Relationship intelligence

Relationship intelligence software

Turn your team's scattered, invisible relationships into a scored, searchable graph — and reach anyone through the people who already know them.

The short answer

Know who your company actually knows

Relationship intelligence software analyzes the signals around how your team communicates — email metadata, meeting history, LinkedIn connections and overlaps in career history — to map who knows whom, and how well. It turns relationships that normally live in personal inboxes, phones and memories into a single, searchable network.

Most companies sit on an enormous relationship graph and can't see it. The connection that opens a Fortune 500 account might belong to a junior engineer, an advisor, or someone who left two years ago. Relationship intelligence software surfaces that path automatically — so you stop guessing from LinkedIn and start reaching people through someone they already trust.

The payoff is trust at scale. Referred and warm-introduced leads convert several times faster than cold outreach. Relationship intelligence is how you find those paths across the whole organization, on demand, instead of relying on memory and luck.

How it works

From raw signals to a warm intro

Four steps turn everyday activity into reachable relationships.

1. Capture the signals

Connect email and LinkedIn across the team. CTD reads the metadata — who, how often, how recently — never the content of your messages.

2. Score every relationship

Each connection gets a strength score based on real interaction — so a live, two-way relationship outranks a stale, one-time LinkedIn add.

3. Find the warmest path

Search any person or company and see the shortest, strongest path to them across your entire company's pooled network.

4. Act on it

Request the intro, ghostwrite the note for the connector, and track the outcome — without leaving the tools you already use.

"Warm introductions are like gold. Connect The Dots is how you mine the gold."

Jeff Epstein · Operating Partner, Bessemer Venture Partners
Key capabilities

What to look for in a platform

The difference between a contact list and true relationship intelligence.

Relationship scoring

A score built on email history, meeting frequency and tenure overlap tells a real relationship apart from a forgotten connection.

Collective network

Pool and search the whole company's network, so one person's relationship can open a door for the entire team.

Ghostwriting & orchestration

Reduce an intro to review-and-click: the email is pre-written, the context baked in, the connector just approves.

CRM integration

Push relationship scores and best-path data into Salesforce and HubSpot, and track intros through the deal cycle.

Privacy controls

Start closed and whitelist, or start open and block. You share only that a relationship exists and how strong it is — never the content.

Everything via API & MCP

Every data point and action is exposed via API and MCP — ask Claude to find the path, draft the intro and send it.

How it compares

Not a CRM, not a contact scraper

Vs. a CRM. Your CRM records the relationships and deals you already know about. Relationship intelligence software discovers the ones you don't — across the whole company — and scores their strength. They work best together: CTD enriches and syncs with your CRM rather than replacing it.

Vs. LinkedIn. LinkedIn shows who you're connected to. Relationship intelligence shows how strong those ties actually are, based on real interaction data, and combines everyone's network — not just yours — into one reachable graph.

Vs. a data provider. Contact databases sell you cold records of people who don't know you. Relationship intelligence works from the relationships your team has genuinely earned, so outreach lands warm instead of cold.

Common questions

Relationship intelligence, explained

What is relationship intelligence software?

Relationship intelligence software analyzes the signals around your team's communications — email metadata, meeting frequency, LinkedIn connections and career-history overlaps — to map who knows whom and how strongly. It turns scattered, invisible relationships into a searchable graph, then surfaces the warmest path to any person or company you want to reach.

How is relationship intelligence different from a CRM?

A CRM records the relationships you already know about and the deals attached to them. Relationship intelligence software discovers relationships you didn't know existed — across your whole company's network — and scores how strong each one is. The two are complementary: the best relationship intelligence platforms sync with your CRM rather than replacing it.

What data does relationship intelligence software use?

Typically email metadata (who you've emailed, how often and how recently), calendar and meeting history, LinkedIn connections, and overlaps in career history. CTD uses these signals to score every relationship — by default it reads only email headers, never the content of your messages.

Is relationship intelligence software only for sales teams?

No. Any team where trust accelerates outcomes benefits: enterprise and mid-market sales, venture capital, private equity, recruiting, fundraising, partnerships and marketing. The higher the value of the relationship, the more a warm path is worth — and the more ROI the software generates.

What makes CTD different from other relationship intelligence platforms?

CTD is built on a global relationship graph: every CTD user strengthens the network for everyone else, so when someone in your extended circle is already on CTD their network becomes reachable to you. CTD scores every relationship on real interaction signals, includes ghostwriting and introduction orchestration, gives you granular privacy controls, syncs with Salesforce and HubSpot, and exposes everything through an open API and MCP.

Explore

See CTD in practice

CTD is relationship intelligence software in action — pick the edition that fits, and plug it into the tools you already use.

See it in action.

Connect The Dots scores and maps your team's full network and surfaces the fastest warm path to any prospect or company.