Feature List
Intakes
Collect anything you need. Multiple choice, pictures, videos, and more. Mobile-first design is easy for your leads.
.png)
Widgets & QR Codes
Add your intakes to website widgets or QR codes on your marketing collateral. Capture and prequalify in one step.
.png)
Multiple Users
Add your sales or customer service team. Configure permissions so they can only request and view responses.
.png)
Intake Builder
Use AI or the drag-and-drop builder to build the perfect branded intake, or start with templates.
.png)
Activity Feed
View all your requested, in-progress, or completed intakes on mobile or desktop. Configure lead notifications.
.png)
Send via Text or Email
Text or email a link directly to your prospect so they can complete an intake. A perfect next step after a phone call.
.png)
Intake Responses
View intake responses in a clean report and share it via with anyone using a URL or it add it to your CRM's notes.
.png)
.png)