Your support desk is also your growth engine.
Contacts, cases, activities and a real pipeline, all sitting next to the conversation. Relayd helps your team help people, and spot the moments worth following up, without ever losing their trust.
Use Relayd as your CRMor run it alongside the one you already have
One customer, fully in view.
Relayd pulls a person's whole history together, even when it is spread across different numbers, emails and accounts, so your team sees one customer, not five half-records.
- Matches and merges duplicate records automatically
- Flags VIP, vulnerable and high-risk customers
- Shows what they hold, read live from your systems
See the family, the business, the whole group.
A customer is rarely just one person. Relayd links households, a business and its signatories, guardians and beneficiaries, so your team sees the relationships that matter, not four strangers who happen to share an address.
- Households, groups and organisations
- Signatories, guardians and beneficiaries
- Who is connected to whom, at a glance
Group customers the way your business thinks.
Build audiences from anything you know: what they spend, what they hold, how long since you last spoke, where they are in a journey. Segments update themselves as people change, and feed your routing, priority and campaigns.
- Live segments that re-evaluate as customers change
- Static lists when you need a fixed group
- Feed campaigns, routing and priority, with consent
Where a good conversation becomes revenue.
An agent spots interest in a support chat, raises a lead, and it becomes an opportunity with a value and a likely close, or a referral routed to the right relationship manager, tracked all the way to won. The contact centre stops being a pure cost.
- Capture and qualify a lead, then convert it in a tap
- Opportunities with stage, value, likelihood and close date
- Referrals to the right manager, each with its own clock
- Win and loss reasons, for a pipeline you can learn from
Every promise on a clock.
A complaint becomes a tracked case with a deadline, an owner and a clear path if it runs late. It is only closed once the customer agrees it is sorted, so nothing quietly disappears.
- Deadlines counted on your own working hours
- Steps up to the next person before it breaches
- A reason code on every resolution, for spotting trends
Proof of who said yes, and when.
Consent is captured per channel and per purpose, and every outbound message checks it first. Because it lives on the record, you can show what a customer had agreed to at any point in the past, not just today.
- Opt-in and opt-out, per channel and per purpose
- Checked automatically before every send
- Provable at any past date, the way a regulator asks for
The day-to-day, in one place.
Tasks, notes, appointments, follow-ups and send-and-log email live right next to the conversation, so nothing important is kept in someone's head or a side spreadsheet.
Your CRM, or a good neighbour to it.
For teams without a CRM, Relayd is the system of record for people and cases. For teams already on Salesforce, Dynamics or Zoho, Relayd owns the case, leaves your CRM alone, and writes every interaction back as an activity on their records.
- Mode A: Relayd is your CRM of record
- Mode B: Relayd runs alongside the one you have
- Either way, one thread and one clean history
A real CRM, not a helpdesk with contacts.
The whole engagement record around the conversation. Configurable to your world, without turning into a project that never ships.
- Match & merge duplicatesAcross phone, email, ID and account number.
- FlagsVIP, vulnerable, high-risk, and more.
- Full timelineEvery channel, in the order it happened.
- Products they holdRead from your systems, never owned here.
- Enquiries to incidentsOn your own complaint categories.
- Deadlines that respect hoursBusiness calendars, pauses, per service level.
- Tiered escalationWho is told, and when, before a breach.
- Closed only when confirmedThe customer agrees, or the window lapses.
- LeadsCapture, qualify, and convert to a contact.
- OpportunitiesStage, value, likelihood and close date.
- ReferralsTo the right manager, tracked to the sale.
- Pipeline viewA clear, stage-based board.
- Tasks & remindersNothing slips a busy agent's mind.
- Appointments & follow-upsBooked and tracked in one place.
- NotesContext that travels with the customer.
- Send-and-log emailWritten and kept on the record.
- Per-channel opt-inScoped to a purpose, timestamped.
- Checked before every sendNo message goes out without a yes.
- Provable at any past dateNot just what consent is now, but what it was.
- Suggested answersThe right article, surfaced to the agent.
- A self-service portalCustomers raise and track their own cases.
- Fewer repeat questionsDeflect the routine, keep people for the hard bits.
- When-this, do-that rulesConfigured, not coded.
- ApprovalsA sign-off step where it matters.
- Guided processesOnboarding or KYC, step by step.
- Roles & permissionsWho can see and do what.
- Field-level controlSensitive fields, locked down.
- Change historyWho changed what, and when.
- DashboardsThe numbers your team watches.
- Scheduled reportsIn your inbox, on time.
- Export to your warehouseReport from your own tools.
Give your customers a faster answer.
Give your auditors nothing to worry about.
See Relayd handle a real conversation end to end, routed, resolved, and sealed, in a 30-minute walkthrough built around your team.