Relayto
RELAYTO is a digital content experience and analytics platform that transforms PDFs and presentations into interactive, compliant experiences. It helps sales, marketing, and corporate communications teams increase engagement, capture buyer intent, and connect content analytics to existing systems.
Relayto is sales software teams evaluate for content & marketing. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Quick Overview
Best for: Content & Marketing
What it does
Sales software for decision-makers comparing workflow fit and alternatives.
Best fit
Content & Marketing
Pricing snapshot
Paid from Contact sales for pricing
Next step
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Relayto
RELAYTO is a platform for converting mission-critical documents (presentations, PDFs, brochures, technical and regulatory documentation) into interactive, trackable experiences that drive engagement and conversions. It targets sales, marketing, presales, corporate communications and industry teams that must present complex or compliance-driven content in a compelling way. The product combines AI-powered document transformation, a drag-and-drop interactivity studio, centralized content management and analytics to guide buyers through tailored journeys while maintaining enterprise-grade security and compliance.
The platform supports omnichannel distribution and integrates engagement data with existing BI and CRM systems. It is positioned for enterprise, mid-market and smaller teams (including a special package for employee benefits brokers/agencies) and emphasizes secure distribution, compliance-by-design, and data-driven buyer intent intelligence.
RELAYTO is a digital content experience and analytics platform that transforms PDFs and presentations into interactive, compliant experiences. It helps sales, marketing, and corporate communications teams increase engagement, capture buyer intent, and connect content analytics to existing systems.
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Claim this listingKey Features
AI-powered content transformation
Automatically convert PDFs and presentations into interactive, engagement-optimized experiences without requiring design or developer skills. AI enhances content structure and presentation to improve audience interaction.
Interactivity Studio
A drag-and-drop editor to add videos, hotspots, forms, charts, animations and other interactive elements to documents, enabling immersive experiences while preserving compliance and branding.
Interactive buyer journeys & content hubs
Create tailored content hubs and guided journeys that address buyer pain points, answer questions, and track engagement across each stage of the decision-making process.
Single source of truth & content governance
Centralized repository for approved assets with version control, permission management, branding controls, and automated retirement of outdated materials.
Enterprise-grade information protection
Security capabilities including SSO, MFA, granular access and editing permissions, encryption and tiered security policies to protect sensitive materials.
AI Content Chat (search)
Search thousands of documents using natural language to retrieve context-rich answers and source links, speeding up content discovery and reuse.
Analytics & buyer intent intelligence
Track document- and campaign-level engagement to identify which sections capture attention, detect disengagement points and surface real-time buying signals for better follow-up.
Omnichannel distribution & integrations
Embed experiences across websites, intranets, portals and social platforms and connect engagement data to CRMs, marketing automation and BI systems.
Pricing
Enterprise
Contact sales for pricing- SSO & MFA
- Granular access controls
- Analytics integrations
- Dedicated support and onboarding
Mid-Market / Small Business
Contact sales for pricing- Interactive content creation
- Basic analytics
- Templates and support
RELAYTO for Employee Benefits
Special package and pricing for solo brokers and agencies; contact sales- Tailored templates and workflows for benefits brokers
- Pricing and package details available via sales
Use Cases
B2B Marketing & Demand Generation
Create interactive microsites, content hubs and gated experiences that sustain prospect engagement and capture behavior insights for campaign optimization.
Sales Enablement & Proposal Automation
Transform proposals and product collateral into trackable interactive documents so sellers can see who viewed content, which sections resonated and when to follow up.
Employee Benefits & Insurance Communications
Convert complex policy and benefits documentation into accessible, compliant experiences tailored to brokers, employees and clients; RELAYTO offers a specific package for solo brokers and agencies.
Technical & Regulatory Content
Publish compliant interactive documentation for healthcare, life sciences, construction and other regulated industries while preserving auditability and governance.
Partner Enablement & Onboarding
Deliver consistent partner training and onboarding materials with measurable engagement metrics to accelerate activation.
Integrations
Salesforce
Native or listed integration to connect engagement data with CRM records and workflows (Salesforce is explicitly referenced on the site).
CRM & Marketing Automation
Connect engagement and intent signals to your CRM and marketing automation platforms to inform outreach and campaign orchestration.
Content Management Systems (CMS) & LMS
Embed interactive experiences in websites, intranets, portals, and LMS platforms to maintain brand consistency and control distribution.
Business Intelligence & Analytics platforms
Export RELAYTO analytics into BI systems for deeper analysis and integration with enterprise reporting.
Benefits
Limitations
Frequently Asked Questions
What types of documents can RELAYTO transform?
Is RELAYTO suitable for regulated industries?
How does RELAYTO surface buyer intent?
How do I get started or see RELAYTO in action?
Getting Started
- 1 Request a demo or sign up via the Get Started page to speak with sales or start a trial.
- 2 Create a content hub or upload PDFs/presentations you want to transform.
- 3 Use RELAYTO AI or the Interactivity Studio to convert and enhance content with videos, hotspots and forms.
- 4 Set permissions, branding and security policies, then publish or embed content across channels.
- 5 Connect analytics to your CRM or BI systems and monitor engagement to act on buyer intent signals.
Support
Request a demo / Sales
Request a demo via the website to engage with sales and product specialists.
Contact
Contact Us page for inquiries and support requests.
Docs & Training (Academy)
RELAYTO Academy and Buyer Hub provide training resources, templates and guides.
Blog & Case Studies
Blog, case studies and podcast content are available for best practices, customer stories and examples.
API
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