Relevate - 2026 Pricing, Features, Reviews & Alternatives

Relevate is a cloud-based, web-based AI sales and marketing platform that unifies B2B lead generation, sales intelligence, and multi-channel campaign execution in a single environment. The platform ingests first-party data from sales history, CRM opportunities, commission files, distributor POS, and inventory records, normalizes it into a unified revenue data foundation, and resolves identities into a persistent Golden Account view that eliminates duplicates and aliases. Outreach is executed across email, direct mail, CTV, display, LinkedIn, Meta, and paid social, with AI-driven personalization adapting tone, timing, and content based on prospect role, industry, and engagement behavior. CRM integrations are available for Salesforce, HubSpot, and Microsoft Dynamics, and verified email delivery operates on a pay-per-verified-contact pricing model.

Relevate is organized into three functional hubs. The Sales Hub targets B2B sales teams, SDRs, and sales managers with a conversational AI list builder, an autonomous AI Sales Prospector agent that applies lookalike modeling, ICP matching, and real-time intent signal detection to identify high-intent prospects, and automated multi-channel follow-up sequences. The Marketing Hub serves marketing teams, agencies, franchise and multi-location businesses, and direct-to-consumer brands with AI model building for lookalike audiences, churn prediction, LTV scoring, and next-best-action product and promotion recommendations. The AI Analytics Engine provides conversational analytics through plain-language queries, returning context-aware reports across sales performance, commission data, distributor activity, and opportunity pipelines, supported by four autonomous AI opportunity agents that continuously scan account data to surface acquisition, expansion, protection, and strategic planning signals.

Target industries include B2B technology and SaaS, financial services, electronic components manufacturing and rep firms, marketing agencies, franchise and multi-location retail, direct-to-consumer brands, real estate, and multi-location businesses. Role-based access controls provide territory- and principal-specific views for reps, managers, and principals. Person-level measurement and media-mix attribution dashboards support data-driven campaign optimization across all channels and client accounts.