Question 1

What is Intakely?

Accepted Answer

Intakely is a smart intake form platform for agencies. It helps you capture leads with beautiful forms, qualify them automatically with AI, generate proposals, manage bookings with a built-in calendar, and automate workflows with webhooks.

Question 2

Can I use Intakely for free?

Accepted Answer

Yes! The Free plan includes 3 forms, 100 submissions/month, 1 team member, and 50 AI generations/month. Upgrade to Starter ($29/mo), Pro ($79/mo), or Enterprise ($299/mo) for more features.

Question 3

How do I create my first form?

Accepted Answer

Go to Forms → + New Form. You can use AI to generate a form by describing it ("Create a client intake form for a web agency") or start from scratch with our drag-and-drop builder.

Question 4

How does AI proposal generation work?

Accepted Answer

When a submission is received, our AI analyzes the responses and generates a personalized proposal based on your template. You can review, edit, and send it to the client directly from Intakely.

Question 5

Can I customize form colors and branding?

Accepted Answer

Yes! You can set workspace-level branding (logo, colors, fonts) that applies to all forms, or customize individual forms. Enterprise plans include white-label options with custom domains.

Question 6

How do I integrate with my CRM?

Accepted Answer

Intakely offers webhooks that can connect to any CRM. We also integrate with Zapier and Make for 5000+ app connections. Pro and Enterprise plans include advanced webhook features.

Question 7

Can I change plans anytime?

Accepted Answer

Yes! You can upgrade or downgrade at any time. Changes take effect immediately, and we'll prorate billing differences. Cancel anytime without penalties.

Question 8

Do you offer annual pricing?

Accepted Answer

Yes! Contact sales for annual pricing with up to 20% discount. Enterprise plans can also pay via invoice.

Question 9

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express) via Stripe. Enterprise plans can pay via invoice.

Question 10

Is my data secure?

Accepted Answer

Yes. We use end-to-end encryption, SOC 2 compliance is in progress, and we're GDPR compliant. All data is encrypted at rest and in transit with regular security audits.

Question 11

Do you have an API?

Accepted Answer

Yes! Pro and Enterprise plans include full API access. See our API documentation at /docs/api for complete reference of all 82 endpoints.

Question 12

What is your uptime SLA?

Accepted Answer

We maintain 99.9% uptime. Enterprise plans include a formal SLA with guaranteed response times and dedicated support.

Intakely Help Center — Find Answers and Optimize Your Intake Workflow

Documentation

Live Chat

Email Support

Troubleshooting

Frequently asked questions

Getting Started

Features

Billing & Plans

Technical

Still need help?