PRODUCT TOUR
See HeyIntake in Action
From lead capture to client onboarding — one intelligent platform for service businesses. AI scoring, CRM, agreements, and document collection all in one place.
Create Your Intake Form
Build custom intake forms in minutes with our drag-and-drop builder. Collect exactly the information your business needs to qualify leads.
- Customizable fields for any business type
- Shareable link for your website or email
- AI-optimized questions for better scoring
- Mobile-responsive design
Form Builder
Customize your lead intake form
heyintake.com/form/acme-consultingAI Scores Every Submission
Every submission is automatically analyzed by AI to give you instant insights. Know immediately which leads deserve priority attention.
- Lead score from 0-100 based on fit
- Priority labels (High, Medium, Low)
- Intelligent summary of key details
- Recommended follow-up timing
Sarah Chen
High-intent lead with clear budget ($200K+) and urgent timeline. Decision maker at mid-size company with full authority. Seeking strategic consulting for digital transformation. Q1 start required.
$200K+
Budget
Q1 Start
Timeline
Decision Maker
Authority
95%
Fit Score
Manage in Your Pipeline
Track every lead from first touch to closed deal. Built-in CRM features mean you don't need separate tools.
Unified Lead → Client Journey
When Won, seamlessly start intake on the same record:
Pipeline
Manage your leads and track conversions
Total Leads
New
Contacted
Qualified
Won
Senior VP at TechCorp seeking strategic consulting. $200K+ budget approved.
Founder of Series A startup looking for go-to-market strategy help.
Director of Operations at Fortune 500 looking for process optimization.
Reach Out with Templates
Email leads directly from HeyIntake using customizable templates. Include your booking links to streamline the scheduling process.
- Pre-built email templates for common scenarios
- Include your Calendly or booking link
- Personalized with lead details automatically
- Track email history per lead
Add your Calendly or booking link in Settings to automatically include it in email templates.
Email Lead
Send a personalized follow-up to Sarah Chen
Initial Outreach
First contact with lead
Book a Call
Include your calendar link
To: sarah.chen@techcorp.com
Subject: Let's schedule a discovery call
Hi Sarah,
Thank you for your interest in our consulting services. Based on your digital transformation needs and Q1 timeline, I'd love to schedule a discovery call to discuss how we can help.
Looking forward to speaking with you!
Best regards,
John from Acme Consulting
Monitor Performance
Get a bird's eye view of your lead intake with the dashboard. Track key metrics and never miss a follow-up.
- Real-time lead tracking
- Conversion rate analytics
- Response time monitoring
- Activity feed and reminders
Welcome back, Acme Consulting
Here's an overview of your CRM activity
24
Total Leads
32%
Conversion Rate
2.4h
Avg. Response Time
Activity Timeline
Get Agreements Acknowledged
Require clients to review and acknowledge your service agreement, terms, or contract before submitting their intake form.
- Link to your existing agreement or contract
- Clients must acknowledge before submitting
- Track who viewed and signed
- Timestamped acknowledgment for your records
Agreement Acknowledgment
Require clients to review your terms before submitting
Service Agreement
Clients will see a link to review your agreement before submitting.
What clients see:
Please review our Service Agreement
Tracking: Agreement acknowledged status, timestamp, and link click tracking are saved per submission.
Collect Documents Easily
Request files from clients using your preferred cloud storage — Dropbox, Google Drive, or any file sharing service.
- Works with any file sharing platform
- Clients upload directly to your storage
- Configure per form — optional or required
- Instructions displayed clearly to clients
Document Collection
Request files via external upload links
Supported upload methods:
Dropbox File Request
Share a file request link
Google Drive Folder
Share a folder for uploads
Custom Upload Link
Any file sharing service
What clients see:
Please upload required documents
Click below to upload your files securely.
Note: HeyIntake doesn't store uploaded files. Files are sent directly to your chosen storage provider.
Onboard Clients After They Sign
Once a lead becomes a client, switch to post-booking mode. Collect project details, requirements, and preferences for a smooth kickoff.
- Dedicated pipeline for client onboarding
- AI intake clarity scoring for completeness
- Request agreements and documents
- Automated reminders for incomplete intakes
- Separate from lead qualification workflow
For existing clients — collect project details after they've signed
Client Onboarding Pipeline
AI analyzes completeness and identifies missing info, risk flags, and suggested follow-up questions.
Find Any Lead Instantly
Powerful global search across all your data — names, emails, form answers, AI summaries, notes, and custom fields. Find what you need in seconds.
- Search across all submissions instantly
- Includes AI summaries and form answers
- Highlights matching text in results
- Works with custom fields and notes
Global Search
Find any lead instantly across all data
3 results found
digital transformationAI Summary: ...seeking consulting...
digital transformationForm answer: "We need help with "
digital transformationNotes: Discussed roadmap...
Searches across: Names, emails, form answers, AI summaries, notes, and custom fields
Measure What Matters
Track your conversion rates, pipeline health, and understand why leads don't convert. Make data-driven decisions to improve your business.
- Real-time conversion and pipeline metrics
- Track lost reasons to identify patterns
- Average lead score trends over time
- Intake completion rate monitoring
When marking a lead as lost, record why. Over time, spot patterns and fix leaks in your funnel.
Analytics
Track performance and identify trends
127
Total Leads
↑ +23%
34%
Conversion Rate
↑ +8%
72
Avg. Score
↑ +5
89%
Intake Complete
↑ +12%
Pipeline Breakdown
Top Lost Reasons
Automate Repetitive Tasks
Set up workflows that run automatically when leads submit forms or change status. Save hours every week on manual follow-ups.
- Trigger on form submission or status change
- Auto-send emails using your templates
- Automatically send intake forms to new clients
- Update status based on lead score
- Pre-built templates to get started fast
Automations
Set it and forget it workflows
Triggered 47 times this month
Triggered 12 times this month
Triggered 23 times this month
Connect to 5,000+ Apps
Send your lead data anywhere with Zapier webhooks. Sync to your CRM, spreadsheets, Slack, or any tool in your stack.
- Real-time webhooks on key events
- New submission, status change, intake complete
- Flat JSON payload for easy mapping
- Test webhooks before going live
Zapier Integration
Connect to 5,000+ apps
Webhook Events
submission.createdWhen a new lead submits a form
submission.status_changedWhen lead status is updated
submission.intake_completedWhen client completes intake
Popular Automations
Complete Feature Set
Everything service businesses need for lead capture and client onboarding
AI Lead Scoring
Automatic 0-100 scoring based on submission content
Built-in CRM
Pipeline tracking, notes, tags, and status updates
Global Search
Find any lead instantly across all data
Analytics Dashboard
Track conversions, pipeline health, and trends
Structured Intake
Custom forms for any business type
Client Onboarding
Post-booking intake for project kickoff
Workflow Automations
Auto-send emails and update status on triggers
Zapier Webhooks
Connect to 5,000+ apps via webhooks
Agreement Signing
Require acknowledgment of terms and contracts
Document Collection
Request files via Dropbox, Drive, or any link
Lost Reason Tracking
Understand why leads don't convert
Email Templates
Customizable templates with variables
Smart Reminders
Automated follow-up reminders
Team Management
Role-based access for your team
CSV Export
Export all data including agreement status
White-label Option
Custom branding and colors