Restoration CRM, built for the way you actually sell.

Accounts, contacts, opportunities, and pipeline — built around BD relationships, referral sources, and recurring restoration accounts. Not a translation from horizontal sales.

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What it does

A CRM built for restoration sales.

Restoration deals run through BD relationships, referral sources, and account history. Relay's CRM is built around those motions — not retrofitted from a horizontal sales CRM.

  • Account, contact, and opportunity records
  • Pipeline tied to restoration sales stages
  • BD activity log and reporting
  • Lead source attribution to closed revenue
  • Email and call activity on every contact
  • Opportunity-to-job conversion in one click
Capabilities

Inside the CRM module.

Five capabilities that make the CRM work — and what each one connects to.

Account record

Each opportunity, tied to a customer account.

Accounts carry contacts, channels, account value, and every job ever opened. Opportunities live on the account — and so does history.

  • Accounts hold contacts, channels, and history
  • Account value and lifetime jobs visible
  • Opportunity, job, and invoice timeline on the account
Connects to CommunicationsCalls and SMS attach to the contact.
Pipeline

Pipeline built for restoration sales stages.

Lead, Qualified, Proposal, Won — the stages reflect how restoration accounts actually convert. Pipeline rolls up by source, rep, and territory.

  • Restoration-specific pipeline stages
  • Rollups by source, rep, and territory
  • Forecast visible across the team
Activity and emails

Activity and emails on every contact.

Calls, SMS, and emails attach to the contact automatically. BD activity is captured as it happens, not entered after the fact.

  • Calls and SMS logged automatically
  • Emails attached to contacts and accounts
  • BD activity reported across the team
Connects to CommunicationsWhere the calls and SMS live.
Source ROI

Source attribution from first touch to closed revenue.

Every opportunity carries the source — alert, web form, referral, paid. Source ROI rolls up to channel revenue, not channel lead count.

  • Source carried from lead through closed revenue
  • Channel ROI tied to actual revenue
  • Visible to BD, marketing, and ownership
Connects to MarketingWhere the spend lives.
Reporting

Reporting that ties sales to operations.

Pipeline, win rate, account value, and BD activity report alongside operations and finance. Ownership sees one dashboard, not five.

  • Pipeline and win rate visible to ownership
  • Sales activity reported beside operations
  • No exports between CRM and the rest of the platform
Connects to JobsWhere the opportunity becomes the work.
Built for restoration

Restoration sales is not horizontal sales.

Five things that make Relay's CRM restoration-specific — not a translation from generic pipeline software.

  • BD relationships, not transactional sales

    Restoration sells through plumbers, adjusters, and property managers — relationships, not single transactions.

  • Accounts repeat. Pipeline is multi-touch.

    Restoration accounts come back for losses across years. The pipeline tracks history, not just current opportunities.

  • Referral sources are first-class contacts

    Plumbers and adjusters who refer aren't customers — they're a network. Relay treats them as a first-class entity.

  • Source attribution is required, not optional

    Restoration marketing spend without attribution is unreviewable. CRM source ties to channel ROI.

  • Opportunity becomes job, in one record

    When the opportunity converts, the customer, address, and activity flow into the job. No re-entry.

Who uses it

Three teams on the same pipeline.

Each role uses the CRM differently. Dedicated role pages are on the way.

Works with

Connected to leads, communications, jobs, and marketing.

The CRM is the middle of the platform — leads in, jobs out, every conversation on the record.

CRM FAQ

Questions about the CRM module.

More on the resources page.

How is Relay's CRM different from a horizontal CRM?

It's built around restoration sales motions — BD relationships, referral sources, recurring accounts, and loss-driven intake. The stages, the activities, and the reporting are restoration-specific.

Does Relay's CRM track referral sources?

Yes. Plumbers, adjusters, and property managers who refer are first-class contacts with their own history, attribution, and reporting.

How do opportunities become jobs?

Opportunity-to-job conversion is one click. The customer, scope, source, and activity history carry into the job record.

Are calls and emails logged automatically?

Yes. Calls through Communications and emails through the email integration attach to the contact and account automatically.

Can the CRM report on activity and ROI together?

Yes. Pipeline, win rate, BD activity, and source ROI report alongside operational and financial metrics in the same dashboards.

See it run

See CRM in your operation.

Thirty minutes with a restoration specialist. We'll walk through pipeline, activity, and source ROI against the way your team sells today.

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