Now with Revenue Intelligence

Never lose a customer
to a bad handoff

Relay automates account transitions with AI-powered briefs, intelligent assignment, and personalized outreach — so your customers never feel the seams.

Trusted by 200+ revenue teams

Generating handoff brief for Acme Corp...
Matching accounts to optimal reps...
Drafting personalized intro email...
app.relay.ai/transitions
24 Active Transitions
Last updated just now
12
In Progress
7
Intro Sent
5
Completed
ARR at Risk by Transition Stage
$47.2M Protected

Integrates With Your Stack

SalesforceSalesforce
HubSpotHubSpot
GainsightGainsight
GongGong
SlackSlack
OutreachOutreach
IntercomIntercom
Google CalendarGoogle Calendar
OutlookOutlook
ZendeskZendesk
SalesforceSalesforce
HubSpotHubSpot
GainsightGainsight
GongGong
SlackSlack
OutreachOutreach
IntercomIntercom
Google CalendarGoogle Calendar
OutlookOutlook
ZendeskZendesk
SalesforceSalesforce
HubSpotHubSpot
GainsightGainsight
GongGong
SlackSlack
OutreachOutreach
IntercomIntercom
Google CalendarGoogle Calendar
OutlookOutlook
ZendeskZendesk
SalesforceSalesforce
HubSpotHubSpot
GainsightGainsight
GongGong
SlackSlack
OutreachOutreach
IntercomIntercom
Google CalendarGoogle Calendar
OutlookOutlook
ZendeskZendesk
ZendeskZendesk
OutlookOutlook
Google CalendarGoogle Calendar
IntercomIntercom
OutreachOutreach
SlackSlack
GongGong
GainsightGainsight
HubSpotHubSpot
SalesforceSalesforce
ZendeskZendesk
OutlookOutlook
Google CalendarGoogle Calendar
IntercomIntercom
OutreachOutreach
SlackSlack
GongGong
GainsightGainsight
HubSpotHubSpot
SalesforceSalesforce
ZendeskZendesk
OutlookOutlook
Google CalendarGoogle Calendar
IntercomIntercom
OutreachOutreach
SlackSlack
GongGong
GainsightGainsight
HubSpotHubSpot
SalesforceSalesforce
ZendeskZendesk
OutlookOutlook
Google CalendarGoogle Calendar
IntercomIntercom
OutreachOutreach
SlackSlack
GongGong
GainsightGainsight
HubSpotHubSpot
SalesforceSalesforce

The Problem

Every rep departure
costs you

$0Mavg. ARR at risk
43%of customers churn within 90 days of a rep change
3 weeksaverage handoff takes of manual coordination
67%of account context is lost during transitions
Without Relay
📊Manual spreadsheet export6 hrs
📧Email chain coordination3 days
📞Back-and-forth calls1 week
😰Customer notified — too late3 weeks
Total time~3 weeks
With Relay
CRM synced automatically0 min
AI brief generated3 min
Optimal rep assigned1 min
Personalized intro sent< 1 day
Total timeLess than 1 day

Features

Everything you need to protect revenue during transitions

AI-Powered Handoff Briefs

Claude AI analyzes account history, support tickets, and relationship notes to generate comprehensive handoff briefs your reps actually read.

Learn more
Acme Corp — Handoff BriefAI Generated
Account Summary
Key Stakeholders
Risks & Landmines

Intelligent Assignment Engine

Weighted scoring algorithm matches accounts to the right rep based on capacity, industry expertise, geography, and ARR tier.

1
Sarah Chen94
2
Marcus J.87
3
Elena R.72

Revenue Protection Dashboard

Real-time visibility into ARR at risk, transition velocity, and churn prevention metrics across your entire book.

ARR Protected This Quarter
$47.2M
+34% vs. last quarter

Automated Intro Sequences

Personalized intro emails that reference specific relationship details — not generic templates. Customers feel the continuity, not the change.

Learn more
JD
Jane Doe — Acme Corp
Re: Your account — new point of contact
Just now
Hi Jane,
I wanted to personally reach out as your new point of contact at Relay. I've been fully briefed on your Q2 expansion goals and the Salesforce integration you've been working toward...
Send now
Edit

By The Numbers

$0B

ARR transitioned safely

0x

Average customer ROI

0 min

Average brief generation

0%

Reduction in transition time

How It Works

From departure to done in days, not weeks

01

Import & Assign

Upload your book of business or sync directly from your CRM. Our engine recommends optimal assignments based on your rules and rep capacity.

02

Generate & Review

AI creates comprehensive briefs and personalized intro emails in minutes. Review, edit, and approve — or let it run automatically.

03

Track & Protect

Monitor every transition in real-time. Get alerts on stalls, track customer engagement, and measure revenue impact across your entire pipeline.

“Relay cut our transition time from 3 weeks to 3 days. More importantly, we went from losing 15% of transitioning accounts to losing less than 2%.”
VP
VP Revenue Operations
Series D SaaS Company — $120M ARR
4.9/5
Avg. rating
200+
Companies
SOC 2
Type II

Live Demo

See it in action

Choose a persona to explore a live demo with 2,000 accounts of realistic data.

Interactive demo — Wealthsimple

Pricing

Simple, transparent pricing

Start free. Scale as you grow. No surprises.

Free

For small teams getting started

$0/mo
  • 5 accounts
  • 1 user
  • Basic briefs
  • Email templates
  • Community support
Get Started
Most Popular

Team

For growing teams

$49/mo
  • 100 accounts
  • 10 users
  • AI briefs
  • Custom templates
  • Priority support
  • Assignment engine

Enterprise

For large organizations

Custom
  • Unlimited accounts
  • Unlimited users
  • Advanced AI
  • Custom integrations
  • Dedicated CSM
  • SSO & SAML
  • SLA guarantee
Contact Sales

FAQ

Common questions

Why Relay

Relay vs. the alternatives

See how Relay stacks up against manual handoffs and spreadsheet-based workflows.

Feature
Relay
Manual Handoffs
Spreadsheets
AI-Powered Briefs
Automated Emails
Assignment Engine
Real-time Status
CRM Integration
Audit Trail
Time to Complete
2 days
2 weeks
1 week
Risk of Errors
Minimal
High
Medium

Ready to protect your revenue?

Join 200+ revenue teams using Relay to eliminate transition risk and retain more customers through every change.

No credit card required. 14-day free trial. Cancel anytime.