Side by side

Nautis Fundraising CRM vs Relate Fundraising CRM

Both stand on investor relationship management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Nautis Fundraising CRM

Free plan Web

Nautis brings round stages, deal records, and fundraising progress into one web pipeline. Its outreach tools do not send email themselves, and paid plans start at $49 a month.

Visit Nautis Fundraising CRM

Relate brings investor pipeline, email and team context into one workspace, with integrations for scheduling and notifications. Check the free history limit and the desktop and mobile access options before choosing a plan.

Visit Relate Fundraising CRM

The facts

	Nautis Fundraising CRM	Relate Fundraising CRM
Free plan	Yes	Yes
Open source	Not published	Not published
Runs on	Web	Android, API, Extension, iPhone, Linux, Mac, Web, Windows
Lowest paid plan	Launch: $49 a month	Personal Pro (annual): $12 a month
Plans published	4	7
Maker	Not published	Not published
Website	getnautis.com	relate.so
On investor relationship management software	#4 of 25	#3 of 25

Nautis Fundraising CRM: what it does well

Separate pipeline stages and targets for each round
Deal records include files and activity logs
Dashboard tracks raised amounts and target progress
Private-deal access is limited by round roles
Free plan is listed

What to know first

Investors must be emailed through a separate email tool
Free plan has limited features
Paid plans start at $49 a month

Relate Fundraising CRM: what it does well

Tracks investor deals and conversations in one place.
Syncs email both ways and supports sending messages.
Slack can receive CRM notifications.
Connects to more than 4,000 apps through Zapier.

What to know first

Free plans retain email and notes for 30 days.
Linux is not officially supported.
Mobile access uses browser-based progressive web app.

Alternatives to Nautis Fundraising CRM Alternatives to Relate Fundraising CRM The whole list