Pricing breakdown

Relate Pricing Explained (2026)

Relate's free tier is unusually generous — unlimited contacts and 250 enrichments — but Team Business at $60/user is four times the personal rate.

Relate plans and list pricing
PlanPriceBillingWhat you get
Personal (Free) $0 free, monthly Unlimited contacts, LinkedIn integration, import/export, 30-day email and note history, 10 guest invites, 250 enrichments plus pay-as-you-go
Personal Pro $15/mo monthly; save 15% billed yearly Everything in Personal Free plus full (uncapped) email and note history, unlimited file uploads and 50 guest invites
Team (Free) $0 free, monthly Same allowances as Personal Free — unlimited contacts, LinkedIn integration, 30-day history, 10 guest invites, 250 enrichments
Team Business $60/user/mo per user, monthly; save 15% billed yearly Full email and note history, unlimited qualified deals, 50 guest invites, reporting and dashboards, 250 enrichments
Enterprise Custom quote sales-negotiated Everything in Business plus custom integrations, data warehouse integration, reverse ETL, 100 guest invites, multi-workspaces, security and compliance

Free where it counts, expensive where it matters

Relate's pricing does something interesting: it gives away the resource every competitor meters, and charges for the one most people assume is free.

Contacts are unlimited on the free plan. Not 500, not 1,000 — unlimited, alongside LinkedIn integration, import/export and 250 enrichments. Against personal CRMs that cap free tiers at a few hundred records, this is conspicuously generous.

What Relate does cap is history. Email and note history is limited to 30 days on every free plan. Older correspondence rolls off.

For a relationship CRM, that is the load-bearing constraint. The product's entire premise is remembering context about people — what you discussed, when, what was promised. A 30-day window keeps the contact and discards the relationship. You can hold a hundred thousand names and still be unable to recall what you said to any of them last quarter.

Personal Pro at $15/month exists almost entirely to remove that cap. You are not buying features; you are buying permanence.

The individual-to-team cliff

Relate's two paid tracks are priced four times apart.

Plan Price What it is for
Personal Free $0 Network keeping, 30-day memory
Personal Pro $15/mo Same, with permanent history
Team Free $0 Shared, still 30-day memory
Team Business $60/user/mo Deals, reporting, dashboards
Enterprise Custom Data warehouse, reverse ETL, multi-workspace

The jump from $15 to $60 per user is among the steepest individual-to-team transitions in this market, and there is nothing in between. A three-person firm that simply wants shared contacts with history that does not evaporate has two options: run three separate Personal Pro accounts at $45/month and lose shared visibility, or pay $180/month for Business and receive pipeline reporting it may not want.

That gap is the clearest weakness in the pricing. Business is built for a sales team — unlimited qualified deals, reporting, dashboards — and small collaborative groups who want the personal product with shared history are pushed into paying for sales machinery to get it.

Enrichments do not scale with price

This detail is easy to miss and expensive to ignore: 250 enrichments per plan, at every tier.

Free gets 250. Personal Pro gets 250. Team Business — at $60 per user per month — also gets 250, with pay-as-you-go beyond.

The allowance is flat while the price is per-seat. A ten-person Business team paying $600/month receives the same enrichment quota as somebody on the free plan, which makes overage charges not a risk but a near-certainty for any team using enrichment as part of its workflow.

If enrichment is central to how you would use Relate, price it as a separate line item and get the per-enrichment rate in writing. The seat cost is the predictable half of the bill; this is the other half.

Guests are metered too

Guest invites run 10 on free plans, 50 on paid, 100 on Enterprise. For a venture firm, agency or advisory business that routinely shares network access with portfolio companies, partners or clients, that ceiling is a real constraint and it arrives independently of seat count. Worth checking against how you actually intend to collaborate.

What Enterprise signals

The Enterprise tier's contents — data warehouse integration, reverse ETL, multi-workspaces, custom integrations — tell you who Relate is ultimately built for. Reverse ETL is not a feature small businesses ask for. It is what a company with a data team and an existing warehouse needs to push enriched relationship data back into its own systems.

That is a considered target: firms where the network is the asset and needs to be operationalised, not just browsed.

Who should and should not buy this

Relate suits individuals and network-driven professionals — investors, founders, advisors, business developers — where the free plan is genuinely useful and Personal Pro at $15 is an easy call once you want permanent memory. It also suits sales teams that want a relationship-first CRM with real enrichment, provided they budget for enrichment overage separately.

It fits badly for small collaborative teams that want shared history without pipeline reporting: the missing tier between $15 and $60 leaves them overpaying or working around the product. And any team enriching heavily should treat the flat 250-enrichment allowance as the main pricing risk, not the seat rate.

Confirm current rates and per-enrichment overage pricing at relate.so/pricing.

What the pricing page doesn't show

  • The 30-day history cap is the real limiter on every free plan, not contact count. Relate gives away unlimited contacts and then forgets the correspondence — which is precisely the data a relationship CRM exists to keep.
  • Team Business at $60/user is four times Personal Pro at $15. The step from individual to team is one of the steepest in the category, and it is charged per seat.
  • Enrichments are 250 per plan, at every paid tier including Business. The allowance does not scale with what you pay, so heavy enrichment becomes pay-as-you-go usage billing on top of the seat cost.
  • Reporting and dashboards are Business-only. There is no cheaper team tier, so a three-person team wanting shared visibility jumps straight to $180/month.
  • Guest invites are capped per tier (10 free, 50 paid, 100 Enterprise). For a network-driven business sharing access with advisors or partners, that ceiling arrives sooner than the pricing page suggests.

Frequently asked questions

Is Relate's free plan actually usable?
For an individual, genuinely yes — unlimited contacts, LinkedIn sync and 250 enrichments is a working personal CRM, not a demo. The catch is that email and note history is capped at 30 days, so the record of what you actually discussed rolls off continuously. For casual network-keeping that is survivable; for anything you need to recall in six months it is not.
What does Personal Pro add for $15?
Full email and note history, unlimited file uploads and 50 guest invites. Essentially the whole upgrade is permanence — you are paying $15 a month so the product stops deleting your correspondence. Whether that is generous freemium design or an aggressive gate depends on your mood, but it is the single reason anyone upgrades.
Why is Team Business $60 when Personal Pro is $15?
Because it is a different product sold to a different buyer. Business adds unlimited qualified deals plus reporting and dashboards — sales-team machinery rather than personal network-keeping. The 4x step is steep, and there is no intermediate tier for a small team that wants shared history without pipeline reporting.
How do enrichments work?
Every plan, free or paid, includes 250 enrichments with pay-as-you-go beyond that. Notably the allowance does not increase at Business — a ten-person team gets the same 250 as a free individual, which makes overage billing effectively inevitable at team scale. Price your expected enrichment volume separately from seats.
Is the yearly discount worth taking?
15%, which is modest by category standards. On Team Business for five users it is about $540 a year. Worth taking if you are settled, but it is not the kind of discount that should drive the decision.