Relatas

Sales managers who run weekly forecast calls and keep finding stale CRM records are the people Relatas speaks to.

Relatas is an AI sales review tool that shows pipeline, quotation and forecast insights with near zero data entry, so leadership can see what reps are doing without chasing them for updates.

The problem is a familiar one.

Reps dislike typing in data, deal records go out of date, and a pipeline can look healthier on paper than it is.

Relatas automates deal creation so reps do not build records by hand, and forecast calls can work from current activity instead of manual notes.

Quotations get their own feature.

Relatas includes quotation intelligence, which matters if pricing proposals drive much of how your deals move and you want to see where each one stands.

Relatas sits in the AI CRM and AI sales assistant space, with predictions and data analysis built around the review process.

The selling point is less admin for reps and clearer numbers for the people who answer for the forecast.