01From a system of record to a system of action
Traditional CRMs depend on salespeople to enter data, create tasks, and remember every follow-up. Relacta combines customer records with controlled AI workflows so routine work keeps moving while your team stays responsible for important decisions.
- ✓ Automatically maintained customer context
- ✓ Evidence-backed recommendations
- ✓ Configurable review and approval
- ✓ A complete history of agent actions
One connected revenue workflow
Research, qualification, outreach, follow-up, and pipeline updates work from the same customer context. Each step passes structured information to the next instead of creating disconnected AI outputs.
- ✓ Capture a new lead
- ✓ Research the company and buyer
- ✓ Check fit against your ICP
- ✓ Prepare the next action
- ✓ Update the CRM after approval
Built for people and agents to work together
Automate low-risk work and require approval for sensitive actions such as sending external messages or changing a deal stage. Teams can inspect what an agent found, why it made a recommendation, and what it changed.