Sales and client intakeLead intake, estimating and client onboarding automation.
Every new client starts as a call, a form or an email that someone has to qualify, price and set up. A connected intake captures each request once, carries it into a quote or proposal and opens the account when the client signs. Nothing gets re-keyed between the inquiry and the work.
What we automate
Inside sales and client intake.
Intake
- Forms, calls and email captured to a single record
- Duplicate and existing-client checks
- Routing to the right person or team
- Acknowledgment messages
Quotes and proposals
- Estimates built from your pricing rules
- Proposal documents from templates
- E-signature and acceptance tracking
Client onboarding
- Account setup across systems
- Welcome packets and document requests
- Handoff from sales to delivery
Pipeline
- Stage tracking without manual updates
- Follow-up reminders
- Win and loss reporting by source
Where AI fits
AI can summarize inbound requests, sort them by type and draft replies for a person to send. Pricing, discounts and contract terms come from your rules and your people.
Across every industry
Same function. Your vocabulary.
The shape of sales and client intake work barely changes from one industry to the next. The tools and the words do. Here is how it looks in each.
Your industry
Construction and trades
- Estimates built from your takeoff and pricing rules
- Proposals generated and sent for e-signature
- Signed proposals opened as jobs with budgets
Where AI fits: AI can draft scope language from walkthrough notes; prices come from your rules.
Running in production. Estimating is built on the same platform and data as the rest of the operation.
ConstructionProfessional services
- Inquiry forms routed to the right practice group
- Conflict checks run before an engagement opens
- Engagement letters drafted from templates and sent for signature
Where AI fits: AI summarizes each inquiry for intake staff; a person decides whether to take the work.
Professional servicesStaffing and recruiting
- Applicants from job boards de-duplicated into the ATS
- Job orders synced between the CRM and the ATS
- Client onboarding with rate agreements and contacts
Where AI fits: AI parses resumes and suggests matches; recruiters make every submission decision.
StaffingHealthcare administration
- Patient intake forms completed before the visit
- Incoming referrals logged and routed for scheduling
- Insurance details collected for eligibility checks
Where AI fits: AI reads faxed referrals into a draft record; front-desk staff confirm each one.
Healthcare adminFinancial services
- Loan and policy applications collected through a client portal
- Missing-document follow-up until the file is complete
- New client setup across ledger, portal and CRM
Where AI fits: AI flags which application documents are missing; underwriting and pricing stay with people.
Financial servicesProperty management and associations
- Rental applications collected with required documents
- New owner and association onboarding to the portal
- Management proposal requests routed to the right manager
Where AI fits: AI summarizes inquiries for leasing staff; applicant decisions stay with people and written criteria.
Property managementField services
- Service requests from web, phone and text booked once
- Quotes built on site from your price book
- Maintenance plan sign-ups with renewal reminders
Where AI fits: AI transcribes and summarizes service calls into a draft request for the dispatcher.
Field servicesAlways-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the sales and client intake queue around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Start with the queue that hurts most.
In 45 to 60 minutes we map how sales and client intake runs today and point you at the smallest useful first build.