Relay — AI-native CRM + Ops + Project Management

Turn real work into real intelligence

Relay is an AI-native system where teams don't "work the CRM." They relay what happened — voice, text, notes, photos — and Relay converts it into structured, retrievable intelligence with guided next steps. Built in-house for our needs, now available to beta users.

Public Sector — Digital Infrastructure & Permitting

Modernize systems at city scale

We build secure, high-availability platforms for municipal governments. From complex permitting workflows to citizen portals, we deliver software that powers public services.

Salesforce — Architecture & Recovery

Enterprise delivery without technical debt

Deep expertise in Service Cloud, Field Service, and complex Apex implementations. We rescue stalled projects and refactor legacy orgs into performant, scalable platforms.

CRM is only useful if it reflects reality — Relay captures reality automatically. Trusted by agencies for mission-critical operations. Stop fighting the platform. Start shipping features.
Relay Platform
AI-native CRM & Ops
Public Sector
City-scale Infrastructure
Salesforce
Architecture & Recovery
RELAY

The easiest way to turn what you know into real sales and business intelligence.

Relay is built on a simple idea:

"Collect first. Organize later."

Relay takes your raw inputs — voice notes, texts, meeting summaries, photos — and extracts and organizes the context against the system's data. It guides you to flesh out context when needed, or jumps in with insights when you're ready.

Relay is Business Intelligence + Operations

Relay is not just CRM. We are currently working on applying its principles to different domains.

OPEN BETA

CRM

AI-native customer relationship management. Relay what happened, and watch it structure into accounts, opportunities, and next steps.

ALPHA DEV

Project Management

Relay-native PM for teams who want tasks, timelines, and dependencies to emerge from real work — not manual planning.

CUSTOM

Custom Operations

Tailored Relay implementations for your specific operational needs. One custom system deployed and running.

THE RELAY PHILOSOPHY:

Every module shares the same core: capture naturally, structure automatically, guide intelligently.

How Relay Works

Watch as unstructured inputs flow into Relay's intelligence engine and emerge as organized, retrievable data.

1. Schema-less capture
Drop anything in — voice, notes, docs, events.
2. Agent stewardship
Content clusters are managed and always retrievable.
3. Simple outputs
Familiar UI modules built on Relayed data.

What Is Relay?

Relay is an AI-native CRM where users don't manage software — they relay information about their work, and the system takes care of the rest.

Instead of navigating complex UIs, filling out forms, or remembering where to log things, users simply:

Speak
Talk through meeting outcomes
Type
Jot down quick thoughts
Capture
Photo of menu or price list
// Relay parses information into structured intelligence
relay.parse(userInput)
→ updates records automatically
→ extracts actions & commitments
→ guides what happens next
no_workflows.config
❌
Navigate complex UIs
No workflows. No rigid screens.
❌
Fill out forms
No cognitive overhead.
❌
Remember where to log things
The user never thinks about where information goes.
✓
Relay what happened
That's it.

From Raw Input to Real Intelligence

Relay doesn't just store notes. It transforms unstructured input into actionable intelligence.

Clear next actions
Timelines and commitments
Evolving summaries
Risk signals and priorities
RESULT:

Each account and opportunity becomes a living source of intelligence, not a static record.

SYSTEM_GUIDANCE.active

Suggests next steps
Highlights what's missing
Asks clarifying questions when needed
Flags risks early
Prevents deals from quietly stalling
// The result:
system.mode = "ACTIVE_GUIDANCE"
// Not passive recording

Guidance, Not Just Storage

Relay doesn't stop at data capture.

As information comes in, the system actively guides behavior, instead of passively recording history.

AI/UX, not UI/UX

Relay removes the cognitive and structural burden that traditional interfaces place on users.

Users give information naturally. The system takes responsibility for understanding, organizing, and maintaining it.

KEY IMPLICATION 01

The user experience is defined by how little they have to think

KEY IMPLICATION 02

UI is not the interface — AI is

KEY IMPLICATION 03

Screens are merely views, not the system

Minimal UI, Maximum Intelligence

We build the most minimal UI to get the most out of your information and out of your team. Both out in a productive sense and out in a communication sense.

ANALYST VIEW

Natural language queries turn into structured insights

CAPTURE FLOW

AI agents structure information automatically

ACTIVITY LOG

Complete audit trail without manual logging

The Question Changes Everything

TRADITIONAL_CRM
"Can you fill this out?"
Legacy approach — lots of clicks
RELAY
"What happened?"
Then we do the hard work for you

The Promise

Important information is never lost
Next steps are always clear
Intelligence compounds over time
People spend time doing their job — not managing software
Relay is the simplest way to turn real work into real intelligence.
PUBLIC_SECTOR

Modernizing public operations without breaking what already works

Public sector systems operate under constraints most commercial software never encounters: legal mandates, public accountability, inter-agency dependencies, long timelines, and zero tolerance for downtime.

At the same time, they are expected to serve residents with the same level of responsiveness and clarity they experience in the private sector.

Apis Technology specializes in this exact tension.

For more than eight years, we've designed, delivered, and operated mission-critical systems for municipal agencies — particularly in transportation, permitting, enforcement, payments, and right-of-way management.

These are not pilot projects or isolated tools. They are production systems that process millions of records, support real-time enforcement decisions, and move significant public revenue every month.

OUR PRINCIPLE
Public sector technology must be operationally correct first — and adaptable over time.

Build systems that can live for years

Our philosophy emphasizes long-term operational success over short-term wins

Reliability over novelty

Public agencies don't need flashy software. They need systems that stay online, produce correct outcomes, integrate cleanly with other systems of record, and can be enhanced safely without disrupting operations.

Uptime
Auditability
Maintainability

Adaptive development, not one-off apps

Government requirements evolve continuously. We emphasize adaptive platforms — systems that can grow program by program without constant reinvention.

Configurable platforms
Continuous evolution
Safe enhancement

The back office matters

Real leverage comes from improving back-office operations: staff workflows, data integrity, enforcement accuracy, and financial reconciliation.

Staff workflows
Data integrity
Financial controls

Core Capabilities

The technical domains where we've delivered production systems at scale

Permitting & Licensing Systems

End-to-end permitting platforms managing complex, multi-step workflows across agencies and departments.

TYPICAL CHARACTERISTICS:
Multiple permit types with different rules and timelines
Cross-agency visibility to avoid conflicts
Operator and applicant portals
Integration with enforcement systems
Long-lived permits with evolving conditions

Payments, Fees & Financial Controls

Payment systems routinely processing hundreds of thousands — often millions — of dollars per year.

TYPICAL CHARACTERISTICS:
Monthly invoicing with credits and penalties
Reconciliation across systems
Audit readiness
PCI compliance and internal controls
Strong emphasis on traceability

Enforcement & Real-Time Operations

Systems directly connected to enforcement decisions where correctness and timeliness matter.

TYPICAL CHARACTERISTICS:
Tow activation eligibility
Citation issuance
Field verification
Operator notifications
Appeals and adjudication workflows

Integrations Across City Systems

Supportable integrations across the multi-system reality of public sector operations.

TYPICAL CHARACTERISTICS:
311 systems
Open data platforms
External permit databases
Payment providers
GIS and mapping services

Case Studies & Outcomes

Real systems, real scale, real outcomes

Mission-Critical Permitting & Payments

SFMTA and partner programs

8+ years
~3,000
Permits/month
~3,000
Transactions/month
$700K+
Monthly volume

Architecture, implementation, and ongoing operation of permitting and payment systems supporting San Francisco's most complex transportation programs.

KEY CHARACTERISTICS:
Special events, film production, public works coordination
Chartered transportation, car share, curb-related permits
Live, real-time integrations supporting enforcement decisions
Tow operations where incorrect data can have immediate consequences

Temporary Signage & Right-of-Way Operations

Street signage modernization

Production
150K+
Annual installs
+10%
Revenue increase
Thousands
Staff hours saved

Fully digital pipeline for tens of thousands of annual requests coordinating hundreds of thousands of physical street signs.

BEFORE:
×Outdated forms and phone calls
×Slow, error-prone payments
×Spreadsheet-based tracking
×Paper instructions for field staff
AFTER:
Fully digital request and payment pipeline
Automated work order generation
Mobile tools with photo verification
Comprehensive reporting and analytics

Centralized Right-of-Way Data Platform

Eliminating permit conflicts

Production
40K+
Annual permits
Nearly 0
Same-day conflicts

Unified permit data across agencies and departments to prevent costly conflicts between film productions, construction, utilities, and community events.

OUTCOMES:
Permit conflicts identified before activation
Nearly eliminated same-location, same-day conflicts
Automated tow enforcement eligibility
Improved trust with permit holders

Mobility & Enforcement Programs

Shared bikes and scooters

Ongoing
$1M+
Penalties recovered
First
Year

Enforcement platforms for emerging mobility programs with rapid scale and public scrutiny.

PLATFORM FEATURES:
Mobile citation issuance with photo and geospatial evidence
Automated notifications to operators
Operator portals for response and payment
Public transparency into enforcement outcomes
OUTCOMES:
Rogue operators identified and removed
Behavioral changes by mobility providers
Improved pedestrian and accessibility outcomes

Why agencies work with Apis

We understand operational reality

We don't approach public sector work as a procurement exercise. We approach it as long-term operational responsibility. Many systems we've built are still running years later — with continuous enhancements and support.

We balance rigor and flexibility

Our delivery model blends upfront discovery and architectural clarity with iterative development and real-world feedback. Agencies can move forward confidently without locking into brittle designs.

We design for support, not just delivery

Every system includes clear documentation, training for staff, support processes, and ongoing enhancement pathways. We expect systems to evolve — and design them to do so safely.

Public sector technology succeeds when it disappears into reliable operations — when staff can focus on serving the public instead of managing spreadsheets, reconciling invoices, or chasing data across systems.

That is the work we do.

If you're responsible for a public program that has outgrown its tools — or needs to adapt to new demands without risking existing operations — we'd be glad to talk.

SALESFORCE_PRACTICE

Enterprise Salesforce architectures that actually survive production

Salesforce is often sold as a platform that "just works." In reality, Salesforce succeeds or fails based on how well it is architected, governed, and integrated into the rest of an organization's systems.

Apis Technology has spent nearly a decade designing, building, and operating Salesforce systems in high-stakes environments — public sector agencies, higher education institutions, and regulated financial contexts — where uptime, data integrity, and auditability are non-negotiable.

We don't treat Salesforce as a collection of features.

We treat it as a long-lived system of record that must evolve safely over years.

Our Salesforce philosophy

How we approach Salesforce architecture and implementation

Architecture before automation

Salesforce makes it easy to automate quickly — and just as easy to accumulate hidden complexity. We clarify what Salesforce should own, what belongs in external systems, how data flows, and where automation adds leverage versus risk.

System boundaries
Data flows
Risk assessment

Configuration where possible, code where necessary

We're fluent across the full Salesforce stack — declarative tools, programmatic development, and platform services. We use configuration aggressively but don't hesitate to write code when configuration becomes opaque.

Flows & approvals
Apex & LWC
Platform services

Salesforce as part of a larger system

Nearly all our implementations integrate with payment providers, external data sources, GIS tools, analytics platforms, and legacy systems. We design integrations to be observable, supportable, and resilient.

Observable
Supportable
Resilient

Industries we serve

Deep expertise in high-stakes, complex environments

Public Sector

Salesforce platforms supporting permitting, licensing, enforcement operations, inter-agency coordination, and public portals.

Permitting and licensing workflows
Enforcement operations
Inter-agency coordination
Public portals and communities
Financial transactions and invoicing

Higher Education

Managing complex relationships across students, faculty, staff, donors, partners, and programs.

Constituent relationship management
Program administration
Internal service workflows
Reporting across siloed departments
Governance-aware design

Financial Services & Regulated Operations

Salesforce operating within strict constraints for audit trails, permissioning, transaction integrity, and reporting accuracy.

Audit trails and compliance
Data segregation and permissioning
Transaction integrity
Regulatory reporting
Payment reconciliation

Core Salesforce capabilities

Technical expertise across the full Salesforce platform

Complex Data Modeling

Custom data models that reflect real-world entities and relationships, not overloaded standard objects.

KEY CAPABILITIES:
Long-lived assets and permits
Many-to-many relationships
Temporal state changes
Hierarchical ownership and delegation
Foundation for reporting and automation

Experience Cloud & Portals

Robust portals for applicants, operators, partners, and internal staff — carefully designed interaction layers.

KEY CAPABILITIES:
Business rule enforcement
Contextual data visibility
Self-service capabilities
Reduced support burden
Multi-audience design

Automation & Workflow Orchestration

Workflows spanning departments and systems with conditional logic, exceptions, and external integrations.

KEY CAPABILITIES:
Cross-department workflows
Conditional logic and exceptions
Document and artifact generation
External system triggers
Debuggable and predictable

Payments & Financial Processes

Salesforce-based payment flows processing significant monthly volumes with correctness, auditability, and resilience.

KEY CAPABILITIES:
Invoice and case-based payment
Payment provider integrations
PCI-aligned architectures
Reconciliation workflows
Error recovery mechanisms

Representative Salesforce engagements

Production systems at scale

Enterprise Permitting & Enforcement Platforms

Thousands of permits/month

Salesforce systems supporting complex permitting workflows integrated with real-time enforcement operations.

PLATFORM COMPONENTS:
Custom data models for permits, assets, operators
Experience Cloud portals for applicants
Service Cloud back offices for staff
Real-time enforcement system integration
OUTCOME:

Operational clarity and reduced administrative burden without compromising enforcement integrity

Right-of-Way & Tow Operations

Real-time operational decisions

Platforms consolidating permit data across agencies to eliminate conflicts and power safe tow operations.

PLATFORM COMPONENTS:
Multi-agency permit consolidation
Automated conflict detection
Real-time tow activation decisions
Open data platform publishing
OUTCOME:

Dramatically reduced staff workload while improving fairness and transparency

Payments & Invoicing Modernization

Significant monthly volumes

Unified, secure payment portals replacing fragmented or non-compliant processes.

PLATFORM COMPONENTS:
Online payment processing
Strong audit trails
Automated reconciliation
Improved customer experience
OUTCOME:

Delivered on time, within budget, and operating at scale

Delivery model & teams

Certified, senior-led teams

Work led by certified architects and senior developers, not junior resources. Many engagements led directly by principals with teams including solution architects, senior developers, and business analysts.

Pragmatic agile delivery

Agile methods adapted to client reality — clear upfront discovery, transparent backlog management, regular stakeholder review, and safe incremental releases. Steady progress over ceremonial process.

Salesforce + AI: extending the platform responsibly

Over the past two years, much of our Salesforce work has expanded into AI-enabled systems — particularly around knowledge management, operational insight, and workflow assistance.

An augmentation layer, not a replacement
Governed by clear data boundaries
Integrated with Salesforce records
Auditable and explainable

This philosophy is embodied in , our AI-centric operational platform, which we use internally and selectively extend to clients as a complement to Salesforce — not a replacement.

Why Apis for Salesforce

We understand Salesforce at scale
We've operated systems for years, not months
We know where declarative tools end and architecture begins
We integrate Salesforce into real operational ecosystems
We design systems that can evolve without collapse

If you are facing a Salesforce implementation that is complex, politically sensitive, or operationally critical — that is exactly where we work best.

DROP_ZONE.active

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