One rich profile for every relationship
Relay automatically builds a complete timeline for each contact — every email, call, note, and deal in one scrollable view. No more hunting through inboxes or asking "who spoke to them last?"
- Auto-logged email and call history
- Custom fields, tags, and smart segments
- Shared notes so the whole team stays in sync
See exactly where your revenue is
Drag and drop deals across stages you define. Color-coded cards, deal values, and rotting alerts make it obvious what's progressing and what needs attention today.
- Unlimited custom pipelines and stages
- Weighted forecasts based on stage probability
- "Rotting deal" alerts before opportunities go cold
Send, track, and automate without leaving Relay
Write emails with reusable templates, see who opened and clicked, and let automation rules handle the repetitive parts — assigning leads, sending follow-ups, and updating stages on their own.
- Two-way email sync with open & click tracking
- Templates and merge fields for fast personalization
- If-this-then-that automation, no code required
Never let a follow-up slip again
Every deal gets a clear next step. Relay surfaces today's tasks, reminds reps before a deadline, and keeps a shared activity queue so managers always know what's happening.
- Smart "next action" suggestions on every deal
- Daily task list synced to your calendar
- Reminders by email and in-app notification
Decisions backed by live numbers
Drag-and-drop dashboards show conversion rates, sales velocity, win/loss reasons, and revenue forecasts in real time. Share a board with leadership or export the raw data — your call.
- Customizable dashboards and saved views
- Pipeline, activity, and revenue forecasting
- Scheduled reports delivered to your inbox
Enterprise-grade, even on day one
Your customer data is protected with encryption at rest and in transit, granular role-based permissions, and a full audit log. Control exactly who sees which deals and fields.
- Role-based access and field-level permissions
- SSO, two-factor authentication, and audit logs
- SOC 2-aligned practices and daily backups
Connects with the tools you already love
Relay syncs both ways with your favorite apps, so your CRM is always the single source of truth.
See the whole picture for yourself
Start a free trial or book a guided demo. We'll show you how Relay fits the way your team sells.