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What is Relatas?

Relatas is a Sales AI platform built for B2B sales teams to handle sales forecasting, account management and deal execution with near zero data entry. It automatically captures sales activity from email, calendar and contacts so reps spend less time updating a CRM, while applying AI and relationship intelligence to surface insights during weekly deal reviews. The product also covers quotation creation, document sharing analytics through its DealRoom, and pipeline visibility for managers. Note that at the time of review the site was served over an expired SSL certificate.

Key Features

Zero-Data-Entry CRM

Automatically pulls in data from email, calendar and contacts so sales reps do not have to manually log activity.

Relationship Intelligence

Maps and scores existing relationships across the organisation to help reps strengthen accounts and open new ones.

AI Sales Forecasting

Uses captured activity data and AI to produce forecasts that managers can trust during weekly deal reviews.

Quotation Intelligence

Lets reps create quotations and proposals directly from an opportunity, claiming faster creation with fewer errors and approval workflows for low-margin deals.

DealRoom and Document Sharing

Shares quotations, proposals and invoices and tracks engagement analytics on shared documents.

Sales Reviews and Pipeline Visibility

Gives managers structured deal reviews, hard commit tracking and pipeline visibility.

Mobile App

Native iOS and Android apps so field reps can access deals and updates on the move.

Pros & Cons

Advantages

  • Removes most manual CRM data entry by capturing activity automatically from email and calendar, which can improve adoption among busy reps.
  • Combines forecasting, quotation creation and document analytics in one platform rather than several separate tools.
  • Relationship intelligence gives managers visibility into who in the team holds key account relationships.
  • Available as a native mobile app on both iOS and Android alongside the web product, suited to field sales teams.
  • Integrates with common business stacks including Gmail, Office 365, Outlook and Salesforce.

Limitations

  • The website was served over an expired SSL certificate at the time of review, which browsers will flag as insecure.
  • There is no public pricing on the site, so buyers must request a demo or contact sales to learn costs.
  • The marketing site relies on client-side rendering and several pages can be slow or fail to load cleanly.
  • Functionality is narrowly focused on B2B sales review and forecasting, so it is not a fit for non-sales use cases.

Use Cases

Sales managers running weekly deal reviews who want forecasts based on captured activity rather than self-reported rep data.

B2B sales reps who want to avoid manual CRM logging and have email and calendar activity recorded automatically.

Revenue and sales operations leaders trying to reduce forecast inaccuracy and revenue leakage across the pipeline.

Teams that need to create and send quotations and proposals quickly with approval workflows and engagement tracking.

Field sales teams that need mobile access to deals and account information on iOS and Android.