Sales operations
Keep the follow-up moving.
Relay helps a sales team see which leads need attention, where follow-up has stalled, and what needs to happen next—without pretending to replace the salesperson.
R
Relay
Sales operations
The work
Give Relay a real job.
Clear responsibilities make AI useful. Vague prompts make AI entertaining.
01
Find stalled follow-up
Review lead and deal activity to identify records that may need attention.
02
Check stage consistency
Compare deal stage, activity and notes for obvious mismatches.
03
Prepare the review list
Bring the questions and next actions into one place for a human to review.
Works with
Built around your stack.
HubSpotCRM dataEmail activitySales notesInternal SOPs
Guardrail
What Relay does not do.
Relay does not invent customer history, send high-stakes outreach without the approval model you choose, or decide the commercial strategy for your team.
Ask better questions
Questions Relay can help answer.
- Which leads have gone quiet after showing buying intent?
- Which deals look stuck relative to recent activity?
- Where are we losing follow-up discipline?
Want this kind of backup?
We’ll start with your process, not ours.
Talk to Moxie