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RelayDesk
A lightweight customer handoff system for sales, success, and support.
Keep context moving between teams with shared notes, ownership rules, and cleaner account transitions.
handoff
crm
support
Long Description
RelayDesk helps growing teams stop losing customer context during internal handoffs.
What It Does
- RelayDesk helps growing teams stop losing customer context during internal handoffs.
Who It’s For
- A lightweight customer handoff system for sales, success, and support.
Features
Shared account context
Notes, risks, and next steps stay attached to the customer.
Owner rules
Route accounts by segment, urgency, or lifecycle stage.
Timeline view
See every touchpoint across teams in one thread.