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One workspace. Every customer relationship.

Relynta replaces the patchwork of inbox, CRM, calendar, and campaign tools with a single intelligent platform built around how your team actually works.

Your inbox, with a brain behind it

Every email opens with full customer context — who they are, what's been discussed, and what needs to happen next. AI prepares draft replies grounded in your actual business content.

  • Context-aware draft suggestions
  • Conversation threading by contact
  • Quick actions: task, deal, appointment
  • Shared team inbox with ownership
Relynta AI-powered inbox with draft assistant

Total recall for every relationship

Every contact has a living profile with conversations, notes, tasks, appointments, deal history, and preferences. Your team always knows the full story before they reply.

  • Unified activity timeline
  • Notes, tags, and custom fields
  • Linked deals and appointments
  • Relationship scoring
Relynta contact CRM with timeline and activity

AI that actually knows your business

Import your website, service documents, and PDFs. Relynta uses this knowledge to generate drafts, suggest answers, and keep team responses aligned with how your company operates.

  • Website and PDF content ingestion
  • Service-aware draft generation
  • Consistent messaging across team
  • Faster new-hire onboarding
Relynta knowledge base — teach AI your business content

From inquiry to close — without the data entry

Convert conversations into pipeline opportunities with a click. Track stage, value, and next steps tied directly to real email threads — not manually-entered records nobody trusts.

  • Drag-and-drop pipeline stages
  • Deal activity linked to conversations
  • Won/lost tracking with context
  • Stale opportunity alerts
Relynta pipeline Kanban board

From quote to paid — in one workflow

Create professional estimates, send them for approval, convert to invoices, and collect payment — all tied to the contact record. No separate billing software needed.

  • Professional estimates with line items, tax, and discounts
  • Secure link for customer approve/decline with comments
  • One-click convert approved estimate → invoice
  • Online payment via Stripe Connect (Growth+)
  • Manual payment recording (bank, check, cash)
  • Automated reminders: before due, on due, overdue
  • PDF download for estimates and invoices
  • Auto-expiry for estimates, overdue detection for invoices
  • Configurable prefixes, payment terms, multi-currency
Relynta estimates and quotes

One secure link for everything your client needs

Every contact gets a branded portal — no login required. Clients can review estimates, pay invoices, see upcoming appointments, and access shared documents. Smart CTAs guide them to whatever needs attention.

  • View and approve/decline estimates
  • View and pay invoices with one click
  • See upcoming appointments with add-to-calendar
  • Access shared documents
  • Smart CTA based on current state (payment due, estimate pending, etc.)
  • Branded with your org logo and support info
  • Token-based secure access — no login required
  • Send or copy portal link anytime
Relynta client portal — estimates, invoices, documents in one place

Outreach that knows your customers

Run targeted email campaigns grounded in real CRM data — not generic blasts. Build with templates, track opens and clicks, and measure what's working across every send.

  • Campaign wizard: audience → content → send
  • Target by tags, contact type, or manual selection
  • Template library with block builder and AI drafting
  • Merge variables: name, company, custom fields
  • Open tracking, click tracking, reply detection
  • Live metrics: sent, delivered, opened, clicked, bounced
  • One-click unsubscribe handling
  • Drip campaigns with automated sequences (Growth+)
Relynta campaigns and drip sequences and campaign templates

Reach clients where they respond fastest

Connect your own Twilio account and send SMS directly from Relynta — appointment reminders, estimate notifications, invoice alerts, and full two-way conversations, all visible on the contact timeline right in the inbox.

  • Two-way SMS conversations in the inbox
  • Automated appointment reminders via text
  • Estimate and invoice notification alerts
  • Contact-linked SMS threads on the timeline
  • Connect your own Twilio account (10DLC or toll-free)
  • Simple setup wizard — configure once, works natively
  • Twilio messaging fees billed directly by Twilio
Relynta SMS two-way messaging and automated alerts

Follow-up and scheduling — built into the workflow

Every task, reminder, and meeting ties back to the customer conversation that created it.

Google Calendar
Two-way sync
Google Meet
Auto-generated links
Zoom
Add meeting links to appointments
📅

Appointment Scheduling

Book meetings that sync to Google Calendar with auto-generated Google Meet links or manually added Zoom links. Set working hours, buffer time, meeting types, and share a public booking page your clients can use to self-schedule.

Tasks & Follow-Ups

Create tasks directly from conversations with type, priority, due date, and reminders. Snooze, reassign, and track completion with notes — all tied to the contact record.

🔔

Automated Reminders

Configurable reminder emails with meeting join links sent automatically before every appointment. Reduce no-shows without manual follow-up.

Stop managing software.
Start managing relationships.

One inbox-first workspace for customer context, drafting, follow-up, and pipeline — without the overhead of enterprise CRM.

14-day free trial. No credit card required. Built for teams of 2–20.