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A calm CRM for service teams

Client work, finally in one calm place.

RelayCRM turns clients, leads, follow-ups, and communication into one organized workflow — without the noise of seven scattered tools.

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The everyday chaos

Your client work shouldn't live in seven different places.

WhatsApp threads. Email chains. Excel sheets. Sticky notes. Calendar reminders. Every tool answers part of the question — none of them remember the whole story.

  • WhatsApp

    Lost threads

  • Email

    Buried follow-ups

  • Excel

    Stale data

  • Notes

    Missing context

  • Calendar

    Forgotten reminders

  • Phone

    No record

How it works

Bring the whole client relationship into one workspace.

  1. 01

    Capture

    Add clients, leads, and contacts. Pull notes, files, and messages into one timeline.

  2. 02

    Organize

    Move work across Kanban boards, group projects, schedule reminders. Nothing slips through.

  3. 03

    Communicate

    Send emails and campaigns from the same place you track them. Templates included.

  4. 04

    Reflect

    A calmer way to work — built-in breathing spaces and focus sounds when the day gets heavy.

Built for service teams

Everything you need. Nothing that gets in the way.

A relationship-first CRM with the small calming details that bigger tools forget.

  • Clients, leads & contacts

    A single source of truth for every relationship. Searchable, taggable, never lost.

  • Boards & projects

    Kanban for work-in-progress. Projects, tasks, lists, templates — laid out the way service teams actually think.

  • Activities & reminders

    Never drop a follow-up. Schedule check-ins, log every touchpoint, see your day at a glance.

  • Email & templates

    Send personal emails and small campaigns from the CRM. Templates that respect your voice.

  • Gus — your AI assistant

    Ask anything across your CRM. Gus remembers the context so you don't have to.

  • Breathe — small calm moments

    A built-in breathing space and focus sounds for the heavy days. Because a CRM should reduce noise, not add to it.

A small unique thing

A CRM designed to reduce noise, not add to it.

Breathing exercises, focus sounds, and a shared playlist live alongside your client work — never in the way, always within reach. Most CRMs ask you to be more. RelayCRM asks you to be present.

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RelayCRM

Ready when you are

Start with the calm version.

Free forever for small teams. 14-day Pro trial on signup. No credit card needed.

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