LeadRelay creates one repeatable route from a website form to an approved quote and deposit.
- 01
Connect your lead source
Share the included request form immediately or connect an existing Gravity Form with the companion connector plugin.
- 02
Capture and qualify
Each submission becomes a lead and receives a transparent score based on urgency, budget, contactability and detail.
- 03
Respond and follow up
Move the opportunity through New, Contacted, Qualified, Quoted, Won or Lost while recording notes and follow-up dates.
- 04
Create the proposal
Enter the scope, total and required deposit. LeadRelay generates a secure public approval link for the customer.
- 05
Turn approval into payment
Approval is recorded in the activity history and the customer can continue to your configured hosted payment link.
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