Real-time loss alerts, web forms, calls, and referrals — every lead lands with its source attributed and routed to the right rep.
Every lead starts somewhere — an alert, a phone call, a referral, a paid click. Relay captures each one with its source attributed, routes it to the right rep, and tracks the path from intake to opportunity.
Five capabilities that make lead intake work — and what each one connects to.
When a lead lands, the customer record is created or linked — with channels, history, and account value visible from day one. Sales, BD, and operations all see the same customer.
Live loss notifications stream in with location, type, and proximity. Each alert routes to the right BD user based on territory, division, or rep capacity.
Every lead source lands on the same record. Inbound calls, SMS, web form submits, and referrals carry their source forward — and tie to the contact, the account, and the eventual job.
Five things that make Relay's leads module restoration-specific — not a translation from horizontal sales.
Restoration leads happen when losses happen — storms, fires, floods. Relay's intake is real-time, not batch.
Every lead carries its source forward — alert, paid click, referral partner — so attribution doesn't get reconstructed at month-end.
Water versus fire versus reconstruction routes to different teams. Routing happens on loss type and division, not generic round-robin.
Restoration leads are won on response time. Relay surfaces alerts the moment a loss appears and routes them to the rep who can respond.
Lead, customer, and job all live on the same lifecycle. The handoff is data, not exports.
Each role uses the leads module differently. Dedicated role pages are on the way.
Reach losses first.
Real-time alerts, attribution, and routing direct to the rep with capacity.
Coming soonSee where leads come from and where they end up.
Source ROI rolled up to channel and rep — visible alongside operations and finance.
Coming soonClose the loop on spend.
Source attribution flows from lead to closed revenue — without ad platform exports.
Coming soonLeads sit at the front of the platform. Every lead carries its source and history into the modules that follow.
Real-time loss alerts (water, fire, storm), inbound calls and SMS, web form submissions, referral partners, and QR-tracked print. Each source is attributed to the lead from intake.
Loss alerts stream in real-time as the data sources publish them. Routing to the right BD rep happens automatically based on territory, division, and capacity.
Yes. Routing rules can target by loss type (water, fire, mold), division (mitigation, reconstruction, contents), territory, or rep capacity.
The source attaches to the lead at intake and carries forward to the opportunity, the job, and the invoice. Channel ROI rolls up from closed revenue, not lead count.
Yes. Lead-to-job conversion is one click. Customer, loss type, address, activity history, and source attribution carry forward to the job record.
Thirty minutes with a restoration specialist. We'll walk through real-time alerts, multi-channel intake, and attribution against the way your team captures losses today.
