Client intake
PlannedStructured intake forms that become records in your CRM.
Planned: this product is not available yet, so there is nothing to buy or create. The illustration shows the idea, not a working screen.
“I would use this” is anonymous: it adds one to a count that helps decide what to build next. No account, no email, no order.
How it would work
- Pick an intake form for your service
- Clients complete it on your website
- Each submission becomes a lead with tasks
- You follow up from the CRM
What it would include
- Configurable intake forms
- Automatic lead creation
- Follow-up tasks
What you can use today
These are different products. Steadline will not present them as this one.
Honest notes
- A strong candidate for the next release: it reuses website forms and the CRM foundation.
More in this collection
- Custom CRMsBetaCustomers, leads, deals or jobs in a system shaped around how you work.
- Lead managementBetaEvery inquiry, its source and its status, with follow-up tasks.
- Sales pipelinesBetaDeals by stage, pipeline value and revenue by month.
- Project trackingBetaClient projects by stage, with budgets, due dates and tasks.
- Hiring pipelineBetaCandidates from application to offer, with interview notes.
- Customer portalsPlannedYour clients sign in to see their own projects and files.