Personal CRM agent
Relay
A personal CRM the owner runs by chatting in WhatsApp.
Built for · Relationship-led SMBs: recruiters, brokers, agencies
Demo with sample data
What it does
How Relay works.
The owner tells the agent what happened, or lets it read a connected WhatsApp Business conversation, and it keeps contacts, deals, notes and follow-ups up to date. It drafts replies and reminders, and the owner approves every outbound message.
Chat is the interface
Notes, questions, reminders and approvals all happen in a WhatsApp thread with the agent.
Records fill themselves
Each conversation updates the contact, the deal stage and the next step, with the source message linked.
Follow-ups never slip
The agent drafts the follow-up at the right time and waits for a one-tap approval before sending.
A daily brief
Every morning: who to call, what was promised and which deals have gone quiet.
Screenshots
Inside Relay.
What it proves
A personal agent inside the messaging app people already live in, turning conversations into structured records with the owner approving what goes out.
Where we apply it for clients
- Personal agents for sales and account teams
- WhatsApp-first SMB CRMs
- Field teams that never open the CRM
Built with
- WhatsApp Business Platform
- Next.js
- Python
- Postgres
Want personal CRM agent in your business?
Thirty minutes. One real workflow. We will tell you what it would take.