One Connected Workspace for Customers, Sales & Growth

Stop switching between disconnected tools. Relecca unifies customer accounts, deals, tasks, events, AI feedback loops, and workflows into one living platform.

Good afternoon, Daniel Morgan 👋

Thursday, August 27, 2026

Total Customers3 +100% vs last month
Active Sales1 +0% vs last month
Open Tasks3 +100% vs last month
Hours Tracked0h +0% vs last month

Sales pipeline

Won 1Offer 0Forecast 0Lost 1
Enterprise Workflow Management Platform

Meridian Health Analytics · $45,000

3 days ago
Relationship Management Suite

Meridian Health Technologies · $28,500

3 days ago
Enterprise Workflow Automation

Meridian Health Analytics · $62,000

3 days ago

Tasks summary

In Progress
Review Integration Scope

Meridian Health Analytics · 31/08/2026, 08:30 PM

Task-1 Platform Demo

SHIV INFOTECH · 25/08/2026, 03:00 PM

Pending Review
Prepare Client Onboarding Documents

Meridian Health Technologies · 27/08/2026, 04:00 PM

PRODUCT FIRST

More Than a Customer Database

A modern CRM helps your team execute everyday work — not just store contacts.

Know Your Customers

Contacts, categories, and email history in one record.

Move Deals Forward

Kanban pipelines with custom stages and deal values.

Organize Daily Work

Tasks, owners, priorities, and subtask checklists.

Meetings & Time

Visual calendar with time sheets linked to tasks.

AI Feedback System

Analyze won/lost feedback to automate tasks and follow-up meetings.

Adapt to Your Flow

Custom statuses, pipelines, roles, and widgets.

LIVE SANDBOX

See Relecca in Action

Interact with the real components — move deals through a pipeline or design your own workflow.

Interactive Pipeline Simulator

Move opportunities through stages to see metrics recalculate automatically.

Discovery
1
$34,000
Aventis Health
Cloud Migrations Stage 2
Demo
1
$18,000
ACME Corp
ACME Custom CRM Pilot
Proposal
1
$55,000
Equifax Norway
Core Security Consulting
Negotiation
1
$12,000
Zeta Global
SaaS Workspace Subscription
WHO IT'S FOR

Built for Teams That Move Fast

Relecca adapts to different business models, sizes, and industry verticals — no rigid templates.

Configurable by Design

Your CRM should reflect your business — not force your team into a rigid predefined template.

SaaS Onboarding

Free trial → qualified proposal → won subscription.

B2B Account Management

Child companies, multiple decision-makers, AI feedback sentiment metrics.

Professional Services

Product pricing, hourly time sheets, and secure signatures.

SUPPORT FAQ

Frequently Answered Questions

Have queries about migrations, user seats, or AI sentiment analytics?

View All FAQs
What makes Relecca different from traditional CRM systems?
+

Traditional CRMs behave like static databases. Relecca acts as a connected operating system, bringing customer records, sales pipelines, daily tasks, calendar events, time tracking, and AI feedback analysis into a single visual workspace where metrics update dynamically.

How does the AI post-deal feedback loop work?
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Once a deal is marked as Won or Lost, Relecca prompts the user for feedback. The in-house AI analyzes the text's sentiment. If it is negative, Relecca automatically creates follow-up tasks and calendar events so you can act immediately.

Can we restrict client data access by team member role?
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Absolutely. Relecca uses Role-Based Access Control (RBAC). Admins can define granular permissions for viewing, editing, or deleting records, and the interface will dynamically adapt based on the user's role.

Bring Your Customer and Sales Operations Together

Relationships, opportunities, files, signatures, and tasks — connected in one platform.