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.
From $149 a month for your whole team. No per-user fees. Public signup is not open yet, so we set it up with you.
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 between them. Relate has its own login, separate from the Feerasta platform today.
No per-record meter on your own data
Your contacts and history are yours to keep, view and export. One price per workspace, with unlimited users.
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.
One price for the whole team. Add books and groups when you need them.
Begin small and scale without moving systems. Public signup is not open yet, so today we set Relate up with you on a short call. Month to month. Export your data any time.
Relate CRM
From $149 a month, unlimited users
- Contacts, deals and the pipeline
- The unified inbox and the compliance suite
- Quote to cash with payment links
- Workflow automation and the assistant
- Counts as the CRM workflow on Team; included in Business
Ledger books in Relate
Add $100 a month, from $249 with the CRM
- Books alongside your customers, one login, one bill
- Added to Team as its own add-on; included in Business
- No live bank feeds. Books work from your bank statement file today.
Mosaic, for groups
Business only, from $999 a month
- A head company plus member companies, with CRM, books and the owner portal
- One-time onboarding of $1,500 for up to three companies, larger groups quoted line by line, waived when you pay yearly. If you switch Mosaic to yearly within your first 90 days, the onboarding fee you paid is credited to the year.
- Dedicated instance for control and scale: quoted on a short call
Running more than one company? Mosaic comes with Business. Prices in USD; Canadian clients are billed in CAD. Yearly by invoice, 2 months free.
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 ask us for a guided trial. 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?+
From $149 a month per workspace, with unlimited users and no per-user fees. Ledger books add $100 a month, from $249 with the CRM; there are no live bank feeds yet, so books work from a statement file. Mosaic for groups of companies comes with Business, from $999 a month plus $1,500 onboarding for up to three companies (larger groups are quoted line by line), waived when you pay yearly. If you switch Mosaic to yearly within your first 90 days, the onboarding fee you paid is credited to the year. Month to month. Public signup is not open yet, so we set it up with you on a short call.
Put every customer, and every follow-up, in one place.
One call to pick your edition and import your book.