The lead distribution OS

Route, deliver, and bill every lead without the spreadsheets.

Treelay is the operating system for lead-gen agencies. One source of truth across routing, delivery, billing, and reconciliation — purpose-built to protect your margin and shorten your cash cycle.

Built for agencies routing 1,000+ leads a month. Already a customer? Sign in.

app.treelay.io / dashboard
State routing
13 active
AL
Alabama
Chestnut Doyle×1Mercer Holt×1
Active
AZ
Arizona
Sullivan Kade×3Langtree×1Northline×1
Active
CA
California
Langtree×1Aldridge×1Castillo Rowe×1
Active
FL
Florida
Pembroke Injury×1Whitford Ellis×1
Active
MO
Missouri
Mercer Holt×4Kingsley Rowe×1Northline KC×1
Active
SC
South Carolina
Riverbend×1Hartwell×3Lowcountry PI×1
Active
TX
Texas
Stanton Burke×1Aldridge Rowe×1
Active
Live lead feed
last 10m
MC
M. Castillo
CA · Castillo Rowe
Delivered12s
JR
J. Rivera
TX · Stanton Burke
Delivered47s
KB
K. Brown
MO · Mercer Holt
Routing1m
SP
S. Patel
AZ · Sullivan Kade
Delivered3m
TN
T. Nguyen
FL ·
Review4m
RA
R. Anderson
SC · Hartwell Group
Delivered6m
AR aging14% MoM
$135,500outstanding
0–30d$84.2k
31–60d$28.4k
61–90d$14.8k
90+d$8.1k

The status quo

Lead-gen agencies are running on duct tape.

The work is real, the margins are tight, and the tools were never designed for it. Most teams are stitching together CRMs, spreadsheets, and Zapier — and bleeding revenue at every seam.

The routing spreadsheet

State caps, weights, and exclusivity tracked in tabs nobody can audit. One bad row and a client gets double-billed for the same lead.

Webhooks that quietly fail

GHL, Salesforce, Zapier — every integration is its own outage. You only find out when a partner emails you about leads they never received.

Billing that lags by weeks

Reconciling delivered leads to invoices in Excel. Disputes drag on. Cash sits in AR while you wait for someone to do the math.

Live demo

Watch a lead get routed in real time.

Every inbound lead drops into the tree, gets evaluated against each buyer's rules, and lands with the first one that has capacity — then delivers wherever it needs to go: email, phone, or straight into a CRM.

Live routing simulation
Lead · #L-4821
Sarah J. · 32 · Houston, TX
Auto · 6 days ago · TCPA ✓ · IP TX
Inbound from Facebook ad
Lead · #L-4822
Mike R. · 71 · Phoenix, AZ
Auto · 14 days ago · TCPA ✓ · IP AZ
Inbound from partner API
Inbound
New inbound leads
Webform · ads · partner API
FacebookMetaTikTokZapierMakeGoHighLevel
Treelay
DQ'd · drop
Buyer
Buyer A · LegalCo
Daily cap 40
pending
Buyer
Buyer B · CaseDesk
Daily cap 50
pending
Buyer
Buyer C · LawClient
Daily cap 10
pending
Buyer
Buyer D · Partners
Daily cap 20
pending
Done
Delivered + billed
pending
Email
intake@firm.com
ready
Phone / SMS
(832) 555-0119
ready
CRM
POST /leads
ready

Product

One platform. Every step from lead to revenue.

Treelay replaces the spreadsheets, scripts, and stitched-together CRMs that lead-gen agencies rely on. Built ground-up around how distribution actually works.

Routing

A routing engine that actually obeys your rules.

Configure state caps, exclusivity, weighting, business hours, and tier-by-client overrides in one place. Every routing decision is auditable, replayable, and version-controlled.

  • Per-state weighted distribution with live caps
  • Exclusivity windows and per-client overrides
  • Full audit trail — see exactly why a lead went where
State routing
13 active
AL
Alabama
Chestnut Doyle×1Mercer Holt×1
Active
AZ
Arizona
Sullivan Kade×3Langtree×1Northline×1
Active
CA
California
Langtree×1Aldridge×1Castillo Rowe×1
Active
FL
Florida
Pembroke Injury×1Whitford Ellis×1
Active
MO
Missouri
Mercer Holt×4Kingsley Rowe×1Northline KC×1
Active
SC
South Carolina
Riverbend×1Hartwell×3Lowcountry PI×1
Active
TX
Texas
Stanton Burke×1Aldridge Rowe×1
Active

Delivery

Webhooks, retries, and SLAs you can trust.

Every lead gets delivered with backoff retries, signed payloads, and SLA tracking. When a partner endpoint goes down, Treelay queues, retries, and notifies you — instead of just dropping the lead.

  • Signed webhook deliveries with automatic retries
  • Real-time delivery status and SLA monitoring
  • Per-client delivery formats — JSON, GHL, email, custom
Live lead feed
last 10m
MC
M. Castillo
CA · Castillo Rowe
Delivered12s
JR
J. Rivera
TX · Stanton Burke
Delivered47s
KB
K. Brown
MO · Mercer Holt
Routing1m
SP
S. Patel
AZ · Sullivan Kade
Delivered3m
TN
T. Nguyen
FL ·
Review4m
RA
R. Anderson
SC · Hartwell Group
Delivered6m

Billing

Invoices that match what was actually delivered.

Treelay reconciles every delivered lead to an invoice line — automatically. Disputes are resolved against the audit log, not memory. AR aging and revenue dashboards update the moment a lead lands.

  • Auto-generated invoices reconciled to delivery logs
  • Live AR aging and per-client revenue dashboards
  • Dispute workflow tied directly to lead history
Invoices · this week5 of 142
#
Client
Leads
Amount
INV-2476
Mercer Holt
MO
24
$5,200
paid
INV-2475
Hartwell Law Group
SC
18
$3,960
paid
INV-2474
Stanton Burke
TX
12
$3,300
sent
INV-2473
Sullivan Kade
AZ
31
$7,080
sent
INV-2472
Norling Hart
CO
8
$2,050
draft

Operator console

One queue for everything that needs your attention.

Failed deliveries, stuck routes, billing diffs, and SLA misses surface in a single console with the context to fix them. No more switching between five tabs to chase a single broken lead.

  • Unified queue across routing, delivery, and billing
  • One-click replay of failed deliveries
  • Role-based access for ops, finance, and partners
Operator queue4 needs action
Webhook 502 — Whitford Ellis FL
lead_4821 · 2 retries
1m
Stuck in routing — TX
lead_4814 · no client match
4m
GHL inbound timeout
campaign_57 · retry queued
8m
Reconciliation diff
INV-2469 · $40 short
12m

Why teams switch

Stop losing money in the seams between tools.

Treelay is the system of record for your entire lead lifecycle. The result: tighter routing, faster cash, fewer fires.

Built for distribution at scale

Designed for agencies routing thousands of leads a month across dozens of partners — without losing the audit trail.

Engineered for cash flow

Tighten the gap between delivery and revenue. Treelay reconciles every lead so invoices go out the door the day they're earned.

Operator-grade observability

Every routing decision, delivery attempt, and billing entry is logged, queryable, and exportable. No more 'we think it sent.'

How it works

Live in days, not quarters.

No giant migration. Treelay sits in front of your existing CRM and partner endpoints, so you can switch on routing and billing piece by piece.

  1. 1

    Connect your sources & partners

    Wire in GHL, Salesforce, your inbound forms, and every client endpoint you deliver to. Treelay normalises everything into one schema.

  2. 2

    Configure routing & SLAs

    Set state caps, exclusivity, weights, and tier overrides per client. Define delivery formats and SLA expectations once.

  3. 3

    Bill, reconcile, and report

    Treelay invoices automatically against delivered leads, tracks AR, and gives ops and finance one shared source of truth.

Questions

Frequently asked.

If you don't see your question here, just reply to the demo email — we answer every one.

Stop losing margin in the seams.Run your lead op on Treelay.

Book a 30-minute call. We’ll walk through your routing, your delivery, and your billing — and show you exactly where Treelay tightens the belt.

We’ll reply within one business day.