DESIGN-PARTNER PROGRAM

Join the Relacta Agentic CRM Pilot

Apply to become a Relacta design partner and test an agentic CRM workflow for AI lead qualification or sales follow-up.

Who the pilot is for

The initial program is intended for small revenue teams with an identifiable lead qualification or follow-up problem and a willingness to review outcomes weekly.

✓ A repeatable sales workflow
✓ Access to real but appropriately protected test data
✓ A person responsible for feedback

What we measure

Every pilot begins with a baseline and a specific outcome. Depending on the workflow, this may include lead-response time, follow-up completion, administrative time saved, or qualified meetings created.

✓ Baseline before automation
✓ Weekly usage and quality review
✓ Continue only when value is measurable

Request access

Email the team with your company, current CRM, and the sales workflow you want to improve. We will review whether the Relacta pilot is a good fit.

CONTINUE EXPLORING

Take the next step

Request pilot access→View pilot pricing approach→