Curating Vital Relationships
Connect your Contacts, Accounts and Opportunities simply
Discover your key influencers and introducers
Visualize all of your critical relationships
SALESFORCE VIEW
Available on the Appexchange and Salesforce1
Features
Map your important relationships with a simple inline list view, and powerful advanced features
Simple and Intuitive
Relate is a simple and efficient inline list that lives right on the Contact, Account and Opportunity record in your Salesforce screen. Relate works on enterprise and unlimited editions. License includes access for all users. Relationship Visualization is independently licensed.
Identifies Key Influencers
Relate extends standard Salesforce relationships to more accurately capture complex connections. Unlock the full potential of your CRM by identifying your key introducers, influencers, partners and doers.
100% Native
Relate was built with the big picture in mind. 100% native means our app is seamlessly integrated with all standard Salesforce functionality like workflows, reports and dashboards.
Interested in learning more? Get in touch with the Tact team.