R
Relay
Collaboration & customer-facing sessions
- Live and async teamwork in one workspace
- Client calls, QBRs, demos, and support with screen share
- Webinars, town halls, and training at scale
Platform integration
Suite, bundles, and how products fit together
For procurement and IT leaders who want a clear picture of how Relay relates to the rest of your stack—including optional suite agreements.
Ecosystem
Relay and ClientFlow are built to work as one revenue stack
Relay is your collaboration layer—meetings, chat, voice, webinars, and screen sharing. ClientFlow is your CRM and revenue workspace—pipelines, leads, territories, automation, and forecasting.
CF
ClientFlow
CRM, automation, and revenue intelligence
- Pipelines, opportunities, and weighted forecasting
- Lead scoring, territories, workflows, and webhooks
- Dashboards, audit trails, and API-first operations
ClientFlow is a separate product in the same ecosystem. Contact your account team for access.
Bundle or buy à la carte—you choose
Start with Relay to fix meetings and chat, then add ClientFlow when pipeline discipline matters—or standardize on both from day one for a single procurement path.
- Suite.Relay + ClientFlow together for organizations that want collaboration and CRM on one roadmap.
- Relay only.Best when you already have a CRM and need a premium communications layer.
- ClientFlow only.Best when revenue operations is the priority and you will integrate your own meeting stack.
End-to-end
From first touch to renewal— without dropping context
When Relay and ClientFlow sit in the same ecosystem, handoffs between selling and working the deal stay in one narrative.
Capture & qualify
Leads, scoring, and territories in ClientFlow give revenue teams a system of record before anyone joins a call.
ClientFlow
Collaborate live
Discovery, demos, and success reviews happen in Relay—screen share, chat beside the meeting, and recordings your team can find later.
Relay
Close & forecast
Stages, opportunities, and weighted pipeline roll up to dashboards so leadership sees reality, not slides.
ClientFlow
Onboard & expand
Implementation calls, training webinars, and exec QBRs stay polished in Relay while account health lives in ClientFlow.
Both
Questions about Relay, ClientFlow, and bundles
Straight answers for teams evaluating the ecosystem—whether you want one product or the full suite.
Can we purchase Relay without ClientFlow?
Yes. Relay is a standalone collaboration product. Many teams adopt it first for meetings and persistent chat, then connect their existing CRM through your own integrations when ready.
Can we use ClientFlow without Relay?
Yes. ClientFlow is a full CRM and revenue operations workspace on its own. If you already have a meeting stack, you can run pipeline, automation, and forecasting there and add Relay when you want a unified collaboration layer.
What does a bundle typically include?
A suite agreement usually combines Relay and ClientFlow with aligned billing, shared security expectations, and a coordinated rollout—so GTM and operations leaders procure once and onboard teams with a single story.
How does pricing work for the suite vs individual products?
Individual products are priced on their own meters (seats, usage, and tiers). Suite and bundle pricing is designed to reward standardization—see pricing for current Relay tiers and a bundles overview.
Ready to unify collaboration and revenue?
Start with Relay, add ClientFlow when you're ready—or talk to us about a suite rollout.