Lead Capture & CRM
Organize inquiries, contacts, and companies so your team can follow up with context.
- Contact details, company records, and tags
- Connected notes, activity, tasks, and deals
- CSV contact import and duplicate protection
Customer growth & revenue protection
Find opportunities.
Build relationships.
Recover revenue.
Connect business prospecting, customer management, follow-up, revenue recovery, and retention in one business workflow. Build your pipeline and give every opportunity a clear next step.
Built for growing businessesClear prioritiesMeasurable recovery
Illustrative dashboard
Recovery overview
Revenue Leak Radar
$18,420
AT-RISK REVENUE$24.8K
RECOVERED$18.4K
OPEN ACTIONS27
12 high-priority opportunities foundExample recovery queue · Testing phase
Product concept preview. Figures are illustrative and do not represent customer results.
01Capture
02Track
03Detect
04Recover
05Retain
Dashboard & mobile app preview
Your business, in one clear view.
A look at the Relytora dashboard and mobile app direction—built around leads, customer activity, and the next follow-up.
Desktop dashboardSee your pipeline, customer activity, and recovery priorities together.
Mobile app directionReview leads and follow-up tasks on the move. iOS and Android · Testing phase.
The Relytora platform
A connected path from new lead to repeat customer.
Explore the core CRM and the expanded capabilities in testing ahead of our December 13, 2026 launch. The full feature set is scheduled to be available at launch; contact us about pre-launch access.
Business Prospecting
Discover business prospects that fit your target market and build a focused outreach pipeline.
- Business search and targeting filters
- Prospect lists and contact details when available
- Move selected prospects into CRM
Sales Pipeline Management
Give opportunities a clear stage, owner, and next action as relationships progress.
- Deal stages and opportunity values
- Ownership and task tracking
- Drag-and-drop stages and linked customer records
Workflow Automation
Keep follow-up moving with repeatable rules and timely actions.
- Email and messaging workflows
- Task assignments and reminders
- Activity-triggered follow-up
Revenue Leak Radar
Surface opportunities that may need attention before they go cold.
- Stalled leads and unanswered inquiries
- Unfollowed estimates and payment reminders
- Risk scoring and recovery priorities
Revenue Recovery
Organize follow-up around overlooked opportunities and track what happens next.
- Recovery queues and guided actions
- Follow-up playbooks
- Separate potential value from verified revenue
Customer Reactivation
Reconnect with inactive customers and invite them back with relevant outreach.
- Inactive-customer segments
- Win-back campaigns and offers
- Response and return-visit tracking
Customer Retention
Build consistent relationships after the first sale.
- Renewal and repeat-service reminders
- Customer engagement signals
- Ongoing customer follow-up
Reputation Marketing
Make customer feedback and review follow-up part of your customer experience.
- Review requests after service
- Feedback and response workflows
- Review activity reporting
Reporting & Measurement
Understand pipeline activity, follow-up performance, and recovery outcomes.
- Lead and campaign performance
- Team activity and pipeline reporting
- Potential, recovered pipeline, and verified revenue
AI Assistance & Integrations
Reduce repetitive work and connect the tools your business uses.
- Assisted message drafting
- Follow-up recommendations
- API and business-tool integrations
Web, iOS & Android
Keep customer work accessible from the office and on the move.
- Web-based business workspace
- iOS and Android experiences in testing
- Mobile access to leads and follow-up
Unanswered Estimate Follow-Up
Keep open estimates and proposals moving with timely follow-up before opportunities go cold.
- Track estimates awaiting a response
- Automated follow-up reminders and messages
- Monitor replies and accepted estimates
Booking & Appointment Reminders
Turn customer interest into booked appointments and help customers remember their next visit.
- Online appointment scheduling
- Automated appointment reminders
- Customer rescheduling options
Revenue Results Dashboard
See how leads, appointments, and follow-up connect to business results in one clear view.
- Track leads, appointments, and won sales
- Connect recorded outcomes to campaigns and follow-up
- Separate potential value from verified recovered revenue
Task Management
Keep daily work organized with tested task creation, updates, and completion tracking.
- Tasks and follow-ups linked to customer records
- Daily priorities and overdue indicators
- Task updates and completion tracking
Complete Customer Profiles
Bring the customer relationship together so your team can see the context behind every next step.
- Contact information, company details, and tags
- Linked leads, deals, and follow-up tasks
- Connected recovery, retention, and reactivation activity
Notes & Activity Timeline
Keep customer notes and relationship history alongside the records your team works with every day.
- Customer notes in one place
- A timeline of recorded activity
- Context for the next conversation and follow-up
Team Management
Organize your team within a shared business workspace and keep ownership of customer work clear.
- Organization members and roles
- Clear ownership of opportunities and tasks
- A connected view of customer work
Daily Lead Database
Planned for launch: a business lead database updated daily to support prospect discovery and focused follow-up.
- Search businesses by target market
- Build and organize prospect lists
- Bring selected prospects into CRM workflows
Daily updates apply to the database; individual records and contact details may vary.
Appointments & Calendar
Keep scheduled customer meetings visible alongside your sales and follow-up work.
- Appointment and calendar views
- Customer meetings in one workspace
- A clearer view of upcoming commitments
Business Prospecting · Testing phase
Build a prospect list with purpose.
Focus on the businesses you want to reach. Relytora’s business prospecting tool is being designed to connect prospect discovery with the customer workflow that follows.
Ask about business prospecting →Define your ideal business
Narrow prospects by industry, location, and business characteristics.
Review and save prospects
Build focused lists and review available business contact information.
Turn a prospect into a relationship
Bring selected businesses into CRM, assign next steps, and track outreach.
Contact details vary by business. Business Prospecting is in testing; scheduled for availability at the December 13, 2026 launch.
The Relytora workflow
One workflow for the whole customer relationship.
The platform workflow connects prospect discovery, follow-up, and customer retention. Advanced automation and recovery capabilities are in testing.
1
Capture
Discover prospects and capture inquiries in one customer workflow.
2
Monitor
Watch for stalled activity, delays, and disengagement.
3
Prioritize
Score recovery opportunities by urgency and value.
4
Act
Launch follow-ups, assign work, and run recovery workflows.
5
Verify
Track recovered pipeline and confirmed revenue.
Business outcomes
Make revenue recovery part of daily operations.
Fewer missed opportunitiesTeams know exactly what requires attention next.
Faster follow-upAutomation keeps every lead and customer moving.
Stronger retentionEarly warning signals help prevent silent churn.
Clear accountabilityEvery recovery action and result is measurable.
Built for recurring customer activity
Where follow-up directly affects revenue.
Relytora is designed for businesses that generate leads, quotes, appointments, invoices, or repeat customers.
Home servicesQuotes, scheduled work, missed calls, and repeat service.
Professional servicesConsultations, proposals, open deals, and renewals.
Health & wellnessAppointments, follow-ups, and inactive customers.
Local growth businessesNew leads, small teams, and disconnected tools.
Why Relytora
Give every customer opportunity a next step.
Relytora’s product direction brings acquisition, follow-up, recovery, and retention into a connected operating view.
Connect the customer journey
Move from prospect discovery and CRM into follow-up, reactivation, and reputation workflows.
Focus on the next action
Give your team an organized way to see opportunities, assign ownership, and follow through.
Measure meaningful outcomes
Keep potential opportunity, recovered pipeline, and verified revenue separate when assessing results.
Automation, recovery, reactivation, reputation, advanced reporting, integrations, AI, and mobile apps are in testing. The full feature set is scheduled for our December 13, 2026 launch.
Be ready for launch
Join the Relytora launch list.
Launching December 13, 2026. Leave your details to receive launch updates and information about getting started.
No payment required. Joining this list does not create a paid subscription or reserve a charge.
Contact Relytora
Let’s talk about your business.
Ask a question or request a demo. Tell us what you want to improve, and we’ll follow up by email.