Design custom workflows, import data instantly, automate repetitive tasks. 35 industry templates, 20+ apps, ready in minutes — no developers required.
Trusted by growing teams worldwide
Visual Workflow Builder
Build powerful BPM workflows visually. Connect statuses with transitions, add branching conditions, and configure automations that trigger at every step.
Drag-and-Drop Board
A kanban view for every process. Drag cards between columns, see record counts per stage, and identify stalled deals at a glance.
Drag-and-drop kanban for your processes
360° Record View
Open any record and see all its fields, current process status with available transitions, comments, attachments, tasks, and full activity history.
Status
Move to
Name
James Harrington
james@brightpath.com
Phone
+1 (415) 555-0182
Company
BrightPath LLC
Deal Value
$45,000
Source
Referral
Comments
Sent proposal doc, waiting for feedback.
Client confirmed budget. Ready to proceed.
Built-In File Manager
Upload files directly to your workspace or attach them to records. Browse with folders and breadcrumbs, track storage usage, and share with your team.
Contract-Acme-2026.pdf
Alex Lee
Proposal-v3.docx
Tom K.
Invoice-Q1-2026.xlsx
Maria S.
NDA-signed.pdf
Alex Lee
Product-Demo.pptx
Tom K.
Platform
The building blocks to create a system that matches your exact workflow — without the complexity of traditional CRMs.
20+ field types. Build any data structure — leads, orders, tickets, properties. Your business, your schema.
Design multi-stage processes with drag-and-drop. Define transitions, permissions, and automations visually.
Granular permissions per role, per entity, per field. Control visibility and editability at every stage.
Trigger actions on transitions — create tasks, send emails, update fields, start processes. Zero code.
AI helps you write descriptions, summarize records, suggest next actions, and auto-fill fields based on context.
Visual calendar with drag-and-drop, team columns, conflict detection, travel time buffers, and real-time sync.
Setup in 5 minutes
Choose from 35 industry templates or start blank. Each comes with entities, workflows, roles, and sample data ready to go.
Add fields, design your process stages, set permissions. Drag and drop to rearrange. Install the marketplace apps you need.
Share a link or send invites by email. Assign roles, set access levels. Start working together in real time.
Integrations
Full REST API, real-time webhooks, and embeddable forms. Integrate Relaro with any tool your team already uses.
Complete API with entity, record, and process management. Authenticate with API keys and build custom integrations.
curl -X GET \ https://app.relaro.io/api/v1/entities \ -H "Authorization: Bearer csk_..."
Get notified instantly when records are created, updated, or moved between stages. Push data to any external system.
{
"event": "record.updated",
"data": {
"recordId": "abc-123",
"status": "qualified",
"fields": { "name": "Acme" }
}
}Embed lead capture forms on your website. Submissions create records automatically and trigger your workflows.
<iframe
src="https://app.relaro.io
/form/abc123"
width="100%"
height="600"
/>Marketplace
Invoicing, SMS, email campaigns, document generation, e-signatures, Stripe payments, time tracking — everything your team needs.
Create professional PDF invoices directly from any record. Auto-populates line items, calculates totals, and tracks payment status.
Attach products, services, and quantities to any record. Supports custom pricing rules, discounts, and automatic total calculations.
Track incoming and outgoing payments with detailed history. See outstanding balances, payment schedules, and overdue alerts at a glance.
Send and receive SMS messages from any record view. Perfect for appointment reminders, order updates, and quick client follow-ups.
Design and send bulk email campaigns to filtered segments of your records. Track opens, clicks, and engagement metrics in real time.
Generate contracts, proposals, and reports using merge fields from your records. One click to create perfectly formatted documents every time.
Send any document for legally binding digital signatures. Recipients sign from email — no account needed. Track signing status in real time.
Set up multi-step approval chains for budgets, documents, or record changes. Approvers get notified and can approve from email or dashboard.
Two-way sync between your appointments and Google Calendar. Changes in either system are reflected instantly — no duplicate entries.
Attach step-by-step checklists to any record. Track completion percentage and require all items done before status transitions.
Organize records with flexible tags and color-coded labels. Filter, search, and segment your data by any combination of tags.
Log time spent on any record with start/stop timers. Generate timesheets, track billable hours, and export reports for invoicing.
35 templates
Entities, workflows, roles, automations — preconfigured and ready to use.
Don’t see your industry? Build from scratch
Use Cases
Real workflows built by real teams. Here's how different industries leverage the platform.
Track leads from first contact to closed deal with automated follow-ups at every stage.
Lead comes in via web form or CSV import
Auto-assigned to sales rep, notification sent
Rep qualifies lead, moves to Proposal stage — email template auto-sent
Deal won — invoice generated, onboarding process started automatically
Manage candidates from application to hire with automated scheduling and team collaboration.
Candidate applies through embedded form on your careers page
Screener reviews application, moves to Interview — calendar invite auto-created
Interview panel leaves feedback in comments, hiring manager approves
Offer sent — e-signature requested, onboarding checklist auto-generated
Resolve customer issues faster with automated routing, SLA tracking, and escalation workflows.
Customer submits ticket via public form or email
Auto-categorized and assigned to support tier based on priority
Agent responds, attaches files, logs time spent on resolution
Ticket resolved — satisfaction survey sent, knowledge base article suggested
From solo founders to 200-person operations.
35+
Templates
20+
Apps
1M+
Records
5 min
Setup time
“Relaro replaced Salesforce, Monday, and Google Sheets for us. Everything is in one place now. The workflow builder alone saves us 10+ hours a week.”
Sarah Chen
Operations Lead at TechFlow
“We set up our entire recruitment pipeline in under an hour. The AI assistant helps us write job descriptions and the role-based access keeps everything organized.”
Marcus Rivera
Head of Talent at BrightPath
“The marketplace apps are a game-changer. We added invoicing, SMS, and document generation without switching platforms. Our clients love the professionalism.”
Emily Park
Founder at ScaleForce
Pricing
No hidden fees. Cancel anytime.
Need SSO, custom integrations, or a dedicated instance? Contact us for Enterprise pricing