Complete Intake Automation Features: Capture, Qualify, and Generate Proposals
A complete intake and lead management platform built for agencies.
AI-Powered Form Builder for Client Intake
Create intelligent intake forms with AI or use our intuitive drag-and-drop form builder. 14 field types, conditional logic, multi-step forms, and custom branding.
Automated AI Proposal Generation
Turn client submissions into personalized proposals automatically. AI analyzes form responses and generates professional proposals tailored to each prospect.
Built-in Consultation Booking Calendar
Integrated calendar system with Google Calendar sync. Let clients book consultations and meetings directly from your intake forms.
Team collaboration built-in
Multi-user workspaces with role-based permissions. Work together with your team to manage forms, submissions, and proposals.
Integrations & enterprise security
Connect to 5000+ apps via webhooks. Workspace roles, server-side credentials and reviewable processing instructions.
Automate Client Intake and Start Every Project With Clarity
Build intake forms, automate lead qualification, and generate proposal-ready briefs without manual filtering. Designed for agencies, consultants and service professionals.