Part of Operate Your Network

Stronger relationships. A stronger network.

Relay's CRM tracks every partner organization from first conversation to active partnership—accounts, locations, contacts, logged activity and a full change history—connected to the contracts, credentials and referrals that depend on them.

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Product screenshot · synthetic dataA partner account with its relationship stages and activity logging.Illustrative demo data, not customer results.Select the image to explore the full-size screen.
Product screenshot · synthetic data
A partner account in Relay's CRM with its relationship stages and activity actions

What your team can accomplish

Turn partner knowledge into coordinated action.

Who it serves

  • Provider relations and network liaisons
  • Contract administrators
  • Network leads recruiting new partners

Supported workflows

  1. Build the account

    Create partner organizations with parent and child organizations, multiple locations and contacts, each with a change history.

  2. Move through relationship stages

    Prospect, outreach, activation, contracting, onboarding and active—every stage change is recorded.

  3. Log every interaction

    Record calls, emails and visits on the account, and create a follow-up task in the same step.

  4. Onboard the partner

    Apply contract and credentialing requirement templates, connect the organization to the partner portal and invite its users.

  5. Prepare for the conversation

    A partner intelligence brief summarizes public news and nonprofit filings about the organization.

CRM & Relationship Management

Your questions, answered

What kind of relationships does the CRM manage?

Your team sets each partner's relationship status and onboarding stage, so every record reflects what actually happened.

How does partner onboarding work?

Onboarding brings requirement templates, partner portal access and invitations together on the partner's record.

How it connects to the rest of Relay

See your partner network in Relay

Bring your partner list and we'll show how relationships, contracts and readiness come together.

Request a demo