RelateIQ+ vs Triad CRM

Never let a connection go cold again. RelateIQ+ turns every business card into a warm relationship. Scan a card, and AI instantly extracts the contact details and drafts a personalized introduction email you can send before you even leave the room. Built for salespeople, founders, recruiters, and anyone who lives on their network — RelateIQ+ makes sure the people you meet actually hear from you. HOW IT WORKS Scan — Point your camera at any business card. AI reads the name, title, company, email, and phone in seconds. Send — AI writes a warm, personalized intro email based on who they are and where you met. Review, tweak, send. Follow up — Set follow-up reminders so no promising connection slips through the cracks. FEATURES • AI Business Card Scanning — No more typing contacts by hand. Snap a photo, and it's done. • AI-Drafted Intro Emails — Personalized, professional emails written in seconds — not generic templates. • Smart Follow-Up Reminders — Get notified when it's time to reach back out, so relationships stay warm. • Contact Timeline — Keep notes, meetings, and interactions for every contact in one place. • Meeting Reminders — Automatic alerts one hour before scheduled meetings. • Weekly Digest — A Monday-morning summary of your network and pending follow-ups. • Save to Phone Contacts — Add scanned contacts to your device's address book with one tap. • Private by Design — Your contact data lives on your device, not on our servers. FREE TO TRY Start with free scans — each includes the full flow: scan, AI-drafted intro email, and save. Viewing and managing your existing contacts is always free. RELATEIQ+ PRO Upgrade for unlimited scanning and AI email drafting: • Monthly or annual subscription (save 17% with annual) • Unlimited business card scans • Unlimited AI-drafted intro emails • Priority support Payment is charged to your payment method through your subscription account. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in the app. WHO IT'S FOR Sales professionals are closing more deals. Founders are building investor and partner networks. Recruiters are keeping candidate pipelines warm. Conference-goers who refuse to let a stack of business cards gather dust. Your network is your net worth. RelateIQ+ keeps it working for you.

Triad CRM brings your agency's customer conversations and sales opportunities to your phone. CUSTOMER CONVERSATIONS IN CONTEXT View conversation history, reply through your agency's connected WhatsApp account, and send text, voice messages and attachments. Access contact and deal details while following up with customers. ORGANIZED SALES OPPORTUNITIES Follow opportunities through each stage of your sales pipeline. View deal details, add notes and keep your team's follow-up information up to date. EVERYDAY ACCESS Receive new-message notifications and use Face ID on compatible devices for convenient access. This app is intended for team members who have been granted access by an agency using Triad CRM. An active account and an internet connection are required. Available features depend on user permissions and the integrations configured by the agency. The app interface is currently available in Brazilian Portuguese.