The business operations platform your team will actually use
CRM, BPM workflows, approvals, e-signatures, invoicing, and forms — unified on one visual platform. Replace your stack of 5-7 tools. No code required.
Free forever · No credit card · 35 industry templates · Replaces your entire tool stack
35
templates
8+
apps
13
action types
5 min
setup
Sales CRM template · 34 more available
Stop duct-taping tools together.
Most teams juggle separate tools for CRM, tasks, forms, email, and reports. Data gets scattered, nothing syncs, and you spend more time managing tools than doing actual work.
- HubSpot CRM $45 + Zapier $30 + DocuSign $15 + Calendly $16 + Typeform $25 + Stripe $10 = $141+/user/month
- Data scattered across platforms, manual sync
- Months of setup, need consultants and training
- Rigid workflows that don't match your process
- Need developers for any customization
- One subscription replaces 5-7 tools — from $49/user/month
- Visual BPM workflows with approval chains
- Role-based field visibility and permissions
- Full REST API and webhooks
- 35 industry templates — ready in 5 minutes
- SOC 2 ready, GDPR compliant
More than a CRM.
A complete business operations platform.
Three capabilities in one place, replacing separate tools in your stack.
CRM capabilities
Contacts, leads, deals, pipelines, email inbox with threads, communication history, relation maps between records
Replaces traditional sales CRMs
BPM & Workflows
Visual process designer, approval chains with multi-signers, conditional branching and routing, role-based transitions, automated actions on every step
Replaces legacy BPM tools
Operations
Invoicing with payment tracking, e-signatures and document generation, SMS notifications (Twilio), meeting scheduling, forms with conditional logic
Replaces scattered point solutions
Built for teams
of every size.
Sales Teams
Track leads, manage pipelines, automate follow-ups. Full sales pipeline without enterprise complexity.
Operations Teams
Build business processes, manage approvals, automate repetitive work. Visual process designer at SMB pricing.
Agencies & Consultancies
Client management, project tracking, invoicing, approvals. One workspace per client or unified view.
Finance & HR
Approval workflows, expense management, onboarding processes. Compliance-ready audit logs.
Startups & SMBs
Build exactly what you need. Start with a template, customize as you grow. No vendor lock-in.
Enterprise Operations
Complex workflows, SSO, dedicated instance, SLA. Professional BPM your team can configure without consultants.
Real BPM. Not just automation rules.
Most tools give you "if-this-then-that" rules. Relaro gives you a complete business process management engine with approval chains, role-based routing, and conditional workflows.
- Visual drag-and-drop process designer
- 13 automation action types — email, tasks, approvals, webhooks, document generation, invoicing, SMS, and more
- Conditional branching — route records based on field values
- Role-based auto-assignment at every stage
- Multi-signer approval chains with required resolution
- Transition requirements — comments, tasks done, approvals resolved, forms filled
Role-based security. Without enterprise pricing.
Role-based field visibility, granular permissions, encrypted fields, audit logs, and two-factor authentication. Everything you need for compliance — in every plan.
- Hide sensitive fields from specific roles — sales reps never see margins
- Control who can read, create, edit, or delete at entity and record level
- Encrypted fields for sensitive data with full audit logs
- Two-factor authentication and GDPR compliance
35 templates.
Ready to go.
Each template includes entities, processes, roles, automations, and sample data. Ready in 5 minutes.
Sales CRM
Leads · Contacts · Companies · Deals · Products · Activities
14 automations: auto-email on conversion, create deals from leads, schedule demos, manager notifications, proposal approvals
Recruitment
Candidates · Vacancies · Interviews · Departments · Offers
21 automations: candidate emails at each stage, interview scheduling, offer approvals, onboarding tasks, rejection notifications
Project Management
Tasks · Projects · Milestones · Time Logs · Resources
12 automations: task assignments, deadline notifications, milestone tracking, team alerts on status changes
Real Estate
Properties · Clients · Viewings · Offers · Contracts
13 automations: viewing scheduling, offer notifications, contract approvals, client follow-up emails
Support Desk
Tickets · Customers · Knowledge Base · SLAs · Agents
12 automations: ticket assignment, SLA alerts, customer notifications, escalation triggers
IT Help Desk
Incidents · Assets · Changes · Problems · Knowledge Base
16 automations: incident routing, asset tracking, change approvals, problem escalation, SLA monitoring
Event Management
Events · Venues · Speakers · Sponsors · Registrations
13 automations: registration confirmations, speaker invitations, sponsor follow-ups, event reminders
Legal Cases
Cases · Clients · Documents · Billing · Court Dates
14 automations: case assignment, deadline alerts, billing notifications, court date reminders, document approvals
Manufacturing
Orders · Products · Materials · QC Checks · Shipments
11 automations: order processing, QC notifications, shipment tracking, material reorder alerts
Marketing Agency
Campaigns · Clients · Content · Analytics · Budgets
14 automations: campaign launch alerts, content approvals, client reporting, budget tracking notifications
Education
Students · Courses · Enrollments · Assignments · Grades
13 automations: enrollment confirmations, grade notifications, assignment reminders, course completion emails
Healthcare
Patients · Appointments · Treatments · Prescriptions · Billing
14 automations: appointment reminders, treatment updates, prescription notifications, billing alerts
Freelance
Clients · Projects · Invoices · Time Logs · Contracts
13 automations: project kickoff emails, invoice generation, payment tracking, contract renewal reminders
E-commerce
Orders · Products · Customers · Returns · Inventory
15 automations: order confirmations, shipping updates, return processing, inventory alerts, review requests
Non-Profit
Donors · Campaigns · Volunteers · Events · Grants
17 automations: donation receipts, volunteer onboarding, event coordination, grant application tracking
Inventory
Items · Suppliers · Purchase Orders · Warehouses
6 automations: low stock alerts, purchase order approvals, receiving notifications
Wedding Planning
Weddings · Vendors · Guests · Tasks
6 automations: vendor confirmations, guest RSVPs, task reminders, timeline updates
Restaurant
Reservations · Menu Items · Staff
5 automations: reservation confirmations, shift notifications, special event alerts
Fitness Studio
Members · Classes · Trainers · Memberships
6 automations: class booking confirmations, membership renewal reminders, trainer assignments
Veterinary
Patients · Owners · Appointments · Treatments
6 automations: appointment reminders, treatment updates, vaccination alerts, follow-up notifications
Insurance
Policies · Claims · Clients · Agents
9 automations: claim processing alerts, policy renewal reminders, agent notifications, approval workflows
Travel Agency
Bookings · Clients · Itineraries
6 automations: booking confirmations, itinerary updates, payment reminders, departure alerts
Photography
Bookings · Clients · Galleries · Invoices
6 automations: session confirmations, gallery delivery, invoice reminders, follow-up emails
Auto Repair
Work Orders · Vehicles · Customers · Parts
6 automations: repair status updates, customer notifications, parts ordering alerts, completion emails
Property Mgmt
Properties · Tenants · Leases · Maintenance
9 automations: lease renewal alerts, maintenance request routing, tenant notifications, payment tracking
Accounting
Clients · Engagements · Tax Returns
7 automations: deadline reminders, engagement tracking, client document requests, status updates
Construction
Projects · Tasks · Subcontractors · Materials
6 automations: task assignments, material delivery alerts, inspection scheduling, milestone notifications
SaaS Startup
Features · Bugs · Users · Releases
7 automations: bug triage, feature prioritization, release notifications, user feedback tracking
Staffing Agency
Candidates · Jobs · Placements
6 automations: candidate matching, placement confirmations, client notifications, contract generation
Logistics
Shipments · Routes · Drivers
5 automations: dispatch notifications, delivery updates, route assignments, exception alerts
Dental Practice
Patients · Appointments · Treatments · Billing
6 automations: appointment reminders, treatment plans, billing notifications, recall scheduling
Beauty Salon
Clients · Appointments · Services · Staff
5 automations: booking confirmations, reminder notifications, review requests, rebooking prompts
Church
Members · Events · Groups · Donations
5 automations: event announcements, donation receipts, group notifications, welcome messages
Startup Accelerator
Startups · Applications · Mentors · Events
10 automations: application screening, mentor matching, milestone tracking, demo day coordination
Film Production
Productions · Cast · Crew · Locations
9 automations: call sheet distribution, location booking, casting notifications, schedule updates
Don't see your industry? Build from scratch
Teams that
switched
“We replaced Salesforce with Relaro in two weeks. The Real Estate template had 90% of what we needed. We customized the rest in a day — saved us $2,400/month.”
David Chen
Managing Director at Metro Realty Group
“Our team tried Notion, Airtable, Monday — none had real process management. Relaro's automations cut our onboarding time from 3 days to 4 hours.”
Sarah Mitchell
Head of Operations at CloudScale
“I set up our recruitment pipeline using the template with 21 automations. Interview scheduling, offer generation, status updates — all automatic. It just works.”
Ana Rodriguez
Head of HR at TalentFirst
Pricing that
scales with you
No hidden fees. Cancel anytime. All 35 templates included in every plan. 20% off with annual billing.
Free
For trying things out
$0 forever
Get started free- Up to 2 users
- 1 process
- 3 entities
- 1,000 records
- 5 templates
- Basic automations
- Community support
Starter
Great valueFor small teams
$19 / user / month
Start free trialNo credit card required
- Up to 10 users
- Unlimited processes
- Unlimited entities
- 25,000 records
- All 35 templates
- Standard automations
- Email support
- 10 marketplace apps
- Kanban & calendar views
- Basic forms
Business
For growing companies
$49 / user / month
Start free trialNo credit card required
- Everything in Starter
- Unlimited automations
- Advanced approvals (multi-signer)
- E-signatures
- API access & webhooks
- SMS (Twilio)
- Recurring invoices & payments
- Document generation
- 100,000 records
- Priority support
- All 8+ marketplace apps
- Team analytics
Enterprise
For large organizations
Custom
Contact sales- Everything in Business
- SSO / SAML
- Audit logs
- Encrypted fields
- Dedicated instance
- Unlimited records & storage
- SLA guarantee
- Dedicated success manager
- Custom integrations
- SOC 2 compliance
All plans include 99.9% uptime SLA, GDPR compliance, and 24/7 monitoring
Frequently asked questions
How is Relaro different from Airtable?
How is this different from HubSpot?
Is my data secure?
Can I migrate from my current CRM?
Do I need developers?
Your business
is unique.
Your operations platform should be too.
Free forever · No credit card · 35 industry templates · Cancel anytime