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Workflow 03 of 05 · Client portal + CRM

Every customer, one thread.
Every action, approved.

Relate is our own CRM and client portal: a pipeline, one inbox for email and SMS, quote to payment, and an assistant that drafts and, when you approve, acts.

Relate is live at relate.feerasta.ai. New product, so you will not find customer counts or review scores here, only the thing itself. Read the product page →

The path every message takes

Drafted. Approved. Then the gate.

The assistant drafts, a person approves, and the suppression gate stands in front of every send.

Drafted with sources, approved by a person, then the suppression gate A lead comes in from a form, an email or a text. The assistant drafts a reply in which every fact links to its source. A person approves or edits it. Before it is sent, the suppression gate checks for an unsubscribe, a STOP, and consent, and it goes out on your own keys. If the gate holds it, it is not sent. Otherwise it is sent and lands on the customer thread. THE SUPPRESSION GATE, IN FRONT OF EVERY SEND LEAD DRAFT APPROVED ANY CHECK FAILS ALL FOUR PASS A lead comes inform · email · SMS The assistant draftsevery fact cited You approveapprove · edit CHECK 1Not unsubscribedone-click unsubscribeis honoured CHECK 2No STOP on recordSTOP handlingon SMS CHECK 3Consent on recordCASL consentkept per contact CHECK 4Sent on your keysyour Resend or Twilio,your account Not sentthe gate holds it back Sent, on the threadone person, one thread

Pick a scenario, or any box.

Scroll the diagram sideways to see the whole path.

What it replaces

The line item it takes off your desk.

Replaces: Contacts in three places, deals in your head

The spreadsheet CRM

Contacts, companies, leads and deals on a kanban pipeline. One person, one thread.

Replaces: Follow-ups sent from personal phones

The unsubscribe you missed

A suppression gate in front of every send: unsubscribe, STOP handling, CASL consent.

Replaces: Quote in a document, invoice in another tool

The quote that stalled

Products to quotes to invoices to payment, through your own Stripe account.

How it proves itself

It has to earn the switch.

It reproduces your own past before it runs, a person approves what it drafts, and the log keeps every decision. The six controls →

1

An evidence ledger

Every fact it states links to its source. If it cannot cite it, it does not say it.

2

Your model, your key

It runs on the model key you connect, or on ours at cost plus 4%, on request. Nothing trains a shared model.

3

Acts only on approval

Drafts wait. A person approves before a message leaves or a record changes.

Day one, draft-first

What you actually see.

No card is taken, and every decision stays yours.

Minute 5Import your contacts

From a CSV or your old CRM.

Minute 15Connect inbox and SMS

Your own keys. The gate is on from the first message.

Hour 1Build a public form

A submission becomes a lead on the pipeline.

Day 1Let the assistant draft

Follow-ups and next steps, with their sources.

Week 1Quote to cash

Quote, invoice, payment link, forecast.

Honest limits

What it does not do yet.

Written down so you are not surprised. How we prove it →

Relate is new: shipped 30 August 2026

Relate shipped on 30 August 2026. It is new. No customer counts, testimonials, uptime figures or certifications are claimed, because none exist yet.

Your own keys for email, SMS and payments; the model on your key or ours at cost plus 4%

Email, SMS and payments are bring-your-own-key: your Stripe, your Resend or Twilio. We do not resell them inside the price. The AI model runs on your own OpenAI or Anthropic key, or, on request, on ours at provider cost plus a disclosed handling fee, on a line-by-line monthly usage statement with a cap you set.

It does not run unattended

The assistant drafts and, on approval, acts. It does not run unattended.

Data residency is a tier

Data residency and a dedicated instance are available as a tier; the free tier runs on the shared platform.

Sync from the other workflows is one-way, not real time

Contacts the front desk or back office captured with consent are pushed into your Relate workspace on a schedule, with automatic retries and a visible queue, and a new contact, a deal moving stage or a note in Relate can start an automation. It is one-way and not real time, and the two are separate logins today.

Per-seat prices are set on a call

Per-seat and dedicated-instance prices are set on a call, not published yet.

Pricing

Choose the portal, the CRM, or both.

Platform workflow pricing and Relate product plans are separate. Confirm the accounts and integrations your team needs. Every tier, in your currency →

Free

$0
USD, 14 days, plus 14 more on request, then read-only until you upgrade

The platform includes one draft-only workflow. Relate has its own free tier and separate login.

Platform Team

from $149
USD / month

Supported platform workflows, owner and approver roles with email invites, consent ledger, data export, monthly report. Relate per-seat and dedicated-instance tiers are scoped on a call.

Client portal + CRM

Try it on your own questions.

Draft-first from the first minute. Nothing sends, pays or files until your team says so, and your data is never used to train a shared model.