CAPTURE & QUALIFY
Turn every inquiry into a scored, prioritized lead
AI Lead Scoring
Every submission scored 0-100 with AI summaries, risk flags, and follow-up timing.
AI Form Builder
Describe your business and AI generates a custom lead form. Fully editable before creation.
Smart Forms
Pre-booking lead forms and post-booking intake forms. Consent checkbox, scheduling links, and more.
Scoring Weights
Control which fields matter most. Assign AI scoring weights per field for precise lead qualification.
AUTOMATE & MANAGE
Set it once, let it run
Smart defaults that work out of the box. Auto-reply to leads, send intake forms, request documents — all triggered by lifecycle events.
Auto Flows
Auto-reply to leads, send intake forms, request documents — all triggered by lifecycle events.
Email Templates
Customizable templates with dynamic variables. Edit with AI for tone control. Preview before sending.
Activity Timeline
Complete audit trail of every action, status change, and communication per submission.
Lifecycle Pipeline
Map automations to each stage. From New Lead to Service Completed, every transition is tracked.
ONBOARD & CLOSE
From signed agreement to first deliverable
E-Signature
Send contracts via SignWell. Track signing status directly in your submission drawer.
Agreements & Documents
Require agreement acceptance before form submission. Collect documents with reminders.
Secure Client Portal
Expiring intake links, one-time-use tokens, and a branded client-facing portal.
Custom Branding
Your logo, your colors. Professional forms that match your brand identity.
Unified Lead → Client Journey
One seamless flow from lead capture to client onboarding. No duplicate records, complete audit trail.
Capture & Qualify Leads
Score and prioritize new leads with AI. Track through your pipeline.
Onboard Clients Seamlessly
Mark Won → Send intake email → Client submits → Auto-notification.
Single Record, Dual Tracking
Both Lead Stage (Won) and Intake Stage (Requested) are tracked on the same record. No duplicates, complete activity history, accurate reporting.
Trusted by Growing Service Businesses
"We stopped guessing which leads were serious. The AI scoring alone paid for itself in the first week."
Sarah Mitchell
Marketing Consultant
Score 85+ leads convert 3x more
"I used to spend hours sorting through inquiries. Now I know exactly who to call back first."
David Park
Business Coach
Saves 5+ hours per week
"The intake form looks professional and the AI summaries are genuinely useful. Our response time dropped by half."
Rachel Torres
Interior Design Studio
50% faster response time
PRICING
Simple, Transparent Pricing
Start with a 7-day trial. Cancel anytime.
Have a code? Enter it at checkout
Starter
$192/year (billed annually)
7-day free trial
20 submissions during trial.
3 forms
100 submissions/month
- AI lead scoring & summaries
- AI Form Builder
- Consent checkbox
- 100 submissions/month
- Unlimited automations
- Unified lead → intake flow
- Guided setup after form creation
- Activity timeline & audit trail
- Secure intake links (14-day expiry)
- Agreement acknowledgment
- Email templates & notifications
- CSV export
Professional
$468/year (billed annually)
7-day free trial
20 submissions during trial.
10 forms
500 submissions/month
- Everything in Starter, plus:
- 500 submissions/month
- Custom branding (logo + colors)
- Remove HeyIntake badge
- E-signature via SignWell
- Document collection & reminders
- Team members
- Priority email support
Enterprise
Unlimited
Unlimited submissions
- Everything in Professional, plus:
- Unlimited forms & submissions
- White-label option
- Custom integrations
- Dedicated account manager
- Priority support & SLA
- Custom onboarding
Need help getting started? View Self-Serve Documentation →
Comparing options? See how HeyIntake compares to IntakeQ & Jotform →
Common Questions
Do I need a separate CRM?
No. HeyIntake includes built-in pipeline tracking with status updates, notes, reminders, and export tools.
Built for Service Professionals
HeyIntake works for any service business. Explore solutions for your industry.
Stop juggling tools. Close clients in one flow.
From first inquiry to signed client — HeyIntake works with the tools you already use.
No new tools to learn. No workflow to rebuild. Just faster client onboarding.