Relationships
Everyone you serve, in one place.
People and the enterprises they're part of, deals, notes and tasks, forms that send their answers here, and an Inbox your whole team works from.
What it does
A CRM that fills itself
Event guests, subscribers and form answers arrive on their own.
People and enterprises
Everyone who subscribes, comes to an event or answers a form. A person with a work email joins their enterprise's record.
Deals
Follow a conversation through stages to a yes, in pipelines you name.
Forms and scorecards
Questions with logic, rating and NPS scales, and scorecards that give each person an answer back.
Team Inbox
People message your enterprise; your team assigns, replies as the enterprise and closes the thread.
Notes, tasks and a timeline
What happened with each person, and what to do next, in one place.
Automations
When something happens, do the next thing: tag, follow up, post to Slack or save a Gmail draft that waits for your yes.
How it connects
Connected to the rest of your work
- Connect Google, QuickBooks and other apps from the Connected apps room.
- Import from a CSV; an import never fires automations or notices.
- Your team works from roles: owners, admins and members.
- Relationships is part of every enterprise plan, Starter included.
Questions
Good to know
Is Relationships free?
Yes. It's part of Starter, with a small team; Pro adds unlimited teammates.
Can Jaguar add people for me?
Yes, on Pro. It shows one card for the people it would add, and adds them once you say yes.
Who can see contact details?
The people on your team, by their role. Nothing in Relationships is public.
The rest of the portal
Works with every other room
Marketing sites
Pages in your brand, edited in Studio or by your own AI, on your own domain.
Explore Marketing sitesCommunity & courses
Spaces, courses and badges for the people around your work.
Explore Community and coursesEvents & tickets
Free RSVPs, paid tickets, reminders and a door that scans tickets.
Explore Events and ticketsShop
Products, services and designs printed to order, with Stripe checkout.
Explore ShopEmail & campaigns
A newsletter with double opt-in, sequences, the journal and your channels.
Explore Email and campaignsAffiliate programs
Referral links and commissions for the people who share your work.
Explore Affiliate programsJaguar
A guide in your portal that drafts, and waits for your yes.
Explore Jaguar
Earth Care · People Care · Future Care · Fair Share
Know the people you serve.
Start free on Starter. Everyone who comes through your site, events and shop is already here.