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
Impact
The CRM stays current without anyone opening it, so no follow-up is forgotten and no deal goes quiet by accident.
- 0
- CRM fields typed by hand
- 1 tap
- to approve a follow-up
- Daily
- brief of who to call
Before: Notes live in the owner's head and chat history
After: Every conversation updates the contact, deal and next step
Before: Follow-ups slip when the week gets busy
After: Drafted on time, sent after one approval
Before: Friday evenings spent updating the CRM
After: The record is already right when anyone looks
Who feels itOwners and account teams get their evenings back, and clients get replies on time.
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.