A simple CRM for teams that would rather run the business than manage software.

Track companies, contacts, deals, tasks, subscriptions, and renewals inside Relay. If you already use a CRM, keep it.

Start with one workflow See Relay handle a follow-up ↓

Keep your CRMStart with one jobApprove what matters

Sales without the clutter

Manage companies, contacts, configurable deal stages, notes, tasks, line items, and quotes in one calm workspace.

Customers after the close

Keep onboarding, subscriptions, renewals, health, and expansion connected to the same customer history.

AI work built in

Use the same briefings, workflows, approvals, meeting context, and activity history without another integration.

The useful part

Relay Revenue is optional.

Use it when buying, integrating, and maintaining another CRM would slow your team down. Keep HubSpot or another supported CRM when it is already the right system of record.

✓No CRM migration required to use Relay workflows
✓Guided deal, subscription, and renewal changes
✓Current recurring revenue and customer work in one place

Start with one workflow See connected tools

Real workflows

See the trigger, action, boundary, and result.

Relay is easiest to understand through the complete job, not a list of features.

Deal to onboarding

Trigger: A deal closes.
Relay: Create the customer, subscription, onboarding work, owners, and first success milestones.
Approval: Ask before billing, external messages, or contract-sensitive changes.
Result: The customer handoff starts without re-entering the deal.

Expansion preview

Trigger: A customer asks to add products or seats.
Relay: Prepare the commercial impact, updated terms, CRM changes, and next task.
Approval: Keep price and contract changes waiting for review.
Result: The team sees the impact before the customer sees the offer.

Renewal readiness

Trigger: A renewal enters the review window.
Relay: Collect terms, usage, open commitments, billing issues, meetings, and account activity.
Approval: Ask before changing terms or contacting the customer.
Result: The renewal owner begins with the complete customer story.

A controlled first week

Start with one job. Earn the next one.

Choose one recurring job and a real example.

Connect only the systems that job needs.

Set the approval boundary and run a controlled test.

Start small

What is the first job you want off your plate?

Connect only the tools that job needs. Set the approval boundary. See the result before expanding.

Start with one workflow Talk to a human