Intake Management Software Built by Agencies, for Agencies
Intakely helps agencies and consultants qualify leads faster by extracting budget, timeline, and scope from open-ended form responses—then generating proposal drafts ready for review.
Our mission
Intakely is an intake automation platform that helps agencies and independent professionals start every project with clarity — by turning unstructured client submissions into actionable project briefs.
Every submission should be clear. Every workflow should be predictable. Every project should start with the information you need.
The story behind Intakely
Intakely began with a problem every agency knows: client intake submissions arrive incomplete, unclear, and impossible to qualify without manual follow-up.
After managing hundreds of client intakes across design, development, and consulting projects, we identified the bottleneck: qualification happened manually, proposals were written from scratch, and high-value leads often went cold while we chased context.
We built Intakely to eliminate intake chaos — and to give agencies a structured, reliable way to evaluate projects with confidence.
What we believe in.
Transparency
Clarity creates trust. We're open about what we build and how we build it.
Simplicity
Powerful technology, simple by design. Complexity should be invisible.
Intelligence
Automation that enhances human work, not replaces it. AI as a collaborator.
Craftsmanship
Details matter in every interaction. We obsess over the small things.
Integrity
Data privacy and ethical AI come first. Always. Your trust is everything.
Community
We build with feedback, not assumptions. Your input shapes our roadmap.
Our journey so far
2024
Beta launch
Started working with early partners to validate the concept.
2024
AI qualification
Released intelligent lead scoring and context analysis.
2025
Integrations
Connected with HubSpot, Notion, and major CRM platforms.
2025
Global launch
Opened to agencies and professionals worldwide.
The people behind Intakely
A small, distributed team focused on meaningful automation.
Join the journey.
We're building tools that make business feel simpler again. Start automating your intake process today and see the difference.
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