Relate Fundraising CRM

Overview

Relate Fundraising CRM is a relationship-management tool for founders tracking investors and fundraising deals. It suits teams that want shared investor context alongside deal progress and communications. Its focus is active fundraising, not portfolio management.

Investor records, deal pipelines and email sync bring core fundraising work into one workspace, while collaboration tools help teams share context. Relate also supports sales, customer success and partnerships. For a broader comparison, see our Investor Relationship Management Software list.

Key features

The pipeline keeps investor deals and conversations together, and users can build investor lists, comment, tag and share context with colleagues. This makes Relate more suited to team fundraising than a standalone contact list. It does not provide portfolio tracking, so teams that need to follow investments after a deal closes should look elsewhere.

Email connects through Google, Outlook or IMAP/SMTP, including self-hosted services. Relate syncs investor email in both directions and allows messages to be sent from the product, keeping communication close to deal records. Slack can send real-time updates about organizations, deals and notes to channels or personal messages. Zapier connects Relate to more than 4,000 applications, extending the available integrations beyond those named directly.

Relate Cal supports investor meeting scheduling, including Zoom calls. Together, scheduling, email and Slack notifications cover useful coordination tasks around a live raise, though the product’s stated strengths remain pipeline and team context.

Pricing

Team Free costs nothing and includes unlimited contacts, 10 guest invites and 250 enrichments plus pay-as-you-go. The main trade-off is history: free plans retain 30 days of email and note history, which can make older fundraising context harder to use within the CRM. It is the sensible starting point for a founder or small team checking whether the workflow fits.

Team Business costs $60 a month, billed per user and monthly. It adds unlimited qualified deals, 50 guest invites, reporting and dashboards, and up to 250 enrichments plus pay-as-you-go; Business also includes full email and note history. Per-user billing means costs rise with the team, but this is the clearer fit for teams that need reporting or a lasting record of investor conversations.

Enterprise has custom pricing and adds custom integrations, data warehouse integration, Reverse ETL, multi-workspaces, security and compliance. It is aimed at organizations needing those capabilities rather than a published fixed-price tier. A 7-day trial is available.

Platforms

Relate supports web, macOS and Windows desktop use. The desktop application is available for both Intel and Apple Silicon Macs. Linux is not officially supported, although an installer can be provided on request.

Mobile access is through a progressive web app in iOS or Android browsers, which can be added to a device home screen. This gives mobile access without a dedicated native app being described. Email-sync support is available by contacting [email protected].

Who it's for

Relate is a good fit for founders and fundraising teams coordinating investor outreach, deal status and shared relationship context. It can also suit teams applying the same CRM approach to sales, customer success or partnerships. It is a weaker fit for users who need portfolio tracking, Linux support as a standard platform, or a free plan with long-term email and note history.

Pros and cons

• Pros: Two-way email sync and in-product sending keep investor communications connected to the pipeline.
• Pros: Shared lists, comments and tags give teams a way to preserve investor context across colleagues.
• Pros: Slack alerts, meeting scheduling and broad Zapier connectivity support coordination around a raise.
• Cons: Free-plan email and note history is limited to 30 days, a meaningful constraint for fundraising relationships that span longer periods.
• Cons: Business is billed per user at $60 a month, so the monthly cost increases as seats are added.
• Cons: Portfolio tracking is not included, and Linux is not an officially supported desktop platform.

Alternatives

Visible is worth considering for teams that want a free investor-facing setup: its Starter plan is free forever, with 100 investor recipients, two pitch decks, two pipelines, one data room, 25 files and two users. It is web-based, unlike Relate’s broader desktop and mobile-browser access.

CAPLINK CRM is another freemium, web-based option. OpenVC CRM is also freemium and web-based.

Clienteer is a paid alternative with Android, iOS, macOS, Windows, web, API, extension and self-hosted platforms. 4Degrees is paid, with pricing by request and a per-user, per-month subscription whose exact cost depends on the organization and team.

DealCloud is a paid option with pricing by request; its enterprise offering has an additional fee and includes dedicated cloud storage, daily site backups and a dedicated testing environment. Dynamo CRM & Deal Management is paid, with ballpark pricing available through a demo request. Juniper Square is a paid alternative.

Verdict

Choose Relate if your fundraising team needs a shared investor pipeline with synced email and practical team coordination in the same workspace. Business is the stronger fit when full history and reporting matter; Free offers a useful entry point but its 30-day history cap is restrictive for long-running relationships. Look elsewhere if portfolio tracking is central to your work or your team depends on officially supported Linux desktop software.