Relato : Personal CRM

Relato is a private relationship memory for professionals who do business through people. Before visiting a doctor, client, partner, or executive, instantly see who they are, what you discussed last time, what you promised, and what comes next. Relato is not another company CRM. It is designed to remember the personal relationship context that traditional business systems often miss. BUILT FOR RELATIONSHIP-DRIVEN PROFESSIONALS Relato is ideal for pharmaceutical representatives, sales and marketing managers, account managers, executives, founders, business development professionals, consultants, and recruiters. WALK INTO EVERY MEETING PREPARED See a person’s role, company, last visit, next task, relationship notes, and key details in one clear profile. REMEMBER EVERY INTERACTION Record face-to-face visits, phone calls, congress meetings, and digital conversations in a single chronological timeline. For every interaction, save: • What you discussed • Important personal and professional context • Promises and open items • The next step • When to follow up NEVER MISS A FOLLOW-UP Create tasks and reminders linked to real people. See overdue, current, and upcoming actions in one place. KEY CONTACT SCORE Give each person a Key Contact Score from 1 to 10. Prioritize strategic relationships and quickly find the people who need your attention. CALLER ID See the saved names of Relato contacts on the incoming call screen. The Relato Caller ID extension must first be enabled in iPhone Settings. SEARCH AND FILTER FAST Search by name, company, or city. Filter and sort people by tags, location, last visit, and Key Contact Score. PRIVATE BY DESIGN • No account required • Your data stays on your device • Contact and meeting information is not uploaded • Works without an internet connection BACKUP AND EXPORT Create a complete JSON backup, including photos. Preview and merge a backup or replace your existing data. Export an Excel-compatible CSV contact list. RELATO PRO Use the core experience for free. Upgrade to Relato Pro for: • Unlimited people • Caller ID • Full backup and restore • Advanced reminders • Access to new Pro features Privacy Policy: https://relato.solvioai.uk/privacy.html Terms of Use: https://relato.solvioai.uk/terms.html