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
Every contact, company, and deal in one place — with a full record page and a conversation timeline.
- Contact records with notes, calls, meetings & tasks
- One-click CSV import for your whole list
- Drag-and-drop deal pipeline (kanban)
- One-time or monthly-recurring deals, with live MRR
Email Marketing
Design newsletters in a visual editor and send from your own domain — no HTML required.
- Drag-in images & paste straight from Word
- Personalization, PDF attachments & templates
- Open/click tracking, scheduling & A/B-ready resends
- Automatic unsubscribe handling + a daily digest
Sales Portal
Send proposals customers accept online — edit and resend in seconds if they want changes.
- Branded proposals with accept / decline
- Editable after sending — same link updates
- Customer login for proposals & documents
- Won deals update your pipeline automatically
Microsoft 365, built in
Connect once and send from your own mailboxes — separate Sales, Newsletter & Notification senders, plus “Sign in with Microsoft.”
Roles for every team
Give a marketing teammate a newsletter-only login, or your reps the full CRM — without exposing revenue or settings.
Secure & multi-tenant
Isolated per-company data, encrypted documents, audit logging, optional two-factor, and OWASP-aligned hardening.
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