Custom software intake that asks what your team actually needs to know
Ask prospects for their project type, current requirements documentation, and decision-making authority before you scope anything — plus collect any existing specs or system diagrams so your team walks into the call prepared.
The exact intake your custom software development leads complete
This is the real 6-question guided intake for Custom Software Development — the same flow your customers finish before you ever pick up the phone.
What a qualified custom software development lead should tell you
Design, build, and delivery of bespoke software — web, mobile, desktop, or system integration — for a specific business need, qualified by project type, requirement readiness, and who holds budget authority for the build.
- Software Project Built
- Have Written Description Features
- Stage This Project At
- Will Use This Software
- Decision Maker Or Budget
- This Project Connect With
The questions your team needs answered
Every custom software development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of software project do you need built? | Project type signals engagement complexity, with system integration and mobile builds weighted higher than desktop work or undecided answers. |
| Do you have a written description of the features or requirements you need? | Having a written requirements document scores nearly double the weight of no documentation, since it signals a scoping-ready prospect. |
| What stage is this project currently at? | Project stage distinguishes prospects who need discovery work first from those with defined requirements ready for a scoping call. |
| Who will use this software once it is built? | Knowing whether the software serves internal staff, external customers, or both helps size the engagement and anticipate security and support needs. |
| Are you the decision maker or budget authority for this project? | Confirming budget or decision-making authority separates leads ready to commit to a scoping call from those still seeking internal approval. |
| Does this project need to connect with any existing systems or data sources? | Flagging integration needs upfront lets the team staff the scoping call with the right technical expertise before it happens. |
How Cliont scores custom software development leads
Every answer is weighted automatically — no manual review required.
Value signals
- Web application
- Mobile application
- Desktop application
- System integration or automation
- Not sure
- Have Written Description Features: yes
See the lead your team receives
Custom Software Development Lead
From first click to qualified lead
Follow prospects and clients 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 share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for custom software development workflows
| Cliont capability | Custom Software Development application |
|---|---|
| Conditional document requests | Prompts for a written requirements document only when the prospect confirms one exists, and requests system diagrams when they confirm integration needs. |
| Decision-maker routing | Automatically deprioritizes leads who aren't the budget authority so scoping calls aren't scheduled with someone who can't approve the engagement. |
| Project-type scoring | Weights system integration, mobile, and web requests above 'not sure' answers so higher-complexity work surfaces first in your CRM queue. |
| Stage-aware qualification | Separates idea-stage inquiries from projects with defined requirements or existing systems needing rebuild, without discarding early-stage leads outright. |
Common custom software development lead scenarios
Idea-stage founder, no authority
Prospect selects 'just an idea, no plans yet' and isn't the budget decision maker, so the lead scores low and routes to nurture instead of a scoping call.
Enterprise integration request
A decision maker requests system integration or automation, has written requirements, and confirms the project needs to connect with existing systems — scoring high and flagged for immediate follow-up.
Legacy system rebuild for customers
Prospect picks 'existing system to rebuild or improve' with external customers as end users, triggering a request for existing system documentation before the call.
Undecided project type, no spec
Prospect selects 'Not sure' for project type and has no written requirements, resulting in a lower score that still enters the CRM for a discovery conversation rather than a scoping call.
In-progress internal automation tool
A decision maker with an in-progress internal automation project and defined requirements answers yes to needing integration with existing data sources, generating a high-priority, technically-detailed lead.
Connect Cliont to your workflow
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
More software development intake templates
Custom Software Development lead-intake FAQs
How does the intake handle prospects who say it's 'just an idea, no plans yet'?
That project-stage answer, combined with whether they hold decision-making authority and have written requirements, determines whether the lead is routed for a scoping call or held for nurture follow-up instead.
What happens when the person filling out the form isn't the budget decision maker?
That answer carries a lower weight than a confirmed decision maker, so the lead still reaches your CRM but scores lower and can be filtered out of scoping-call scheduling until authority is confirmed.
Can the intake tell the difference between a new build and a system integration request?
Yes — the project-type question separates web, mobile, desktop, and system integration or automation work, each weighted differently, and pairs with the integration question to flag technical complexity early.
Does someone need a written spec before they can submit the form?
No. The requirements question is yes/no and simply weights the lead — prospects without documentation still submit and score, just lower than those with defined requirements.
How are rebuild or modernization requests treated differently from brand-new builds?
Selecting 'existing system to rebuild or improve' as the project stage prompts a request for existing system documentation, so your team has context on what's being replaced before the call.
Will the form distinguish internal tools from customer-facing products?
Yes — the who-will-use-it question captures internal staff, external customers, both, or personal use, giving your team context on scale and security needs even though it isn't independently weighted.
Turn custom software development visitors into qualified clients
Give every custom software development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.