Contacts
Keep identity, ownership, classification, and relationship context together.
THE RELAVA WORKSPACE
Everything important.
Nothing in the way.
Relava connects your people, pipeline, tasks, and relationship history in one focused CRM—then adds AI where it genuinely removes work.
A FOCUSED CRM
The essentials your team uses every day.
Designed for small teams that need reliable customer context without a full-time CRM administrator.
Companies
Connect people to the organizations and opportunities that matter.
Deals
Track value, stage, close date, owner, and the next meaningful action.
One clear pipeline
See momentum and risk across a focused, configurable sales process.
Tasks & follow-ups
Make next steps visible, owned, and difficult to forget.
Notes & activity
Keep interactions and important decisions in one readable history.
Global search
Find the right record or relationship context without hunting through tabs.
Gmail connection
Bring relevant contact conversations into the relationship timeline.
Relava AI
Ask for context, drafts, recommendations, and safe typed CRM actions.
THE COMPLETE STORY
Every relationship has a timeline.
Calls, notes, tasks, decisions, and follow-ups make more sense when they live beside the person and opportunity they belong to.
- Clear ownership and history
- Private notes where needed
- Activity that remains easy to scan
HOW IT COMES TOGETHER
A practical rhythm for relationship work.
01
Bring in relationships
Create or import the contacts and companies your team works with.
02
Shape the pipeline
Use a clear process with ownership, stages, amounts, and close dates.
03
Keep next steps moving
Connect tasks, notes, and follow-ups to the right relationship.
04
Ask Relava for help
Find context and prepare work through safe conversation.
FAQ
Questions about the product.
Is Relava meant to replace a large enterprise CRM?
Relava is intentionally focused on the needs of small relationship-led teams. It prioritizes contacts, companies, one clear pipeline, follow-ups, activity, search, Gmail, and safe AI assistance.
Can I import my existing contacts?
Yes. Relava supports structured CSV import with validation, duplicate guidance, and clear per-row feedback.
Can different teammates have different access?
Yes. Workspace roles and record scope determine what each person can see and change, and the same rules apply to AI and API access.
Does Relava support multiple pipelines?
The focused first version uses one configurable pipeline per workspace. This keeps setup and reporting straightforward for small teams.
A CRM your team can keep current.
Start with the customer relationships and next steps that matter most.