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May 10, 2011

Relenta – Centralize Your Work

How can you expect your business to grow if you can’t even manage the clients and contacts you’ve already got? Relenta is a web-app that companies of all sizes can use to gain new clients and properly manage the customers they serve. The “social” CRM application puts all the information a salesperson could need about a potential client on one page, making it possible to view a sales lead’s contact information, previous emails, and social network status updates with just one click.

When you’re ready to start getting more done in less time, sign up for an account with Relenta. Logging into your new account will take you directly to your Relenta email inbox. Read new messages from clients, and convert those messages into actionable tasks. By associating a message with a particular contact, you can ensure it will show up when you click on that person’s contact page in the future. Relenta puts all the information you and your colleagues have gathered from each contact into a chronological feed, making it easy to see if a coworker has already responded to or received a particular message from a contact, and decreasing the chances of duplicating work. The data from a particular email can also be uploaded to your Relenta calendar, which you can use to view all the upcoming events and deadlines that people at your company have coming up.

The contact management portion of Relenta is where the web-app really shines. In addition to checking out each contact’s information feed, you can group contacts and quickly turn select groups into mailing lists. Import or export contacts in CSV format at any time, or integrate Relenta’s API into the other applications that your company already uses. When contact databases are organized effectively, companies have an easier time with email marketing and customer relations as a whole.

Practical Uses:

  • Save your customer’s phone number, email address, and website information in one spot
  • Remember to follow up with important clients by using the Relenta calendar
  • Keep track of which potential sales leads need to be contacted by an associate
  • See when a colleague has already contacted a client, to avoid duplicating the work

Insider Tips:

  • Import your contacts from whichever CRM you’re currently using in CSV format
  • Upload shared files and save them in your Relenta account
  • View the emails associated with any contact by clicking on his or her name
  • Messages can be filed and organized using folders or labels

What we liked:

  • Relenta makes it easy create custom mailing lists
  • Email messages can quickly be turned into tasks with deadlines
  • Colleagues can share information and let others know what they’ve been up to
  • Files can be attached to calendar activities
  • Individual contact status feeds make it easy to see the latest developments with each client

What we didn’t like:

  • Users who exceed the storage limits of the free plan are automatically transitioned into a free 14-day trial of a paid plan

Alternatives:

Company Info:

  • Launched: 2004
  • Privately Held
  • Headquarters: Miami, Florida
  • Founded by: Dmitri Eroshenko
  • Web site: http://www.relenta.com

Costs:

  • Free plan
  • Paid plans range from $25 to $250/month

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