As a business owner, you fully customize intake forms inside the CRM for each service you offer. The form can be embedded directly on your website, so clients select the service they want and submit requests straight into the CRM.
Intake
Dynamic service intake
Build service-specific intake forms that can be embedded on a client's website, capture incoming requests directly into the CRM, and feed the collected variables into pricing rules for estimates.
Using a simple UI builder, you define the service variables you need from the client. Each service can ask for different details, so the form collects the exact inputs required to understand and price that job.
For each service, you define custom pricing rules linked to the variables collected on that service intake form. Those service variables become the inputs used when creating estimates inside the CRM.
