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.

8 seats openBoutique capacity · max 8

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).

8 seats openBoutique capacity · max 8

Related articles

Resources that go with this Ops package — practical reading before you buy.