Compliant Text and Voice for Enterprise Teams
Compliant Text and Voice for Enterprise Teams
Your clients expect personalized, timely communication on the channels they prefer. With Relate (formerly Hearsay Relate), engage 1:1 with clients and prospects through a unified, compliant platform. Relate integrates with your CRM to deliver a better customer experience and outcomes.
%
less time spent on client follow-up*
%
more leads converted into clients*
%
revenue boost from improved customer loyalty*
Why Relate?
Why Relate?
Connect with Clients on the Channel They Prefer
Easily connect with clients through text, voice, or WhatsApp—all in one platform. Relate's smart features, like templates, scheduling, and suggested replies, empower your team to deliver timely, relevant communication that drives results.
Spend Less Time on Admin Work, More on Clients
Free up your team to focus on what matters most—building client relationships. Relate streamlines administrative tasks with features like delegation, bulk messaging, scheduling tools, and pre-approved templates. Delegate work–such as scheduling meetings and service-related communications– to spend more time delivering personalized, impactful interactions that drive results.
Integrate with CRM To Drive Better-Informed, More Timely Outreach
Maximize efficiency and insight with Relate's seamless CRM integrations and embedded workflows. By uniting Relate with your CRM, Relate empowers your team to work smarter—capturing interactions, streamlining client outreach, and providing real-time insights to deepen relationships and drive measurable results, all within the tools they already use.
Navigate Compliance with Confidence
Reduce compliance risk and simplify supervision with tools like keyword monitoring, pre-approvals, and TCPA support. Relate's universal dashboard streamlines oversight, saving time and resources, while seamless archive integrations capture complete, contextual data for audit readiness and peace of mind.
Key Features
Key Features
Unified Communication Platform
Manage text, voice, and WhatsApp conversations from a single platform.
Smart Productivity Features
Use scheduling, bulk messaging, and AI-powered replies to save time and improve engagement.
Real-Time Compliance Tools
Identify and address potential FINRA and SEC violations with automated keyword monitoring.
Custom Workflows
Streamline follow-ups, client check-ins, and other key tasks with pre-built workflows.
Actionable Analytics
Track engagement, response rates, and ROI to guide future strategies.
CRM Integration
Sync interactions with your CRM for a complete view of client relationships.
TCPA Support
Access integrations with Do Not Call Lists and Quiet Hours to stay aligned with regulations.
Opt-In and Opt-Out Management
Capture and manage customer communication preferences based on local requirements.
Resources for Marketers
Resources for Marketers