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