Software, Technology & Security
CRM for technology companies, from software providers to security and AI firms and online platforms. Accelerate growth and deliver high-quality solutions while you streamline operations and protect your assets. Automate sales, onboarding and customer success to stay competitive in a rapidly evolving technology market.
Why Relevate
Increase Operational Efficiency
Automate client onboarding, service delivery, monitoring and reporting to reduce delays and manual work so your team can focus on innovation and delivery.
Enhance Client Engagement
Use CRM and marketing automation to nurture leads and keep clients, partners and users engaged, driving adoption, repeat visits and retention.
Collaborate Seamlessly
Enable development, security, support and sales teams to work together through secure cloud-based platforms with shared project data and real-time access.
Gain Transparency & Insight
Use role-based dashboards and KPIs to track project progress, security events, AI performance, platform traffic and client satisfaction.
Solutions For Your Business
Software Services
- CRM & Client Management - Track client interactions, contracts and service histories
- Marketing Automation - Launch targeted campaigns for product updates, upselling and customer retention
- Business Process Automation - Streamline billing, ticketing and routine support workflows
Security & AI
- Business Process Automation - Streamline incident response, compliance reporting and operational workflows
- IT Management & Cloud Solutions - Maintain secure, scalable infrastructure for AI models and security systems
- Analytics & Reporting - Monitor security metrics, AI model performance and client engagement data
Online Platforms & Rebranded Clients
Transform brand identity, optimise digital presence and deliver seamless online experiences.
- CRM & User Management - Capture and manage user profiles, preferences and engagement history
- Marketing Automation - Deliver targeted campaigns, re-engagement sequences and onboarding flows
- Digital Design & Development - Create intuitive interfaces, responsive designs and optimised user journeys
Business Impact
We partner with some of the most trusted CRM and Marketing Automation platforms in the market. We believe in using scalable and reliable platforms capable of integrating with other systems you may already use, to offer you the best solution for your needs and bring your business into the digital age.
Faster
Delivery
Use real-time insights to speed up service and resolve issues quickly, with accurate reporting and secure record-keeping that keep you compliant.
Operational
Cost Savings
Automate repetitive processes to lower administrative overhead and free resources for innovation, growth and profitability.
Client
Retention
Use cloud-based tools and automation to grow without sacrificing quality, streamline security and regulatory reporting and base decisions on real-time data.
Scale &
Compliance
Reduce delays with streamlined workflows and automated escalation so projects are delivered on time and issues are resolved faster.
Relevate Case Studies
SECMON1 (Cyber Security)
SECMON1, a cyber protection firm, was relying on a manual CRM that its founders found inefficient and hard to communicate through. Relevate guided them through a Zoho One implementation, automating manual processes and giving the team scheduled LinkedIn posting and on demand communications.
Relevate tailored a guided Zoho One implementation program and walked the SECMON1 team through setup until everything was in production. Zoho One now automates manual CRM tasks, schedules LinkedIn posts and supports communications on demand. It tells the team when and how often to contact customers and links directly to email campaigns, keeping marketing consistent even when things get busy. The founders describe the program as a game changer that has significantly changed their business.
Tactical Edge Hobbies (Online Platform)
Tactical Edge Hobbies an online retailer who wanted to move more customers toward their higher end of that product range to reduce costs relative to revenue. Relevate implemented a marketing automation and chatbot platform across email and Facebook Messenger to deepen customer engagement and increase spend.
With products priced from $200 to $2,000, the goal was to lift average spend. Working alongside a social media marketer, Relevate built automation that onboarded new customers and taught them about the sport and lifestyle behind the product. Delivered through email and Facebook Messenger, it created one to one customer journeys at scale and supported higher lifetime value per customer. The result is automated customer engagement that keeps advertising costs in proportion.