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
Support and sales, on
one customer record.
Relayd keeps the whole picture in one place: who the customer is, the promises you have made them, and the chances to help them more. Sales and service stop being separate systems, and nothing falls through the gap.
- One view of the customer, even across different numbers and accounts
- Complaints become tracked cases on a clock, with escalation ready
- Spot interest and follow every deal from first hint to won
- Tasks, notes and follow-ups sit right next to the conversation
Asked about a bigger loan
LendingWants family cover
InsuranceUpgrade enquiry
AirtimeQuote sent · KES 180k
LendingSigned · KES 240k
InsuranceEvery 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
Win more business without being pushy.
Happy customers, meet your best salespeople
When a conversation ends well, Relayd makes it easy to ask for a referral, and tracks who sent whom, so you can say thank you.
Reach out again, only when they've said yes
Send offers and updates to the people who agreed to hear from you. Everyone else is left out automatically, and you can prove who opted in, and when.
The day-to-day, in one place.
Tasks, notes, appointments and follow-ups live right next to the conversation, so nothing important is kept in someone's head or a side spreadsheet.
A real bank 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.
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.