Empower your customer success team with Relay

Save CSMs time, ensure consistent quality, and uplevel your team’s operations.

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Onboard new customers faster

Automate setup tasks with the right data from your CRM, easily add a personalized touch to key customer interactions, and streamline the handoff from Sales to CS.

Onboard new customers faster
Close more renewals sooner

Close more renewals sooner

Kick off the renewal process at the right time with the right data. Create templated materials automatically–decks, emails, meeting invitations. Keep the process on track with assisted followups.

Run more efficient QBRs

Automatically create the right materials–decks, emails, meeting invitations–at the right time. Follow up quickly on action items. Run your playbook consistently, quarter after quarter.

Run more efficient QBRs

See how customer onboarding is easier with Relay

Relay can help across the whole CS life cycle


Onboard new customers


Renew customer contracts


Plan and run QBRs


Expand customer engagements

Pricing changes

Set up a process for handling pricing changes


Set up a process for handling customer escalations

Usage issues

Set up a process for handling usage issues

Support issues

Set up a process for handling support tickets


Upsell customer enagements

Integrated with your team’s tools

Learn more about how your CS team can use Relay

Our team can help you set up your first Customer Success playbook.
Request a demo