Support centre
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Frequently Asked Questions
1. What is relatoo?
Relatoo is a modern CRM system designed for small and medium-sized businesses. It helps you manage customer relationships, track sales processes and improve the efficiency of your business.
2. What are the main advantages over a regular business CRM?
Relatoo can do more than a regular CRM. It segments visitors by ticketing activity, survey responses and GDPR consents. All features can be found here.
3. What are the main functions of relatoo?
The main features of Relatoo CRM include creating marketing campaigns, managing contacts with GDPR consents, segmenting contacts, tracking interaction history and creating reports. For more information, visit the Features section on the homepage.
4. Who is relatoo suitable for?
Relatoo is ideal for sports clubs and cultural organisations looking to streamline their sales and marketing processes and improve customer care.
Let's start
5. How do I start using relatoo?
Simply visit the contact us page to fill out a simple form. We will then contact you to start your CRM relatoo together.
6. Is a trial version available?
Yes, we offer a demo version so you can try out all the features of relatoo. You can request it simply in the Order DEMO tab.
7. What are the pricing plans?
Our pricing plans are available on the tariffs page. We offer different plans tailored to the needs of different types of businesses.
Functions and use
8. How do I add new contacts to relatoo?
You can add new contacts manually via the UI, import them from a CSV file, or sync them with your e-mail clients and other apps.
9. How can I track my sales opportunities?
In relatoo, you can create and manage sales opportunities, assign them to specific team members, and track their status and progress.
10. Can I automate my marketing campaigns?
Yes, relatoo allows you to set up and automate e-mail and other marketing campaigns, track their performance and analyse the results.
11. What reports and analytical tools are available?
Relatoo CRM+ offers reports on available and taken advertising spaces, a sales board, digital visitor activity, campaign statistics and loyalty programs. New reports are added on an ongoing basis and our programmers can create a report to suit your needs.
12. Is artificial intelligence implemented in relatoo?
Yes, relatoo works with AI. The available AI implementation will help you to construct a segment or evaluate open-ended responses from a survey. In this respect, our relatoo app development has huge potential.
Integration and compatibility
13. What tools and platforms does relatoo integrate with?
Relatoo CRM+ is ready to integrate with ticketing systems, e-shops, fanshops or mobile apps. But thanks to the open REST API technology, it is possible to connect other data sources according to your needs.
14. Is relatoo compatible with mobile devices?
Yes, relatoo is fully compatible with mobile devices, allowing you to manage your CRM anywhere, anytime.
Didn't find the answer?
Send us a question through our customer service and we will get back to you with an answer within 24 hours.
Jira Service Management