← Our productsINTAKELY / A PRODUCT BY BISANTI

Better questions.
Clearer requests.
A useful next step.

Intakely helps service teams collect the right details, review incoming inquiries, and prepare the next conversation or proposal.

Follow an inquiry ↓
FROM FIRST CONTACT TO SHARED CONTEXT

The form is
just the beginning.

Make the first exchange useful. Bring the answers into a workspace where your team can review the request and decide what comes next.

THE FIRST QUESTIONS

What are you
working on?

Your project
A website redesign
Your main goal
More qualified inquiries
Your timeline
Let’s discuss the scope first
Request received
READY FOR YOUR TEAM

A clearer
starting point.

Website redesign
Goal: qualified inquiries

Next conversation
Scope, budget & timing

Illustrative workflow · Sample details
QUESTIONS THAT FIT THE REQUEST

Ask what matters.
Skip what doesn’t.

Build visually or start with the AI form builder. Use conditional questions, multiple steps, and uploads to collect the information relevant to your services.

An example of conditional logic

What can we help you with?

Website redesign
A new website
↓ If “Website redesign”
Relevant follow-upWhat is your current website?
your-business.com

Illustrative form logic. These are not input fields.

ANSWERS BECOME A STARTING POINT

Give your team
something to work with.

01 / REVIEW

Keep the request together.

See the client’s answers and submission activity in one place.

02 / QUALIFY

Make priorities explicit.

Use your scoring criteria to support assessment, with your team making the decision.

03 / PREPARE

Start from the details.

Prepare a proposal draft or a focused conversation. Review scope and terms before sharing.

Share a form or embed it on your site. Connect booking with Google Calendar, and pass submission events into other tools through webhooks.

BUILT HERE. USED HERE.

Our own front door
runs on Intakely.

The “Discuss your project” form on this site is part of how we turn an inquiry into a conversation about the work.

Before you get started

Do I need to build the form with AI?

No. You can use the visual builder directly, or use AI to create a starting point and then edit the fields, flow and settings yourself.

Is the generated proposal ready to send?

Treat it as a draft. Check the scope, assumptions, pricing and commitments before sharing a proposal with a potential client.

Where can I check plans and availability?

The Intakely website has the current plans and access options. Feature availability and usage allowances depend on your plan.

Visit Intakely
YOUR NEXT PROJECT STARTS WITH A CONVERSATION

What’s next for
your business?

A new idea, a website that needs a rethink, or a process that slows you down. Tell us where you want to go.

You don’t need a finished brief to get started.