Relationship Revenue Operating System
Precision infrastructure for relationship revenue.
Relaystra captures every relationship signal, holds one governed decision where the business actually commits, and turns the outcome into measurable forward momentum.
Standard, HIPAA-ready, and FINRA-ready workspace profiles.
The system
One architecture, three beats.
Trust Lattice is the shape of the product underneath the interface: a connected spine where relationship data is captured once, governed at the moment of commitment, and converted into work that can be measured. No signal is orphaned, and no decision is unrecorded.
Signals arrive
01Omnichannel ledger
Calls, messages, email, portal activity, referrals, and scheduling land in one ordered relationship ledger instead of five disconnected inboxes.
A governed decision aligns them
02Authorization + audit chain
Every commitment passes an explicit authorization check and is written to an append-only, hash-chained audit trail. The decision is the checkpoint, and it is recorded.
Momentum follows
03Next-action engine
The resolved decision becomes prioritized work: the next action, its owner, its due moment, and the revenue it is attached to.
Workspace profiles
One product. Three postures.
A profile changes the controls, not the product. Vocabulary, connector policy, retention expectations, and approval gates move with the posture, while the operating model your team learned stays exactly where it was.
Standard
Everyday service businesses running pipeline, delivery, and referrals in one place.
- Role-scoped access with organization-level row isolation
- Complete activity history on every contact, deal, and conversation
- Governed automation that keeps a human approval on outbound
HIPAA-ready
Healthcare workflows that need regulated boundaries without a separate product.
- Minimum-necessary access defaults on patient-linked records
- PHI-aware communication routing behind vendor readiness gates
- Evidence-oriented audit entries on every disclosure path
FINRA-ready
Supervised financial services where review and retention precede the send.
- Supervisory approval queue ahead of client-facing communication
- Retention policy and archive prerequisites enforced per channel
- Recorded-channel awareness with governed review of AI output
HIPAA-ready and FINRA-ready are control packs, not certifications. They are gated by entitlement and verified readiness before a production workspace can enable them, and they support your compliance program rather than asserting compliance on your behalf.
Proof
The product, and what stands behind it.
Start with a clear next action, inspect the relationship behind it, and keep a record of the decision. The workspace preview uses sample data; connected records are identified separately inside the product.
Append-only
hash-chained audit ledger
A Postgres trigger chains every audit entry to the digest of the entry before it, and a second trigger rejects any update or delete on the chain.
Scoped access
organization and role boundaries
Organization-scoped reads and validated database write functions keep records within the permitted account. Linked records must belong to the same organization.
Session-bound
audited workspace changes
Contact, opportunity, activity, call and booking changes use authorized database functions that commit the record and its audit together, with actor identity derived from the session.
Bring the signals in. Keep the decision governed.
Sign in to the Relaystra workspace and start with the profile your business actually operates under.