All work
CRM · Sales and projectsConcept project
RELATE — CRM with an AI assistant
Daily priorities, deals and email drafts, from first conversation to project delivery.
Open demoEditable data · Reset available
Actual captures of the working demo. Data and photography are illustrative. Open the demo to try the workflow.
The task
Connect sales, communication and project work in a clear workspace for an agency or consulting team.
What we built
The approved AI edition of RELATE: a bright workspace with blue accents and a graphite assistant. Manage deals, prepare and save drafts, create tasks and projects. AI runs local simulated scenarios.
Delivered capabilities
- Deals and stage changes
- Contextual AI scenarios
- Editable saved drafts
- Tasks and project creation
- Persistent state and demo reset
Discuss a similar project
Tell us what your business needs. We will work out the scope, price and next step together.