RELAYTO AI Features

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Arrange tasks based on the level of priority or urgency

Tools for the systematic analysis of various types of data or statistics

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Digitally sign online documents

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content.

Centralized repository to store content and assets

Manage, store and organize emails within the system or via third-party apps

Pre-designed layouts that can be customized to match preferences and requirements

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Gives users the ability to subscribe to unique content or otherwise share contact information.

Helps users understand audience demographics and evaluate visitor behavior

Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.

Accurately determine your websites most common entry and exit points, while displaying data elegantly.

Accurately measure total web traffic and display data logically.

Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.

Track user return rates and related metrics.

Track what proportion of users convert to customers via specific actions.

Software is able to convert PDFs into flipbooks.

Software is able to convert slideshow presentations into flipbooks.

Flipbooks can be presented on a digital bookcase on a website.

Flipbooks can be made in HTML5 format.

Product is compatible with Mac products.

Product is compatible with Windows products.

Software provides additional metrics such as page views, time spent on page, etc.

Software provides additional lead capture tools like a triggered lead form.

Product is available as in-browser software offering hosted in the cloud.

Product is available as a downloadable software offering.

Provides a variety of slide design tools, such as animations, icons and transitions.

Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.

Provides an autosave option to prevent file loss.

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Ability to deliver unique content for each account that visits a company's website.

Allows companies to create and distribute personalized content within an account-based marketing strategy.

Gives users a variety of chart and graph options that can be editied within the presentation.

Provides users with a pre-built library of useable slide templates.

Allows users to customize their own templates.

Digitally share pre-made materials and self-created content with others

Centralized repository to store content and assets

Collection of images, videos and other digital content that can be used

Digitally share screen view with others

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Has a centralized dashboard for users to interact with

Provides educational materials to help employees make informed decisions about their benefits.

Track and manage employee benefits information and eligibility information within a centralized database.

Contains in-application messaging abilities.

Is accessible from a mobile device and by users on the go.

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Provides pre-built or customizable performance reports

Contains application performance monitoring capabilities

Ability to monitor page views and conversions per account as they engage with a personalized website and content.

Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.

Allows users to identify topics and build search queries to find relevant content

Curates content from multiple channels and sources

Suggests relevant content and adapts to user's preferences

Supports various content formats, such as text, images, video, and audio.

Offers tools for team collaboration such as shared feeds, annotations, or approvals

Provides features for organizing, tagging, and filtering content

Enables users to personalize curated content (e.g. captions, calls-to-action)

Provides insights into content performance and tracks effectiveness of content curation efforts.

Provides features for sharing curated content on social media

Provides features for distributing curated content through newsletters

Provides features for sharing curated content on blogs on websites

Integrates with other marketing tools to facilitate curation, collaboration, or distribution of content

Offers tools to optimize curated content for search enginges.

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.

Ability to measure the revenue influence and ROI of every piece of content.

Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Ability to share demo with prospect on live demonstration

Guide prospects through demo with walkthrough demo

Ability to analyze and track a prospect's level of engagement with a demo

Ability to demonstrate multiple use cases or personas to prospect.

Ability to provide prospect with interactive product tour asychronously

Ability to provide a trial experience of a product through a pre-configured, or cloned, environment

View and track pertinent metrics to find patterns and gain insights from data

Ability to create or use pre-built templates to expedite demo creation.

Overall functionality to build demos within the product.

Ability to store and organize demo content.

Ability to customize content to ensure brand consistency.

Ability to integrate to push demo analytics to CRM or Marketing Automation platforms

Ability to edit or modify data and demo elements to tailor to prospect

Ensure environment meets security and compliance requirements

Provides an interactive simulation of a mobile application that lets users explore core features and workflows through guided taps and swipes

Integration with third-party CRM systems

Create content plans or calendars for multiple users and schedule content in advance.

Ability to publish content either from the source it was created or through a third party.

Create and publication of content for social media platforms.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Converts images into a textual description, identifying key elements.

Provides the ability to generate video from a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Use AI to generate content in the form of text, images, videos, etc.

Presenter can see and hear participants and vice versa

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Provides the ability to generate video from a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Offers photo editing tools for photo content.

Offers video editing tools for video content.

Edit text as needed

Edit, touch up, and convert images for publishing

Provides tools to track, manage, or improve SEO performance.

Offers ability for multiple users to collaborate on content through sharing, commenting, or chat functionality.

Allows users to highlight and annotate feedback on content.

Enables users to take static content and make it interactive or dynamic.

Enables users to schedule the publishing and unpublishing of content at specific dates and times.

Allows users to import content drafts from exterma; storage sources in a way that doesn't alter format or layout.

Produces finished or near-finished content with minimal human intervention beyond templating and prompting.

Generates high-quality content that adheres to brand guidelines.

Provides content generation at scale with efficient response times and quick turnaround.

Generates content that adheres to predefined brand voice and messaging guidelines.

Generates multimodal content including text, images, audio, or video from user prompts, instructions, or contextual inputs.

Generates and adapts content for multiple languages or regional audiences.

Acts as a central hub for teams to collaborate and coordinate on large-scale content efforts.

Maintains regulatory compliance to ensure company data privacy and protection.

Features guardrails to prevent harmful or offensive content generation.

Maintain brand consistency by customizing presentations with company logos, colors and fonts.

Search and locate specific slides or presentations easily with a powerful search function.

Control user access with secure permissions for viewing, editing, and sharing presentations.

Analyze presentations performance with built-in analytics on usage and engagement.

Utilize a template library for quick creation of presentations with customizeable designs.

Centralize storage for all presentations and slide decks in one secure location.

Enable real-time collaboration for teams to work on presentations simultaneously.

Track and manage versions of presentations with version control features.

Integrate with other productivity software tools such as PowerPoint, Google Slides, and cloud storage products for smoother workflow.

Access presentations across multiple devices, ensuring seamless viewing on mobile, tablet and desktop.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Text-based tags or codes added to the end of a URL that monitor and track link performance

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Utilizes an intelligent, conversational agent or avatar that automatically guides through a product demo in real time

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

Use AI to generate content in the form of text, images, videos, etc.

Provides guardrails to prevent harmful, offensive, or non-compliant content generation.

Supports AI-generated content labeling or disclosure requirements.

Maintains enterprise-grade security, regulatory compliance, and data privacy protections.

Integrates with marketing channels, CMS platforms, or publishing tools for content distribution.

Supports content approval workflows and content lifecycle management processes.

Centralizes management of generated content and brand assets across teams and campaigns

Communicate using direct chat or messages within the system

Tools designed to streamline the process of lead generation and management for sales teams

Distributing content through various platforms or channels

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Record audio and/or video

Provides a channel for team members to share media files, communicate, and work together

Schedule appointments via a calendar

Notifications that are delivered to users as soon as an event occurs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Caters to sales teams

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan availability and assign specific time slots for tasks and resources

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track delivered, received, and opened emails

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track interaction history by documenting conversations for contacts

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Automatically identify and save contact information of potential customers

Record the audio of phone conversations for quality assurance purposes

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Organize and manage the accomplishments and development of employees or performance of applications or systems

Engage with a lead throughout the sales process by actively providing information

Store, manage, and track all electronic documents in a centralized location

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Manage the process of planning and scheduling meetings, including agenda creation

Score a lead on their quality or likelihood to buy based on certain behaviors

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Supports various video file formats

Supports audio files

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Allows employees to set and manage work or career related goals

Define sales targets and create strategies to meet goals or marketing results

Access software remotely via mobile devices

Integration with third-party CRM systems

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Define levels of authorization for access to specific files or systems

Games or game-like elements to track progress and reward accomplishments

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track all opportunities for potential sales and convert them into recurring revenue

Distribute training content in bite-size pieces that can be consumed in short periods of time

Digitally share pre-made materials and self-created content with others

Receive data and information in real time

Streamlining repetitive tasks and activities through automated and predefined workflows

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Edit text as needed

Define levels of authorization for access to specific files or systems

Leave comments and notes on documents for others to view

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Import or export content

Import and export data to and from software applications

Track employee/learner's progression through training programs

Supports audio files

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assemble applications and processes by dragging over and arranging pre-built components

Tracks metrics that provide insight into how a user interacts with any interface or product

Edit, touch up, and convert images for publishing

Edit offline

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Input 3D objects

Convert data into a code for security

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Supports various video file formats

Record audio and/or video

Track revisions and updates made to files and navigate between different versions

Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.

Digital displays use technologies such as LCD, LED, projection and e-paper

Present offline

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create playlists of content and media types & manage the distribution of those playlists to display screens

Connect with meeting participants remotely over video

Ability to insert animations/transitions

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Allow the audience to interact or engage with the content

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Connect with meeting participants remotely over video

Record and save a video file of what is happening on a computer screen

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Create and share notes/annotations taken during meetings

Reminders sent via email

Tracks metrics that provide insight into how a user interacts with any interface or product

Search and filter data across systems to locate required information by entering keywords or certain criteria

Define levels of authorization for access to specific files or systems

Access software remotely via mobile devices

Used as a promotional or demonstration tool in sales and marketing presentations

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan an event's time and location

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Adjust communications based on previous interactions or personal preferences

Synchronize with other calendars to view mutual availability and schedules

Application programming interface that allows for integration with other systems/databases

Highlight content and/or make notations about parts of content

Digitally share screen view with others

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Import and export data to and from software applications

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Provides a channel for team members to share media files, communicate, and work together

Monitor activity of individuals who visit your website using cookies

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Track and document all activities across devices, networks, and other systems

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

For the intention to be used by developers

Centralized repository to store content and assets

Optimize and manage the search engine optimization efforts for a website or digital content

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, save, and re-purpose templates for emails, forms, etc.

Create, design and manage workflows for repetitive tasks

Runs stored procedures and queries in Java programming language

Allow users to access multiple services after entering their login credentials once

A set of software tools and programs used by developers to create applications for specific platforms

Facilitates online authoring and publishing of the content

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Set up connections to third-party platforms to improve business processes

Preview materials before finalizing projects

Application programming interface that allows for integration with other systems/databases

Search for specific words or phrases within a document or database

Input different types of content and edit text formats, fonts, font sizes, and colors

Manage the process of evaluating documents or requests submitted for approval

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Define levels of authorization for access to specific files or systems

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track revisions and updates made to files and navigate between different versions

Built-in website builder or integration with third-party site

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

For the intention to be used by marketing teams

Separate front and back end platforms to make coding changes without affecting user experience

Use AI to generate content in the form of text, images, videos, etc.

View and track pertinent metrics to find patterns and gain insights from data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Create, design and manage workflows for repetitive tasks

Pre-designed layouts that can be customized to match preferences and requirements

Provides a channel for team members to share AI models, media files, communicate, and work together

Connects LLMs with business data sources and systems such as CRMs and knowledge bases to enable data-driven, context-aware interactions

Teach AI to follow brand guidelines and tone, generating branded, enterprise-grade content in text, images, audio, video, and more.

Supports AI-generated content labeling or disclosure requirements.

Create content in various formats, such as print, PDF, HTML and more

Notifications/alerts for upcoming events or tasks

Features guardrails to prevent harmful or offensive content generation.

Maintain security, compliance, and data privacy protocols for all interactions

Optimize and manage the search engine optimization efforts for a website or digital content

Track revisions and updates made to files and navigate between different versions