LeadRelay

Features

A focused lead-to-deposit workspace for service businesses that need a reliable sales process without a complicated CRM.

01

Capture every inquiry

Use the built-in customer request form or connect Gravity Forms. Every inquiry enters one secure, searchable workspace.

02

Prioritize the right leads

LeadRelay scores timing, budget, contact details and request completeness so owners know who needs the fastest response.

03

Keep follow-ups visible

Assign a pipeline stage, schedule the next contact and preserve every note in a clear activity history.

04

Send better proposals

Create a branded quote with a project total, deposit, scope and secure customer approval link.

05

Collect deposits

After approval, send the customer to your existing Stripe, Square or other hosted payment page.

06

Own your business data

The platform is installed on your WordPress server, giving you direct control of hosting, updates and customer records.

Ready for a cleaner pipeline?

Turn the next inquiry into a clear next step.

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