Standardize new-business intake across your team and never lose a brief.
Give every new lead the same complete, qualified intake — and give your whole team one place to see and act on it.
Briefs come in half-complete.
Required fields, conditional questions, and file uploads ensure every brief is complete before it hits your pipeline.
Leads slip between account managers.
A shared team workspace with roles means the whole team sees every lead and its current stage.
No record of who said what.
Pipeline notes, AI summaries, and a client portal keep the whole engagement in one place.
Describe your intake once. Intako builds the form, the workflow, and the pipeline.