Relenta Review

Relenta is an email-based customer relationship management solution. It supports businesses in managing email, contact management, sales automation, and providing a shared calendar. It maintains a history related to activities, notes, ongoing sales, files, and marketing. The dashboard uses a one-click workspace environment. Messages, tasks, files, and contacts are accessible from the toolbar, and the contact and task manager keeps information organized and updated in real time. New tasks are automatically synchronized to the shared calendar, ensuring users are always up to date.
Email campaigns can be created using multiple contacts in the system and scheduled for later delivery. Thanks to shared inbox functionality, the team can collaborate by accessing data simultaneously. It offers integration with multiple apps via Zapier.

RELENTA – TUTORIAL

RELENTA – FEATURES

• Email-based contact management: keep everything important in one place. View the entire relationship history in chronological order. Monitor and access all interactions, emails, deals, files, and tasks with one click.
• Productivity framework: experience maximum productivity. Designed to guide you toward a productive mindset independently. Complete tasks with one click and avoid interruptions. All the information you need is just a click away.
• Separate contact databases: maintain as many independent databases as you want. Switch between them with one click. Keep personal and business contacts separate. Isolate sales contacts from customer support interactions. Manage multiple activities within one system.
• Workflow automation: send automatic replies triggered by any keyword. Present a consistent image to customers using predefined responses from the library. No more wasting time searching through old emails or endless copy-pasting.
• Email comments and notes: add comments to any email or task—calendar event, note, activity. Collaborate with your team from the inbox. Keep comments neatly stored in the system for record retention. Stay updated on new comments with easy-to-spot indicators.
• Deal management: track your sales pipeline with deals. Associate deals with specific contacts, add notes, comments, and files, tag them, and customize completion stages. Get a full overview of deals and the sales pipeline through calendar and contact history.
• Automated email marketing: create automated email marketing, sales, and newsletter campaigns. Add a contact to a group and they will automatically be added to the email sequence. Monitor every email sent via contact history.
• Lead management: segment contacts into groups or use tags. Create unlimited groups, categories, and subfolders. Send newsletters to individual contacts or entire groups simultaneously. Tag everything in the system and easily sort tagged items.
• Advanced data organization: assign a contact to one or more groups by simply checking a box. Drag and drop to organize groups as desired. Tag contacts, companies, events, tasks, notes, follow-ups, to-dos, offers—anything. Add tags with one click and remove them when no longer needed.
• Email open/click tracking: enhance sales and email marketing campaigns with instant email open/click alerts. Instantly know when someone reads your email, which links they clicked, and when. Achieve perfect email deliverability with Sendgrid and maximize every opportunity. Inbox management.
• Agenda and calendar management: track upcoming events, set reminders, create follow-ups, and add notes. Attach files to calendar tasks and link entries to contacts. Get an overview of everything you need to do today, tomorrow, and later. See what everyone is doing with a shared company calendar.
• Task assignment: create and assign tasks to yourself or team members. Convert emails into tasks with one click, use the agenda to view them as a to-do list, filter by task type, and see what your team members are working on.
• File sharing system: upload and share documents, brochures, and frequently used files in a centralized storage space. Save time searching and attaching files to similar emails.