Relay

Call notes for B2B sales teams

Never write another call summary

Relay turns call recordings into structured CRM notes and a follow-up email draft, minutes after the call ends.

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Discovery call · Northwind

32:18 · 2 speakers

Processed
  • 04:12

    Prospect: Honestly, our reps spend Friday afternoons catching up on notes.

  • 04:31

    Rep: How many people would need access if we moved forward?

  • 04:38

    Prospect: About 14 reps, and we’d want it live before Q1 planning.

  • 05:02

    Prospect: I’ll need our ops lead to sign off on the CRM side.

Illustration of one sales call turned into a transcript, a CRM note and a follow-up email draft.

From hang-up to logged in three steps

Reps finish the call and move on. Relay does the admin that usually waits until Friday.

  1. Step 1

    Connect your calls

    Link the meeting and dialer tools your reps already use. Relay picks up new recordings on its own, with no bot to invite.

  2. Step 2

    Relay listens and structures

    Each recording becomes a transcript, then a clean summary: pain points, budget, timeline, decision makers and next steps.

  3. Step 3

    Notes land, email drafts wait

    The note is written to the right deal in your CRM, and a follow-up email is drafted in the rep’s voice, ready to review and send.

Built for the work after the call

CRM fields filled in, not just a note pasted

Relay maps what was said to the fields your team reports on: budget, competitors, champion, close date. Your pipeline reviews run on real data instead of empty columns.

Deal fields updated · 4

  • BudgetApproved for this quarter
  • CompetitorEvaluating one other vendor
  • ChampionDana Reyes, VP Sales
  • Close dateMoved to end of month

Follow-ups that sound like your rep

Drafts reference what the buyer actually said and match each rep’s tone. Reps review and send in a click, while the conversation is still fresh.

Follow-up draft · rep voice on

Hey Sam, quick recap from today so nothing slips:

  • - Pilot for the 6-person SDR pod
  • - Pricing sheet attached, as asked
  • - Check-in Thursday at 2pm
Edit before sending, or send as is

Find any moment across every call

Search transcripts for objections, competitor names or feature requests, and jump to the exact timestamp. Coaching and handoffs stop depending on memory.

Search across calls

“pricing objection” · last 30 days
  • Acme Freight12:40“That’s above what we budgeted…”
  • Brightline08:15“Can you do annual instead?”
  • Northwind21:03“Other tool is cheaper per seat.”

What sales teams say

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Quote about hours saved on call notes each week.

Customer nameHead of Sales, company

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Quote about CRM data quality and pipeline reviews.

Customer nameSales Ops Lead, company

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Quote about sending follow-ups the same day.

Customer nameAccount Executive, company

Plans that grow with your team

Priced per rep, billed monthly or annually.

Starter

For small teams replacing manual call notes.

$—per rep / month

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  • Call transcripts and summaries
  • CRM notes on every call
  • Follow-up email drafts
  • Email support
Book a demo

Growth

Recommended

For sales teams that want every field filled in.

$—per rep / month

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  • Everything in Starter
  • Custom CRM field mapping
  • Team note templates
  • Rep-voice email tuning
  • Priority support
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Enterprise

For larger orgs with security and admin needs.

$—per rep / month

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  • Everything in Growth
  • SSO and admin controls
  • Custom data retention
  • Dedicated onboarding
  • Named account manager
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Questions before the demo

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