Lead intake software built for your industry
Every industry below has its own guided, video-first intake — tuned to the questions that matter for each service, with automatic lead scoring built in.
Find your industry
Every industry links to service- and job-specific intake templates you can try live.
Accounting and Tax
Route new inquiries to the right service line, whether it's individual tax services, bookkeeping, payroll, or advisory, and see each prospect's situation before you offer a consultation slot.
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Agriculture and Rural Services
Route enquiries for arboriculture, crop services, land management, livestock, equipment, irrigation, and farm structures through one guided intake that captures property size, access details, and site photos, then sends qualified jobs straight to your CRM.
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Automotive
Cliont builds a guided intake for the specific automotive service you run, whether that's auto glass, general repair, collision work, or vehicle sales, so every inquiry is scored and routed to your CRM before it takes up shop time.
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Beauty and Wellness
One intake framework adapts to each specialty under your roof, capturing the service requested, preferred appointment window, and any relevant photos or notes so front desk staff and providers see a qualified booking, not a blank inquiry.
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Business Services
Cliont gives Business Services firms a guided intake built for B2B sales cycles instead of consumer forms — capturing company size, the specific service line a prospect needs (from HR consulting to procurement), and engagement scope before anyone books a call. Every enquiry gets scored and routed to your CRM so your team only chases work that's actually likely to close.
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Childcare and Family Services
Whether a family is asking about daycare, after-school care, camps, preschool, nanny placement, or parent support, Cliont routes each enquiry through a guided intake built for that program so your team sees child age, schedule needs, and start-date urgency before a tour ever gets booked.
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Cleaning Restoration and Remediation
Cliont routes every enquiry across your service lines — from emergency water and fire calls to scheduled mold, asbestos, or commercial cleaning jobs — through a guided intake that collects the right photos and property details up front, so only scored, qualified leads land in your CRM instead of a crew showing up to an unqualified site.
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Commercial Construction
Route inbound project inquiries across demolition, sitework, structural, MEP, roofing, and general contracting work into one guided intake that captures scope, site details, and supporting documents before your team schedules a site walk. Every submission is scored and sent to your CRM so estimators only chase project-ready leads.
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Dental
Cliont routes dental enquiries by specialty, so a chipped-tooth emergency, an orthodontic consult, and a routine cleaning request never get treated the same way. Every enquiry is asked the questions relevant to its service line before it lands in your CRM.
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Education and Training
Whether a family is asking about career and vocational training, language learning, or test preparation, Cliont routes each enquiry through a program-specific intake and sends only the enrollments worth an enrollment call to your CRM, so your team stops chasing an enquiry that never enrolls.
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Energy and Environmental
One intake layer for every Energy and Environmental service line — battery backup, solar, EV charging, environmental testing, and efficiency work — so property owner enquiries are scored and routed to your CRM before a site assessment gets booked.
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Events and Weddings
Give every vendor category in your events business — from music and venues to catering, florals, and planning — its own guided intake, so consultations and calendar holds go to inquiries with a real date, budget, and event scope instead of open-ended browsing.
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Financial Planning and Wealth
Cliont gives financial planning and wealth firms a guided intake for each service line, so a retirement-focused prospect and a business owner exploring succession planning are asked different questions, scored on fit, and routed to your CRM as separate, qualified leads.
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Fitness and Recreation
Cliont gives fitness and recreation businesses a guided intake for every specialty, from sports coaching and personal training to swimming, martial arts, and gym memberships, so front-desk staff and coaches only chase leads worth an intro session. Qualified leads route straight to your CRM with the details your team needs before they call back.
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Food and Catering
Cliont gives food and catering businesses a guided intake for every line of the business — bakery orders, mobile food bookings, institutional contracts, private chef requests, meal prep sign-ups, and private dining reservations — each with its own questions, uploads, and scoring. Every enquiry is qualified before it reaches your team, so staff, kitchen capacity, and delivery logistics only get committed to leads worth pursuing.
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Funeral and Memorial
Cliont routes each family's enquiry to the right service line, whether it's an urgent funeral services request, a cremation or burial question, or a preplanning or grief support conversation, so your team responds with the right information from the first message.
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Home Improvement
Route every home improvement enquiry through a guided intake built for the specifics of each trade, so a roofing lead, an HVAC replacement, and a fencing quote each ask the right questions instead of one generic contact form for everything.
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Insurance
Route every inbound insurance enquiry through a guided intake that sorts prospects by line of coverage — auto, home and property, life, health, business, workers compensation, or specialty — before a quote request lands in your CRM.
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Legal
Law firms and attorneys serving individuals and businesses.
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Logistics and Transportation
Whether a shipper is asking about international freight, trucking, warehousing, or vehicle transport, Cliont routes each enquiry through a guided intake built for that specific subservice, so only qualified shipments and shipper details land in your CRM instead of a truck getting dispatched on the wrong load.
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Manufacturing and Industrial
Cliont routes inbound manufacturing inquiries through a guided intake built for your specific processes, whether that's a maintenance call-out, a machining RFQ, or a contract manufacturing bid, so only capability-review-ready leads land in your CRM.
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Marine and Aviation
Cliont gives marine and aviation businesses a guided intake for every enquiry type, from a boat repair request to an aircraft charter booking, so each lead arrives scored and routed to the right team before your staff spends time on it.
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Marketing and Creative
From branding and web design to paid advertising and content marketing, Cliont's intake tools help creative and marketing businesses capture project scope, budget range, and timeline before a strategy call, so proposals only go out to leads worth the effort.
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Medical
Cliont gives medical businesses a single intake layer across specialties — from primary care and pediatrics to orthopedics and women's health — so every patient enquiry is scored and sent to your CRM instead of landing as an unqualified appointment.
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Mental and Behavioral Health
Give every inquiry a guided intake tailored to whether they're seeking child and adolescent therapy, psychiatry, psychological testing, or another service line, then send qualified leads straight to your CRM instead of a shared inbox.
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Mortgage and Lending
Cliont gives mortgage and lending businesses a guided intake that sorts borrowers by loan type and financial readiness before they reach your pipeline, so your CRM only fills with files worth a pre-approval call.
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Moving and Storage
Cliont gives moving and storage businesses a guided intake that sorts enquiries by move type, size, and timeline before they hit a dispatcher's inbox, so every qualified lead lands in your CRM with the details a crew actually needs.
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Personal and Household Services
Cliont gives Personal and Household Services businesses a guided intake for each line of work they offer, from laundry pickup windows to alteration turnaround to organization project scope, so every enquiry arrives in your CRM already sorted by service type and readiness.
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Real Estate
Route every buyer and seller enquiry to the right intake — whether they're asking about a rental, a residential sale, land, or a commercial listing — and send only the leads worth a showing straight to your CRM.
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Security and Safety
Route every enquiry, whether it's a fire protection query, an access control request, or a call about guard services, through an intake built for that specific job, then send qualified leads straight to your CRM.
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Senior Care
Families researching senior care rarely know which service fits — Cliont's intake asks about the care recipient's needs, current living situation, and timeline, then routes the qualified lead straight to your CRM with the right subservice tagged so your team calls back prepared.
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Technology and IT
One intake experience adapts to whichever IT service a prospect is asking about, capturing project scope, timeline, and technical context up front so your team only takes scoping calls that match your engagement model, with every qualified lead routed straight to your CRM.
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Travel and Hospitality
Whether a guest is asking about a corporate itinerary, a resort stay, a cruise cabin, or a group tour, Cliont routes the inquiry through a subservice-specific intake before it reaches your CRM, so your team only chases bookings that are actually ready to move forward.
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Veterinary and Pet Care
Cliont gives veterinary and pet care businesses a separate guided intake for each service line, from Pet Training and Pet Grooming through Emergency Veterinary Care and Veterinary Surgery, collecting pet details and any relevant photos or documents before a lead reaches your CRM.
View intake templates →Everything a contact form isn’t
A complete intake experience your customers actually finish — and that hands you a lead worth pursuing.
Custom video greeting
Your recorded intro plays the second a visitor lands, selling your company before they ever pick up the phone.
Guided smart intake
Questions adapt to the project — capturing the full scope in the customer’s own words.
Photo & file upload
Customers attach the photos and files that matter, so you qualify before you respond.
Automatic lead scoring
Every answer is weighted, surfacing your highest-value leads the moment they come in.
Bilingual & mobile
English + Spanish, designed for desktop, tablet, and mobile. Leads don’t wait for business hours.
Plugs into your tools
Scored, qualified leads flow straight into the CRM and calendar you already use.
From first click to qualified lead
Follow prospects and customers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add details
The details and any files come attached, so you can respond fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Lead intake software questions
What is Cliont lead intake software?
Cliont replaces a basic website contact form with a guided intake experience. A business can introduce itself with video, ask service-specific questions, accept relevant uploads, score each submission, and route a better-qualified lead to the team.
Which industries does Cliont support?
This solutions library currently covers 34 industries, with separate service and job-specific intake templates inside each one. The same platform can also be configured for a business whose exact specialty is not yet listed.
How does Cliont qualify and score leads?
Each intake asks questions that match the selected service. Answers can signal fit, urgency, scope, and value; Cliont weights those answers and delivers the resulting score with the lead details so a team can prioritize its response.
Can Cliont connect to an existing CRM and calendar?
Yes. Qualified leads can be routed to common CRM, calendar, email, SMS, Slack, webhook, and Zapier workflows. The goal is to improve the intake step without forcing a business to replace the tools it already uses.
Are Cliont intakes mobile-friendly and bilingual?
Yes. The intake experience is designed for phones, tablets, and desktop browsers, and it supports English and Spanish. Visitors can complete the same guided flow from the device and language that are most convenient for them.
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Not sure where you fit?
Start a free trial and we’ll help you configure the right intake for your business.