Department · Sales · scaffold 02/06preview2026

The AI sidecar for your sales team.

Relote sits next to every call, every email, every deal. Captures what was said. Surfaces what to do next. Holds the pipeline to its commitments.

Scaffold page · this department ships once we’ve proven it in production. See the flagship: Customer Support →
§ 01 · The problem

Pipeline lives in heads, not systems.

A

Calls happen, notes don’t.

Reps remember the call until the next one. CRM gets the bullet-point version a week later, if at all.

B

Follow-ups slip silently.

"I’ll send that over Tuesday." Tuesday comes. Nothing sent. Nobody notices.

C

Deals stall in places nobody can see.

Why is this deal not moving? You’d have to listen to four calls and read twenty emails to find out.

§ 02 · What Relote does

Relote watches the deal. Your team closes it.

01

Listens to every call

Granola, Gong, Fathom — wherever your reps already record. Captured automatically.

02

Captures the real signal

Commitments, blockers, next steps, decision-makers — extracted as structured fields, not transcripts.

03

Updates the CRM automatically

Fields filled, notes attached, stages advanced. Reps stop typing.

04

Surfaces what to do next

"You promised a follow-up by Friday. It’s Friday."

05

Spots the patterns

"Three deals stalled at security review this quarter."

§ 04 · Integrations

Plugs into the stack you already run.

CRM HubSpot ·Salesforce ·Pipedrive ·Close
Calls Granola ·Gong ·Fathom ·Fireflies ·Otter
Communication Slack ·Email ·LinkedIn

Don’t see your tool? Relote integrates with anything that has an API. Most new integrations take a day to add.

§ 04 · What makes it different

Why Relote, not another sales tool.

A

Lives in the rep’s chat, not in the CRM.

Reps update by talking, not typing. The CRM stays current as a side effect.

B

Connects calls to commitments to closes.

One thread per deal, not five tools. Causal chain, not separate streams.

C

Holds the pipeline to its operating cadence.

Weekly forecast, daily standups, quarterly priorities — Relote tracks against whatever rhythm you run.

§ 05 · Begin

Stop typing into the CRM. Start closing.

Book a demo. We’ll walk through what Relote looks like alongside your sales team.