The Relenta CRM blog

Work smarter, not harder!

System update: Connect Relenta with hundreds of apps with Zapier

With our new Zapier integration, you can connect Relenta with hundreds of useful apps to automate your workflows and save precious time.

How it works

Zapier is an impressive platform that integrates the apps you use, helping you automate tasks and get more out of your data.

A connection between two Zapier-enabled apps is called a “Zap.” Each Zap is an instance of automation created using Triggers and Actions.

Triggers are defined as an event in one app, for example, creating a new contact or activity in Relenta. This event triggers an Action in another app, such as adding a corresponding record in Google Contacts or event in Google Calendar.

No coding is required. All you need to set it up is a Zapier account, a game plan, and the burning desire to invest a little time now to save tons of time later on.

Adding a Zap with Relenta

Currently the Relenta app on Zapier is in invite-only mode and you will need this invite link:

Click the “Accept Invite and Go To Dashboard” button.

Once you’re in your Zapier dashboard, click the “Make a New Zap” button.

Relenta can be a Trigger app or an Action app, depending on your game plan. The instructions below are for Relenta as a Trigger app.

First, search for and select “Relenta CRM” as your trigger app.

Now select one of the trigger actions – New Activity or New Contact.

After you click the “Save + Continue” button, you will be prompted to connect your Relenta account. To do that, you will need your Relenta Account Name and Department Key which you can obtain from your Relenta Account Dashboard > API tab:

NB! Make sure you use the appropriate Department Key and not the API key.

Follow Zapier’s on-screen instructions for testing the new connection. When satisfied with the results, click “Continue”.

You will be prompted to choose your Action app, then define the actions and map the data fields. The specifics will differ from one Action app to another – refer to the Zapier help portal for further information.

To add Relenta as an Action app, you will need go through the above process in reverse, meaning choose and connect to your Trigger app first, then select Relenta as an Action app and map the data fields – you get the idea.

From our experience, Zapier is a powerful platform with an enormous amount of options. As such, mastering it may take more than a little tweaking, especially if this is your first time. It is simple, but not necessarily easy. Don’t be shy and email us with any questions, we are always here for you.

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System update: Email open/click tracking

We can’t believe the winter is almost over. Time just flies when you’re working on something exciting. In our case we’ve been working on the #1 feature request of all time: tracking of email opens and clicks. Without further ado, here’s how it works in three easy steps.

Step 1

Sign up for a free account with our partner SendGrid, a leader in email deliverability. The free account includes up to 12,000 monthly emails. Scroll to the bottom of their pricing page and click the “Try it free” button on the right. If your sending volume exceeds the limit, their paying plans start at just $9.95/mo for 40,000 emails.

Step 2

In your Relenta account, go to Settings > Add-ons and activate SendGrid. You will need your SendGrid username and password:

Click “Save” — this will create an outgoing email account called SendGrid SMTP. All other SMTP accounts will be automatically disabled, because email tracking in Relenta requires that you use SendGrid’s SMTP to send personal and mass-emails.

Relenta will also automatically create an email folder aptly called Email Events – more on that below.

Step 3

Continue using Relenta to send personal and mass-emails exactly as you have been before, except now every time a recipient opens your email or clicks on a link, these events will be displayed in the Email Events folder and the appropriate Contact Timeline, like so:

Need to look under the hood? More details in the support article.

That’s it! We go back to work for now. Send us your feedback.

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How to make 2016 a year to remember

Relenta is hard at work to make 2016 our most successful year and the efforts are already paying off:

FinancesOnline just gave us a Verified Quality Seal of Approval in a recent review of Relenta, and we’re thrilled to have also received the ‘Rising Star 2016’ award as well as the ‘Great User Experience’ certificate.

We’re off to a great start – and you can be too! Join Relenta and you can make 2016 a game-changing year for your business.

System update: Brand new rich text editor and other cool stuff

Here’s what we have for you:

  • New and improved rich text editor
  • Ability to link one email to multiple contacts
  • Attach files to email from Dropbox
  • Persistent “all day” calendar event setting
  • Miscellaneous improvements and fixes

New and improved rich text editor

Now you can enjoy a faster and more versatile rich text editor. We’ve added extra formatting functionality and organized the controls into two sections to keep the interface smoothly uncluttered.

The new rich text editor capabilities include:

  1. Bulleted and numbered lists
  2. Increased and decreased indents
  3. Insert and format tables

We’ve also changed two icons as follows:

  • Clear formatting: from “eraser” to “Tx”
  • Show source: from “HTML” to “< >”

To toggle between one- and two-bar views, click the “more/less” button as shown on the screenshot.

The new rich text editor also solves the inconsistent formatting issues and the “Delete” key slowdown problem caused by accumulation of quoted message history.

Ability to link an email to multiple contacts

Here’s a tiny little feature that will have a massive impact on your filing and organizational prowess. It used to be that in order to assign an email to a different contact, you had to unlink it first. In other words, the relationship between emails and contacts used to be 1-to-1. Not anymore. Now any email can be linked to any number of contacts, in a 1-to-many fashion. Simply choose the “Link to contact” option from the “Actions” dropdown and let your imagination run wild about the new possibilities to keep related stuff where it belongs – together.

Attach files to email from Dropbox

In addition to uploading files from your local drive or a shared library in Relenta, you can now use your Dropbox account. When composing a message, simply click the Dropbox link, enter your login credentials and pick your files. Simple as that.

Persistent “all day” calendar event state

Now when you create a new event, the system automatically remembers your last choice for the “all day” checkbox. This means that if you usually enter the exact time for events, you no longer have to make that nagging extra click every time.

Thank you Lee Walsh for this idea. To suggest other ways to reduce the number of clicks to perform routine daily tasks, drop us an email at .

Miscellaneous improvements and fixes

These include infrastructure upgrades that result in faster page loading times; many bug fixes and updates to the mobile version; bug fixes related to display of “My emails”; and overall reliability and performance.

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High five for high performance

"An ounce of performance is worth pounds of promises" - Mae West

We’re very excited to announce that thanks to your support, Relenta has just been named a ‘High Performer’ in G2 Crowd’s Spring 2015 list of top CRM platforms. Let’s keep this up!

For those of you who aren’t yet in the loop, we’ve recently partnered with G2 Crowd to provide independently verified user reviews of Relenta, where we maintain the highest star rating in CRM category. See what our fans are saying about us.

If using Relenta has helped you become a high performer as well, please help us out by submitting a 5-star review of Relenta.

Thanks again, and stay relentlessly productive!

System update: Mobile version and more

Here are the three new features that will make your everyday work life even more productive and enjoyable:

  • Relenta mobile
  • «My Emails» folder
  • Automatic BCC preset

Relenta Mobile

Behold the crown jewel of this update – the mobile version of Relenta. It is browser-based and will work on any device. Just point your mobile browser to and login as usual. Relenta mobile lets you to do most of the things you normally do in Relenta on your desktop and certainly all of the important things.

“My Emails” folder

The “My Emails” folder is, well, precisely what it sounds like. It’s a virtual folder that automatically includes all emails addressed to you (as determined by the email identities that you are assigned to use). For example, if you have access to and identities, your folder will contain all messages sent to these two email addresses. This feature essentially eliminates the need for personal email folders, and solves a few problems that have been associated with them. Thank you, Nathan, for the inspiration.

Automatic BCC preset

Now you can automatically keep a sent email archive in an email account outside of Relenta. Go to Settings > Department, enter the email address to which you would like a copy of each 1-on-1 email message Bcc’ed to, and voilà, you’re done.

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Four tiny email tweaks with huge impact

The way you use email can make all the difference between productive communications and total chaos. Here are four simple practices you may want to try right away.

Brevity is the sister of talent

“Brevity is the sister of talent”
Anton Pavlovich Chekhov

Use subject prefixes

From Asian Efficiency, here are some subject line prefix conventions that will save your team tons of time:

FYI For Your Information. No reply needed.
URGENT Means exactly that. Don’t abuse it.
EOM End of Message. Everything you need to know is in the subject.
NRN No reply needed. So please don’t reply.
NFA No further action. This is a combination of and FYI and an NRN, but with fewer letters.

Go light on “Reply to All”

Treat the “Reply to All” button like a trip to the dentist It’s only necessary from time to time. Most corporate cultures abuse the “Reply to All” button. This wastes a copious amount of time and buries messages that are genuinely important. Don’t be like that. Condition your team to think seven times, use “Reply to All” once.

Keep the S.U.B. in your subjects

Vague subject lines sink ships. Start putting S.U.B. into your subjects. Make them Specific, Updated and Brief.

Specific Use “April 15 meeting agenda” instead of just “agenda” or “meeting”
Updated Highlight important changes. Say the April 15 meeting has been cancelled. Give that information right in the subject, like so: “April 15 meeting CANCELLED” Go ahead and YELL, why not?
Brief “Brevity is the sister of talent.” — Anton Chekhov.

Change the Subject

It’s easy for one email conversation to morph into another. When that happens change the subject and start a different conversation.

There you go. Tiny tweaks, huge impact.

Hi! I’m Eugene. Let’s connect!

Hi there!

Eugene Zilberter

Meet Eugene Zilberter,
Client Success Manager @ Relenta

I’m Eugene Zilberter, the brand new Client Success Manager here at Relenta. My mission is your total CRM success. No issue it too big or small, I’m here to help.

I would love to personally connect with you as soon as possible. So if you’re up for a quick call, drop me a line and we’ll schedule a suitable time, or use this link:

You can take me through your day-to-day workflows and ask me any questions you may have. This can also be an opportunity to give us feedback, let us know what you like, or dislike about Relenta so that we can improve and make your life simpler and even more productive.

Looking forward to speaking with you!

+1 703-666-8779

Guest post: How one week using this software changed my life and you can do it too!

Here’s a reprint of a case study originally written and posted by one of our new clients, Will Robins
of Market Brands.

I am not big on product endorsements without a very thorough test and implementation. We have all gotten sold on a new gadget, app, or technology only to realize that we do not have the time to properly implement everything needed to make it fully functioning. I am not making any money, commissions, or signing an endorsement deal with the company. I wanted to post this blog was because the time it took me to “set up” this particular software was worth the return on investment inside of the first week.

Best CRM For Retail

Clear Your Head With This Software

Let’s start with how I managed the problem this software solved before the software:

Emails Follow-ups Tasks Calendars and Phone Calls

As I work on Checkstand Program every day I have an assortment of task. Since we talk to product owners, product distributors, store owners, store buyers, brokers, and our affiliated partners every day there is a lot of task and separate conversations I have to manage and keep a flow to. I rely heavily on email for communication and to somewhat keep track of what is in front of me and what I need to do next.

Our process is like this:

  • First, this is our process once someone has responded to us or submitted information asking for more information about Checkstand Program and getting their product into stores.
  • We get leads from our sources. One of the main ones is the fact that we rank in Google with our websites.
  • We contact those leads via phone and email and introduce ourselves.
  • We then call back after we have discussed the particular product over and seen sales sheets or an informative website.
  • We then discuss number of stores and other information needed for the agreement.
  • We then discuss with our distributors to make sure the product is a good fit and we can do the number of stores they are requesting.
  • We then send an agreement to the customer.
  • We follow up with the customer 1,000 times about the agreement and make necessary changes.
  • etc.
  • etc.
  • etc.

You get the overall point I am making. Life is hectic for my particular craft. All of these communications need to be logged, remembered, and or kept up with. You also don’t want to lose someone in the process.

Now add on top of the above the fact that you have to follow up with distributors once they receive the product to confirm it is shipped right, received, reorder paper work is in place, the product is inbound for stores, any delays, etc… You have to communicate anything you hear right back to the product manufacturer and log it for later summary.

This all in all amounts to a ton of phone calls and emails.

I know that is the case for anyone in the retail and distribution field of work.

What Software

Hands Down the Best CRM Ever… It simply gets Things Done ~ The Will Robins

This simple to use CRM really is a GEM!!

It isn’t the various features that I need to sell you on. These features make it really easy to see how viewing all of your contacts become a timeline of all the various emails and task you have or have had with them.

The amazing thing for me about this particular CRM, productivity management, and awesome software is that it is SIMPLE!

Simple. The introduction which is 5 emails walks you through the basics. You import your contacts and then set up your email to come into Relenta. Then you can go through each email and either take action or hit delete on it. This empowered me to such a level. My calendar became my new view as it had everything I was supposed to be doing in it. Then emails came in and I responded, created an event out of, or responded.


The Best CRM for Retailers

The One Click Zone

Get things done with a single click

The one-click zone. Click. Done.

The magic of our simple user interface helps you get things done with a single click. It gives your team a central shared workspace that is built for collaboration. All data is updated in real time, so everyone is literally on the same page.

This is where everything you are trying to take care of is in one window and one click away. I can’t explain as well as the videos above show it but for me this made the world of difference.

What This Software Is Not.


This is not a marketing software. This is not going to get you more traffic or drive customers with sophisticated emails. This will change your life because of the ease of keeping all your information on track and working through your deal process. It does not make phone calls, track emails, and it does not integrate with other apps easy. It does again make it super simple to coordinate your email and follow up swiftly.

What I look like one week later.


The reason I am mentioning this software. I tried out Relenta for their 14 day trial. In 9 days, I signed up on Friday and “dabbled” with it for an hour to see if it was worth trying out. Today is one Friday later and I am sold.

As you can see it looks like I just started in the software. That’s why I love it!

I actually started this trial with over 2,500 emails in my inbox. I was able to clean all that up and I know where it is and how to bring it up with ease in a few minutes all in 9 days. As you can see in the bottom left hand corner I still have 5 days left on my trial. This is amazing software and changed my life.

I hope you try it and find it as amazing as I did.

Segment, segment, segment

Segment your customers into Groups with Relenta

Segment your customers for delicious results

When considering conversion optimization, how often do you catch yourself thinking about the successes of your email campaigns? Email list segmentations can bring a multitude of conversion opportunities by moving past the general broadcast and into more specific plans that are catered to your subscribers’ individual needs and interests.

Here are a few best practices for segmenting lists that encourage conversions and amplify content. As always, the effects of list segmentation are best measured alongside big-picture data, but a few of these basic list categories should help you to get an idea on how to individualize your subscribers’ email experiences.

1. Segment by Age

Segmenting by age may seem a little obvious, but you’d be surprised at how much broadcast email content can seem irrelevant to different age groups. Consider your demographic. The 18-25 crowd may be more interested in a flash sale than those 65+.

2. Industry

This is a big one. Mass emails that cater to too many industry areas can quickly become spam—something we all want to avoid. Understand your users’ industry-specific positions in order to get a better idea of what they would like to see in their inboxes.

3. Gender

In many cases emails can be targeted to a neutral demographic, but some instances may call for a more specific segmentation. Much like it makes sense to vary emails by age group, it can make a lot of sense to target gender if you have a large product offering that encompasses a wide variety of individuals.

Once you have your segments planned, create them as Groups in your Relenta account. Have filters and web forms automatically assign new contacts to the right Groups. Then your Groups will be ready for any email marketing or autoresponder campaigns you set up.

The beauty of list segmentation lies in the fact that a list can be segmented in any number of ways. By focusing on what your consumer wants, you can better target your email campaigns to a variety of different segments, such as: geography, education, buying behavior…you get the idea. Better targeted email campaigns = better CTRs = better results for your site and for your business.

Here’s a hearty Relenta thank-you to today’s guest blogger, Clare Paniccia, who handles content writing at Clever Zebo. She works alongside a team of hands-on marketers who deliver results. If you’re interested in improving the conversion rate of an autoresponder sequence or marketing email, sign up here for a complimentary 30-minute marketing consult.