Salesforce Essentials vs Relate Comparison

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce Essentials

CRM Software

4.3 148 user ratings

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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce Essentials software is a platform used to track all of your customer information for business. The software offers tools to supports customers and track sales to generate revenue. Measure business metrics with prebuilt reports and dashboards. It integrates with DocuSign, Dropbox, and more. Small business make use of the software. Read more

Introducing Relate, the ultimate solution for startups and SMBs looking to streamline their sales management and CRM processes. With its collaborative features and innovative technology, Relate empowers professionals like to take control of business and achieve outstanding results. Whether it may be a small startup or a growing SMB, Relate is designed to meet unique needs. Say goodbye to scattered data and hello to a centralized platform that consolidates all customer information, interactions, and sales pipelines. With Relate, can effortlessly track and manage sales leads, monitor the progress of deals, and nurture customer relationships. The collaborative nature of Relate allows the entire team to stay on the same page. Share notes, assign tasks, and collaborate seamlessly, ensuring that everyone is aligned towards a common goal. With real-time updates and analytics, track the performance of the sales team, identify areas for improvement, and make data-driven decisions that drive the business forward. Relate is the game-changer for the business needs. It's time to elevate sales management and CRM processes to new heights. Read more

Pricing Options

Free Trial Available
Starts at $25.00.

Free Trial Not Available
Starts at $28.00. Offers Free-forever and Custom plan.

SW Score & Breakdown

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

79%
Momentum

62%
Popularity

73%

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

60%
Momentum

61%
Popularity

69%

Features

Total Features	8 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close + 5 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close + 4 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases	Customization Helps to customize the system for use in industry-specific use cases

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.3/5 148 user ratings	Not Available
Rating Distribution	Excellent 50% Very Good 36.5% Average 8.8% Poor 3.4% Terrible 1.4%	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $25.00.	Free Trial Not Available Starts at $28.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Salesforce Essentials $25.00 $35.00 per user / month	Free Free Standard $28.00 $35.00 per month Custom Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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