AI-Powered Summaries Built Into Your CRM
Relecca uses AI where it saves the most time: reading. Summarize a long email thread in one click from the inbox, and get an AI summary of what customers said in their feedback surveys, right next to the deals and accounts they concern.
AI Email Thread Summaries
Long back-and-forth threads are where details get lost. Relecca summarizes a conversation from the built-in inbox, so anyone picking up an account can catch up quickly.
- One-click summary of an email thread in the Relecca inbox.
- Works with mailboxes connected through Gmail, Outlook or IMAP.
- The full thread stays available beneath the summary.
- Emails stay linked to the company, contact or deal they concern.
AI Summaries of Customer Feedback
Relecca can send a feedback survey when a deal is won or lost. Instead of reading every response one by one, review an AI summary of the themes customers raise.
- Feedback surveys triggered when deals are won or lost, or sent manually.
- Rating, text, checkbox and multiple-choice questions you design.
- An AI-generated summary across the responses you collect.
- Each response still viewable in full alongside the summary.
AI That Supports the Team, Not Replaces It
Relecca's AI features summarize information your team already has. They do not send emails, change records or make decisions on anyone's behalf.
- Summaries are generated when someone asks for them.
- Records, deals and tasks are only changed by your team.
- Summaries sit next to the source, so they are easy to check.
- Role-based permissions apply as they do everywhere else in Relecca.
Availability
AI email summaries and AI feedback summaries are plan features. The pricing page lists which plans include them, alongside each plan's other limits.
Ready to configure AI Summaries?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Close a deal, answer the survey as the customer, then summarize the responses with AI.
Mark a deal as Won or Lost. Relecca sends the customer a feedback survey, which they answer on a public response page.
| Deal & Client | Outcome | Rating | Answer | Received |
|---|---|---|---|---|
Havtorn PartnersSecurity Review Engagement | Won | Clear proposal and a fast turnaround on our questions. The onboarding plan was easy to follow. | Today, 10:15 |