Relay.

One clear view of the business behind the business.

Business overview

Wednesday, 29 July 2026 · Sample data

This month ▾

New leads

128

July to date

Follow-ups due

8 due today

Open pipeline

$48,600

24 active opportunities

New enquiries

July 2026

Recent leads

Customer	Stage	Next action
Amelia Brooks	New enquiry	Send introduction
Oliver Chen	Proposal sent	Follow up tomorrow
Sofia Rivera	Call booked	Today, 2:30 PM

New enquiries

$12,400

In conversation

$20,200

Proposal sent

$16,000

A timely nudge

8 leads are waiting for a first response. Review your queue and schedule a follow-up.

The challenge

As a service business grows, leads, follow-ups, and customer notes can scatter across inboxes and spreadsheets. It gets harder to know what needs attention.

The design response

A connected workspace that brings customer context, pipeline visibility, due tasks, and practical business insights together. Useful information, organised around action.

Exploration scope

Admin dashboard
Lead and customer records
Activity timeline
Automated follow-ups
Analytics + AI suggestions

Self-initiated concept.
Not commissioned client work.

All names, records, and values shown are sample data. They illustrate the interface, not business performance.

Design decisions

The choices that shaped it.

01
Organised around action
The overview answers “what needs me today?” before it shows any chart.
02
Context travels with the customer
Every lead carries its source, owner, and timeline, so handovers don’t lose detail.
03
Insights that defer to people
AI suggestions are labelled, explained, and always ask for a human decision.