Qualify every technology and it lead before you take the first call
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.
Browse every technology and it intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Software Development
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Cybersecurity
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Audio Visual and Low Voltage
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Data and Analytics
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Telecommunications
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Managed IT Services
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Network and Infrastructure
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Cloud Services
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Computer and Device Repair
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Data Recovery and Backup
View intakes →Information technology and it teams need before dispatch
Across every technology and it service, Cliont intakes are built to capture:
- Best Describes What Integrated
- Requesting This Integration Work
- Systems Want Integrate Already
- Have Access Documentation Or
- Current Stage In This
- Authorize Technical Decisions And
- Best Describes What Api
- Already Have Technical Documentation
- Category Best Fits Intended
- Have Authority Approve This
How technology and it lead scoring works
Every answer across every technology and it intake is weighted automatically.
Value signals
- Two specific systems or apps
- Multiple systems across the organization
- Connecting to a third-party API or service
- Connecting a legacy system with a modern one
- Not sure
- Systems Want Integrate Already: yes
Urgency signals
- Ready to start immediately
- Immediately
- Proactive improvement
- Proactive general checkup
- Suspected active compromise or breach
- There Active Or Suspected
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
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
Technology and IT lead-intake FAQs
Do I need a separate intake form for Software Development versus Cybersecurity or Managed IT Services?
No — Cliont builds a distinct qualification flow for each subservice you offer, so a custom software inquiry asks different questions than a cybersecurity or managed services one, but they all report into the same dashboard and CRM.
How does intake handle a lead who isn't sure which IT service they need?
The intake can route based on the prospect's answers, directing them toward the right subservice flow (Cloud Services, Network and Infrastructure, Data Recovery and Backup, and so on) instead of forcing every visitor through one generic form.
Can Cliont qualify both project-based work and ongoing support requests?
Yes — the same account can run intake for one-time engagements like a software build or a network installation alongside recurring needs like Managed IT Services, with each flow scored on its own criteria.
What happens to a lead that looks like a poor fit for our IT business?
Lower-fit or disqualifying answers are flagged in the scoring so your team can see at a glance which enquiries are worth a scoping call and which aren't, before anyone spends time on them.
Does this work for both B2B clients and individual customers, like device repair walk-ins?
Yes — the intake adapts to the audience for each subservice, whether that's a business evaluating a Data and Analytics engagement or an individual bringing in a Computer and Device Repair request.
Where do qualified IT leads end up once they're scored?
Qualified leads across every Technology and IT subservice are sent to your CRM automatically, so scoping calls only get booked once a lead has cleared your intake criteria.
Turn your technology and it traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.