Turn unified communications enquiries into scoping-call-ready leads
Every enquiry captures the current need, user count, and required communication tools, plus a system inventory upload, so you see project scope and purchase authority before you commit to a scoping call.
Preview your unified communications intake
Explore 6 questions from the Unified Communications template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified unified communications lead should tell you
Support for integrating voice, video, messaging, and collaboration tools into a single platform, distinguished at intake by whether it's a new build, a migration, an integration, or a troubleshooting request, and scoped by organization type, tool mix, and user count.
- Best Describes Current
- Organization Or User This
- Communication Tools Be Included
- About How Many Users
- Have Authority Approve This
- This In Place
The questions your team needs answered
Every unified communications intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current need? | Distinguishes new builds from migrations, integrations, and troubleshooting so a scoping call starts with the right technical context already established. |
| Which type of organization or user is this for? | Tells you whether you're quoting an individual, a business, a nonprofit, or an internal IT team, which changes deal size and procurement path. |
| Which communication tools need to be included? | Shows exactly which tools, from voice to file sharing, must be included, so the project scope isn't discovered mid-call. |
| About how many users need to be supported? | User count is a core sizing signal, with higher tiers correlating to larger deployments and higher weight scores. |
| Do you have authority to approve this project or purchase? | Purchase authority separates decision-makers, weighted at 9, from researchers weighted at 3, so you know who to prioritize for a scoping call. |
| When do you need this in place? | Flags leads who need action immediately versus those just exploring options, letting you triage urgency before committing calendar time. |
How Cliont scores unified communications leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- New unified communications setup
- Migrating from an existing system
- Integrating tools with existing systems
- Troubleshooting current system issues
- Not sure
- 1 to 10 users
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Unified Communications Migration 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 unified communications workflows
| Cliont capability | Unified Communications application |
|---|---|
| Weighted scoring | Combines the need-type answer (migration, integration, troubleshooting) with the user-count tier so a 200-seat migration scores well above a 5-seat 'not sure' enquiry. |
| Multi-select capture | Records the exact tool mix a lead needs, whether that's voice, video, messaging, email, or file sharing, so scope isn't guessed after the call is booked. |
| Approval-authority flag | Marks whether the person completing the form can approve the project, letting you prioritize decision-makers for scoping calls and route others to a nurture path. |
| CRM routing | Sends qualified unified communications leads straight to your CRM with organization type, user count, and timeline attached, ready for a scoping call. |
Example unified communications lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Urgent migration, large user base
A business needs to move off an existing platform with 51 to 200 users and wants it done immediately. The intake flags both the high user-count weight and the urgent timeline so it lands ahead of exploratory enquiries.
New setup, no budget authority yet
Someone requests a new unified communications setup for 1 to 10 users but answers no to purchase authority. Cliont still routes the lead, but marks it as needing a decision-maker follow-up rather than an immediate scoping call.
Large-scale tool integration
An internal IT team wants to integrate messaging, video, and file sharing with an existing system for more than 200 users, within a month. The multi-select tool answers show exactly which systems need to connect before scoping.
Troubleshooting request, just researching
A caller is troubleshooting current system issues but selects 'just exploring options' for timeline. The intake still captures the tool mix and user count, so you have context ready if the request turns into a real project.
Connect Cliont to your workflow
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
More telecommunications intake templates
Unified Communications lead-intake FAQs
How does the intake separate a new UC deployment from a migration?
The first question asks the lead to describe their current need, choosing between a new setup, a migration, an integration, or troubleshooting, so scoping calls start with the right technical framing already known.
What happens if the person filling out the form can't approve the purchase?
The purchase authority question is weighted heavily, so leads without approval authority still get captured, but they're distinguishable from decision-makers who can move forward immediately.
Can I see how many users or seats a lead needs before quoting?
Yes, the intake asks for an approximate user count in tiers from 1 to 10 up to more than 200, which is one of the strongest sizing signals in the catalog.
Does the form capture which specific tools need to integrate, like voice or video?
The tools question is multi-select, covering voice calling, video conferencing, messaging, email integration, and file sharing, so you know the technical scope before the call, not during it.
How does the intake tell urgent requests apart from people just researching?
A dedicated timeline question ranges from immediately to just exploring options, letting you triage which leads need calendar time now versus a nurture sequence.
Is this different from the intake used for VoIP Installation or Business Phone System leads?
Yes, this catalog is built around multi-tool integration and organization-wide rollout, while sibling subservices like VoIP Installation or Business Phone System focus on narrower, single-system requests.
Turn unified communications visitors into qualified clients
Give every unified communications visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.