--- title: "Hearsay Relate Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Hearsay Relate Software - reviews, pricing plans, popular comparisons to other Live Chat products and more." source_url: "https://www.capterra.com/p/185225/Hearsay-Relate/" page_type: "product" language: "en" --- # Hearsay Relate Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Hearsay Relate ## What is Hearsay Relate? The Hearsay Client Engagement Platform empowers over 200,000 financial services representatives to authentically and intelligently grow business relationships by guiding and capturing the last mile of digital communications. Over 100 leading financial firms rely on Hearsay to scale reach, optimize engagements, and deliver exceptional service in a compliant manner. ## What is Hearsay Relate used for? [Live Chat](https://www.capterra.com/live-chat-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5000 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Hearsay Relate Overview Updated August 2026 AI summary Hearsay Relate offers enterprise businesses a live chat solution designed for real-time communication with consumers. Available across multiple platforms, it features reporting and analytics for monitoring engagement, along with optional CRM and contact management capabilities. This SaaS platform supports organizations seeking to enhance customer interactions and manage conversations effectively through a unified interface. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Hearsay Relate 4.3 (3) VS. [4.7 (24,199)](https://www.capterra.com/p/135003/Slack/reviews/) Starting Price $5000 Per Feature Starting Price $8.75 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.6 (16,462) Value For Money 4.5 (2) Value For Money 4.5 (11,512) Customer Service 5.0 (1) Customer Service 4.4 (10,725) ## Hearsay Relate alternatives [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.7 (707)](https://www.capterra.com/p/152997/BirdEye/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (135)](https://www.capterra.com/p/161117/Avochato/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (273)](https://www.capterra.com/p/145848/Ez-Texting/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Hearsay Relate Overview ### What company size and specific industries is Hearsay Relate built for? Hearsay Relate is designed for financial services organizations, including firms and teams in banking, insurance, wealth management, and related advisory sectors. The vendor description does not specify a company size, so the product appears aimed at financial services businesses of any size that need client communication support. Features and Usability ### What are the key features of Hearsay Relate? Hearsay Relate offers 2-Way Messaging, SMS Messaging, and Real-time Consumer-facing Chat for direct communication, plus Contact Management and CRM for managing records. It also includes Compliance Tracking, Engagement Tracking, Message Personalization, Push Notifications, Reporting/Analytics, Automated Responses, Mass Texting, and Scheduled Messaging for organized outreach and performance monitoring. Getting Started and Support ### What training and onboarding options does Hearsay Relate offer? Hearsay Relate provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars offer scheduled instruction, documentation provides written reference material, and videos allow self-paced review of product steps and features. Getting Started and Support ### What customer support options does Hearsay Relate offer? Hearsay Relate provides phone support. Customer support experiences cannot be summarized from reviewer feedback here, since no support-related reviews are available. The catalog lists this single channel, so no other support options should be assumed. ## Features AI summary Based on 6,967 Live Chat reviews Capterra reviewers highlight the following as the features buyers care about most when evaluating live chat software: - **Chat/Messaging** (**54%** of reviewers rated this feature as critical) - **Real-Time Notifications** (**51%**) - **Multi-Channel Communication** (**44%**) Hearsay Relate focuses on other live chat capabilities that reviewers also value, including **Real-time Consumer-facing Chat** (**43%**). This feature helps businesses respond to customers as conversations happen, maintain more direct communication, and provide teams with a faster way to handle inquiries and support needs. Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Real-time Consumer-facing Chat Engage in direct, instant messaging with consumers Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Hearsay Relate 4 features ### All Features - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Real-time Consumer-facing Chat: Engage in direct, instant messaging with consumers - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.5 (2) Basic $5,000 Per Feature, Value for money 4.5 (2) 4.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 4.3 Based on 3 reviews Filter by rating 5(1) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AV Alyssa V. Licensed Sales Producer Insurance ### "Hearsay is great! " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 13, 2020 It has been a great experience Pros It is an easy software to work with! We use it daily and it has been nothing but great. Cons It can take a bit of time to receive messages. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WP Whitney P. Producer Insurance ### "Hearsay relate" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 13, 2020 Communication with customers is better than before! Pros Using hearsay at our office has made communication with customers faster and easier than ever before. Customers respond to texts on a more frequent basis than returning voicemails. A short to the point message gets a quick response and makes communication that much easier. Cons The only downfall is if customers do not accept the initial hearsay request there is a waiting period before you can resend the next invitation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GB Gregor B. LSP Insurance ### "Speaking their language" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 6, 2020 Hearsay Relate has provided a simple solution to allow us to quickly an securely communicate with clients. Pros Hearsay Relate allows me to be able to ease the difficulty of communication and reach clients in a medium that is familiar to clients. Cons When using the mobile application on my android smartphone there can be a delay in the receipt of the messages. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.