Solutions / Sales-driven businesses
Every lead visible. Every follow-up on time.
Lead tracking, pipelines, customer records, notifications, and reports that help a sales team spend its time on conversations, not admin.
relay.
Sales pipeline
July 2026 ▾
24 opportunities $48,600 open value
New enquiries
8 · $12,400
Amelia Brooks
Consultation request
$1,200
Today
Noah Williams
Website enquiry
In conversation
10 · $20,200
Sofia Rivera
Service package
$2,400
Call booked
Maya Patel
Discovery scheduled
Proposal sent
6 · $16,000
Oliver Chen
Monthly retainer
$3,600
Follow up tomorrow
Luca Martin
Awaiting review
Sample records · Illustrative values · Not client results
Sound familiar?
Where the time goes.
- 01
Leads go cold in inboxes
Without ownership and reminders, promising enquiries wait too long for a reply.
- 02
Pipeline in someone’s head
Forecasts depend on asking around rather than looking at a shared view.
- 03
Reporting is a monthly chore
Numbers are assembled by hand, late, and rarely trusted.
Recommended pieces
Less chasing. More meaningful conversations.
For teams that need a shared pipeline, clear ownership, and timely follow-through — without another layer of admin.
- Lead + customer recordsOne profile per customer, with every touchpoint in a timeline.
- Pipeline dashboardStages, owners, and values that update as work happens.
- Automated follow-upsReminders and routine nudges with a person approving what matters.
- IntegrationsConnect forms, email, calendars, and quoting tools.
How it fits together
A simple, connected workflow.
01
Capture
A website or campaign enquiry is saved as a lead automatically.
02
Assign
It’s routed to the right person by service or territory.
03
Follow up
A reminder is scheduled; routine nudges send with approval.
04
Review
The pipeline and reports update without manual work.
A few useful answers
Questions, answered.
Yes. We can configure, integrate, and simplify what you have, or build around it where it falls short.
We design with the people who will use it daily, keep data entry minimal, and train the team at launch.
Yes. Source tracking from your website and campaigns can feed straight into pipeline reporting.
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- Fixed quote before we start
- You own everything we build