CRM that fills itself from WhatsApp

Your CRM fills itself from WhatsApp. AI tells you who to call tomorrow.

Forget about updating Salesforce. Send an audio or text to RelatIA after each meeting and the next day you have the action plan for your entire portfolio.

Works via WhatsApp and audio
Daily AI-powered action plan
Your team doesn't need to learn anything
app.relatia.co
MG

María González

Confianza

Directora de Compras · ABC Corp

maria@abccorp.com +57 310 123 4567
Tag Important New

Timeline

Successful follow-up meeting
Trust2024-01-15
Routine call
Neutral2024-01-10
Expansion proposal
Opportunity2024-01-05

Relationship Health

78
Good
Engagement85%
Satisfaction72%
Loyalty80%

Features

You sell, RelatIA does the rest

Send an audio after each meeting. AI organizes everything and tells you what to do tomorrow.

A CRM that fills itself

Send an audio or text via WhatsApp after each meeting. RelatIA extracts the data and updates your CRM automatically.

Daily action plan

Every morning you receive who to call, what to say and why. No need to review tables or reports.

Smart prioritization

AI analyzes your portfolio and tells you which opportunities are most likely to close this week.

Works via WhatsApp

No new app to learn. Your team already uses WhatsApp — RelatIA integrates where they already work.

Risk alerts

Get notified when a client is cooling off or there are cancellation signals, before it's too late.

For leaders

Full visibility for managers

Real-time dashboard: what each rep is doing, account status, real pipeline and forecast. Without asking anyone for reports.

Integrates with the tools you already use

SalesforceBrevoWhatsAppGmailOutlookTeamsSlack

Your leads and interactions always in sync. No duplicate work.

Plataforma

Todo se llena solo desde WhatsApp

Tu equipo manda audios y mensajes. La IA llena reportes, scorings y alertas automáticamente.

Priorización que se arma sola

Tu equipo manda audios por WhatsApp. La IA extrae los datos, calcula scoring de cada contacto y te dice a quién llamar primero.

app.relatia.co
Contactos prioritariosVer todos
ML

María López

TechCorp

92
Hot Lead
CG

Carlos Gómez

InnovateSAS

87
Interesado
AH

Ana Herrera

DataFlow

74
Revisar

Reportes que se llenan solos

Cada audio y mensaje por WhatsApp alimenta tus dashboards automáticamente. Cero carga manual. Pipeline, oportunidades y métricas siempre actualizados.

app.relatia.co

24

Oportunidades

+12%

3

En riesgo

-2

156

Contactos

+8

1.2k

Mensajes

+340

Pipeline semanal
LunMarMiéJueVieSábDom

Alertas desde tus conversaciones

La IA lee cada interacción por WhatsApp y detecta riesgos, oportunidades y cambios de tono. Tú solo recibes la alerta con la acción sugerida.

app.relatia.co
Alertas recientes

Riesgo de churn detectado

María López no responde hace 8 días

Hace 2h

Oportunidad de venta

Carlos Gómez preguntó por precios Pro

Hace 5h

Seguimiento sugerido

Ana Herrera - mejor momento: mañana 10am

Hace 1d

Tono negativo detectado

Último mensaje de DataFlow muestra frustración

Hace 1d

Process

How RelatIA works

From the meeting to the action plan in under 24 hours

01

You finish your meeting

After each visit or call, send an audio or text via WhatsApp to RelatIA describing what happened. 30 seconds and done.

02

AI processes everything

RelatIA transcribes your audio, extracts key data, updates the client record and automatically detects opportunities or risks.

03

Get your action plan

The next day you get a message with your sales agenda: who to call, what to say, which opportunities to prioritize and which accounts need attention.

04

Close more deals

Your team sells with context, with timing and without wasting time updating tools. The CRM works for you, not the other way around.

Results

Less admin, more closes

Your team stops updating tools and focuses on selling

30s
To log a meeting
One WhatsApp audio and done
24h
To get your action plan
AI tells you who to call
0
Data to enter manually
The CRM fills itself
+10h
Your team gets back
Less admin, more sales per week

Pricing

Simple plans, no surprises

All prices in USD. Scale when your team needs it.

MonthlyAnnualPay 10, get 12
Free Forever
Try RelatIA with no commitment

US$0

  • 1 user
  • Limited analyses per month
  • WhatsApp logging
  • Basic insights
  • Email support
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Solo Pro
For independent sales reps who want AI in their workflow

US$19/mo

US$190/yr

  • 1 user
  • Unlimited analyses
  • Daily AI-powered action plan
  • Full CRM via WhatsApp and audio
  • Custom reports
  • Priority support
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Most popular
Team 5
For sales teams of up to 5 people

US$79/mo

US$790/yr

  • Up to 5 users
  • Unlimited analyses
  • Daily AI-powered action plan
  • Full CRM via WhatsApp and audio
  • Dashboards per client and team
  • Opportunity and risk detection
  • Custom reports
  • Priority support
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Team 10
For growing teams of up to 10 people

US$149/mo

US$1,490/yr

  • Up to 10 users
  • Everything in Team 5
  • Rep performance comparisons
  • Advanced churn alerts
  • Custom integrations
  • Dedicated support
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Enterprise
For large organizations with custom needs

From US$499/mo

From US$4,990/yr

  • Unlimited users
  • Everything in Team 10
  • Custom implementation
  • Guaranteed SLA
  • Dedicated API
  • Account manager
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Testimonials

What our users say

Sales teams in Colombia and LATAM already trust RelatIA

We used to lose opportunities because no one followed up on time. With RelatIA we know exactly who to call and when. In two months we recovered three accounts we had given up on.

AM

Andrés Mejía

Sales Director, LogiTrans Colombia

My team stopped relying on Excel to track clients. RelatIA shows us the real status of each commercial relationship and the risk alerts have saved us from losing key clients.

CR

Carolina Ruiz

Sales Manager, SoftPlan SAS

As a founder I needed visibility into what was happening with each client without asking my team for reports. RelatIA gives me that in real time and the AI detects things we were overlooking.

FT

Felipe Torres

CEO, NexoDigital

Works via WhatsApp — your team already knows how to use it

Stop updating CRMs. Start selling.

Send an audio after each meeting and RelatIA does the rest. Daily action plan for your entire portfolio.