Client Intake Automation & Lead Management Software
Build intake forms, qualify leads with AI, and generate proposal-ready briefs automatically. Designed for agencies, consultants and service professionals.
Your Intake Forms Collect Data — But You Still Qualify Leads Manually
Most intake form tools capture client responses, but they don't extract budget, timeline, or project scope. That means manual lead qualification, scattered submission data, and delays before you can evaluate project fit.
Email: john@company.com
Message: Need website redesign...
Budget: Not specified
Timeline: ASAP
3-5 hours per lead, manual qualification
Project Type: Website Redesign
Budget: $15-25k • Timeline: 3 months
Next Steps
Proposal draft ready to review
Qualified in seconds
AI-Powered Intake Automation That Extracts, Structures, and Qualifies Every Submission
Intakely's AI automatically extracts budgets, timelines, scope details, and pain points from form submissions to build a ready-to-review project brief for every client inquiry.
Build Form
Create intake forms with conditional logic and custom fields
AI Qualification
AI extracts budget, timeline, scope, and pain points from responses
Lead Scored
Submissions ranked by fit, urgency, and project value
Proposal Generated
AI creates personalized proposals ready for your review
Build Form
Create intake forms with conditional logic and custom fields
AI Qualification
AI extracts budget, timeline, scope, and pain points from responses
Lead Scored
Submissions ranked by fit, urgency, and project value
Proposal Generated
AI creates personalized proposals ready for your review
Complete Intake & Lead Management Features
Powerful features designed to streamline your intake process from start to finish.
Visual form builder
Build multi-step intake forms with drag-and-drop, conditional logic, file uploads, and 14 field types—no code needed.
AI Qualification Engine
AI identifies budget, timeline, and project scope from free-text responses. Each lead gets a fit score.
Connect to your CRM
Send qualified leads to HubSpot, Salesforce, or 5000+ apps via Zapier and Make integrations.
AI Proposal Generation
AI writes personalized proposals based on submission data. Review, edit, and send in minutes.
How Intakely Turns Client Intake Submissions Into Qualified Leads
Four simple steps from inquiry to proposal-ready leads.
Create
Build multi-step forms with conditional logic, file uploads, and 14 field types. Route responses based on user answers.
Collect
Share your form link and collect submissions. All responses stored with submission date, source, and IP for audit trails.
Qualify
AI extracts budget, timeline, scope, and pain points from responses. Each lead gets a fit score to prioritize follow-up.
Propose
AI generates personalized proposals based on submission data. Review, edit, and send—or sync to your CRM for follow-up.
What users say
"Intakely turned our intake chaos into a predictable flow. Every submission arrives structured and ready for review."
Sarah Chen
Freelance Web Designer
"Our qualification workflow is now consistent. Every brief follows the same structure and nothing gets missed."
Marcus Rodriguez
Digital Agency Owner
"We stopped sending follow-up emails for missing details — the AI extraction handles budget, timeline and scope instantly."
Emily Patel
Product Consultant
Built by Bisanti Agency for design and development teams
Simple, transparent pricing
Start free, upgrade as you grow
Free
Perfect for solo professionals testing our free intake form software.
Starter
Best for freelancers or small agencies managing recurring client intake submissions.
Pro
Designed for agency teams that need consistent lead qualification and rapid project evaluation.
Enterprise
For organizations requiring advanced security, permission controls and custom integrations.
Automate Client Intake and Start Every Project With Clarity
Build intake forms, automate lead qualification, and generate proposal-ready briefs without manual filtering. Designed for agencies, consultants and service professionals.