Turn contacts into customers
Track every lead, deal and conversation so nothing slips through.
Pipeline overview
See every opportunity by stage and act on what matters next.
Contact history
Every email, note and call in one timeline per customer.
Follow-ups
Tasks and reminders so no lead goes cold.
CRM in three modes
Pick the mode per task. Every automation starts manual.
- Manual
You work, relyd keeps order
Contacts, leads, deals and quotations in one pipeline, with the full history of every customer.
- Assisted
relyd proposes, you decide
When a deal has not moved for 14 days, the AI Steward prepares a follow-up with the next step for the owner.
- Autonomous
relyd acts, you keep the overview
New leads get a first answer based on your templates and the follow-up is already scheduled.
What the AI Steward takes on for you
First answer to a lead
Answers new leads based on your templates and schedules the follow-up for the owner.
New lead without owner
Assigns unassigned leads to the colleague with the fewest open leads who may work on them.
Stalled deal
Deals without movement for 14 days get a follow-up with the next step.
Quotation opened, no answer
Three days after the customer opened a quotation: a call reminder or a friendly question.
Customer becomes inactive
Spots customers who have not bought for six months and proposes a reactivation where it is worth it.
Examples from more than 180 AI Steward recipes
You stay in control
Guardrails
Limits per action and per day and its own role with only the rights you grant.
Approval
You decide which steps need a sign-off.
Audit trail
Every action is recorded with its reason.
Privacy
Personal data reaches the AI pseudonymised by default.
See it with your own data
Start free and switch on the first recipes whenever you are ready.