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Relate Selects Vizzly for Custom Reporting

November 14, 2023

You May Be Here Because:

  • You’re exploring how to implement a robust, user-friendly analytics dashboard in your SaaS product.
  • You need a customizable reporting solution that integrates seamlessly into your CRM platform.
  • You’re looking for a case study on how Relate used Vizzly to enhance their customer-facing analytics.
  • You want to understand how to quickly deploy and extend analytics capabilities without the heavy lift of in-house development.

Relate is a streamlined CRM designed for startups and small businesses aiming to simplify sales processes. Unlike the bloated and complex systems of Salesforce and HubSpot, Relate focuses on delivering an intuitive UI and straightforward workflows. This makes it easy to connect with the rest of your Go-To-Market (GTM) team and manage your sales pipeline effectively.

The Challenge

Relate collects extensive data on sales leads, pipeline activities, and deal contexts. Sales leaders need to visualize this data to monitor performance and assess how their teams and deals are progressing over time. Given Relate’s target market, which spans various industries, their users have diverse data needs and require flexible, customizable reporting capabilities.

Creating a customer-facing dashboard is inherently challenging, but developing one that users can customize adds another layer of complexity. Large companies like Stripe and Zendesk dedicate substantial resources to maintaining such capabilities. For a startup like Relate, building this in-house was a daunting prospect, especially when it’s not a core area of expertise.

The Solution

Relate’s team reached out to Vizzly for a demo and were impressed by the speed and flexibility of its analytics solution. Within one week, they had a custom reporting dashboard ready for user testing. Here’s how they implemented Vizzly:

Implementation Process:

  1. API Integration:
    • Relate integrated Vizzly directly via API, ensuring that data handling met their stringent security requirements.
    • This setup allowed Relate to manage data queries efficiently and securely.
  2. Embedding the Dashboard:
    • Using Vizzly’s Vue component, Relate embedded the dashboard into their application, making it look and feel like a native part of their product.
    • The integration was seamless, providing a consistent user experience without the hassle of developing a complex dashboard from scratch.
  3. Utilizing the Theme API:
    • Relate leveraged Vizzly’s Theme API to customize the dashboard’s appearance, ensuring it aligned perfectly with their brand and application design.
    • This level of customization made the dashboard indistinguishable from an in-house build.
  4. Flexible Reporting Capabilities:
    • Vizzly enabled Relate’s users to edit template dashboards, build their own data views, or choose from pre-configured views designed by Relate.
    • This flexibility ensured that Relate could meet the diverse data needs of their user base effectively.

Chris Chae, Co-founder of Relate, shared his positive experience with Vizzly:

“We looked at various solutions for analytics dashboards. Vizzly was the one that had the fastest implementation with top-notch support. We were able to deploy our reporting page within one week of adopting Vizzly!” - Chris Chae, Co-founder @ Relate

The Results

By partnering with Vizzly, Relate delivered a powerful, user-friendly reporting capability that surpasses what many competitors have spent months building in-house. Key benefits included:

  • Accelerated Time-to-Market: The custom reporting dashboard was up and running within days, significantly reducing development time and allowing Relate to focus on core activities.
  • Engaging User Experience: The dashboard offers a highly engaging analytics experience, allowing users to self-serve and customize their data views easily.
  • Future-Proof Solution: The extensibility of Vizzly’s embed means Relate can continue to evolve and expand their analytics capabilities as their platform and user needs grow.


Relate’s successful integration of Vizzly highlights how startups can leverage robust and flexible analytics solutions to enhance their product offerings quickly and efficiently. With Vizzly, Relate provides a seamless, customizable reporting experience that meets the diverse needs of their users while maintaining focus on their core product development.

If you’re in the market for a simple yet powerful CRM, check out Relate. And if you need a versatile, quick-to-deploy analytics solution, explore how Vizzly is helping B2B SaaS platforms in custom reporting.

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