Relatable Review: A Personal CRM for Power Connectors

Relationships are the most valuable asset for any professional, entrepreneur, or influencer. However, keeping track of and staying in touch with your network can be challenging, especially if you have a large and diverse one.

That’s why many people use personal CRMs, tools that help you manage your contacts, follow up with them, and nurture your relationships.

One of the pioneers of personal CRMs was Contactually, a tool that was more like a relationship assistant. It helped you remember to keep in touch with your network by sending you reminders and giving you “buckets” to group your contacts.

Contactually was a great tool, but it was acquired by a larger company and eventually shut down in early 2022.

Now, the founder of Contactually, Zvi Band, is back with a new personal CRM called Relatable. He also wrote a book on relationship building, so he knows what he’s doing.

But how does Relatable compare to Contactually and other personal CRMs? What are the features and benefits of using it? And what are the pros and cons of this tool?

In this Relatable review, I will answer these questions and share my honest opinion about this tool. I will also show you some of the features that I liked the most and some of the drawbacks that I encountered.

What is Relatable and How Does It Work?

Relatable is a personal CRM that helps you build and maintain your relationships with your network. It helps you organize your contacts, prioritize your follow-ups, and automate your outreach.

Relatable works by connecting to your email account and importing your contacts. You can then assign each contact an importance score, which indicates how valuable they are to you. You can also create groups, which are like buckets, to categorize your contacts by topics, themes, or goals.

Relatable then shows you a list of contacts that you need to follow up with, based on their importance score and the last time you interacted with them. You can also set up automations, which are workflows that trigger actions based on certain events, such as sending an email, adding a note, or updating a field.

Relatable also has a marketplace, where you can discover, buy, or sell prompts with other users. Prompts are pre-written messages that you can use to start or continue a conversation with your contacts. You can find prompts for different types of situations, such as introductions, referrals, feedback, and more. You can also create your own prompts and sell them to other users.

What are the Features and Benefits of Relatable?

Relatable has some features and benefits that make it a useful and convenient tool for managing your relationships. Here are some of them:

• Compatibility: Relatable is compatible with various email providers, such as Gmail, Outlook, Yahoo, and more. You can also connect it to other platforms, such as LinkedIn, Twitter, Facebook, and more.
• Organization: Relatable helps you organize your contacts by importance score and groups. You can easily find and manage your contacts from the dashboard, and drag and drop them to rearrange them.
• Prioritization: Relatable helps you prioritize your follow-ups by showing you a list of contacts that you need to reach out to, based on their importance score and the last time you interacted with them. You can also filter your contacts by groups, tags, or keywords.
• Automation: Relatable helps you automate your outreach by setting up automations, which are workflows that trigger actions based on certain events. You can also use shortcuts to quickly paste your prompts on any text field.
• Marketplace: Relatable helps you discover, buy, or sell prompts with other users. You can find prompts for different types of situations, and also create your own prompts and sell them to other users.
• Analytics: Relatable helps you monitor and measure the performance of your relationships and campaigns. You can see how many views, clicks, and conversions your prompts generate, and optimize them accordingly.

What are the Pros and Cons of Relatable?

As with any tool, Relatable has its own advantages and disadvantages. Here are some of the pros and cons that I found while using it:

Pros

• Easy to use: Relatable has a simple and intuitive user interface that makes it easy to use and navigate. You can also use the drag-and-drop feature to rearrange your contacts and prompts on the dashboard.
• Time-saving: Relatable saves you a lot of time and effort by allowing you to quickly access and paste your prompts on any website or application. You don’t have to re-type or copy and paste your prompts manually, which can be tedious and error-prone.
• Creative: Relatable helps you unleash your creativity by providing you with a variety of prompts and ideas for your outreach. You can also use the marketplace to discover new prompts from other users, and get inspired by their work.
• Profitable: Relatable allows you to monetize your prompts by selling them to other users. You can also buy prompts from other users, and use them for your own projects or clients.

Cons

• Limited features: Relatable has some limitations in terms of the features and functionalities that it offers. For example, it does not support video content, stories, reels, or live streams. It also does not have a social inbox or a team collaboration feature.
• Software limitations: Relatable sometimes has some glitches and bugs that affect its performance and reliability. For example, it may not sync properly with some platforms or assets, or it may not paste the prompts as expected.
• AI limitations: Relatable relies on the quality and accuracy of the AI tools that it supports. Sometimes, the AI tools may produce irrelevant, repetitive, or low-quality prompts that may not suit your needs or expectations. You may need to edit or review your prompts before using them.

Final Verdict: Is Relatable Worth It?

Relatable is a personal CRM that helps you build and maintain your relationships with your network. It has some features and benefits that make it a useful and convenient tool for managing your contacts, follow-ups, and outreach.

However, it also has some drawbacks and limitations that may affect your experience and results. It may not support some of the features or platforms that you need, or it may not produce the best prompts for your needs or expectations.

Therefore, I would recommend Relatable to anyone who is looking for a simple and effective way to manage their relationships, but also to anyone who is willing to test, tweak, and improve their prompts along the way.

Overall, I think Relatable is a tool that can help you build and maintain your relationships with your network. It can help you remember to keep in touch with your contacts, generate new ideas, improve your communication skills, and even make money from your prompts.

If you want to try Relatable for yourself, you can sign up for a free trial here and see how it works for you. You can also check out some of the customer reviews here and [here] to get more insights and feedback about the tool.