Intako is the fastest way to build client intake forms that actually run your business. Describe what you need in plain language and Intako builds the form, qualification logic, deposit and booking steps, response pipeline, AI summaries, and follow-up. Built for photographers, consultants, agencies, coaches, and contractors, your form goes live in about a minute, not the days or weeks a traditional CRM takes to set up.
No credit card · Free plan · Generate your first form in under a minute.
Describe your client intake in plain language and Intako generates the qualification fields, deposit step, booking link, pipeline, confirmation email, and an AI summary.
Built for the way service businesses actually win clients
“Described our wedding intake in like two sentences and it built the whole thing: the form questions, the $500 deposit, booking link, all of it. Used to take me a whole weekend in Dubsado.”
Elena Marsh
Owner, Lumen Wedding Studio
“honestly didn't expect much. set up my booking flow in a minute and it just… worked? booked two retainers the first week.”
daniel okafor
Principal, Clarke Advisory
“Killed our Typeform + Calendly + Stripe frankenstack and replaced it with one form. Clients pay the deposit AND book the call in the same flow. Drop-offs basically disappeared.”
Priya Nair
Founder, Northside Agency
“the abandoned-lead reminders paid for the whole year tbh. people who bail halfway come back and finish on their own. never would've chased those myself.”
marcus bell
Performance Coach
“Quote requests come in with photos, the job details, and a little summary already written for me. I get accurate quotes out faster than anyone else round here.”
Tara Sullivan
Ops, BuildRight Contractors
“Finally something that gets that I'm not running a survey, I'm booking weddings. The capacity limits mean I physically can't overbook a Saturday anymore.”
Jonah Reyes
Lead Photographer, Field & Frame
“couple of my clients said the form looked more legit than my actual website lol. kind of closes the deal before we even get on a call.”
aisha r.
Brand Consultant
“Went from a prompt to a live workflow that takes deposits in about a minute. I've recommended it to every freelancer I know who's buried in admin.”
Liam Schmidt
Creative Director, Studio Halo
“i'm not a tech person at all and i had this running before my coffee went cold. the AI summary on each lead is genuinely the bit i love most.”
Grace Adeyemi
Nutrition Coach
“Switched from HoneyBook because setup was eating my life. This did 90% of it from one description. The other 10% took five minutes to tweak.”
Marco Bianchi
Studio Owner
“does exactly what it says. clients book, clients pay, leads don't slip through. that's all i wanted.”
kayla d.
Event Planner
“I run a small renovation outfit and the quote form is a game changer for us: site photos, budget, timeline, all sorted before I drive out. Saves me half a day a week.”
Stephen Walsh
Owner, Walsh Renovations
Purpose-built for booking and deposit-based service businesses, not another general-purpose survey tool.
Submissions land in a mini-CRM with stages, AI summaries, missing-info detection, files, payment status, and source, so leads turn into booked, paid clients.
Maya Chen
Deposit paid · Public form
Liam Brooks
Unpaid · Public form
Ava Singh
Deposit · Referral
Noah Reed
Paid · Instagram
Mia Patel
Paid · Website
Most AI form tools stop at fields and styling. Intako generates the whole intake motion: qualification, payments, scheduling, pipeline, and follow-up.
Partial submissions are captured and resumable, with abandoned-lead reminders. Mobile-first public forms feel credible enough to send to real clients.
Jordan Avery
Resumed & submitted
Type what you need to ask, qualify, charge, and book, all in one plain-language prompt.
Business coaching intake: qualify leads, take a deposit, book a call
Tune fields, logic, pipeline stages, emails, and the deposit/booking steps in a fast 3-panel builder.
Fields · Logic · Settings
Share a polished public form, capture full and partial responses, and work them in your pipeline.
Responses today
27
The pieces a service business actually needs to turn an inquiry into a paid booking.
One prompt produces fields, conditional logic, pipeline stages, emails, and suggested automations as an editable draft.
A mini-CRM board: New, Qualified, Waiting on Info, Booked, Paid, Rejected, with notes and timeline.
Add a payment step so clients pay deposits or application fees while they fill out the form.
Drop in booking links so qualified leads book time without leaving the flow.
Every submission gets a summary and a list of what's missing, with suggested follow-up.
Close after N bookings or a date, cap per option, and fall back to a waitlist automatically.
Confirmation and internal emails, plus webhooks with delivery logs and retries.
Track views, starts, completions, conversion, drop-off by step, and source/UTM breakdown.
Form builders stop at fields. All-in-one CRMs can take weeks to configure. Intako generates the whole booking-and-deposit intake workflow from one prompt.
| Capability | Intako | Form buildersTypeform · Jotform · Tally | Service-business CRMsHoneyBook · Dubsado · 17hats |
|---|---|---|---|
| Generate the form from a plain-language prompt | Limited | ||
| Generate qualification & capacity logic too | Limited | ||
| Take a deposit / fee inside the form | Limited | Limited | |
| Scheduling & booking links built in | Limited | ||
| CRM-style lead pipeline | |||
| AI summary + missing-info on every lead | Limited | ||
| Automated follow-up emails & webhooks | Limited | ||
| Time to a working intake workflow | ~1 minute | Minutes (form only) | Days to weeks |
Comparison reflects how each category is typically positioned. Form builders such as Typeform, Jotform, and Tally focus on fields and styling; all-in-one CRMs such as HoneyBook, Dubsado, and 17hats are powerful but configuration-heavy. Looking for a HoneyBook or Dubsado alternative built around AI generation and deposits? That's exactly what Intako does.
Date, venue, package, budget, inspiration uploads, deposit + booking link.
Use this templateWhat's your wedding date & venue?
Start free. Upgrade when intake is winning you clients.
Try the full workflow, free forever.
$0/forever
Most popular
For a growing solo business.
$29/mo
For busy studios & teams.
$79/mo
Wondering how we compare? See Intako vs. the rest.
Intako is AI client intake workflow software for service businesses. You describe your intake process in plain language and it generates the form, qualification logic, deposit and scheduling steps, a response pipeline, AI summaries, and follow-up emails.
Form builders give you fields and styling. Intako generates the entire intake workflow around your form: qualification, capacity rules, payments, scheduling, a CRM-style pipeline, and AI follow-up, so each response becomes actionable client work.
HoneyBook and Dubsado are powerful all-in-one CRMs that can take days or weeks to configure. Intako generates a working, deposit-ready intake form from one plain-language prompt in about a minute, focused specifically on turning inquiries into booked, paid clients. Many teams use Intako as a faster, AI-native alternative for the intake step.
About a minute. You describe your intake in plain language, Intako generates the form, qualification logic, deposit and booking steps, pipeline, and follow-up as an editable draft, and you publish, with no weeks-long setup.
It is built for booking and deposit-based service businesses: photographers, consultants, agencies, coaches, and contractors.
Yes. Add a payment step so clients can pay a deposit or application fee, and the payment status is recorded on the submission in your pipeline.
No. The Free plan lets you generate a workflow, publish a form, and collect responses without a credit card.
Describe your intake once. Intako builds the form, the workflow, and the pipeline.
