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Intaker

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Features

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Intaker Features

Lead Management Capture, organize, and track prospective clients from inquiry to conversion.
Contact Management Store and manage client contact details in a centralized database.
Workflow Automation Automate follow-ups, reminders, and repetitive intake processes.
Appointment Scheduling Enable clients to book consultations through integrated scheduling tools.
SMS Messaging Send and receive text messages for faster client communication.
Email Management Manage client emails and automate communication workflows.
Document Management Store, organize, and access client documents securely.
Pipeline Management Visualize and manage leads through different intake and conversion stages.
Task Management Create, assign, and track tasks related to client intake activities.
Reporting & Analytics Generate insights on lead sources, conversion rates, and team performance.
Chatbot Integration Engage website visitors and capture leads using AI-powered chatbots.
Customizable Forms Design intake forms tailored to specific practice areas and workflows.
Data Synchronization Sync client and lead data with connected business applications.
Role-Based Access Control (RBAC) Restrict system access based on user roles and permissions.