Turn every in-person conversation into revenue intelligence.
Relay captures the conversations your teams have at trade shows, customer meetings, conferences, and field events, then turns them into structured records, personalized follow-up, CRM activity, and measurable revenue insight.
Dana is evaluating a multi-site rollout for Q4. Currently on Acme, frustrated by support response times. Wants a security review and pricing for 2 locations.
Business is built through conversations.
Yet the most valuable conversations in your company are often the ones nobody remembers. The details disappear, the commitments fade, the context is lost.
Relay exists to change that. We believe no valuable conversation should ever be forgotten.
Wherever your people meet customers, Relay belongs.
Trade shows are where Relay starts. They are nowhere near where it ends. Every setting below creates conversations worth remembering.
If your people meet customers in person, Relay belongs in their pocket.
Millions of business conversations happen every day. Most are forgotten.
The details disappear. The commitments fade. The context is lost. Yet those conversations quietly decide who buys, who renews, who expands, and who churns. The intelligence your company needs most is the intelligence it captures least.
Your most valuable conversations are happening outside your systems.
Companies invest heavily in events, travel, field sales, executive meetings, and customer engagement. Yet the knowledge created in those conversations rarely makes it into a system anyone can use. It ends up:
- Written in notebooks and never revisited
- Stored in personal phones and inboxes
- Entered into the CRM days later, if at all
- Reduced to a single scanned contact
- Shared inconsistently, or forgotten entirely
Buying timeline, competitor, next step
Illegible by Monday
Summary + qualification + follow-up + CRM activity
The same conversation. Two very different outcomes.
Without Relay
- Notes in a notebook
- Photos on a phone
- A stack of badge scans
- Business cards and sticky notes
- CRM updated Friday night, if at all
- Follow-up that never happens
- A relationship no one else can see
With Relay
- Conversation captured in the moment
- AI summarizes what mattered
- CRM updated instantly
- The account team is notified
- Personalized follow-up drafted
- Pipeline influence tracked
- The relationship remembered, by everyone
The system of record for in-person interactions.
Every layer of the revenue stack captures something. One layer has been missing: what actually happens when your people meet customers face to face.
Written communication
Captures what was sent and received in writing.
Virtual meetings
Records and analyzes conversations that happen on a call.
Accounts & opportunities
Tracks the pipeline, records, and deal stages.
Face-to-face conversations
Captures the context, intent, and next steps created in person.
Relay does not replace your CRM. It makes your CRM more complete, adding the in-person context, intent, and next steps that written and virtual channels never see.
From a handshake to a CRM-ready record, in one flow.
Relay follows the natural arc of an in-person interaction: capture the person, capture the conversation, let Relay build the record, and act while it is still fresh.
One flowing path from the moment you meet someone to the revenue it creates.
Capture the person
Start from however you met them, in seconds.
Capture the conversation
Record what was actually discussed, not just a name.
Relay creates the record
AI turns the interaction into a structured, shareable record.
Act immediately
Turn the record into coordinated follow-through.
Watch the intelligence get created.
One 40-second voice note at the booth. This is everything Relay builds from it, automatically, before your rep reaches the next conversation. You are not filing a record. You are watching one write itself.
More than contact capture. A record of what mattered.
Relay captures the conversation, understands it, and moves it into action, so nothing valuable stops at a scanned badge.
Capture what was discussed, what mattered, and what happens next.
Voice, notes, interests, products, qualification, timeline, competitors, and commitments, captured in the moment while the conversation is still fresh. Relay records the substance of the interaction, not just who you met.
Notes and voice become a clean record within seconds.
Relay turns raw input into a structured, readable conversation summary with the key topics, interests, and signals surfaced. No writing up your day at midnight in a hotel room.
Dana is scoping a multi-site rollout for Q4, currently on Acme and frustrated with support. She asked for a security overview and pricing for two locations, and can bring in her ops lead for a review.
Personalized follow-up built from the real conversation.
Relay drafts email and next steps grounded in what was actually said, not a generic post-event template. Follow up while the conversation is still fresh, and let managers see it happen.
Great to meet you at Booth 214. As promised, here is the security overview and pricing for both of your sites. I also flagged the support concerns you raised, we handle those very differently. Would a short review with your ops lead next week work?
Walk into every conversation already knowing the context.
Before your rep says a word, Relay surfaces the history that matters: who has met this account, what was promised, what is unresolved, and what to raise next. The intelligence your best people carry in their heads, available to everyone.
CRM integration
Send contacts, notes, activities, qualification data, tasks, and ownership into Salesforce, HubSpot, or your connected system.
Team visibility
Give managers a live view of conversations, activity, follow-up status, and opportunity signals across the whole team.
Relationship history
See every previous interaction with the contact or company before you begin the next conversation.
Event & field analytics
Measure meetings, conversations, qualification, follow-up, engagement, pipeline influence, and outcomes.
Offline-ready mobile
Capture interactions even when venue Wi-Fi is unreliable. Everything syncs automatically once you reconnect.
Consistent qualification
Standardize how every rep qualifies a conversation, so the data reaching your CRM is clean and comparable.
One intelligence layer for every place your team meets customers.
Trade shows are the wedge. Relay is built for every face-to-face revenue interaction, from the show floor to the customer's office.
Capture the booth conversation, not just the badge.
Turn a busy show floor into a clean, qualified pipeline. Scan the badge, capture the conversation, and Relay handles the summary, qualification, and follow-up before your team leaves the hall.
- 1 Scan badge or QR at the booth
- 2 Add a quick voice note on interest and timeline
- 3 Relay drafts the qualification and follow-up
- 4 Contact and activity land in the CRM the same day
Record decisions, risks, and commitments as they happen.
Keep the room focused on the customer while Relay captures the substance. Decisions, stakeholders, risks, and next steps become a shared record the whole account team can act on.
- 1 Capture attendees and their roles
- 2 Note decisions, risks, and commitments
- 3 Relay assigns owners and next steps
- 4 The account team is notified automatically
Move to 2-site pilot in Q4
Security review required before signature
A. Rivera · due Friday
Create a shared summary and distribute the actions.
High-value briefings deserve more than a memory. Relay produces a shared summary and routes the resulting actions to the account team, so momentum from the room turns into coordinated follow-through.
- 1 Capture attendees and priorities discussed
- 2 Relay builds a shared executive summary
- 3 Actions are distributed to owners
- 4 Account team stays aligned on next steps
Preserve account intelligence and sync it to the CRM.
What your reps learn on site is often the most valuable intelligence you have. Relay preserves it, structures it, and syncs the interaction into the CRM so it never lives only in one person's head.
- 1 Log the visit and who was present
- 2 Capture account intelligence in the moment
- 3 Relay structures notes into CRM activity
- 4 Context is preserved for the whole team
Expansion sites, decision process, incumbent
Value for everyone who touches the conversation.
From the rep at the booth to the operator cleaning the pipeline, Relay gives each role what they actually need.
For sales representatives
Spend time selling, not writing up your day.
For sales leaders
See what your team is hearing in the market.
For marketing & events
Finally connect events to pipeline you can prove.
For revenue operations
Clean data in, consistent process out.
Built for the teams who carry the revenue relationship.
Early access is opening to teams already running Salesforce, HubSpot, and Microsoft Dynamics.
Know what happened, not just how many badges were scanned.
Relay turns thousands of individual conversations into a clear picture of what your teams are hearing, which events created pipeline, and where follow-up is falling behind.
Pipeline influenced by event
Conversation outcomes
Relay works with the systems your team already uses.
Relay is designed to complement the revenue stack you have, connecting in-person activity with the CRM, communication, and automation tools your team already relies on.
Salesforce
HubSpot
Microsoft Teams
Zapier
Google SheetsIntegrations are rolling out through early access. Tell us your stack when you join and we will prioritize the connections your team needs first.
Give every exhibitor a better way to prove event ROI.
Relay comes from ExpoGenie, so organizers can enable it for exhibitors: a more valuable event experience for your customers, and aggregate insight into adoption and engagement for you. No hardware to rent, no scanners to ship.
Enterprise-ready by design.
Relay is built to fit inside how enterprise revenue teams already operate: your data, your permissions, your controls.
Access & permissions
Role-based access and CRM permissions so people see what they should, and nothing they shouldn't.
Secure data handling
Your conversations are your company's data, handled with secure storage and clear ownership.
Administrative controls
Configurable retention and administrative controls so operations and RevOps stay in charge of the data.
SSO on the roadmap
Enterprise integrations and single sign-on are on the roadmap as Relay moves through early access.
Privacy-conscious AI
AI is applied to specific tasks like summarization and follow-up, with a privacy-conscious approach to how it uses your data.
Data ownership
Your interactions belong to you. Relay keeps them portable and connected to the systems you control.
Relay is entering early access. We are transparent about what exists today and what is on the roadmap, and we will not overstate integrations or claim certifications that are not yet in place.
This is bigger than follow-up. It becomes your company's memory.
Every captured conversation compounds. One record helps a rep. Thousands, connected, become an intelligence layer no competitor can copy: everything your company has ever learned in person.
Relay becomes your company's memory.
No valuable conversation should ever be forgotten.
Relay is building the memory layer for in-person business. Every conversation can become shared context, a coordinated next step, and a durable part of the customer relationship.
Your people already create the intelligence. Relay makes sure your company keeps it.
Bring your in-person conversations into the revenue system.
Relay is preparing for early access with selected event organizers, exhibitors, and field sales teams. Join the list to help shape the product and be first in line.
- Capture every meaningful in-person conversation
- Turn it into structured, CRM-ready intelligence
- Follow up faster and measure the impact