PRODUCT CAPABILITIES

A CRM Platform Designed Around the Complete Customer Journey

Relecca connects the workflows your team uses to manage relationships, opportunity deals, and daily tasks. Explore our modules below.

Plan limits vary; see pricing for what each plan includes. If you are choosing a setup, browse solutions by business type or read the CRM guides.

Customer Relationship Management

Manage customers, contacts, sales, tasks, events, emails, files, and customer activity from one connected CRM platform with Relecca.

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Customer Management

Organize company records, contacts, categories, statuses, ownership, activities, files, emails, tasks, sales, and customer relationships with Relecca.

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Lead Management

Capture, organize, qualify, assign, and convert leads into deals with Relecca lead management. Connect prospects to tasks, events, files, and activity history.

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Sales Pipeline

Manage sales opportunities with Kanban and table views, custom pipelines, deal stages, products, feedback surveys, tasks, and time tracking.

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Task Management

Create, assign, schedule, filter, and track tasks connected to companies, contacts, leads, and deals on a workflow-driven task board with Relecca CRM.

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Calendar & Time Tracking

Manage meetings, calls, demos, events, schedules, and time entries connected to companies, contacts, leads, deals, and tasks with Relecca.

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Customer Feedback Surveys

Send customer feedback surveys automatically when deals are won or lost, collect responses on a public form, and review AI-generated summaries in Relecca.

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Products & Services

Manage products and services, units, SKUs, VAT codes, product types, and their use on deals with Relecca CRM.

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Web Forms & Lead Capture

Create public web forms you can share as a link or embed on your website, and capture leads directly into your Relecca CRM workspace.

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Email Integration

Connect Gmail, Outlook or IMAP to your CRM, work from one inbox with templates and scheduled sending, and keep email history on customer records.

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AI Summaries

Relecca's AI-powered CRM features summarize long email threads and customer feedback survey responses, so your team reads the key points in seconds.

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Task Workflows

Design task workflows with ordered, color-coded steps and run your team's work on a drag-and-drop task board connected to CRM records in Relecca.

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Dashboard & Team Performance

Build customizable CRM dashboards, monitor sales pipelines, review tasks and activity, track time, and compare team performance with Relecca.

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Customization & Custom Fields

Customize Relecca with custom fields, pipelines, categories, statuses, event types, workflow steps, dashboards, and organization settings.

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Data Import & Export

Import companies and contacts from Excel with a guided wizard, and export companies, contacts, leads, deals and time entries, with full history.

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Security & Permissions

Control CRM access with email verification, two-factor authentication, custom roles with module-level permissions, and separate organization workspaces.

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Multi-Language CRM

Use Relecca in English or Norwegian with translated interface text, URLs, labels, error messages, buttons, and tooltips.

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Team & Organization Management

Invite users, manage roles, configure permissions, organize teams, customize business settings, and control CRM access with Relecca.

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Files & Activity History

Attach documents to CRM records and maintain a chronological activity history showing who changed what and when.

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