Relate Fundraising CRM review
A low-cost fundraising CRM with email sync, deal stages, and mobile access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Relate Fundraising CRM is a relationship-management workspace for founders raising capital. It brings investor records, custom fields, fundraising stages, conversations, email history, documents, notes, meetings, and team collaboration into one system. Its workflow covers potential and existing investors, with stages from lead through due diligence. Pitch-deck sharing with open tracking, investor meeting scheduling, Slack notifications, and shared comments, tags, lists, and team context make it suited to small fundraising teams that want a focused CRM rather than a general-purpose sales system.
The pricing structure is accessible for smaller teams. Personal Free and Team Free both include unlimited contacts, LinkedIn integration, import and export, 30 days of email and note history, 10 guests, and Zapier, Google Mail, and Outlook integrations. Personal Pro costs $15 per month and adds full email and note history, unlimited file uploads, 50 guests, and 250 enrichments plus pay-as-you-go. Business costs $60 per user per month and adds full history, unlimited qualified deals, reporting and dashboards, and 50 guests. Enterprise adds custom integrations, data warehouse integration, reverse ETL, multi-workspaces, and security and compliance. A 7-day paid-plan trial is available.
Relate’s platform coverage is broad, spanning web, Windows, macOS, iOS, and Android. Bidirectional synchronization with Google Mail, Outlook, and IMAP/SMTP supports email-centered fundraising workflows, while Slack, Zapier, and Zoom extend collaboration and scheduling. The main boundary is scope: the product tracks fundraising relationships and deals but does not provide portfolio tracking. Teams needing investor pipeline management, email history, and collaboration should find the feature set well aligned; teams seeking portfolio oversight or deeper investment-management functionality should consider a more specialized alternative.
Relate Fundraising CRM pros and cons
- Where it wins
- Free plans include unlimited contacts and core CRM integrations.
- Custom fundraising stages support workflows from lead through due diligence.
- Web, desktop, and mobile apps support access across common platforms.
- Where it doesn't
- Portfolio tracking is not included.
- Personal Pro limits enrichments to 250 plus pay-as-you-go.
- Advanced enterprise capabilities require a custom-priced plan.
Relate Fundraising CRM fact sheet, pricing and score →
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