Relatas

Relatas: Zero-Data-Entry Sales Forecasting Platform

Relatas is a sales review platform that automates deal creation and forecasting with near-zero manual data entry, giving revenue leaders real-time pipeline visibility.

Overview

Relatas tackles one of the most persistent frustrations in sales organizations: reps who despise data entry and managers who lack real visibility into pipeline health. By automatically syncing with the sales tools teams already use, Relatas captures activity, deal, and quotation data without requiring reps to lift a finger, turning scattered sales signals into structured, actionable insights. Beyond automation, Relatas is built to sharpen the accuracy of forecast calls and QBRs, giving revenue leaders a clearer, more trustworthy view of what's actually happening across the pipeline. Its quotation intelligence layer adds another dimension, helping teams move quotes out the door faster while cutting down on compliance errors. The result is a platform that shifts sales operations from reactive guesswork to data-backed decision-making. Designed with CROs, VPs of Sales, and sales operations leaders in mind, Relatas positions itself as a review and analytics layer that sits on top of existing sales stacks rather than replacing them, making adoption less disruptive while still delivering measurable gains in pipeline growth, forecast reliability, and quotation throughput.

Capabilities & Features

  • Sales Reviews
  • Sales Forecasting
  • CRM
  • Deal Management
  • Quotation Intelligence
  • Sales Analytics
  • Pipeline Management
  • Sales Automation

Core Features

  • Automated Deal Creation
  • Forecast Calls to QBRs
  • Quotation Intelligence
  • Sales Forecasting
  • Sales Analytics

Use Cases

  • Growing pipeline by up to 30% through automated deal creation
  • Boosting forecast call efficacy to as high as 93%
  • Generating quotations 300% faster while sending 5X more of them
  • Running more accurate, data-backed QBRs and forecast reviews
  • Reducing quotation errors and improving compliance across the sales team

Best For

  • Chief Revenue Officers
  • VP Sales
  • Sales Operations Managers
  • Sales Managers
  • Sales Reps

Pros

  • Eliminates most manual data entry for sales reps
  • Improves forecast accuracy and call efficacy
  • Speeds up quotation creation and reduces human error
  • Gives revenue leaders real-time pipeline visibility
  • Integrates with existing sales tools rather than replacing them

Cons

  • Effectiveness depends on quality of integrations with existing tools
  • Pricing details are not publicly available, requiring direct inquiry
  • May require initial setup time to fully automate deal tracking
  • Best suited for teams already using compatible sales tech stacks

How to Use

Connect Relatas to your existing sales tools (CRM, email, calendar, etc.) to enable automatic data capture. Once integrated, Relatas begins surfacing insights via automated deal creation, letting you skip manual logging. Use the forecast call and QBR features to review pipeline health with your team, and leverage quotation intelligence tools to generate, track, and send quotes faster with fewer errors. Sales analytics dashboards can then be used to monitor pipeline growth, forecast accuracy, and quotation performance over time.

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Pricing

Relatas does not publish public pricing; prospective customers need to contact the company directly for a quote tailored to their team size and needs.

Pricing data is provided as a summary. Visit the vendor website for full tier details.