Use cases
Explore the different ways you can use Relay.app.
Customer Health Monitoring
Spot at-risk accounts weeks before renewal — not the day the call goes wrong.
Customer SuccessSalesCustomer Support
Triage every ticket and route to the right path — bugs to engineering, billing to Stripe, feature requests to the roadmap.
SupportDeal Pipeline Reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
SalesLeadershipEmployee Onboarding
Provision accounts, send the buddy email, prep day one — before People Ops opens their laptop.
PeopleITLead Qualification
Qualify inbound leads the moment they arrive.
SalesMarketingMeeting Briefing Generator
Walk into every call already up to speed — without spending the hour beforehand digging through tabs.
ProductivityOrder Fulfillment
From new Shopify order to shipped, invoiced, and confirmed — or held for ops, or cancelled — without anyone copy-pasting.
OperationsFinancePayment Processing
Keep finance, customers, and account owners in sync.
OperationsFinanceReddit Lead Generator
Find buying-intent posts on Reddit before your competitors do.
Sales