System maintenance
Scheduled Relenta maintenance will be performed in Relenta’s datacenter. This maintenance is necessary…
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Improve email deliverability: SPF records and Relenta
Sender Policy Framework (SPF) records let you specify which servers are permitted to send…
Refer a Friend Program
Our Refer a Friend Program allows you to earn some extra credit and…
Mail-merge
Use merge tags to personalize your messages. For example, the merge tags [FIRST]…
Unsubscribe link
You must include an unsubscribe link only in emails that are obviously not…
List segmentation
Relenta’s email marketing features are organized by groups of contacts to ensure the…
Autoresponders
Autoresponders are a series of email templates sent out to contacts over a…
Export calendar in iCalendar format
Takes a single click to export your calendar for archiving purposes, or to…
Filter events by label, status or user
Configure your views so you only see the events that you need. All…
Internal comments
Keep your internal conversations linked to calendar events and tasks. This lets you…
Tag events
Keep your database of activities neatly organized with tags that you can create…
External calendar sync
Push your Relenta calendar to any external service, such as Google Calendar –…
Events linked to contact timelines
All it takes is a single click to prepare for the phone call…
Agenda, daily, weekly and monthly views
Agenda view lets you see your past, current and future activities on a…
Web form integration
You can connect your website forms directly to Relenta with advanced processing rules.…
Export full database or any group of contacts
Click “Export” and you’re done! You can then process your data in Excel…
Instant access for recent contacts
Yet another example of the one-click zone in action. You can access your…
Import from LinkedIn, Facebook, Twitter and Google
Hook up your social accounts to Relenta to import the data and keep…
Import from CSV or vCard file
Upload your existing contact databases with advanced matching and auto-population rules. Relenta recognizes…
Merge duplicates
Easily find and merge duplicate records. Information is always added up and never…
Extended search by multiple criteria
You can mix and match various search criteria, such as keywords in certain…
Segment your database by Groups and/or Tags
Customer segmentation is key to successful marketing and relationship building. In Relenta you…
Unlimited custom fields
Create any number of custom fields that are unique for your business.
Filter timeline by activity types
Display activity types for even faster and easier access. It takes just a…
Files, notes, events and tasks on contact timeline
It takes a single click to retrieve any minute detail of the relationship…
Contact timeline with sent/received email
Relenta combines the simplicity of email with the power of CRM. You have…
Export emails in Mbox format
We will never hold your data hostage. In addition to contact and calendar…
Use our SMTP or bring your own
You can start sending emails via our SMTP server right away – we…
Import email archives from POP or IMAP
You can import past email archives stored in a POP or IMAP server…
Filter sent messages by user
See what your colleagues are up to by filtering sent messages by the…
Attach files from shared library
Upload and share frequently used documents, brochures and any kind of files in…
Email search
With our powerful keyword search you can retrieve any piece of information from…
Link/unlink emails
Link and unlink emails to and from contacts to get infinite flexibility for…
Response library
Save hours of typing and show consistent face to your clients using pre-written…
Auto-replies
Send out automatic replies triggered by keywords in an email Works great for…
Email filters
Organize and automate your workflows with powerful filter actions based on keyword matches.…
Email folders
Organize your emails into folders. Each user can drag-and-drop to reorder email folders…
Unlimited “From:” identities
Choose on the fly which “From:” address and signature to use, such as…
Shared email
Everybody has access to the full email history. Information is no longer trapped…
Contact details in Inbox
View full information about the sender without interrupting your flow.
Email history linked to contacts
All sent and received email – by you and your team members –…
How do I get started with Relenta?
The very best way to get started would be to schedule a setup/training…
Developer API v3
The API is built on the principles of REST. The URLs are resource-oriented,…
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How do I track email open/click events?
It works like this. Sign up with our partner SendGrid – leader in…
Developer API v2 (deprecated)
The Relenta API is implemented as XML over HTTP. We use HTTP Basic…
How to set up an Email Autoresponder
An email autoresponder or drip campaign is a great way to keep people…
How do I create a Group?
Here are instructions for creating Groups in your Relenta account. Click the Settings…
How do I re-open an old Relenta account?
We reserve past account names for up to six months then put them…
How can I test my mass email or newsletter?
Here is the procedure to test a mass email or newsletter. 1. Create…
How do I troubleshoot my browser issues?
Most all issues that you encounter with your Relenta account can be solved…
What are the top 5 reasons to use email forwarding instead of POP or IMAP to receive email in Relenta?
We provide the POP and IMAP functionality only to let you download your…
How do I move contacts between departments?
To transfer contacts between departments, export them as a CSV file, and import…
What is a Department? How many do I need?
A Department is a standalone database with its own email, contacts, calendar, users…
How do I send an Email Newsletter to a group of contacts?
You can send a personalized Email Newsletter to any group of contacts exactly…
What are Email Autoresponders?
Email Autoresponders is one of the email marketing features available in Relenta. Autoresponder…
How do I post my web forms to Relenta?
You can post forms from your website directly to Relenta using our Web…
What makes Relenta the best CRM for small business?
Relenta is the cross between email and CRM. We pioneered the concept of…
How is Relenta different from other email, contact and calendar apps? What is the One-Click Zone?
Any email, CRM, contact management and calendar app that you may have come…
How does Relenta compare to other apps?
Before they started using Relenta, our clients (ourselves included) managed their customer relationships…
What email management features are available in Relenta CRM?
Relenta’s shared email Inbox is packed with features to help your team streamline…
How do I setup incoming email?
There are two ways by which you can receive your existing email in…
How do I set up email auto-forwarding, IMAP, POP and SMTP for my email provider?
Please consult your email service provider’s documentation for complete details on setting up…
What are Email Identities? Can I send email from multiple addresses?
To send outgoing email from Relenta, you will need to set up at…
What is the Archive function for? What happens to email messages after they are archived?
When you archive a message, it is removed from its current folder. The…
How do I create a folder for personal email?
This is a two-step process: Go to Settings > Email folders and create…
How can I improve email deliverability?
Email deliverability is a complex multidimensional subject. There are literally hundreds of factors…
Can I add my own email folders?
Sure you can. But in most cases, you don’t need to, or at…
What are the features of system message folders?
Inbox is where all incoming mail is placed, unless Filters move messages to…
Can I use Relenta with my existing email client?
Relenta is designed to handle all of your incoming and outgoing email exclusively.…
What is Email Dropbox?
The Email Dropbox feature lets you use any desktop, mobile or web email…
How does Relenta handle bounced or undeliverable emails?
The Bounced feature automatically associates the messages returned as undeliverable with the appropriate…
What does the Outbox error icon mean?
When the Outbox folder displays a red error icon, this means that there…
Why isn’t my IMAP folder structure copied to Relenta?
The IMAP folder structure isn’t copied because Relenta is a multi-user, smart, shared…
I get an error when trying to add SMTP, IMAP or POP email account, what should I do?
This happens when your server returns an error. More often than not it…
How do I unlink a message from contact?
To unlink a message associated with a contact, open it for preview, click…
How do I assign email to a contact?
Relenta automatically assigns email to a contact based on the “From:” address. Often…
What happens to emails when I delete a contact?
After you delete a contact, email messages that were associated with it will…
What are the different ways to create new contacts?
There are six distinct ways you can create new contacts in Relenta. To…
What are Message Filters?
Message filters allow you to do a number of things with incoming emails…
What are shared files?
You can upload any number of files or documents to each department that…
When one user mark a message as read, will other users see it as read too?
Read/unread status of the message is per user. If one user marks a…
Does Relenta provide spam and anti-virus protection?
We offer both spam-filtering and anti-virus protection to our paying customers. Only email…
What is the Response Library?
The Response Library consists of templates that can be automatically inserted into the…
What is an Event? How is it different from Activity?
Events are types of activities (other types at this time include Deals and…
What is a sales deal pipeline?
A Deal is a type of activity. It represents something you want to…
What is an Invoice?
Invoice is a type of Activity. Currently this feature requires that you have…
How do I attach a file to contact?
Go to contact timeline and click the + Event button. Attach a file,…
How do I create a task from email?
Open the message in question for preview and click Create event button. Edit…
How do I add internal comments to messages or activities?
Like with any other object in Relenta, you can start an internal conversation…
How do I import contacts, emails and calendar items?
You can import contacts from a file or web service. Emails can be…
What kinds of API do you offer?
We offer three types of API (which stands for Application Programming Interface) that…
How do I use Email API to create and update contacts?
The Email API allows you to create and update contacts by including specially…
How do I export my account data?
You can export all contacts by going to the top Contacts tab and…
What email marketing features are available in Relenta?
Email marketing automation is an integral part of CRM in Relenta. The same…
What is the difference between Auto-Replies and Email Autoresponders?
Auto-replies are one-off messages sent in response to an email or web form…
How do I setup an Auto-Reply?
Setting up an automatic reply is a two-step process. Go to Settings >…
Am I allowed to use email lists or leads purchased or rented from a 3rd party?
No. We allow you to send emails only to people who know you…
How do I use Merge Tags to personalize emails?
Merge Tags are placeholders that allow you to personalize and customize your email…
How do I view the status or cancel scheduled Email Newsletters?
The system folder Newsletters contains email newsletters that have been sent, are being…
How does the “Do not mass-email” contact setting work?
If you check the Do Not Mass-Email box on the edit contact screen,…
How do I transfer my existing HTML email newsletter design to Relenta?
If you have an HTML email newsletter template designed in an another application…
How do I add a Remove or Unsubscribe link to an email, and how does it work?
To add an unsubscribe link to your email marketing template, use the Merge…
How do I integrate Relenta with my Freshbooks account?
FreshBooks is a simple invoicing and time tracking service that helps you send,…
How do I post a status update to multiple social network accounts at once?
First, go to Settings > Add-ons and activate the networks. You can add…
What is a user? Can multiple persons share the same user login?
A user is a person who accesses your Relenta account. Users have their…
What is the difference between admin and user?
Admin is a user with additional permissions. Admins can add, edit, delete and…
What is an Account Owner?
Account Owner is the only person who has access to billing information. Only…
What happens with user data if I delete a user?
All information in Relenta is user-independent. If you delete a user, all messages,…
How does the risk-free 14-day trial work?
During the risk-free 14-day trial period, you get to try the system before…
Is there a long-term contract or commitment?
No, never. All Relenta plans are month-to-month. You can cancel your account at…
How do I upgrade or downgrade my account?
You can downgrade at any time by going to Account Dashboard > Billing…
How do I cancel my account?
You can cancel your account at any time by going to Account Dashboard…
Do you provide refunds?
We can not provide refunds. All accounts come with a risk-free 14-day trial,…
Do you offer nonprofit or educational discounts?
While we don’t have specific discounts for nonprofits or educational organizations, we do…
Can I make a payment by check, bank wire or PayPal?
We accept payment by check, bank wire transfer or PayPal for subscriptions of…
How do I suggest a new feature idea?
Our development is driven by your ideas and feedback. We created a special…
What precautions are taken to keep my data safe and secure?
We know that your customer data is one of your most valuable assets.…
How do permissions work?
Permissions in Relenta are set by departments. Admins can create, edit, and delete…
Can I mark a message, contact or activity as private?
You can’t. Relenta is designed as a shared central workspace for small teams.…
What happens with my data when I leave?
You own your data and we will never hold it hostage. You can…
How do I implement Getting Things Done (GTD) system with Relenta?
David Allen’s Getting Things Done (GTD) time management philosophy is one of the…
How do I import contacts from a CSV, Excel or vCard file?
You can export contacts from any service or application into a CSV (Comma-Separated…
What are Categories and Groups?
One of the ways to organize your contact database in Relenta is to…
What is the difference between Groups and Tags?
Contact Groups don’t change much over time and remain more or less constant…
How do I create Custom Fields?
You can create any number of custom contact fields that are unique for…
How does contact merge work?
Go to the first contact, click Edit and then Merge button. Search for…
Where do the contact pictures come from?
The contact picture (a.k.a. avatar) may be pulled from a number of different…
What is a Contact Timeline?
Relenta automatically generates a timeline for each contact. It includes all sent and…
How do I assign multiple contacts to groups?
To mass assign contacts to groups, follow these steps: Select contacts from the…
How do I unassign multiple contacts from a group?
To mass unassign contacts from a group: Navigate to group in question Select…
How do I add a note to contact?
There are two ways. You can add a persistent comment in Contact >…
