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Lead Capture

Turn website demand and inbound intake into follow-up your team can actually act on

Capture quote requests, booking forms, and intake signals in a way that routes them into the right workflow instead of leaving them stuck in email.
Form and Booking Intake Routing to the Right Queue Source Visibility
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Lead Capture

Made to fit your workflow

The daily advantages that make this feature feel like part of your front office, not another tool to manage.
  • Bring inbound demand into a cleaner workflow.

  • Collect key details at the first touchpoint.

  • Reduce messy intake from generic contact forms.


  • Reduce manual triage for office staff.

  • Help the team prioritize faster.

  • Keep intake connected to real next steps.


  • Support better source-level decision making.

  • Tie intake back to actual channels.

  • Give the business clearer demand visibility.


  • Help office staff respond sooner.

  • Reduce dropped opportunities from slow handoff.

  • Support stronger conversion from inbound demand.

Lead Capture

How Lead Capture works

A simple, repeatable workflow that takes the feature from setup to customer-facing results.
01

Capture the inquiry

A lead comes in through a website form, booking path, or intake touchpoint.

Collect the key details up front.

Reduce unstructured inbound traffic.

Start the process with cleaner information.

02

Route it into workflow

The inquiry moves into the right operational lane for review, qualification, or immediate follow-up.

Keep new leads out of disconnected inboxes.

Make next actions easier to assign.

Help the team act sooner.

03

Qualify and respond

Office staff or automation can review the details and move the lead toward booking.

Follow up with better context.

Reduce wasted effort on poor-fit demand.

Support a more consistent response workflow.

04

Convert into active work

Move qualified opportunities into pipeline, scheduling, or job workflows without starting over.

Keep the record connected across systems.

Reduce double entry between intake and sales.

Support a faster path to booked work.

Ready to try Lead Capture?

Start your free trial today and see how this workflow fits the way your business already runs.
No credit card requiredSetup in minutesBuilt for field teams
Lead Capture

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