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.

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 with Relecca lead management. Connect prospects to tasks, events, activities, customers, and sales.

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Sales Pipeline

Manage sales opportunities with Kanban and table views, customizable pipelines, deal stages, products, AI feedback tracking, tasks, time tracking, and operational analytics.

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Task Management

Create, assign, prioritize, schedule, filter, and track tasks connected to customers, leads, sales, and orders with Relecca CRM.

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Calendar & Time Tracking

Manage meetings, calls, demos, events, schedules, and time entries connected to customers, sales, tasks, and orders with Relecca.

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AI-Powered Deal Feedback

Analyze post-deal feedback with built-in AI, automatically categorize positive and negative sentiment, and trigger corrective task assignments and calendar events.

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Products & Services

Manage products and services, prices, units, SKUs, taxes, quantities, and sales associations with Relecca CRM.

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Web Forms & Lead Capture

Create embeddable public web forms that capture leads and contacts directly into your Relecca CRM workspace.

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Email Integration

Connect Gmail and Outlook to your CRM, sync customer communication, manage verified senders, and keep email history connected to records.

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Workflow & Automation

Design structured workflows, configure process stages, and automate supported sales and order processes with Relecca CRM.

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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

Move business data into Relecca with guided imports and export records from CRM lists while keeping import and export history accessible.

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Security & Permissions

Control CRM access with email verification, OTP authentication, token sessions, role-based permissions, dynamic navigation, and organization-level data isolation.

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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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