Build a CRM that fits exactly how you work. Custom entities, visual workflows, role-based access, AI assistant, 20+ apps — all in one platform.
47 active leads · $342k total
Acme Corp
EnterpriseTechStart Inc
StartupGlobal Services
AgencyDataFlow Ltd
SaaSBright Solutions
EnterpriseEnterprise Co
EnterpriseScaleUp
StartupTrusted by teams at
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
01
Choose from 35 industry templates or start blank. Each comes with entities, workflows, roles, and sample data ready to go.
02
Add fields, design your process stages, set permissions. Drag and drop to rearrange. Install the marketplace apps you need.
03
Share a link or send invites by email. Assign roles, set access levels. Start working together in real time.
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.
From solo founders to 200-person operations.
“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
35+
Templates
20+
Apps
10k+
Records
<5m
Setup time
Pricing
No hidden fees. Cancel anytime.
Need SSO, custom integrations, or a dedicated instance? Contact us for Enterprise pricing