Lead Intake Ops
Every lead from your forms, ads, and inboxes lands in one place, routed to the right person, with alerts — so nothing sits unanswered.
Best fit if you are…
- Real Estate — Inquiry → CRM pipeline with owner alerts for agents and teams.
- Clinic / appointments intake — New-patient or inquiry leads into one intake path — not a medical-records system.
- Sales follow-up — Inbound leads into sequenced follow-up with owner visibility.
Choose how it’s hosted
Same outcome either way. Pick the option that matches how you already work — then continue to checkout. Kickoff opens after purchase (what Kickoff is).
On your tools
$997 setup + $149/mo
We build and maintain the automation in the apps you already pay for (Zapier, Make, your CRM, etc.).
Continue — on your toolsWe host it
$1,297 setup + $249/mo
We run the automation on our managed platform. You still keep your CRM and forms — we handle the middle.
Continue — we host itNot sure this package fits? Master Plan $1,497 · Custom intake $497
Related articles
Resources that go with this Ops package — practical reading before you buy.