Qualify every security and safety lead before you drive out
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.
Browse every security and safety intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Information security and safety teams need before dispatch
Across every security and safety service, Cliont intakes are built to capture:
- Property This Inspection
- Property Have Emergency Or
- Main Reason Requesting This
- How Many Emergency Light
- Authorized Schedule Inspections And
- Soon This Inspection Completed
- Property Extinguisher Service
- Service Extinguishers
- About How Many Extinguishers
- Property Owner Or Manager
How security and safety lead scoring works
Every answer across every security and safety intake is weighted automatically.
Value signals
- Property Have Emergency Or: yes
- Routine maintenance
- Code compliance requirement
- Suspected malfunction
- Insurance requirement
- New installation verification
Urgency signals
- Property Have Emergency Or
- Immediately
- Immediately, system is down or discharged
- Emergency response procedures
- Proactive planning
- Emergency response
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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
Security and Safety lead-intake FAQs
Do I need a separate intake for each service I offer, like fire protection and access control?
Yes. Each subservice under Security and Safety, such as Fire Protection, Home Security, or Commercial Security, has its own qualification questions because a fire alarm inspection and a locksmith call-out need different information to qualify.
Can one property owner submit a request that touches more than one subservice, like security guards and access control?
Property owners select the relevant subservice when they start the intake, and if a job genuinely spans two areas your team can review both submissions together in the CRM rather than relying on one generic form to capture everything.
How does Cliont decide which leads are worth a site survey?
Each subservice intake is scored on its own catalog of questions, so a workplace safety enquiry and a fire protection enquiry are judged against different signals before either reaches your team as a survey-ready lead.
Where do qualified leads end up once they're scored?
Qualified leads are sent to your CRM regardless of which Security and Safety subservice they came from, so your team works from one pipeline instead of checking separate inboxes for fire protection, access control, or guard service enquiries.
Is this intake only for commercial security work, or does it cover residential too?
It covers both. Subservices like Home Security sit alongside Commercial Security and Workplace Safety, so residential and commercial property owners are qualified through the intake built for their specific request.
Turn your security and safety traffic into booked jobs
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.