Relate
Your relationship-first CRM
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Relate

Build, nurture, and track every relationship that matters.

Email
Password

By creating an account you agree to use Relate for tracking your business contacts.
Your data is private — only you can see your contacts and conversations.

Welcome to Relate

What's your name?

We'll use this to sign your AI-drafted emails and texts.

First name
Last name
Relate
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Today's briefing
Checking your follow-up board…
Opportunity Pipeline
$0
Across 0 contacts
2
Overdue
3
Due Today
6
Total

Follow up today

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Recently added

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Add New Contact

How would you like to capture this contact?

Scan Business Card

Align the card inside the frame, then tap the shutter

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Settings

AI features

Powered automatically Business card scanning, email signature OCR, AI follow-up drafts, and meeting detection are all handled by Relate's cloud. No setup, no API key needed.

Feedback

Found a bug, want a feature, or have any other thoughts? Tap below to send a quick email.

Account

Signed in as
User ID

Your profile

Name
Role

Subscription

Free tier includes 10 contacts. Upgrade to Premium for unlimited contacts, AI follow-up drafts, business card scanning, and full performance reports.

Notifications

Get push notifications with your follow-up briefing at the times you choose. Default is 9 AM and 1 PM in your local timezone.

Status: not enabled

Notifications require this app to be installed on your iPhone home screen (Share → Add to Home Screen) and that you allow notifications when prompted.

Data export

Download all contacts and interaction history as an Excel file. Useful for backups, switching devices, or providing a contact list when leaving a role.

Import contacts

Bring contacts in from HubSpot, Salesforce, LinkedIn, or any spreadsheet. We auto-detect column names and skip duplicates by email.

About

Versionv41 (1.1.1, 2026-05-08)
Storage

Danger zone

Permanently delete your Relate account. All contacts, deals, notes, follow-ups, and history are erased and cannot be recovered.

Review Contact
Extracted from business card Tap any field to edit. Confirm details below.
First name
Last name
Title
Company
Email
Phone
Mobile
Website
LinkedIn
Street
City
State / Region
Postal Code
Country
Estimated Opportunity Value (USD)
$
Conversation Notes
Where did you meet?
What did you discuss?
Their needs / pain points
What did you promise to do next?
Personal details to remember
Follow-up & Tags
Recommended Based on your notes, follow up in 3 days — this looks like a hot lead.

When to follow up

Priority

Category

Contact Saved

Contact added.

All Contacts
Contact
Performance Report
Edit Contact
First name
Last name
Title
Company
Email
Phone
Mobile
Website
LinkedIn
Street
City
State / Region
Postal Code
Country

Opportunity

Estimated Value (USD)
$

Category

Priority

Follow-up

Next follow-up date
Reason
Add Note

Adding to

Where (location/event)
What did you discuss?
Their needs / pain points
What did you promise next?

Update follow-up

AI-Drafted Follow-up

Get Relate for iPhone — download free on the App Store.