About Relay

Help implementation teams see what each customer needs next.

Relay gives B2B SaaS teams one workspace to map onboarding steps, reuse a tested process, request customer information, and track implementation tasks.

Why this problem matters

Implementation depends on more than a task list.

A B2B SaaS customer may need to provide information, make decisions, and complete product setup before implementation can proceed. Teams need a repeatable process and a clear view of incomplete work. Relay keeps process steps, implementation tasks, and requested customer information together in its own workspace.

What Relay does

Connect the plan to customer work.

  • Map ordered onboarding steps and their owners.
  • Check that steps have instructions and owners before handover.
  • Save tested process snapshots as reusable templates.
  • Track customer tasks and missing required information.

Who Relay is for

B2B SaaS implementation teams.

Relay serves SaaS companies whose business customers go through a multi-step implementation—not individual users of business software.

01

The buyer

A B2B SaaS company seeking clearer, more reliable implementation readiness for its business customers.

02

The daily team

Implementation, onboarding, or professional-services staff who coordinate customer inputs and product setup.

03

The participants

The SaaS company’s customers provide agreed setup information and work with the implementation team through the journey.

One focused workspace

A standalone implementation workspace.

Relay brings process maps, customer information requests, and implementation tasks together in its own workspace. Teams use Relay to manage the workflows and tasks created inside Relay.

Clear product boundaries

Readiness signals you can inspect.

  • See missing or invalid required customer responses.
  • Review overdue tasks, prerequisites, and explicit blockers.
  • Keep task status and responsible roles visible in each implementation.
  • Collect requested setup information through a private customer link.

See how Relay fits your implementation workflow.

Explore how your team can plan process steps, start customer work, and review readiness in Relay.

Book a Product Demo