Relay
A CRM and client portal in one — a pipeline the team trusts and a clean, secure window for clients.
The problem
A CRM modeled on how a team actually works, paired with a client-facing portal so customers can see status, share files, and act — without email ping-pong.
The thinking
Pipeline modeling, role-based permissions, a secure external portal, and automation that removes manual follow-up.
How we'd build it
We'd map the real pipeline before building, design the internal CRM and the client portal as two views on one system, and automate the reminders and hand-offs that usually slip through the cracks.
Built with
What it proves
Pipeline modeling, role-based permissions, a secure external portal, and automation that removes manual follow-up..
Example concept — built to demonstrate capability, not a client project.
Now build yours.