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Pipeline CRM vs Relate

See how their public offers line up before you choose your own position. Prices stay in the currency, billing schedule, and charged unit each vendor publishes.

USD · US · source: pipelinecrm.com

Plan Pricing Charged by Offer type
Start
USD 29 monthly · USD 25 / month with annual commitment

$25 per user/month, billed annually ($29 billed monthly)

Seat · per user/month Standalone · Fixed
Develop
USD 39 monthly · USD 33 / month with annual commitment

$33 per user/month, billed annually ($39 billed monthly)

Seat · per user/month Standalone · Fixed
Grow Highlighted
USD 59 monthly · USD 49 / month with annual commitment

$49 per user/month, billed annually ($59 billed monthly)

Seat · per user/month Standalone · Fixed
Enterprise
Contact sales

Custom

Seat · per user Standalone · Contact sales

USD · US · source: www.relate.so

Plan Pricing Charged by Offer type
Personal Plan — Free
Free

Free

Flat Standalone · Free
Personal Pro — Paid
USD 15 monthly · USD 12 / month with annual commitment

$15 billed monthly or $12 per user / month billed annually

Flat · $15 / month Standalone · Fixed
Team Plan — Free
Free

Free

Flat Standalone · Free
Business Plan — Paid Highlighted
USD 60 monthly · USD 51 / month with annual commitment

$60 billed monthly or $51 per user / month billed annually

Seat · $60 / month per user Standalone · Fixed

What each plan includes

Feature names follow each vendor’s own pricing page, so verify the wording before treating them as exact equivalents.

Pipeline CRM

Start

Record Management

Sales Pipeline

1

Limited

Record Management

People

Included

Record Management

Deals per account (Active deals)

250

Limited

Record Management

Companies/Customers

Included

Record Management

Unlimited file storage

Included

Record Management

Exports per user per month

5

Limited

Record Management

Custom Fields

25

Limited

Record Management

Conditional Formatting

Excluded

Record Management

Advanced De-duplication

Excluded

Contract Management

eSign

Excluded

Sales Automation

Map Views

5 routes per user/month

Limited

Sales Automation

Automation

1

Limited

Marketing Automation

Email Trackings Per User

250

Limited

Marketing Automation

AI Email Assistant writing prompts

25

Limited

Marketing Automation

Email Templates

Excluded

Marketing Automation

Bulk Emails

Excluded

Marketing Automation

Email Drip Campaigns

Excluded

Goals and Reporting

Performance Pulse

Excluded

Goals and Reporting

Hindsight

Excluded

Goals and Reporting

Deal Intelligence Fields

Excluded

Data Sharing

Advanced Visibility

Excluded

Data Sharing

Free Read-only Users

0

Limited

Data Sharing

SuperShare with External Partners

Excluded

Data Sharing

Team

1

Limited

Project Management

Projects (linked to deals, companies, and contacts)

Excluded

Project Management

Project milestones and tasks

Excluded

Project Management

List, Kanban, and Gantt/Timeline views

Excluded

Project Management

Project templates

Excluded

Project Management

Client guest access

Excluded

Develop

Record Management

Sales Pipeline

2

Limited

Record Management

People

Included

Record Management

Deals per account (Active deals)

2,500

Limited

Record Management

Companies/Customers

Included

Record Management

Unlimited file storage

Included

Record Management

Exports per user per month

Unlimited

Included

Record Management

Custom Fields

35

Limited

Record Management

Conditional Formatting

Excluded

Record Management

Advanced De-duplication

Excluded

Contract Management

eSign

Excluded

Sales Automation

Map Views

15 routes per user/month

Limited

Sales Automation

Automation

10

Limited

Marketing Automation

Email Trackings Per User

Unlimited

Included

Marketing Automation

AI Email Assistant writing prompts

50

Limited

Marketing Automation

Email Templates

Excluded

Marketing Automation

Bulk Emails

Excluded

Marketing Automation

Email Drip Campaigns

Excluded

Goals and Reporting

Performance Pulse

Excluded

Goals and Reporting

Hindsight

Excluded

Goals and Reporting

Deal Intelligence Fields

Excluded

Data Sharing

Advanced Visibility

Excluded

Data Sharing

Free Read-only Users

2

Limited

Data Sharing

SuperShare with External Partners

Included

Data Sharing

Team

2

Limited

Project Management

Projects (linked to deals, companies, and contacts)

Excluded

Project Management

Project milestones and tasks

Excluded

Project Management

List, Kanban, and Gantt/Timeline views

Excluded

Project Management

Project templates

Excluded

Project Management

Client guest access

Excluded

Grow

Record Management

Sales Pipeline

5

Limited

Record Management

People

Included

Record Management

Deals per account (Active deals)

Unlimited

Included

Record Management

Companies/Customers

Included

Record Management

Unlimited file storage

Included

Record Management

Exports per user per month

Unlimited

Included

Record Management

Custom Fields

Unlimited

Included

Record Management

Conditional Formatting

Included

Record Management

Advanced De-duplication

Included

Contract Management

eSign

Included

Sales Automation

Map Views

45 routes per user/month

Limited

Sales Automation

Automation

20

Limited

Marketing Automation

Email Trackings Per User

Unlimited

Included

Marketing Automation

AI Email Assistant writing prompts

100

Limited

Marketing Automation

Email Templates

Included

Marketing Automation

Bulk Emails

Included

Marketing Automation

Email Drip Campaigns

Included

Goals and Reporting

Performance Pulse

Included

Goals and Reporting

Hindsight

Included

Goals and Reporting

Deal Intelligence Fields

Included

Data Sharing

Advanced Visibility

Included

Data Sharing

Free Read-only Users

2

Limited

Data Sharing

SuperShare with External Partners

Included

Data Sharing

Team

Unlimited

Included

Project Management

Projects (linked to deals, companies, and contacts)

Included

Project Management

Project milestones and tasks

Included

Project Management

List, Kanban, and Gantt/Timeline views

Included

Project Management

Project templates

Included

Project Management

Client guest access

Included

Enterprise

Record Management

Sales Pipeline

20

Limited

Record Management

People

Included

Record Management

Deals per account (Active deals)

Unlimited

Included

Record Management

Companies/Customers

Included

Record Management

Unlimited file storage

Included

Record Management

Exports per user per month

Unlimited

Included

Record Management

Custom Fields

Unlimited

Included

Record Management

Conditional Formatting

Included

Record Management

Advanced De-duplication

Included

Contract Management

eSign

Included

Sales Automation

Map Views

100 routes per user/month

Limited

Sales Automation

Automation

100

Limited

Marketing Automation

Email Trackings Per User

Unlimited

Included

Marketing Automation

AI Email Assistant writing prompts

250

Limited

Marketing Automation

Email Templates

Included

Marketing Automation

Bulk Emails

Included

Marketing Automation

Email Drip Campaigns

Included

Goals and Reporting

Performance Pulse

Included

Goals and Reporting

Hindsight

Included

Goals and Reporting

Deal Intelligence Fields

Included

Data Sharing

Advanced Visibility

Included

Data Sharing

Free Read-only Users

5

Limited

Data Sharing

SuperShare with External Partners

Included

Data Sharing

Team

Unlimited

Included

Project Management

Projects (linked to deals, companies, and contacts)

Included

Project Management

Project milestones and tasks

Included

Project Management

List, Kanban, and Gantt/Timeline views

Included

Project Management

Project templates

Included

Project Management

Client guest access

Included

Highlights

Flexible terms

Included

Highlights

Success support manager

Included

Highlights

Enterprise-grade security

Included

Relate

Personal Plan — Free

Highlights

Unlimited contacts

Included

Highlights

LinkedIn integration

Included

Highlights

Import and export

Included

Highlights

30-days email and note history

Included

Highlights

Invite 10 guests

10 guests

Included

Highlights

Integrate with Zapier, Google Mail, Outlook, & more

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Personal Pro — Paid

Highlights

Everything in Personal Free

Included

Highlights

Full email and note history

Included

Highlights

Unlimited file uploads

Included

Highlights

Invite 50 guests

50 guests

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Team Plan — Free

Highlights

Unlimited contacts

Included

Highlights

LinkedIn integration

Included

Highlights

Import and export

Included

Highlights

30-days email and note history

Included

Highlights

Invite 10 guests

10 guests

Included

Highlights

Integrate with Zapier, Google Mail, Outlook, & more

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

Business Plan — Paid

Highlights

Everything in Team Free

Included

Highlights

Full email and note history

Included

Highlights

Unlimited qualified deals

Included

Highlights

Invite 50 guests

50 guests

Included

Highlights

Reporting & Dashboards

Included

Highlights

Up to 250 enrichments + pay-as-you-go

Up to 250 enrichments + pay-as-you-go

Included

How their prices changed

Each date shows when a public price was observed, not when it took effect. An archived region or currency can differ, so a currency change is not necessarily a price increase.

Pipeline CRM

    • Start: USD 29 monthly · USD 25 / month with annual commitment
    • Develop: USD 39 monthly · USD 33 / month with annual commitment
    • Grow: USD 59 monthly · USD 49 / month with annual commitment
    • Enterprise: Contact sales
    • Start: USD 29 monthly · USD 25 / month with annual commitment
    • Develop: USD 39 monthly · USD 33 / month with annual commitment
    • Grow: USD 59 monthly · USD 49 / month with annual commitment
    • Enterprise: Contact sales

Relate

    • Personal Plan — Free: Free
    • Personal Pro — Paid: USD 15 monthly · USD 12 / month with annual commitment
    • Team Plan — Free: Free
    • Business Plan — Paid: USD 60 monthly · USD 51 / month with annual commitment