Intaker
intaker.comA shared lead inbox with different personal and team completion actions
A shared lead inbox with different personal and team completion actions
Lead-to-deal conversion that carries communication into a linked sales record
Lead cards with distinct qualification, pipeline and follow-up controls
Lead records and sales communication with usage-based calling and messaging
Real estate lead follow-up with ownership, history and status filters
Lead capture and sales follow-up connected with a broader customer lifecycle
Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace
Route visiting-company activity into an owned sales follow-up
Lead management with separate qualification levels, lifecycle states and guided conversion
Photography lead workflows whose templates are separate from assigned jobs
Calling-focused CRM with event-triggered WhatsApp follow-up workflows
Real-estate CRM connected with IDX websites and lead-nurture workflows
Lead distribution with buyer eligibility, delivery recovery and routing history
Turn campaign replies into assigned leads with a reviewable status queue
Track calls, forms and chats, then compare qualified leads and sales value.
Connect marketing sources to calls, conversations and defined lead outcomes.
Sales records with configurable lead qualification and related opportunity creation
Legal intake statuses that create role-owned follow-up tasks
Lead assignment rules that account for territory, capacity and availability
Lead forms with ordered redirect endings and an explicit final fallback
Insurance lead routing and status-driven follow-up across brands
CRM lead routing that distinguishes account owners from rotating pools