Zero data entry
Your CRM already knows.
It just never told you.
Relaya reads every email, meeting, and thread, then tells you which deals are dying — before your forecast does.
How Relaya uses AI
AI that shows its work.
Relaya reads your email and meetings to keep the record current, score deal health, and draft the next action — but every fact, inference, and recommendation is labeled at the source, and nothing external ever sends itself.
- Observed factLinked to its source
- AI inferenceClearly labeled
- Recommended actionBacked by evidence
- External actionWaits for your approval
Deal health
A score you can argue with.
Not a black-box number — the specific factors behind it, so you know exactly why a deal moved and what to do about it.
Relationship inbox Pro
Nothing new goes unnoticed.
A contact who's never been in the CRM, or a thread that doesn't match any account — Relaya surfaces it instead of leaving it buried in someone's mailbox.
Meeting briefs Plus
Walk in already caught up.
A brief pulled from the account's real history — who's in the room, what they care about, what happened last time — ready before every call.
Governed approvals Plus
AI drafts. You decide.
Anything that leaves the building — an email, a task — waits for your sign-off first, with an immutable receipt after. Nothing external happens on its own.
And more, underneath
Grounded copilot Plus
Ask a question about any account, get an answer with citations to the source thread.
Full activity timeline
Every interaction, inbound and outbound, in one durable record per account.
The loop that keeps itself up to date
Traditional CRM asks humans to keep records current. Relaya keeps them current for you.
- 01
Connect
Email, calendar, and meetings — read-only, on your terms.
- 02
Understand
Every thread becomes evidence: who said what, and when.
- 03
Remember
A durable memory per account and contact, not a stale form.
- 04
Recommend & act
Deal health, the next best action, and a governed way to take it.