Where customer relationships connect
One platform for your CRM, marketing & sales
RelayPoint brings your contacts, pipeline, email campaigns, and customer proposals together — so every relationship moves forward from first touch to signed deal.
30 days free · No credit card · Sign in with Microsoft 365
Three products, one workspace
Stop stitching tools together. RelayPoint is your CRM, your email marketing engine, and your customer sales portal — sharing the same contacts and data.
CRM
Track every contact, company, and deal in a pipeline your team actually uses.
- Contacts & companies with lifecycle stages
- Drag-and-drop deal pipeline (kanban)
- Calls, meetings, notes & tasks
Email Marketing
Build audiences, design campaigns, and send through your Microsoft 365 mailbox.
- Audiences & reusable templates
- Open & click tracking, unsubscribe handling
- Scheduling with built-in send throttling
Sales Portal
Send proposals customers review and accept online — and give them a portal of their own.
- Branded proposals with accept / decline
- Customer login for proposals & documents
- Won deals update your pipeline automatically
How it works
Up and running in an afternoon — invite your team, import contacts, start selling.
Bring in your people
Sign up, invite your team (or let them sign in with Microsoft 365), and add your contacts and companies.
Work your pipeline
Move deals across stages, log activity, and nurture leads with targeted email campaigns.
Close with confidence
Send a proposal, the customer accepts online, and the deal marks itself won. Relationships, connected.
Connect your customer relationships today
Start free for 30 days. No credit card required.
Start free trial