IntakeAIO gives your business a professional client intake system — custom forms, instant email alerts, and a dashboard to track every request from first contact to close.
Leads come in from everywhere — texts, emails, DMs, phone calls. Things fall through the cracks. You lose business you should have won.
A client texted you six weeks ago. You meant to follow up. You didn't. They went with someone else.
You have 847 unread emails. Somewhere in there is a $10,000 project request. Good luck finding it.
You wrote it down. Somewhere. Maybe on the back of a receipt. Maybe on a napkin. It's gone.
When clients have no clear way to reach you, it signals disorganization — before you've even started.
IntakeAIO takes three minutes to set up and works immediately. No tech skills required.
Your branded intake form, your colors, your fields. Set up for you — no software to install.
Put it on your website, email signature, or social profile. Clients fill it out in minutes.
The moment a client submits, you get an email with everything you need to follow up fast.
Every request in one place. Update statuses, add notes, manage your whole pipeline.
IntakeAIO is purpose-built for service businesses. Powerful where it counts, simple everywhere else.
Branded forms with the fields your business actually needs. Clients fill it out on any device, any time.
Get notified the second a request comes in — with the full details so you can respond while they're still warm.
See every client request at a glance. Track status, priority, and notes all in one clean view.
Clients can upload files with their request — briefs, images, documents. Everything in one place.
Add your team with role-based access. Everyone sees what they need, nothing they don't.
Clients receive an instant confirmation with their ticket number. Looks polished. Builds trust immediately.
Your data is yours. Encrypted, secure, and never shared. Built with enterprise-grade security from day one.
Works beautifully on phones and tablets. Manage your pipeline from anywhere, anytime.
IntakeAIO works for any service business that needs to capture, track, and close client requests.
Creative Agencies
Law Firms
Real Estate
Contractors
Consultants
Freelancers
Healthcare
Photographers
No hidden fees. No surprise charges. Cancel any time.
Join businesses who stopped losing leads and started closing them. Set up takes minutes.