Centilio Sign
at launch The quote is sent for signature there and the signature, certificate and signed PDF land on the record here.
Most CRMs are an integration platform with a database attached, because the signature, the invoice and the files belong to somebody else. In Relate they are ours: Sign, Drive, Account and Bill share the record rather than sync to it. What is left is your mailbox, your calendar, a way in and a way out. Everything on this page is marked at launch or after launch.
Product design preview · Relate has not shipped. All features, screens and prices are proposals.
Relate is not available yet. These are proposed screens, features and prices—not a beta or live CRM. All console actions affect fictional data in this page only.
Demand moves the order. If a channel or a connector decides whether you could use Relate, tell us and it moves up — WhatsApp and IndiaMART are near the top of that list already.
at launch The quote is sent for signature there and the signature, certificate and signed PDF land on the record here.
at launch Every file about this customer, filed under them rather than copied into a CRM attachment.
at launch Who may see which customers, who may edit, who may only read — roles set once.
at launch The signed quote drafts the invoice; sent, viewed, paid and overdue come back onto the record.
after launch Campaigns and outreach; every reply becomes a conversation on the record here.
after launch Support threads and appointments on the customer record, so the person selling knows what happened.
at launch Two-way, per person, with sharing decided per thread. Send from Relate and see it in your sent items.
at launch The same, two-way, per person.
at launch Meetings on the record without a second calendar to keep.
after launch For most Indian businesses this is where the conversation actually happens. It matters enough to build properly rather than ship as a link.
after launch Log a call in a line at launch; dialler integrations after.
at launch On every plan, including Free. Do fifty records, look at them, then do the rest.
at launch From HubSpot, Pipedrive, Zoho or Salesforce exports, mapped and checked by a person, on Business.
at launch Every field, every note, every timeline entry, on every plan, any time.
after launch Enquiries on a record with their source attached, rather than in a shared inbox.
at launch Contacts, companies, deals and timeline entries, with webhooks for stage changes and won or lost.
after launch Through the API at launch; direct connectors after, in the order people ask.
at launch An embed and an endpoint at launch; through Ask when it opens.
The deal builds the quote. The quote goes to Sign, which is live today, and comes back signed with its certificate filed in Drive. The signed quote drafts the invoice in Bill with the same lines and terms, and sent, viewed, paid and overdue come back onto the customer record where the next conversation is decided.
Nothing in that chain is a connector you configure or a sync that breaks at 2am. Sign, Drive and Account are live now; Bill and Relate are both wave 2, so the chain is whole at launch.
The Centilio tools, because they share one record rather than an integration: Sign for signature, Bill for the invoice, Drive for the files, Account for the roles. Outside that: Gmail and Outlook two-way, a calendar, an import, an API.
Two-way with Gmail and Outlook, per person, at launch — send from Relate and see it in your sent items, reply from your mail client and see it on the record.
After launch, and honestly so. For a great many Indian businesses WhatsApp is where the conversation actually happens, and a CRM that cannot see it is guessing. It matters enough that we would rather build it properly than ship a link.
After launch. Enquiries arrive there constantly for Indian manufacturers and traders, and they belong on a record with their source attached rather than in a shared inbox.
On Business, at launch, for contacts, companies, deals and timeline entries, with webhooks for stage changes and won or lost.
Through the API at launch; direct connectors after, in the order people ask for them.
The tools Relate sits between. Check each product’s current stage while Relate is built.
The proposed shared record connects these products as they launch. Follow each product page for its current stage.
The quote on the record, signed in minutes
The signed quote, invoiced without retyping
Every file about this customer, filed
Who may see which customers, set once
Outreach whose replies land on the record
The meeting the next step needs
Wave 2 is the next build after the currently available tools. Leave your name and you will hear before the announcement — and tell us what your CRM actually has to do while it is still being designed.