Build exactly the system your business needs
CRM, workflows, automations, forms, and email — one platform, fully customizable, no code required.
Free forever · No credit card · 35 templates included
Sales CRM template — ready in 5 minutes
Stop duct-taping tools together.
Most teams juggle separate tools for CRM, tasks, forms, email, and reports. Data gets scattered, nothing syncs, and you spend more time managing tools than doing actual work.
- Pay $50-300/user/month for each tool separately
- Data scattered across platforms, manual sync
- Months of setup, need consultants and training
- Rigid workflows that don't match your process
- Need developers for any customization
- Free forever, Pro from $14.99/user — everything included
- All data in one place, fully connected
- Pick a template, start in 5 minutes
- Visual workflow builder — design any process
- No code required — customize everything yourself
Built for teams who
outgrow spreadsheets.
Sales Teams
Track leads, automate follow-ups, manage pipelines. Replace Salesforce without the complexity or cost.
Agencies & Consultancies
Client management, project tracking, invoicing. One workspace per client or one for everything.
Real Estate
Property listings, buyer/seller workflows, appointment scheduling. Templates built for agents.
Startups & SMBs
Build exactly what you need. Start with a template, customize as you grow. No vendor lock-in.
HR & Recruitment
Applicant tracking, onboarding workflows, interview scheduling. 21 automations in the Recruitment template.
Operations Teams
Asset management, inventory, maintenance requests. Process-driven workflows with role-based access.
Your data. Your structure.
Create entities for anything — leads, deals, properties, patients, tickets, vehicles. Add fields with 20+ types: text, numbers, dates, selects, relations, files, formulas. No schemas to learn, no migrations to run.
- 20+ field types — Text, Number, Date, Select, Relation, File, Formula, and more
- Create any entity — Leads, Contacts, Deals, Projects, Patients, Properties
- Relate entities to each other — build a full data model without code
Leads
8 fields · 47 records
Contacts
12 fields · 189 records
Deals
10 fields · 23 records
Projects
7 fields · 15 records
Available Field Types
Draw your process. We'll automate it.
Drag status nodes onto a canvas. Connect them with transitions. Add automations — send emails when a deal moves to "Proposal", create tasks when a ticket enters "In Review", assign team members by role at each stage.
- Visual drag-and-drop process designer
- 8 automation types: email, tasks, notifications, field updates, and more
- Role-based auto-assignment at each stage
Automate the routine. Focus on what matters.
Build automation chains that trigger on events — when a deal moves, when a form is submitted, when a deadline passes. Chain multiple actions together: send emails, create tasks, notify teams, update fields, start new processes.
- 8 action types: email, tasks, notifications, field updates, and more
- Trigger on status change, record creation, or form submission
- Visual automation builder — no code required
Active rule — Proposal stage
All action types
Built-in tasks. Linked to everything.
Create tasks directly from records. Set priorities, deadlines, and assignees. Track them across list and board views. Tasks are connected to the right context — no separate tool needed.
- Create tasks linked to any record or entity
- List and board views with drag-and-drop
- Priorities, deadlines, assignments, and status tracking
Follow up with James H.
Leads · BrightPath
Send proposal document
Deals · Deal #47
Review Q2 contracts
Contacts · Maria S.
Onboarding call prep
Leads · TechFlow
Collect data without leaving your CRM.
Build multi-step forms with your entity fields. Embed them on any website. Every submission creates a record automatically — routed to the right process, assigned to the right team.
- Stepped forms with progress indicator
- Public embed on any website — no login required
- Auto-creates records with process routing
Build on top of Relaro.
Every entity, record, and process is accessible via REST API. Set up webhooks to push real-time events to your systems. API keys with scoped access. Full OpenAPI documentation.
- Full REST API for all entities and records
- Real-time webhooks on create, update, delete, transition
- API keys with scoped access + OpenAPI docs
API Request
curl -X GET \
https://api.relaro.io/v1/records \
-H "Authorization: Bearer csk_..." \
-d '{"entity":"leads","limit":25}'Webhook Payload
{
"event": "record.status_changed",
"data": {
"recordId": "rec_abc123",
"entity": "leads",
"from": "Qualified",
"to": "Proposal",
"fields": { "name": "James H." }
}
}20+ apps.
One click install.
Extend your CRM with invoicing, SMS, email campaigns, document templates, e-signatures, Stripe payments, time tracking, and more.
Invoice Generator
PDF invoices from any record
Stripe Payments
Accept payments online
Google Calendar
Two-way calendar sync
Telegram Bot
Notifications via Telegram
Twilio SMS
Send & receive messages
Email Campaigns
Bulk email with tracking
Document Templates
Merge fields, one click
Time Tracker
Timers & timesheets
Checklist
Task checklists on records
Tags
Flexible tagging system
PDF Reports
Generate reports from data
API Connector
Connect any external API
35 templates.
Ready to go.
Each template includes entities, workflows, roles, and pre-built automations. Pick one and start working in 5 minutes.
Sales CRM
Leads · Contacts · Companies · Deals · Products · Activities
14 automations: auto-email on conversion, create deals from leads, schedule demos, manager notifications, proposal approvals
Recruitment
Candidates · Vacancies · Interviews · Departments · Offers
21 automations: candidate emails at each stage, interview scheduling, offer approvals, onboarding tasks, rejection notifications
Project Management
Tasks · Projects · Milestones · Time Logs · Resources
12 automations: task assignments, deadline notifications, milestone tracking, team alerts on status changes
Real Estate
Properties · Clients · Viewings · Offers · Contracts
13 automations: viewing scheduling, offer notifications, contract approvals, client follow-up emails
Support Desk
Tickets · Customers · Knowledge Base · SLAs · Agents
12 automations: ticket assignment, SLA alerts, customer notifications, escalation triggers
IT Help Desk
Incidents · Assets · Changes · Problems · Knowledge Base
16 automations: incident routing, asset tracking, change approvals, problem escalation, SLA monitoring
Event Management
Events · Venues · Speakers · Sponsors · Registrations
13 automations: registration confirmations, speaker invitations, sponsor follow-ups, event reminders
Legal Cases
Cases · Clients · Documents · Billing · Court Dates
14 automations: case assignment, deadline alerts, billing notifications, court date reminders, document approvals
Manufacturing
Orders · Products · Materials · QC Checks · Shipments
11 automations: order processing, QC notifications, shipment tracking, material reorder alerts
Marketing Agency
Campaigns · Clients · Content · Analytics · Budgets
14 automations: campaign launch alerts, content approvals, client reporting, budget tracking notifications
Education
Students · Courses · Enrollments · Assignments · Grades
13 automations: enrollment confirmations, grade notifications, assignment reminders, course completion emails
Healthcare
Patients · Appointments · Treatments · Prescriptions · Billing
14 automations: appointment reminders, treatment updates, prescription notifications, billing alerts
Freelance
Clients · Projects · Invoices · Time Logs · Contracts
13 automations: project kickoff emails, invoice generation, payment tracking, contract renewal reminders
E-commerce
Orders · Products · Customers · Returns · Inventory
15 automations: order confirmations, shipping updates, return processing, inventory alerts, review requests
Non-Profit
Donors · Campaigns · Volunteers · Events · Grants
17 automations: donation receipts, volunteer onboarding, event coordination, grant application tracking
Inventory
Items · Suppliers · Purchase Orders · Warehouses
6 automations: low stock alerts, purchase order approvals, receiving notifications
Wedding Planning
Weddings · Vendors · Guests · Tasks
6 automations: vendor confirmations, guest RSVPs, task reminders, timeline updates
Restaurant
Reservations · Menu Items · Staff
5 automations: reservation confirmations, shift notifications, special event alerts
Fitness Studio
Members · Classes · Trainers · Memberships
6 automations: class booking confirmations, membership renewal reminders, trainer assignments
Veterinary
Patients · Owners · Appointments · Treatments
6 automations: appointment reminders, treatment updates, vaccination alerts, follow-up notifications
Insurance
Policies · Claims · Clients · Agents
9 automations: claim processing alerts, policy renewal reminders, agent notifications, approval workflows
Travel Agency
Bookings · Clients · Itineraries
6 automations: booking confirmations, itinerary updates, payment reminders, departure alerts
Photography
Bookings · Clients · Galleries · Invoices
6 automations: session confirmations, gallery delivery, invoice reminders, follow-up emails
Auto Repair
Work Orders · Vehicles · Customers · Parts
6 automations: repair status updates, customer notifications, parts ordering alerts, completion emails
Property Mgmt
Properties · Tenants · Leases · Maintenance
9 automations: lease renewal alerts, maintenance request routing, tenant notifications, payment tracking
Accounting
Clients · Engagements · Tax Returns
7 automations: deadline reminders, engagement tracking, client document requests, status updates
Construction
Projects · Tasks · Subcontractors · Materials
6 automations: task assignments, material delivery alerts, inspection scheduling, milestone notifications
SaaS Startup
Features · Bugs · Users · Releases
7 automations: bug triage, feature prioritization, release notifications, user feedback tracking
Staffing Agency
Candidates · Jobs · Placements
6 automations: candidate matching, placement confirmations, client notifications, contract generation
Logistics
Shipments · Routes · Drivers
5 automations: dispatch notifications, delivery updates, route assignments, exception alerts
Dental Practice
Patients · Appointments · Treatments · Billing
6 automations: appointment reminders, treatment plans, billing notifications, recall scheduling
Beauty Salon
Clients · Appointments · Services · Staff
5 automations: booking confirmations, reminder notifications, review requests, rebooking prompts
Church
Members · Events · Groups · Donations
5 automations: event announcements, donation receipts, group notifications, welcome messages
Startup Accelerator
Startups · Applications · Mentors · Events
10 automations: application screening, mentor matching, milestone tracking, demo day coordination
Film Production
Productions · Cast · Crew · Locations
9 automations: call sheet distribution, location booking, casting notifications, schedule updates
Don't see your industry? Build from scratch
Teams that
switched
“We replaced Salesforce with Relaro in two weeks. The Real Estate template had 90% of what we needed. We customized the rest in a day — saved us $2,400/month.”
David Chen
Managing Director at Metro Realty Group
“Our team tried Notion, Airtable, Monday — none had real process management. Relaro's automations cut our onboarding time from 3 days to 4 hours.”
Sarah Mitchell
Head of Operations at CloudScale
“I set up our recruitment pipeline using the template with 21 automations. Interview scheduling, offer generation, status updates — all automatic. It just works.”
Ana Rodriguez
Head of HR at TalentFirst
35
Ready-to-use templates
20+
Marketplace apps
344
Pre-built automations
5 min
Average setup time
Built different.
Paying for features you'll never use
Pay only for what you need — free plan forever
Locked into workflows that don't fit
Draw your own process, your way
Separate logins for tasks, email, forms
Everything in one place, one login
Need a consultant to set up
Pick a template, customize in 5 minutes
Limited API, closed ecosystem
Full REST API, webhooks, 20+ apps
Simple
pricing
No hidden fees. Cancel anytime. All 35 templates included in every plan.
Free
For individuals and small projects
$0 forever
Get started free- 1 user
- 1 workspace
- 5 entities
- 1,000 records
- All 35 templates
- Basic workflows
- 3 marketplace apps
Pro
For growing teams
$14.99 / user / month
Start free trialNo credit card required
- Unlimited users
- Unlimited workspaces
- Unlimited entities
- 100,000 records
- Advanced automations
- AI assistant
- Team analytics
- 10 GB storage
- All marketplace apps
- Priority support
Enterprise
For large teams with advanced needs
Custom
Contact sales- Everything in Pro
- SSO / SAML
- Dedicated instance
- Custom integrations
- Unlimited records
- Unlimited storage
- SLA guarantee
- Dedicated support
Your business
is unique.
Your CRM should be too.
Free forever · No credit card · All 35 templates included