New clients slip away in the gap between "they reached out" and "someone got back to them." This converter takes your client intake workflow — the form, the phone notes, the follow-up call that sometimes happens — and turns it into a CRM that catches every lead and tells you who to call next. It is built for realtors, clinic owners, agencies, and any service business where the first response wins the job.
What's Included
- Intake form: one link captures the name, the need, and how they found you — share it from your website, a QR code, or a text
- Lead pipeline: every inquiry moves through New, Contacted, Booked, and Won, so nothing sits unanswered
- Follow-up routing: triggers assign each new lead to the right person the moment it arrives
- AI agent that knows your pipeline: ask "who came in this week?" or "which leads haven't heard back?" — build it as a custom agent
- Staff-safe access: your team works the leads while you keep control of the setup
How To Use
- Clone this app into your workspace
- Describe your intake steps — what you ask, who follows up, and when
- Put the intake link on your website, your booking page, or a card at the front desk
- Let automations run the follow-up reminders for you
- Open one screen each morning and see exactly who to call — no lead waits, no job lost
Pair it with the appointment booking converter above, or find more live systems in the Community Gallery.