Product
Everything to run Meta Ads and the leads they produce
Relay combines a Meta Ads analytics suite with a lead CRM that feeds outcomes back to Meta. Here is what's actually in the product, grouped the way it's organised in the app.
Performance dashboard
Your daily read on spend and results, per account or across every client you manage.
Live account overview
Spend, ROAS, cost per lead and cost per result, kept current from your connected Meta ad accounts.
Pixel health
Checks your Meta Pixel setup and flags issues before they quietly cost you data.
Budget pacing
See how spend is tracking against budget for the period, so you catch overspend or underspend early.
Campaign analytics & scaling intelligence
Depth a lead CRM alone never gives you: dayparting, breakdowns, video performance, audience overlap, CPM trend, and rankings across your accounts.
Breakdowns & rankings
Compare campaigns, ad sets and ads on the metrics that matter, and see which accounts are performing best.
Scaling intelligence
Surfaces which campaigns are ready to scale and which need attention, based on your real account signals.
Campaign planner & cloner
Plan new campaigns and clone existing ones without re-doing setup from scratch in Ads Manager.
Lead CRM & Instant Form leads
Meta Instant-form leads (and other sources) land in a visual pipeline automatically, no manual entry.
Visual pipeline
New, Contacted, Qualified, Converted. Move leads through the stages your team actually uses.
Assignment & activity log
Assign leads to reps, log calls and notes, and set follow-up reminders so nothing goes cold.
Instant Form sync
Leads submitted through Meta Instant Forms sync into the CRM with the campaign and ad attached.
Conversions API: send qualified leads back to Meta
Map each pipeline stage to a Conversions API event, so Meta learns which leads actually qualify and convert, not just who filled a form.
Stage-to-event mapping
Choose which pipeline stage (Contacted, Qualified, Converted) fires which CAPI event. No code, no developer.
Server-side delivery
Events send server-side, so ad blockers and platform tracking limits don't drop them.
Hashed before it leaves
Email and phone are SHA-256 hashed on the server before anything is sent to Meta.
AI insights & weekly digest
AI reads your account and tells you, in plain language, what to scale, what to pause and what to fix.
Campaign advisor
Account-level suggestions tied to your real numbers, not generic tips.
Pipeline insight
AI reads your lead pipeline and flags where leads are stalling or where follow-up is slipping.
Weekly digest
A recurring summary of account performance, delivered on a schedule instead of you having to go check.
WhatsApp digests
Daily performance and lead digests delivered to WhatsApp, not just email, so updates reach you where you actually look.
Daily digest
A scheduled summary of spend, leads and results sent straight to WhatsApp.
Configurable per account
Turn digests on per account or client, and choose who on your team receives them.
Scheduled PDF reports
Client-ready reports, generated automatically and sent on a schedule, or downloaded on demand.
Scheduled sends
Set a recurring schedule per client and reports go out without you building a deck.
AI-written summaries
Reports include plain-language AI commentary on the numbers, not just charts.
Client portal
A dedicated, scoped view for your clients: their campaigns, their leads, their reports, nothing else.
Scoped client access
Each client sees only their own account overview, campaigns, creatives and leads.
Invite clients directly
Send a client an invite to their portal, no separate login system to manage.
Account health, in their view
Clients can see their own account health and revenue picture without asking you for a screenshot.
Team & roles
Bring your team in with scoped access, so reps see their clients and admins see everything.
Roles that make sense
Owner, manager and rep-level access, so a rep sees their assigned clients and leads, not the whole agency.
Per-client access
Grant a team member access to specific clients only, useful the moment you manage more than one.
Budget pacing & pixel health
The operational checks that catch problems before they become a wasted week of spend.
Budget pacing
Track spend against budget for the period across your accounts, so pacing issues surface early.
Pixel health checks
Ongoing checks on your Meta Pixel setup, so a broken pixel doesn't quietly cost you weeks of signal.
See it running on your own ad accounts
Connect Meta in a few minutes and the dashboard fills in with your real numbers.
Start your free trial