Workflow checklists that ensure flawless CRM lead handoffs for distributed teams.
CRM tools fail to sync data properly during remote sales and marketing handoffs, causing leads to be lost in distributed teams.
LeadRelay overlays handoff checklists and approval workflows on top of your existing CRM without data export/import hassles. Marketing assigns leads with custom checklists; sales approves via shared links with auto-status updates back to CRM. It captures all context in one threaded conversation to eliminate miscommunications.
Remote sales and marketing teams in distributed companies using CRM tools for lead handoffs
Checklist-driven workflows with CRM-native status updates, tailored for handoffs unlike broad workflow tools.
supportive
Customizable templates for sales/marketing handoffs.
Multi-step approvals with assignees and due dates.
Push workflow status back to CRM lead fields.
Contextual discussion on each handoff.
CRM-agnostic links for external reviews.
Handoff completion rates and bottlenecks.
Daily summaries of pending handoffs.
Pre-built checklists for common industries.
Slack/MS Teams notifications.
Predictive handoff delays.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| role | text | Yes |
| created_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| plan | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| name | text | No |
| checklist_steps | jsonb | No |
| crm_config | jsonb | Yes |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| lead_url | text | No |
| workflow_id | uuid | No |
| status | text | No |
| comments | jsonb | Yes |
Relationships:
/api/workflowsCreate checklist template
/api/handoffsStart new handoff
/api/handoffs/:id/progressUpdate step completion
/api/handoffsList active handoffs
/api/reportsFetch handoff metrics
Basic reporting
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 120 | 2.5% | $90 | $1,080 |
| Month 6 | 900 | 4.5% | $1,215 | $14,580 |
Structured workflows that sync back to your CRM – no more dropped balls in remote teams.
Share Figma mockups in r/remotework, r/salesenablement; run $50 LinkedIn ads targeting 'sales handoff'; email 30 Pipedrive users from G2 reviews mentioning handoffs.
Workflow automation
Not CRM-specific, no native sync
Handoff checklists with direct CRM status push
Task management
No CRM integration for leads
Lead-focused with auto-CRM updates
User-generated template library creates switching costs and viral sharing.
Async remote work demands structured handoffs; checklist tools booming with no CRM niche.
CRM write permissions unreliable
Fallback to notifications + manual confirm
Preference for email handoffs
Email export feature
Template creation too complex
Pre-built library + AI suggestions
Success: 70% want checklists integrated
Success: 60% complete 5+ handoffs
Success: 10% user growth/mo
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