Share business critical proposals online, securely. Get real-time analytics into page views on the documents you shared. You can also un-share the document post you have shared it.

Region View helps you get a consolidated view of all your regions where you are selling and get an understanding of how that region is doing.

As you know by now, Relatas is a No-Interaction-Data-Entry CRM. Post talking to our users we realised that many of them were using their official numbers for personal use too. So, we released the following features based on your and other customers feedback.

We released our revamped new Android App which have a new look and updated features.

Create your master data for accounts, products, BU, verticals and link them directly to your opportunities and documents. Generate reports based on the same.

Create Online proposals, quotations, documents, invoices, sales orders and link them directly to the opportunity in your Relatas CRM. Save time and effort by directly linking the opportunity to a Quotation/ Proposal/ Invoice/ Sales Order.

Opportunity Timeline is important to understand how you and your team is interacting for a particular opportunity and gives you greater visibility on the opportunity activities.

At Relatas, we realise that the objectives of Sales Reps are very different from that of the Sales Managers and VP Sales. Thus, we have redesigned the Today screen for the sales Reps so that they can maximise their day.

Relatas uses Artificial Intelligence to successfully predict your sales forecast for each of your sales team member. Relatas combines sales reps commit with pipeline commit to give you a real time picture of deals at risk.

Opportunity Insights for Sales Manager is important for the Sales Managers to stay on top of the teams opportunities and get an understanding of where the team is focusing.

Sales Dashboard is an important insight for the sales managers and VP Sales to stay on top of the sales reps activities and performance.