February 18, 2014

RelateIQ – Decisions Based on Data

As relationship management platforms become increasingly important to large organizations, the time that employees spend manually entering contact information and status updates grows exponentially. RelateIQ has found a way around this problem, offering a relationship intelligence platform that automates many of the most time consuming aspects of the business world.

RelateIQ’s claim to fame is that it does “the boring stuff better.” So what does that mean? When you use the relationship intelligence platform, you don’t have to deal with the hassle of manually entering the raw data you collect about sales leads from email and other online tools. RelateIQ automatically captures all communication data coming from your email system, smartphone, calendar, and social networks. Contacts are cleaned and merged, and assistance is given automatically to ensure you continue following up with clients at the most opportune times. RelateIQ offers a number of teamwork and collaboration tools that groups of colleagues can use to communicate and share interactions, including unified address books and group activity tracking.

Stepping back and letting RelateIQ handle day-to-day business interactions at your company frees up your time for more important projects. The web-based platform can be particularly useful for organizations in the field of business development and sales.

Practical Uses:

  • Follow up with sales leads at the right time
  • Automatically pull contact data from your email system into RelatelyIQ
  • Pull client photos from social media accounts into your address book
  • Quickly calculate conversion rates based on the data RelateIQ has collected

Insider Tips:

  • RelateIQ supports Office 365 and Google Apps
  • Users can connect their LinkedIn accounts to add and verify contact information
  • Users retain complete control over their individual share settings
  • RelateIQ’s open API is in early beta

What we liked:

  • RelateIQ is a great solution for people who are bad at remembering to enter data
  • Contact information is cleaned before it’s added to a company address book
  • Users can calculate conversion rates automatically
  • RelateIQ sends reminders when it’s time to follow up on emails

What we didn’t like:

  • Nothing


Company Info:

  • Launched: 2013
  • Privately Held
  • Headquarters: Palo Alto, California
  • Founded by: Adam Evans and Steve Loughlin
  • Web site:


  • Free trial
  • Custom pricing

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