How do I get started with Relenta?

The very best way to get started would be to schedule a set­up/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…

How does Relenta compare to other apps?

Before they started using Relenta, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Relenta eliminates all of this mindless busy-work so you can…

How do I setup incoming email?

There are two ways by which you can receive your existing email in Relenta: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…

What is a Contact Timeline?

Relenta automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes and files, invoices, and pending and scheduled email marketing templates. You can open each line-item for preview without leaving the page. The Contact Timeline is shared among your team in real time. This puts everybody…