Vertexa Relay

Customer relationships without the admin tax

A CRM built around the conversation rather than the form — pipeline, communication history and next actions that update themselves.

Vertexa Relay interface

CRMs fail when keeping them current costs more than the insight they return. Relay captures activity automatically from email, calendar and telephony, so the pipeline reflects reality without anyone maintaining it.

What it does

  • Automatic activity capture

    Email, meetings and calls attach themselves to the right record.

  • Pipeline management

    Stages, weighted forecasting and deal health at a glance.

  • Shared inbox

    Team conversations with assignment, SLAs and internal notes.

  • Journey automation

    Triggered sequences that stop the moment a human replies.

Why teams choose it

  • A pipeline people trust

    Because it is populated by activity, not by optimism.

  • Faster response times

    Shared inbox routing means nothing waits for one person to notice.

Where it fits

  • B2B sales teams

    Manage complex, multi-stakeholder deals over long cycles.

  • Client services

    Keep account history in one place across renewals and handovers.

Vertexa Relay pricing

Straightforward per-user pricing. No setup fees.

  • Starter

    For small teams getting organised.

    $12 $120 per user / month

    Save 17% paying annually

    • Up to 10 users
    • Pipeline and contacts
    • Shared inbox
  • Most popular

    Growth

    For teams running structured revenue operations.

    $28 $280 per user / month

    Save 17% paying annually

    • Unlimited users
    • Shared inbox and SLAs
    • Journey automation

See Vertexa Relay on your own data.

We will set up a sandbox with a slice of your real data so you can judge it properly.

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