Every lead, customer, and conversation — in one place.
Relay CRM is the layer underneath everything else. It isn't a separate product you have to set up, sync, or pay for — it fills itself in as your Relay services do their work, so you always have one clean record of every person your business has talked to.
How the CRM fills itself in
Everything writes in
Lead Capture, Marketing & Ads, your AI Receptionist, and your website all push contacts into the same CRM automatically.
Records merge
Relay matches on phone and email so a caller, a form fill, and an ad click become one person — not three half-filled rows.
The timeline builds itself
Calls, texts, emails, bookings, and campaign touches land on one chronological history you can read in seconds.
The pipeline moves
Contacts progress through new, working, booked, and won stages as your agents do the work — no manual data entry.
What you get on day one
Search everything at once
Find any person by name, phone, or email and see every interaction across every Relay service instantly.
Shared context for your agents
Your receptionist knows a caller came from an ad. Your marketing knows who already booked. Nothing gets asked twice.
A complete activity history
Every call recording summary, appointment, message, and follow-up attached to the person it belongs to.
Your data, always yours
Contacts are private to your business, protected by row-level access rules, and exportable whenever you want.
One record, every seat in your business
Owners
One screen that answers: who called, who's booked, and what's actually worth following up on.
Front desk
Pull up a caller's full history before the second ring — no sticky notes or scattered spreadsheets.
Sales & outbound
A live pipeline of qualified people, ordered by how recently they raised their hand.
Start any Relay service and the CRM comes with it — free, forever.