Custom CRM Build
Custom CRM for Relie
A launch list, and no way to work it.
Relie needed to turn a 4,595-name Victorian launch list into active beauty providers, then keep those providers running — but nothing off the shelf fit, and nothing could touch their existing data.
- 4,595 leads sitting in a spreadsheet with no way to segment, work, or track them.
- No sales pipeline to move a prospect from lead to onboarded provider.
- Email and SMS outreach meant juggling separate tools — with real Spam Act compliance risk.
- Provider credentials and booking disputes were reviewed by hand across the database, with no audit trail.
- A generic CRM couldn't read their Supabase data or match their exact workflow — and would lock them in.
One dashboard, on their own stack.
The system, module by module.
Contacts
The 4,595-lead launch list imported and deduped by email, with consent provenance recorded — searchable and filterable by segment and status, with a full timeline per contact and CSV export.
Pipeline
A drag-and-drop kanban that moves each prospect from lead to onboarded provider through stages the team defined.
Campaigns
Email (Resend) and SMS (ClickSend) campaigns sent straight from the dashboard, with open, click and reply tracking built in.
Tasks
Follow-up reminders keep the team on top of every prospect — and logging a reply automatically creates the next task.
Analytics
Live P&L, a conversion funnel by segment, and campaign ROI — pulled from Stripe and the pipeline, no manual exports.
Review desk
Provider credentials and booking disputes surface in a single queue; approve or reject writes back to the Relie app and records an audit trail.
Built once, owned forever.
Off the shelf, this is four subscriptions — a CRM, an email platform, an SMS tool and a reporting add-on — and every one of them climbs with each new contact and each new seat. Relie runs the lot on the Supabase they already pay for. The manual list-wrangling, the copy-paste between tools and the hand-built reports are gone, and the system gets cheaper per user as they grow.
Compliant and owned, by design.
Their data, their stack
Built on Relie's own Supabase project — they own the code, the data and the accounts. No third-party CRM, no lock-in, no per-seat fees, and no bill that balloons as the contact list and team grow.
Spam Act 2003, enforced
Every message carries a business identifier and a working unsubscribe, and suppressions (unsubscribe, bounce, complaint, STOP) are checked before every send.
Admin-only by default
Access is locked down with row-level security — only admin accounts can see the queue, the contacts or the numbers.
Room to grow
Structured so an AI review agent can be added later — recommending credential approvals and flagging disputes, with money-movements always left to a human.
What we built it with.
What the client said.
“Off the shelf we'd have been paying for a CRM, an email platform, an SMS tool and a reporting add-on — easily fifteen hundred a month before we'd signed a single provider, and only going up. Better Automations built the lot on the Supabase we already had. It's saved us the subscriptions and about a day a week of manual work, and it gets cheaper as we grow, not more expensive. Best money we've spent.”
Want something like this built?
A couple of lines is enough. You’ll hear back from Aidan directly, usually within a business day.
- Founder-built — you deal directly with Aidan, not a sales team.
- A straight answer on whether it's worth building, and what it'd cost.
- You own everything we ship. No lock-ins, no per-seat fees.
Thanks — we've got it.
Your message is on its way to Aidan. Expect a reply within a business day. Urgent? Call 0415 525 006.