A week with Relate360.
Not a feature tour — a tour of the moments in your week where Relate360 shows up. You live the moment; the CRM is already there.
Someone new just found you.
A lead fills out a form. A prospect DMs you after your podcast. Relate360 figures out who they are — links the new touch to an existing email if there is one, merges duplicates, or creates a person record with whatever signal you have. You see one person with full context, the first time you look.
When you get off a call.
Tell your AI what happened. "Just got off with David at Northwind, he's looking at our Q3 retainer plus a one-off site audit, decision by end of month, copy his ops lead Marisol on next email." The note gets written, the follow-up scheduled, the recap drafted, both contacts tagged on the deal. Five minutes becomes thirty seconds — and the note actually gets written, which is the part you've been losing.
Reaching out without blasting.
Sequences run on schedule — intro for new leads, 90-day check-in for past clients, quarterly review before renewal. Write the template once; the system picks the right contact and the right moment. Run two variants against each other and it tracks which one earns the reply. Nothing goes out under your name without your rules.
Who's warm right now.
Signals fade. A pricing-page visit from yesterday means something; from three months ago, less so. "Warm leads" isn't a static tag someone maintains — it's a definition (clicked something in the last two weeks, replied this month, deal moved stages) and the list recalculates itself. Tomorrow's warm list is different from today's.
The work you shouldn't have to remember.
A new client signs. You shouldn't have to remember the welcome email, the project record, the kickoff call, the newsletter, the PM notification, the active tag. Build it once in conversation — "When a deal closes, do these six things." Steps that need your eyes pause for approval; the rest run. Every trace feeds the Strategist.
Your pipeline without the spreadsheet.
Move a deal in conversation: "Acme is at proposal review, $42k, expected close June 15." Pipeline updates, forecast updates, reminder lands when review hits day 14 with no activity. Want a view? "Show me everything in proposal stage over $20k." No saved filter to configure or remember.
What your account manager needs.
Your AM asks her AI: "Catch me up on Acme before my call." Last six interactions, what's open, what's blocked, what's been promised, what the strategist flagged. No login, no tour, no half-day onboarding. The new hire on day one gets the same answer.
Built to talk to your stack.
Calendly, Stripe, accounting, project management, your inbox. Relate360 listens for events from other systems — a new booking, a paid invoice, a project status change — and uses them to update contacts, fire workflows, or notify the strategist. Webhooks in, APIs out. No integration platform required.
Nothing happens that you can't see.
Every action — yours, your team's, the AI's, the strategist's — is in a stream you can ask about. "What did the strategist do this week?" "Why was that contact tagged as cold?" "Who moved this deal?" Ask. Get an answer. AI in the dark is the right thing to be nervous about. This isn't dark.
What your system knows that no import could.
Most of your old CRM came from elsewhere — contacts from forms, stages from your sales process, tags from someone's setup-day decision. Export it, import it into a competitor tomorrow, same system.
Relate360's most valuable data is the layer underneath: which proposals you approved or rejected, which sequence variant earned the reply for which audience, which patterns the Strategist surfaced and which you acted on. None of it comes from an import. It comes from your business running for a few weeks while the system watches.
If you switched CRMs later, you could re-import your contacts. You couldn't re-import this.
Try it with one week of your work.
Don't migrate. Don't set up. Pick a week — use Relate360 for whatever happens. See if the friction drops. See if anything surfaces you'd have missed. Decide from there.