Relate is our own-built CRM for local business. Every contact, deal, quote and message in one place, a pipeline you can actually see, and an AI assistant that drafts the next move and shows you exactly where it got its facts. Compliance is built into the way it sends, not bolted on after.
Leads sit in a notebook, a phone, three inboxes and someone's memory. 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. So the pipeline goes stale, and the follow-ups that win work never go out.
A form fill, a missed call, a walk-in, a referral. They arrive in different places and half of them never make it into anything you can follow up from.
The quote you sent, the customer who said "call me next month," the invoice going quiet. Nobody's job is to remember all of it, so it doesn't get remembered.
Someone unsubscribed, someone texted STOP, someone's in a region with stricter rules. Miss one and a routine reminder becomes a complaint.
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. 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.
Everything a customer ever sent you or bought from you, on one timeline, ready for the next move.
Take the whole thing or start with the piece that hurts most. Every part is built to work with the others, so a lead becomes a deal becomes an invoice without leaving the page.
Pipeline
Contacts, companies, leads and deals with a drag-and-drop kanban pipeline, custom fields for how your trade actually works, and saved views so each person opens straight to their own list. Import your existing book, export any time.
Conversations
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 so the next person sees the whole history.
Sending, safely
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, so a reminder never turns into a violation.
Quote to cash
Build from a product catalog, turn a quote into an invoice, and collect with a payment link. Weighted forecasting shows what the pipeline is really worth, not what you hope it is.
Automation
A visual automation engine handles the routine: route a new lead, send the follow-up, move the stage, create the task. You describe the rule; it runs it every time without being reminded.
Capture & report
A public forms and web-capture builder turns your site into a lead source. Dashboards show where things stand. A command palette moves you anywhere in a keystroke.
Tell us how you win and keep customers today, and we will show you exactly which parts of Relate replace the spreadsheet, the sticky notes, and the second tool you are paying for.
Relate's AI assistant runs on the model you choose, bring your own key, and drafts the reply, summarises the account, and flags the deal going quiet. Before it acts on anything, it waits for your approval. And every fact it states is backed by an evidence ledger: click through to the exact message, record or field it read. No invented details, no black box.
Illustrative. The assistant reports on your real records; you approve before anything is sent.
Relate is not a reskin of someone else's platform. We own the code, so the things that usually cost extra or come as an afterthought are simply how it works.
Pipeline, inbox, quoting, automation and the assistant are one system that shares one record. No middleware to sync, no second login, no gaps between tools where data goes to die.
Your contacts and history are yours to keep, view and export. The plan is for seats, not a toll on the number of people you know.
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, so doing the right thing is the path of least resistance.
Start from an edition shaped for how your work actually flows, not a blank grid you have to configure for a week before it is useful.
Relate ships with editions tuned to how a given trade runs: the stages, fields and follow-ups that fit, out of the box. Or start from the horizontal edition and shape it to anything.
We pick the edition that fits your trade, import your existing contacts, and wire up how leads reach you today.
Bring your own keys for email, SMS, payments and your chosen AI model. You stay in control of the accounts, the spend, and the data.
New leads land on the board, the inbox unifies, and the automations you set run themselves. The assistant drafts; you approve.
Dashboards show what is open, what is at risk, and what the pipeline is really worth, with every number traceable to the record behind it.
Relate is multi-tenant, so you can begin small and scale without moving systems. We will price it to your team on a strategy call.
Try it on real work
For a growing team
For control and scale
Paid channels, payments and the AI model connect with your own keys, so you are billed by those providers directly.
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.
One call to pick your edition and import your book. Or open the live product right now and click through it yourself.