your eyes.
Dynamic tags
Tags that update themselves as the rule's meaning shifts. "Warm leads" isn't a static list someone has to maintain — it's a definition, and the membership recalculates.
Forms + tracked links
Embeddable forms with double opt-in. Per-contact tracked links with sub-50ms redirects. The acquisition surface ships with the CRM, not as a separate product.
Approvals + audit log
Every action — yours, your AI's, the strategist's — is in the event log, queryable in plain language. Workflows can require sign-off at any step.
Inbound + outbound email
Inbox routing on the inbound side, transactional sending on the outbound. Suppression lists, double opt-in, and the full deliverability story — built on Cloudflare Email.
Your data, exportable
Tenant-isolated on Cloudflare with daily snapshots. Documented schema. Hard-delete with compliance audit. Leave anytime — contacts, deals, notes, events all come with you.
Start with one conversation.
Open Claude or ChatGPT. Say something you'd normally type into your CRM. Private beta — promo-code access, free during beta.