Relately.io combines Shared Inbox + CRM + Pipelines in one simple workspace — so no lead, no deal, and no case ever gets lost again.
Maria Chen <maria@globalfreight.co>
To dan@company.com, ben@company.com
Hi Dan,
Thanks for getting back to me on the Q2 rates. I've attached the revised pricing sheet for the Shanghai → Rotterdam and Shenzhen → Hamburg routes.
Key changes from last quarter:
We can also offer a volume discount of 12% if you commit to 15+ containers per month. Let me know if you'd like to set up a call to finalize.
Best regards,
Maria Chen
Senior Account Manager, Global Freight Co.
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.
Re: Shipment #4521 — ETA
Partnership proposal Q2
Invoice #892 attached
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 that eliminate manual sorting.
Result: Manual sorting disappears.
Auto-assign emails
If from "enterprise.com" → Assign to Sales
Auto-create leads
New contact email → Create Lead
Auto-set pipeline stage
Subject contains "quote" → Move to Quoting
Auto-apply tags
Domain matches supplier list → Tag "Supplier"
From one contact profile, you can see everything.
Result: Instant customer clarity.
James Chen
james@acmelogistics.com
No more switching between tools. Chat with teammates like Slack — directly inside Relately.
Result: Faster internal coordination.
Just closed the Acme deal!
@Sarah great work! What was the final value?
$48K — they went with the enterprise plan
Relately doesn't just manage emails. It creates operational transparency.
Nothing sits idle.
Nothing disappears.
Nothing depends on memory.
Make decisions based on reality — not assumptions.
Leads by stage
Funnel
Deals by owner
Board
Resolution time
24h avg
Team workload
Balanced
Pipeline value
$284K
No migration required. Connect in minutes.
“Relately helped us stop losing follow-ups and improved internal coordination dramatically.”
Trading Company Manager
B2B Trading & Logistics
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). All prices are per user per month (or per user per year when billed annually).
Free for your first month. No credit card required to start.
Monthly
Billed monthly. Cancel anytime.
$12
USD per user/month
Cancel anytime.
Yearly
Billed annually. Save vs monthly.
$144
$99
USD per user/year
Billed annually. Cancel anytime.
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.