Qualify every technology and it lead before the first conversation
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
Preview 7 intake templates for software development, including software integration, api development, legacy system modernization.
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Cybersecurity
Preview 8 intake templates for cybersecurity, including security awareness training, compliance security program, penetration testing.
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Audio Visual and Low Voltage
Preview 6 intake templates for audio visual and low voltage, including conference room av, home theater installation, digital signage.
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Data and Analytics
Preview 6 intake templates for data and analytics, including business intelligence dashboard, data warehouse development, database optimization.
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Telecommunications
Preview 5 intake templates for telecommunications, including unified communications, business phone system, contact center system.
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Managed IT Services
Preview 6 intake templates for managed it services, including network monitoring, fully managed it, co-managed it.
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Network and Infrastructure
Preview 6 intake templates for network and infrastructure, including network upgrade, server installation, data center services.
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Cloud Services
Preview 6 intake templates for cloud services, including google workspace setup, microsoft 365 setup, cloud cost optimization.
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Computer and Device Repair
Preview 6 intake templates for computer and device repair, including laptop repair, computer upgrade, mobile device repair.
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Data Recovery and Backup
Preview 6 intake templates for data recovery and backup, including business backup solution, ssd data recovery, mobile device data recovery.
View intakes →Information technology and it teams need before the first conversation
Across every technology and it service, Cliont intakes are built to capture:
Technology and IT covers the software, infrastructure, security, and support work that IT businesses sell — from custom development and cloud migrations to network setup, device repair, and data recovery — each with its own scope, budget, and urgency profile that intake needs to separate before a scoping call gets booked.
- 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
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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.