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Today's briefing
Checking your follow-up board…
Opportunity Pipeline
$0
Across 0 contacts
2
Overdue
3
Due Today
6
Total
Relate
Your relationship-first CRM
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Relate
Build, nurture, and track every relationship that matters.
By creating an account you agree to use Relate for tracking your business contacts.
Your data is private — only you can see your contacts and conversations.
How would you like to capture this contact?
Align the card inside the frame, then tap the shutter
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Business card scanning
OpenAI Vision (Recommended)
Paste your API key below for high-quality OCR. About $0.001 per scan. Get a key at platform.openai.com.
OpenAI API Key
Status
Not set
Your API key is stored only on this device's browser. Changing or clearing it requires your account password.
Account
Signed in as—
User ID—
Notifications
Get a daily briefing notification at 9am and 1pm with your overdue and due-today follow-ups, and an encouraging message when you are caught up.
Status: not enabled
Note: scheduled delivery (9am/1pm) requires the cloud sync upgrade coming next session. For now, this saves your preference and asks for permission so we can flip the switch as soon as backend is ready. The in-app briefing on the home screen always reflects your current state when you open the app.
Data export
Download all contacts and interaction history as an Excel file. Useful for backups, switching devices, or providing a contact list when leaving a role.
About
Versionv6 (signature + reports)
Storage—
First name
Last name
Title
Company
Email
Phone
Mobile
Website
LinkedIn
Street
City
State / Region
Postal Code
Country
Estimated Opportunity Value (USD)
$
Where did you meet?
What did you discuss?
Their needs / pain points
What did you promise to do next?
Personal details to remember
Recommended
Based on your notes, follow up in 3 days — this looks like a hot lead.
When to follow up
Priority
Category
Tags
CONEXPO
Hydraulic systems
Desiccant breathers
Hot lead
Contact Saved
John Reynolds added. Follow-up reminder set for Friday, May 1.
First name
Last name
Title
Company
Email
Phone
Mobile
Website
LinkedIn
Street
City
State / Region
Postal Code
Country
Opportunity
Estimated Value (USD)
$
Category
Priority
Follow-up
Next follow-up date
Reason
Adding to
—
Where (location/event)
What did you discuss?
Their needs / pain points
What did you promise next?