LeadRelay

Relationship intelligence for clients, brokers, vendors, partners, and hiring prospects.

Quick add Add relationship
Showing all relationship intelligence
Relationship cards428People and companies with live roles
Multi-role contacts73Same person, multiple contexts
Access paths41Brokers and partners opening doors
Referral influence27People creating downstream revenue

Relationship card

Jordan Miles

Apex Benefit Partners
94
Broker Agent of record Recruiting prospect Referral partner Center of influence
Connected to CYTO, 4 client accounts, 2 open opportunities
Relationship risk Broker access follow-up is stale by 6 days
Recruiting signal Asked about joining as a senior producer
Next best action Send broker-access follow-up, then tag recruiting interest
Client review 4.6 / 5 Submitted by client, visible only to staff
Referral influence $148k sourced 5 introductions, 3 converted
Social presence Strong local reach High LinkedIn activity, niche authority

Referral intelligence

Find the people who consistently open doors.

Centers of influence
Jordan Miles Broker / AOR / referral partner
5 intros3 won$148kSocial 86

Introductions to CYTO, NorthBridge, and Apex plan sponsors. Strong LinkedIn presence in benefits circles.

Monica Reed Current client / expansion sponsor
3 intros1 won$42kSocial 64

Strong reference source for peer operators, moderate public presence, best for warm private referrals.

Evan Brooks External agent / access path
7 intros2 active$91kSocial 78

Broad network and active social reach. Best used for warm access, not direct account ownership.

COI score Referral quality + Conversion rate + Sourced value + Social presence = Center of influence

Client reviews

Client-submitted feedback that only staff can see.

Staff-visible only
Visible to CYTO workspace users with CRM access Client submitted this review. It is private to staff and never appears in outbound emails or client-facing reports.
No pending review changes.

Daily relationship queue

Work the people and companies that unlock movement.

Role-aware

Monica Reed

NorthBridge Health
89
Current clientExpansion prospectReference source

Client renewal is warm, but the expansion thread in sales@ has gone quiet after pricing.

Evan Brooks

Independent broker
81
External agentVendor-like partnerAccess path

Does not work for CYTO, but opens account access and needs separate ownership from the client record.

Sofia Grant

CYTO hiring pipeline
76
BrokerHiring prospectReferral source

Recruiting conversation and referral relationship should stay connected but scored separately.

Role matrix

One contact can sit in multiple lanes.

Current client48 Vendor22 Partner36 Broker / AOR57 External agent31 Hiring prospect19

Access map

Who opens doors to whom?

Jordan Milesopens access toCYTO + 4 client accounts
Evan Brookssupports2 broker channels, 1 vendor path
Monica Reedcan referNorthBridge expansion committee

AI relationship suggestions

LeadLeak finds role changes, then asks before applying them.

Suggested role Add "Hiring prospect" to Jordan Miles

Email evidence: "If CYTO ever needs someone senior on producer relationships, I would be open to talking."

Suggested context Separate Evan Brooks from client ownership

Email evidence shows Evan supports access as an external agent but should not own the client record.