Meet Rel8hub - the worlds easiest non-sales CRM
Meet Rel8hub - the worlds easiest non-sales CRM
Client Management, Simplified
Keep your client information, documents, and follow-ups organized in one simple place so nothing important gets missed.
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Built for teams at organizations like:
Benefits
Benefits
No more spreadsheets or inbox scavenger hunts.
Start managing clients, documents, and key details all in one place.
Document tracking
Keep important documents tied to every relationship, so you always know what’s been submitted and what’s missing.
Upload Document
Services Agreement
W-2
License
Insurance
Document tracking
Keep important documents tied to every relationship, so you always know what’s been submitted and what’s missing.
Upload Document
Services Agreement
W-2
License
Insurance
Document tracking
Keep important documents tied to every relationship, so you always know what’s been submitted and what’s missing.
Upload Document
Services Agreement
W-2
License
Insurance
Real-time insights
Spot missing documents and expired coverage early so small gaps do not turn into audit issues or business risk.
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Real-time insights
Spot missing documents and expired coverage early so small gaps do not turn into audit issues or business risk.
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Real-time insights
Spot missing documents and expired coverage early so small gaps do not turn into audit issues or business risk.
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Automated Reminders
Automatic, customizable reminders so nothing gets forgotten or lives in your notes app.
Notifications
Search…
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Automated Reminders
Automatic, customizable reminders so nothing gets forgotten or lives in your notes app.
Notifications
Search…
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Automated Reminders
Automatic, customizable reminders so nothing gets forgotten or lives in your notes app.
AI Insights
Search…
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Privacy First
Your data stays yours, protected with strong security and strict access controls.
Compliance Score
100%
100%
Privacy First
Your data stays yours, protected with strong security and strict access controls.
Compliance Score
100%
100%
Privacy First
Your data stays yours, protected with strong security and strict access controls.
Compliance Score
100%
100%
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
East Idaho Cultural Foundation
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
East Idaho Cultural Foundation
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
East Idaho Cultural Foundation
Features
The features you need, without enterprise bloat
We’ve simplified everything you need to track, understand, and manage your clients without the usual hassle.
Up-to-date client list
A living, up-to-date list of every relationship in your business.
Easy document collection
Collect and track client documents without endless emails.
Client growth
48%
5%
Last updated 2 min. ago
Spending targets
On track
Simple finance tracker
Track what you earn and spend with a simple, clear view of your finances.
Team-friendly collaboration
Share access to client management so nothing lives in one inbox.
Features
The features you need, without enterprise bloat
We’ve simplified everything you need to track, understand, and manage your clients without the usual hassle.
Up-to-date client list
A living, up-to-date list of every relationship in your business.
Easy document collection
Collect and track client documents without endless emails.
Client growth
48%
5%
Last updated 2 min. ago
Spending targets
On track
Simple finance tracker
Track what you earn and spend with a simple, clear view of your finances.
Team-friendly collaboration
Share access to client management so nothing lives in one inbox.
Features
The features you need, without enterprise bloat
We’ve simplified everything you need to track, understand, and manage your clients without the usual hassle.
Up-to-date client list
A living, up-to-date list of every relationship in your business.
Easy document collection
Collect and track client documents without endless emails.
Client growth
48%
5%
Last updated 2 min. ago
Spending targets
On track
Simple finance tracker
Track what you earn and spend with a simple, clear view of your finances.
Team-friendly collaboration
Share access to client management so nothing lives in one inbox.
How it works
How it works
Get started in three easy steps
From data to action in less time than it takes to make a coffee.
1. Create account
Sign up with your email. Add your company name. Done.
Welcome 👋
Sign up
Name
1. Create account
Sign up with your email. Add your company name. Done.
Welcome 👋
Sign up
Name
1. Create account
Sign up with your email. Add your company name. Done.
Welcome 👋
Sign up
Name
2. Add a client
Start with a client name, upload documents when ready.
Add a vendor
Client Name
Description
Upload Doc
2. Add a client
Start with a client name, upload documents when ready.
Add a vendor
Client Name
Description
Upload Doc
2. Add a client
Start with a client name, upload documents when ready.
Priority actions
Client Name
Description
Upload Doc
3. Track what matters
All client documents, costs, and reminders in one place.
Annual revenue
Client income
Y1
Y2
Y3
Y4
Y5
3. Track what matters
All client documents, costs, and reminders in one place.
Annual revenue
Client income
Y1
Y2
Y3
Y4
Y5
3. Track what matters
All client documents, costs, and reminders in one place.
Annual revenue
Client income
Y1
Y2
Y3
Y4
Y5
Testimonials
Loved by teams who hate CRM chaos
Simple client management for teams who want clarity, not complexity.
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
Board Member at East Idaho Cultural Foundation
"Rel8Hub completely changed how we stay organized. We finally know where everything is."
Mia Calderwood
Founder at DesignDNA
"I used to worry about forgetting follow-ups and renewals. Now I don’t."
Sara Coley
CEO at Kuma Ko
"Everything about our clients and partners lives in Rel8Hub, and that peace of mind is huge."
Daniel Brooks
SOC Manager at Summers Cybersecurity
Testimonials
Loved by teams who hate CRM chaos
Simple client management for teams who want clarity, not complexity.
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
Board Member at East Idaho Cultural Foundation
"Rel8Hub completely changed how we stay organized. We finally know where everything is."
Mia Calderwood
Founder at DesignDNA
"I used to worry about forgetting follow-ups and renewals. Now I don’t."
Sara Coley
CEO at Kuma Ko
"Everything about our clients and partners lives in Rel8Hub, and that peace of mind is huge."
Daniel Brooks
SOC Manager at Summers Cybersecurity
Testimonials
Loved by teams who hate CRM chaos
Simple client management for teams who want clarity, not complexity.
"It feels like a second brain for our business and helps us stay on top of everything."
Jean Courtney
Board Member at East Idaho Cultural Foundation
"Rel8Hub completely changed how we stay organized. We finally know where everything is."
Mia Calderwood
Founder at DesignDNA
"I used to worry about forgetting follow-ups and renewals. Now I don’t."
Sara Coley
CEO at Kuma Ko
"Everything about our clients and partners lives in Rel8Hub, and that peace of mind is huge."
Daniel Brooks
SOC Manager at Summers Cybersecurity
Pricing
Simple, Transparent Pricing
Plans that grow with your business
Solo
$29
/month
For solo professionals getting organized.
1 user account
Unlimited clients & vendors
Simple finance tracker
Basic reminders
Document storage
Team
$79
/month
For growing teams managing key relationships.
Unlimited user accounts
Unlimited clients & vendors
Basic reminders
Document storage
Simple finance tracker
Lifetime
Limited Time!
$149
/one-time
Pay once and unlock everything included in Solo. No monthly fees, ever.
Everything in the Solo plan, plus:
All core features
Future updates included
No monthly fees, ever
One-time payment
Lifetime access
Pricing
Simple, Transparent Pricing
Plans that grow with your business
Solo
$29
/month
For solo professionals getting organized.
1 user account
Unlimited clients & vendors
Simple finance tracker
Basic reminders
Document storage
Team
$79
/month
For growing teams managing key relationships.
Unlimited user accounts
Unlimited clients & vendors
Basic reminders
Document storage
Simple finance tracker
Lifetime
Limited Time!
$149
/one-time
Pay once and unlock everything included in Solo. No monthly fees, ever.
Everything in the Solo plan, plus:
All core features
Future updates included
No monthly fees, ever
One-time payment
Lifetime access
Pricing
Simple, Transparent Pricing
Plans that grow with your business
Solo
$29
/month
For solo professionals getting organized.
1 user account
Unlimited clients & vendors
Simple finance tracker
Basic reminders
Document storage
Team
$79
/month
For growing teams managing key relationships.
Unlimited user accounts
Unlimited clients & vendors
Basic reminders
Document storage
Simple finance tracker
Lifetime
Limited Time!
$149
/one-time
Pay once and unlock everything included in Solo. No monthly fees, ever.
Everything in the Solo plan, plus:
All core features
Future updates included
No monthly fees, ever
One-time payment
Lifetime access
FAQ
Frequently asked questions
Quick answers to common questions
Is Rel8hub a CRM?
It's a Relationship Managment Platform (RMP). It's built for managing client relationships after the sale, not tracking deals or sales pipelines.
Can I import my existing client data?
Yes. You can easily upload documents and client records from spreadsheets, folders, or other tools.
Do I need technical skills to use it?
No. Rel8hub is designed to be intuitive and easy to use without training or setup.
Who is Rel8hub for?
Rel8hub is designed for service businesses like lawyers, advisors, consultants, insurance agencies, and nonprofits.
Can my whole team use Rel8hub?
Yes. All plans include unlimited team members with role-based access to client information.
How secure is my data?
Rel8hub uses industry-standard security practices to protect your client information and documents.
FAQ
Frequently asked questions
Quick answers to common questions
Is Rel8hub a CRM?
It's a Relationship Managment Platform (RMP). It's built for managing client relationships after the sale, not tracking deals or sales pipelines.
Can I import my existing client data?
Yes. You can easily upload documents and client records from spreadsheets, folders, or other tools.
Do I need technical skills to use it?
No. Rel8hub is designed to be intuitive and easy to use without training or setup.
Who is Rel8hub for?
Rel8hub is designed for service businesses like lawyers, advisors, consultants, insurance agencies, and nonprofits.
Can my whole team use Rel8hub?
Yes. All plans include unlimited team members with role-based access to client information.
How secure is my data?
Rel8hub uses industry-standard security practices to protect your client information and documents.
FAQ
Frequently asked questions
Quick answers to common questions
Is Rel8hub a CRM?
It's a Relationship Managment Platform (RMP). It's built for managing client relationships after the sale, not tracking deals or sales pipelines.
Can I import my existing client data?
Yes. You can easily upload documents and client records from spreadsheets, folders, or other tools.
Do I need technical skills to use it?
No. Rel8hub is designed to be intuitive and easy to use without training or setup.
Who is Rel8hub for?
Rel8hub is designed for service businesses like lawyers, advisors, consultants, insurance agencies, and nonprofits.
Can my whole team use Rel8hub?
Yes. All plans include unlimited team members with role-based access to client information.
How secure is my data?
Rel8hub uses industry-standard security practices to protect your client information and documents.
Blog
Blog
Read the latest from our blog
Thoughtful guides and practical insights to help you manage clients better and win new ones.
Your Biggest Security Risk Is Probably a Vendor You Already Trust
Insights
Jan 22, 2026
Your Biggest Security Risk Is Probably a Vendor You Already Trust
Insights
Jan 22, 2026
A Simple Cybersecurity Checklist for Small and Growing Teams
Guides
Jan 22, 2026
A Simple Cybersecurity Checklist for Small and Growing Teams
Guides
Jan 22, 2026
How to Freeze Your Credit at All Three Credit Bureaus
Guides
Jan 22, 2026
How to Freeze Your Credit at All Three Credit Bureaus
Guides
Jan 22, 2026
Make client management easy for yourself
Sign-up in 2 mins
Ditch the bloated CRM
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Make client management easy for yourself
Sign-up in 2 mins
Ditch the bloated CRM
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report
Make client management easy for yourself
Sign-up in 2 mins
Ditch the bloated CRM
Dashboard
Clients
Reminders
Finances
Reports
Settings
Total relationships
85
2%
Last updated at 04:23 PM
Total clients
4
3%
Last updated at 04:23 PM
Total vendors
18
5%
Last updated at 04:23 PM
Finances at a glance
2025
Date
View
$1,500
$1,000
$500
$0
May '25
Jun '25
Jul '25
Aug '25
Sept '25
Oct '25
Nov '25
Dec '25
Expenses
Revenue
Upcoming reminders
Contract renewal - Silver Ridge IT | Feb. 16, 2026
Upload insurance certificate - Apex Logistics | Feb. 19, 2026
Follow up call - Mountain View Dental | Feb. 20, 2026
Quick actions
Add new client
Generate report