THE Salesforce Digital Engagement Platform

Relay Portals

Salesforce integrated portals for businesses and nonprofits with ambitious goals. We deliver cutting edge digital engagement experiences for your clients and partners, tailored to your unique business workflows.

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We build Salesforce- integrated portals that are simple, scaleable, and secure.

Customizable

Relay Portals are completely customizable to your unique business needs. Our expert team will design and deploy a tailored portal to meet your most challenging business needs.

Lower Costs

Relay Portals cost a fraction of any off-the-shelf portal solution or custom portal from scratch. Avoid expensive off-the-shelf solutions with high recurring costs and leverage our framework to get up and running fast with low recurring costs.

Powerful Features

From online payments to chat, Relay Portals can supercharge your customer's digital experience. The sky is the limit with Relay Portals.

Billing & Invoicing

Invoices

Orders

Messages

Files

Your Profile

Settings

Relay Portals can simplify financial transactions between your business and your clients. It offers a centralized hub where clients can view, manage, and pay their invoices with ease, allowing for transparent financial engagements and real-time updates, reducing administrative hassles and improving cash flow.

Applicants

Dashboard

Gigs

My Timesheet

Reports

Your Profile

Settings

Whether for jobs, loans, or grant applications, the Relay Portal can help you streamline any application process. It provides an intuitive platform for applicants to submit and track their applications, and for businesses to manage, evaluate, and communicate with applicants efficiently, ensuring a smooth, organized application process for all parties involved.

Self-Service

Knowledgebase

Support

Place Order

Orders

Your Profile

Settings

Address customer issues promptly with the Relay Portals. By providing customers with a comprehensive knowledge base and the tools to resolve common issues themselves, Relay Portals reduces the load on your support team while enhancing customer satisfaction and empowerment.

Logistics

Orders

Shipment Tracking

Returns

Support

Your Profile

Settings

Relay Portals can be customized to handle complex logistics workflows crucial for businesses with extensive shipment or field service operations. It allows for real-time tracking, scheduling, and management of shipments or service appointments, creating a seamless link between your business, field personnel, and clients, ensuring timely and accurate service delivery.

Onboarding

Knowledgebase

Support

Subscriptions

Invoices

Your Profile

Settings

Ease the transition for your new clients with the Relay Portals for onboarding. Provide clients with a structured onboarding experience and help them understand your services, submit necessary documents, and complete all onboarding tasks efficiently.

Quote Calculators

Quotes

Orders

Invoices

Files

Your Profile

Settings

The Relay Portals can be customized to provide guided quoting for complex client requirements. By guiding clients through a tailored quotation process, these calculators ensure accurate, clear, and comprehensive quotes, aiding in informed decision-making and enhanced customer satisfaction.

Patient & Healthcare

My Appointments

Messages

Your Profile

Settings

The Relay Patient Portal transcends traditional scheduling and messaging portals by integrating advanced AI solutions like Infermedica. It facilitates a two-way conversation enabling patients to identify potential symptoms or diseases, alongside managing appointments and viewing medical records. This portal embodies the synergy of healthcare and digital innovation for superior patient care.

Property Management

My Lease

Maintenance Requests

Events

Knowledgebase

Your Profile

Settings

The Relay Portals can be designed to meet any property leasing and management processes. Tenants can apply for a lease, view and sign their lease agreements, and submit maintenance requests effortlessly. This portal bridges the communication gap between property managers and tenants, ensuring streamlined operations and a harmonious living environment.

Something Unique?!

Your Profile

Settings

The Relay Portals can be customized for any use case. In a business landscape where one size rarely fits all, we cater to the distinctive needs of your business, your clients, and your industry. Be it a specialized workflow, a unique data interaction requirement, or a bespoke user engagement model, our portals encapsulate your unique business essence, offering a digital space that’s as distinctive and innovative as your operations.

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Patient portal

Your Coverage

Help Call Center

Benefits Manager

Plan Preview

Your Profile

Settings

Our Process

Be up and running with your portal in as little as 60 days

Step 1

1-3 days

We'll get to know you and your business process through our rapid kickoff and design workshop.

Step 2

1 Week

We'll evaluate your current Salesforce org and identify the workflows you want to support.

Step 3

1-2 Weeks

Our team will dive into rapid portal design where we leverage our existing portal framework and design new features for your portal.

Step 4

1 week

Our team will present UI/UX designs and workflows for your review

Step 5

3 Weeks

Once approved, we'll dive into rapid development!

Step 6

1 Week

We'll plan and execute a formal testing phase with you and iron out any last details.

Step 7

Launch!

You'll have a fully operational and Salesforce-integrated portal that will delight your users.

Step 7

56-60 days

Our team will develop a scope of work based on our Relay Portals framework

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We designed Relay Portals to be the best of both worlds

Old Option 1

Out of the Box

Less expensive yet difficult (or impossible) to customize for your unique workflow

Cost Effective

Quick Turnaround

Highly Customizable

Self Hosted

SOC2 Type II Secure

Old Option 2

Totally Custom

Expensive, long development cycles, often lacks good Salesforce integration

Cost Effective

Quick Turnaround

Highly Customizable

Self Hosted

SOC2 Type II Secure

Relay Portals

Highly customizable, robust Salesforce integration, secure

Cost Effective

Quick Turnaround

Customizable

Self Hosted

SOC2 Type II Secure

Ready to jump start your portal journey?

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Platform Features

Relay Portals are built with the latest and greatest technologies

Online Payments with Stripe
Tables, List Views, and Records
Customizable Forms & E-Signature
Native iOS & Android App Ready
Messaging & Real-time Chat through Salesforce
File Upload and Sharing
File Upload and Sharing

Trusted Clients

Here are some happy clients using Relay Portals to supercharge their digital engagement.

We've been working with the Relay team for close to a decade. They are experts in Salesforce and web solutions and can tackle the most complex business challenges.

Kim Lundgren

Dir. of Technology, RetireeFirst