Everything You Need to Run Your Service Business
IntakeFlow is a complete operating system that captures leads, qualifies them, schedules appointments, and automates your workflow—all in one platform.
Smart Intake Forms
Capture client information with intelligent forms that adapt based on responses. No more generic questionnaires—each answer shapes the next question.
Automated Lead Qualification
AI-powered qualification that automatically scores and segments leads so your team focuses only on opportunities worth their time.
Smart Scheduling
Real-time appointment booking with automatic reminders, rescheduling, and no-show prevention that cuts cancellations by up to 40%.
Multi-Channel Communication
Reach clients where they are—SMS, email, and in-app notifications keep prospects engaged through every stage of the funnel.
Real-Time Analytics
Track every metric that matters: lead source performance, conversion rates, pipeline velocity, and lifetime client value in one dashboard.
Automated Workflows
Set up sequences that run 24/7. Follow-ups, task assignments, reminders—all happen automatically so nothing falls through the cracks.
Calendar Integration
Sync with Google Calendar, Outlook, or use IntakeFlow's built-in calendar. Double-bookings? Handled. Time zones? Automatic.
Team Collaboration
Assign leads, share notes, and track progress with your entire team. Built-in permissions keep sensitive data secure.
Mobile-First Design
Your clients book on mobile. Your team manages on mobile. Everything is optimized for phones and tablets—because that's the real world.
Payment Processing
Collect deposits, payments, and contracts directly through IntakeFlow. No separate tools, no friction—everything integrated.
Email Automation
Templated emails that send at the right time to the right person. Confirmations, reminders, follow-ups—all automatic.
Third-Party Integrations
Connect to Zapier, Google Sheets, HubSpot, Slack, and 50+ other tools. Your stack, unified in one place.
AI-Powered Insights
Get recommendations on where to improve: which questions get better answers, what timing converts best, where bottlenecks exist.
Enterprise Security
GDPR compliant, SOC 2 certified, encrypted data, and role-based access control. Your client data is locked down.
Custom Branding
Make IntakeFlow look like your company. Custom domains, branded emails, and your logo everywhere your clients see it.
Unlimited Customization
No limits on forms, workflows, or automations. Build exactly what your business needs—not what a template allows.
And that's just the beginning. IntakeFlow is built to grow with your business—add new features, integrations, and automations as your needs evolve.
All features included in every plan. No feature gatekeeping.
You Have Something to Build.
Let's Build It.
Whether you're launching a new initiative, modernizing operations, or expanding an existing platform — we build the technology that supports your growth.