Getting Started with Relatable's Free Trial
Relatable welcomes new users with a 10-day free trial that requires no credit card to begin. The onboarding experience guides you through organizing your contacts and exploring the app's core features. Once you sign up, you'll access the main dashboard where you can view uncategorized contacts, receive reminders about upcoming birthdays, and track when you last connected with people in your network. The interface is designed around relationship categories—People I Love, People I Know, and People I Like—allowing you to segment your network based on your priorities. You can also create custom groups, such as an Investors or Prospects category, to keep different parts of your professional and personal life organized. The AI agent built into the platform takes on administrative tasks like suggesting when to reach out to contacts, flagging birthdays, and surfacing people you haven't connected with recently, removing friction from the relationship maintenance process.
How Relatable Approaches Relationship Management
Relatable positions itself as a human-first alternative to traditional sales-focused CRMs. Rather than optimizing for funnels or reach, the platform emphasizes trust and genuine connection as its core values. The AI agent works behind the scenes to handle busy work—prompting you to reconnect with important contacts, highlighting who has a birthday coming up, and organizing your network so you never lose track of meaningful relationships. The tool integrates memory features that capture details about the people in your network, making it easier to recall context before you reach out. This approach appeals to professionals, entrepreneurs, and individuals who view relationship-building as central to their success but struggle to maintain those connections at scale. The system learns from your interactions and suggests when to reconnect based on how long it's been since you last spoke with someone. By automating the organizational side, Relatable frees you to focus on the conversations and interactions that actually matter.
Common questions
Do I need a credit card to try Relatable?
No. Relatable offers a 10-day free trial that requires no credit card to start. You can explore the full app and experience the AI-powered features before deciding whether to upgrade to a paid plan.
What does Relatable's AI agent actually do?
The AI agent handles administrative tasks like reminding you to reconnect with contacts, flagging upcoming birthdays, suggesting when you should reach out, and organizing uncategorized contacts. It removes busy work so you can focus on the actual relationships.
How does Relatable differ from traditional CRM software?
Relatable is designed as a personal CRM with a human-first philosophy, prioritizing genuine connection over reach and funnels. It's built for individuals and professionals who want to remember and maintain relationships across their business, career, and personal life—not just sales pipelines.
