The CRM that keeps
every relationship in order.
Keep contacts, conversations, deals and the next action together. Relate is our CRM, with an AI assistant that prepares drafts and shows the evidence behind them.
A gate on every send.
The assistant drafts, a named person approves, and a compliance gate sits in front of every message.
Pick a scenario, or any box.
Scroll the diagram sideways to see the whole path.
Most CRMs are a filing cabinet you pay to keep filling.
Leads sit in a notebook, a phone, three inboxes and someone's memory. So the pipeline goes stale, and the follow-ups that win work never go out.
The detail
The tool you bought wants hours of data entry before it gives anything back, meters you for every message, and leaves you to guess whether that last text was even legal to send.
Leads leak between tools
A form fill, a missed call, a walk-in, a referral. Half of them never make it into anything you can follow up from.
Follow-ups fall through
Nobody's job is to remember all of it, so it doesn't get remembered.
You're never sure a message was allowed
Someone unsubscribed, someone texted STOP. Miss one and a routine reminder becomes a complaint.
One place for every customer, and a hand on the follow-up.
Feerasta Relate is a CRM we built ourselves, running at relate.feerasta.ai. Contacts, companies, leads and deals live in one pipeline. Email and SMS land in one inbox.
The detail
Quotes turn into invoices and payment links. And an AI assistant sits over all of it, drafting the next email, spotting the deal going cold, and always telling you which record or message it drew its answer from. Nothing it says is a black box.
The whole customer journey, in one system.
Take the whole thing or start with the piece that hurts most.
Pipeline
Contacts, deals and a board you can see
A drag-and-drop kanban pipeline, custom fields and saved views. Import your existing book, export any time.
Conversations
Email and SMS in one inbox
Every message to and from a customer on one thread, no matter the channel. Reply from the record, and it stays attached to the deal.
Sending, safely
A compliance gate on every send
A suppression list, one-click unsubscribe, and STOP handling sit in front of every message. If someone opted out, Relate stops the send before it goes.
Quote to cash
Quotes, invoices and payment links
Turn a quote into an invoice, and collect with a payment link. Weighted forecasting shows what the pipeline is really worth.
Automation
Workflows you set once
You describe the rule; it runs it every time. Route a new lead, send the follow-up, move the stage, create the task.
Capture & report
Forms, dashboards, command palette
A public forms and web-capture builder turns your site into a lead source. Dashboards show where things stand.
It drafts the next move, and shows you where it got the facts.
Before it acts on anything, it waits for your approval. Every fact it states is backed by an evidence ledger: click through to the exact message, record or field it read.
The detail
Relate's AI assistant runs on the model you choose, on your own OpenAI or Anthropic key, and drafts the reply, summarises the account, and flags the deal going quiet. No invented details, no black box.
• Deal: Ortega , kitchen refit · quote #1042
• Email thread · "re: timeline?" (9 Aug)
The assistant reports on your real records. You approve before anything is sent.
Built by us, priced by us, honest by design.
Relate is not a reskin of someone else's platform. We own the code.
Native, not stitched together
Pipeline, inbox, quoting, automation and the assistant are one system that shares one record. No middleware to sync, no second login.
No per-record meter on your own data
Your contacts and history are yours to keep, view and export. The plan is for seats.
Compliance is the default
Suppression, one-click unsubscribe and STOP handling gate every send. A compliance suite covers data-subject export and erase, retention, CASL consent and data-residency.
Editions for your trade
Start from an edition shaped for how your work actually flows, not a blank grid.
It arrives already knowing your work.
The stages, fields and follow-ups that fit, out of the box.
Live in days, not a migration project.
We pick the edition, import your existing contacts, and wire up how leads reach you today.
Bring your own keys for email, SMS and payments. The AI model runs on your own key.
New leads land on the board and the inbox unifies. The assistant drafts; you approve.
What is open, what is at risk, and what the pipeline is really worth.
Start free, grow by the seat, go dedicated when you need to.
Begin small and scale without moving systems. We will price it to your team on a strategy call.
Free
Try it on real work
- Contacts, deals and the pipeline
- The unified inbox
- Forms and web capture
- See the assistant in action
Per seat
For a growing team
- Everything in Free
- Quote to cash with payment links
- Workflow automation
- The compliance suite
- Bring-your-own-model assistant
Dedicated instance
For control and scale
- Your own isolated instance
- Data-residency options
- The first-party MCP server
- Hands-on onboarding
Paid channels and payments connect with your own keys, so those providers bill you directly. The AI model runs on your own key, so the provider bills you directly.
Relate is new, and we would rather you knew that.
The detail
We built Relate recently and it is live now. Every capability on this page is built and working, and you can try it yourself. What we will not do is dress it up with customer counts, testimonials or badges it has not earned yet. Come see the product, judge it on the product, and hold us to what it does.
Straight answers before you start.
Can I bring my existing contacts and deals?+
Yes. Import from a spreadsheet or a CSV export of your current tool, map the columns once, and your book is on the board. Export everything, any time, in the same open formats.
Which email, SMS and payment providers does it use?+
Your own accounts. Relate connects to your email provider, an SMS provider and Stripe for payment links with keys you hold, so those providers bill you directly and you keep control of the accounts and the data.
Does the assistant send anything on its own?+
No. It drafts, summarises and flags. Anything that leaves the building waits for a named person to approve it, and every fact it states links to the record or message it came from.
Where does my data live, and can I get it out?+
On the shared Relate service by default, or on a dedicated instance if you need isolation or a particular region. Export and erase are built in, with retention rules you set.
What does it cost?+
There is a free tier for real work, per-seat plans for teams, and a dedicated instance for control and scale. We price by the seat on a short call rather than publishing a number that may not fit your team.
Put every customer, and every follow-up, in one place.
One call to pick your edition and import your book.