Relate AI-Powered Complete CRM SaaS Platform

IMPORTANT: AI Usage Costs

This platform uses AI-powered features (content generation, subject line suggestions, analytics insights) that connect to external AI providers. AI API usage costs are NOT included in the purchase price. You will need to provide your own API keys and manage associated costs separately. Typical costs vary based on usage volume.

Relate is a modern, full-featured Customer Relationship Management (CRM) platform built with React, TypeScript, and Supabase. It combines powerful AI capabilities with an intuitive interface to help businesses manage contacts, deals, invoices, projects, and support tickets—all in one place.

Live Demo: https://relate.wrapcoders.com
Admin: admin@demo.com / Admin123!
User: user@demo.com / User123!

Installation & Customization Services Available

Thank you for choosing our product!

We are happy to offer professional installation and customization services to ensure your application runs smoothly and meets your business requirements.

Our Services Include:

• Full App Installation & Setup
• Server Configuration
• Bug Fixing & Optimization
• Feature Customization
• UI/UX Modifications
• Deployment Support

WhatsApp: Chat with us
Email: wrapcoders@gmail.com

Feel free to contact us anytime — we’re always here to support you!

AI-Powered Intelligence

• AI Deal Scoring – Automatically score and prioritize deals based on win probability
• AI Content Generator – Generate proposals, emails, and meeting notes with AI assistance
• AI Sales Insights – Get actionable recommendations to close more deals
• AI Sales Coaching – Personalized tips and strategies for your sales team
• AI Task Prioritization – Smart task ordering based on urgency and impact
• AI Dashboard Suggestions – Intelligent recommendations for business optimization

Customizable Dashboard

• Drag-and-Drop Layout – Arrange dashboard sections to your preference
• Quick Navigation Cards – One-click access to specialized dashboards
• Real-Time KPIs – Revenue, deals, contacts, and task metrics at a glance
• Interactive Charts – Visual analytics with Recharts integration
• Critical Alerts Banner – Never miss important notifications
• Upcoming Calendar Widget – See your schedule without leaving the dashboard

Specialized Dashboards

• Sales Pipeline Dashboard – Track deals through every stage
• Financial Dashboard – Revenue, expenses, and profitability insights
• Customer Analytics Dashboard – Understand your customer base
• Operations Dashboard – Monitor projects, tasks, and team performance

Contact & Lead Management

• Comprehensive Contact Profiles – Store all customer information in one place
• Bulk Actions – Update, export, or delete multiple contacts at once
• Contact Status Tracking – Lead, prospect, customer, and inactive states
• Notes & Activity History – Full timeline of all interactions
• File Attachments – Attach documents, contracts, and files to contacts
• CSV Import/Export – Easy data migration and backup

Deal & Pipeline Management

• Kanban Board View – Drag-and-drop deals between stages
• Customizable Pipeline Stages – Create stages that match your sales process
• Deal Scoring Badges – Visual indicators for deal health
• Deal Types – Product, service, and subscription categorization
• Win/Loss Tracking – Analyze what works and what doesn't
• Pipeline Reports – Conversion rates, velocity, and forecasting

Financial Management

• Invoice Creation & Management – Professional invoices with customizable templates
• Recurring Invoices – Automate billing for subscriptions and retainers
• Payment Tracking – Record and reconcile payments
• Expense Tracking – Categorize and monitor business expenses
• Estimates & Proposals – Win more business with professional quotes
• Credit Notes – Handle refunds and adjustments properly
• Tax Rate Management – Configure multiple tax rates
• Invoice Templates – Customize layout, colors, and branding

Project Management

• Project Tracking – Monitor progress, budgets, and deadlines
• Project Templates – Quickly create projects from predefined templates
• Task Management – Assign, prioritize, and track tasks
• Timeline View – Visualize project schedules
• Budget Tracking – Stay on top of project costs
• Customer Linking – Associate projects with customers

Time Tracking & Timesheets

• Timer Widget – Start/stop tracking with one click
• Manual Time Entry – Log time after the fact
• Billable Hours – Track which time is invoiceable
• Hourly Rates – Set rates per project or task
• Timesheet Reports – Weekly and monthly summaries
• Team Timesheets – Admin view of all team members' time
• Goals & Targets – Set weekly/monthly hour goals

Support Ticket System

• Ticket Management – Create, assign, and resolve support tickets
• Priority Levels – Low, medium, high, and urgent
• SLA Configuration – Set response time targets by priority
• Ticket Comments – Internal and customer-facing notes
• Assignee Management – Route tickets to the right team member
• Customer Linking – Associate tickets with customer accounts

Knowledge Base

• Article Management – Create and organize help articles
• Category Organization – Group articles by topic
• Draft/Published States – Control what's visible to users
• Search Functionality – Find articles quickly

Reports & Analytics

• Sales Reports – Revenue, deals won/lost, team performance
• Financial Reports – Income, expenses, profitability
• Pipeline Reports – Conversion rates and bottlenecks
• Customer Reports – Acquisition, retention, and lifetime value
• Contact Reports – Growth and engagement metrics

Role-Based Access Control

• Three Built-in Roles – Admin, Moderator, and Member
• Granular Permissions – Control access to every feature
• Sidebar Visibility – Hide menu items by role
• Permission Audit Logs – Track all permission changes
• Role Comparison Panel – Compare permissions across roles

User Management

• User Profiles – Display names and avatars
• Session Management – View and revoke active sessions
• Secure Authentication – Email/password with Supabase Auth
• Protected Routes – Role and permission-based access

Comprehensive Settings

• Company Information – Logo, address, contact details
• Site Settings – Name, URL, branding
• Invoice Settings – Prefixes, default terms, templates
• Email Settings – SMTP configuration
• Notification Settings – Email and push preferences
• Localization – Date formats, currency, language
• CRM Settings – Pipeline stages, deal types
• Task Settings – Priorities, statuses, categories
• Calendar Settings – Week start, time slots
• AI Assistant Settings – Configure AI behavior
• Integrations – Third-party connections
• Webhooks – Event-driven integrations

Utilities

• Media Manager – Upload and manage files
• Calendar – Visual schedule view
• Announcements – Team-wide notifications
• Meeting Notes Generator – AI-powered note-taking
• CSV Export – Export any data to CSV
• Bulk PDF Export – Generate multiple invoices at once
• E-Invoice Export – Standard e-invoicing formats
• Import/Export – Backup and restore data
• Database Backup – Manual backup functionality
• System Logs – Activity monitoring

Design & UX

• Dark/Light Mode – Automatic or manual theme switching
• Responsive Design – Works on desktop, tablet, and mobile
• Collapsible Sidebar – Maximize workspace when needed
• Global Search – Find anything with Cmd/Ctrl+K
• Welcome Tour – Guided onboarding for new users
• Loading Skeletons – Smooth loading states
• Toast Notifications – Non-intrusive feedback
• Confetti Celebrations – Delight users on achievements

Technology Stack

Frontend

React 19, TypeScript, Vite

Styling

Tailwind CSS 4, shadcn/ui

Backend

Supabase (PostgreSQL, Auth, Storage, Edge Functions)

State Management

TanStack Query, Zustand

Charts

Recharts

Animations

Framer Motion

Forms

React Hook Form, Zod

Drag & Drop

dnd-kit

Routing

React Router 7

Deployment Options

• Docker – Production-ready Docker and Docker Compose files included
• Vercel – One-click deployment with zero configuration
• Netlify – Easy static hosting with edge functions
• VPS – Deploy on any Linux server with Nginx
• cPanel – Shared hosting support
• Cloudflare Pages – Global CDN deployment

Documentation

Comprehensive documentation included covering:

• Installation & Quick Start
• Supabase Setup (Cloud & Self-Hosted)
• Environment Configuration
• Deployment Guides for all platforms
• Customization & White-labeling
• API Reference
• Security Best Practices
• Troubleshooting FAQ

Security Features

• Row Level Security (RLS) – Database-level data isolation
• Role-Based Permissions – Granular access control
• Session Management – View and revoke sessions
• Protected API Routes – Authenticated edge functions
• Input Validation – Zod schema validation throughout
• HTTPS Enforced – Secure communication only

What's Included

• Full source code (React + TypeScript)
• Supabase database schema & migrations
• Edge Functions for AI & automation
• Docker configuration files
• Comprehensive HTML documentation
• Demo data seeding script
• 6 months of free updates
• Premium support

Requirements

• Node.js 18+ or Bun
• Supabase account (free tier works)
• Modern web browser

Changelog

Version 1.0.0 – Initial Release

• Complete CRM functionality
• AI-powered features
• Multi-dashboard system
• Role-based access control
• Comprehensive documentation

Support

Need help? We're here for you!

• Email support for all customers
• Detailed documentation
• Bug fixes and security updates
• Feature request consideration

Installation & Customization Services Available

Thank you for choosing our product!

We are happy to offer professional installation and customization services to ensure your application runs smoothly and meets your business requirements.

Our Services Include:

• Full App Installation & Setup
• Server Configuration
• Bug Fixing & Optimization
• Feature Customization
• UI/UX Modifications
• Deployment Support

WhatsApp: Chat with us
Email: wrapcoders@gmail.com

Feel free to contact us anytime — we’re always here to support you!