Relately.io combines Shared Inbox + CRM + Pipelines in one simple workspace — so no lead, no deal, and no case ever gets lost again.
One workspace for Gmail and Outlook. Custom entities, pipelines, and automation — so every thread has an owner and a clear next step.
In small trading and logistics teams:
And the worst part?
Opportunities disappear silently.
Relately.io centralizes your customer communication and turns every email into a trackable workflow.
No more guesswork. No more chaos.
All incoming emails are shared, visible, and assignable.
Result: Clear ownership. Clear accountability.
Turn emails into structured business data.
Result: Emails become trackable revenue assets.
Trading and logistics teams don't follow “generic CRM stages.” So build your own.
Result: Full pipeline visibility.
Create smart auto-rules:
Result: Manual sorting disappears.
From one contact profile, you can see:
Result: Instant customer clarity.
No more switching between tools. Chat with teammates like Slack — directly inside Relately.
Result: One workspace for communication.
When everyone sees the same information:
Relately doesn't just manage emails.
It creates operational transparency.
Ever.
Every incoming message is:
Nothing sits idle.Nothing disappears.Nothing depends on memory.
Visual dashboards show:
Make decisions based on reality — not assumptions.
No migration required.
“Relately helped us stop losing follow-ups and improved internal coordination dramatically.”
— Trading Company Manager
(Once you have real testimonials, replace this.)
No hidden fees.No complex onboarding.Start small. Scale as you grow.
Pricing
One product: shared inbox, custom entities, pipelines, tasks, contacts, automation, and dashboards. Works with Gmail and Microsoft Outlook (personal and 365).
Free for your first month. No credit card required to start.
Monthly
Billed monthly. Cancel anytime.
$12
USD/month
Cancel anytime.
Yearly
Billed annually. Save vs monthly.
$144
$99
USD/year
Billed annually. Cancel anytime.
FAQ
Frequently Asked Questions
Yes — but built around email collaboration. You get shared inbox, custom entities and pipelines, tasks and contacts linked to email, and a simple dashboard, all in one product.
Yes. Fully customizable. Define your own entities (e.g. Lead, Case, Deal, Shipment) and pipeline stages for each. Track progress visually and see stuck deals instantly.
It can reduce the need for Slack in customer-related discussions. Relately includes built-in team chat so you can discuss deals, ask questions, and resolve issues without switching tools.
Yes. It's designed specifically for small B2B teams — especially trading and logistics. Start small and scale as you grow.
Yes. Your first month is free. You can sign up and use Relately without entering a credit card. When you’re ready, choose a monthly or yearly plan to continue.
Relately supports Gmail (and Google Workspace) and Microsoft Outlook—Outlook.com (personal) and Microsoft 365 (work or school). No migration required.
No. Relately is a lightweight CRM built on top of your inbox. You get shared inbox (permissions, assign), plus custom entities and pipelines, tasks and contacts linked to email, thread comments and @ mention, Slack-style chat, auto rules, and a simple dashboard—all in one product for Gmail and Microsoft.
All plans include: Gmail & Microsoft sync, custom Entity + Pipeline + Custom Fields, shared inbox + assign, email comment + @ mention, Slack-style Chat, email-linked Tasks and Contacts, Auto rules, and a simple Dashboard. Choose monthly or yearly billing; features are the same.
You can mark an account as private (only you) or shared with specific teams. Shared mailboxes appear in the sidebar for team members, who can view threads, assign owners, add tasks, and comment—without sharing passwords.
Relately includes a built-in CRM. You define your own entities (e.g. Lead, Case, Deal) and pipeline stages for each. Then you classify email threads by entity, assign them to pipeline stages, and manage them through your workflow. Custom fields, funnel views, and analytics let you track value and close deals without leaving the inbox.
Yes. You can cancel your subscription anytime. You’ll keep access until the end of your billing period. No long-term commitment.
Yes. You can request a refund within 7 days of your purchase. Reach out by email and we’ll process it.
Contact us by email and we’ll get back to you as soon as we can.
Stop managing deals from personal inboxes.
Start running your team from one shared workspace.