We are an intake and conversion platform created by industry experts.
We are an intake and conversion platform created by industry experts.
Features.
Features.
Lead Management System
Streamlining the intake process by managing leads, automating follow up and tracking progress.
Email Marketing Automation
Automates email campaigns, allowing for personalized communication with prospects and clients based on their interactions and behaviors.
Two Way Communications
Facilitates real-time, bidirectional communication with clients via text, email, or other messaging platforms, enhancing customer engagement and support.
Social Media Posting & Chat
Enables scheduling and posting content across multiple social media platforms, along with managing interactions through a unified chat interface.
Unified Inbox
Consolidates messages from various channels (emails, SMS, social media) into a single inbox, making it easier to manage and respond to clients and new leads.
Survey and Forms
Provides the ability to create and distribute surveys and forms to gather feedback, conduct research, or capture leads, with easy integration into marketing campaigns.
Reputation Management
Monitors and manages online reviews and feedback across different platforms, helping your firm maintain a positive online presence and reputation.
Reporting
Delivers comprehensive reports on various metrics and KPIs, such as campaign performance, intake data, and clients interactions, aiding in informed decision-making.
Task Management
Helps intake teams organize, prioritize, and track tasks and projects, ensuring efficient workflow and productivity within the firm.
Al Content Writer
Leverages artificial intelligence to generate content for emails, social media posts, blogs, and more, saving time and enhancing content quality.
PPC Management
Offers tools and analytics for managing pay-per-click advertising campaigns, including keyword research, ad creation, and performance tracking.
Funnel Builder
Provides tools to design and deploy customized intake funnels, enabling your firm to guide prospects through the intake journey with targeted content and interactions at each stage.
Appointment Booking
Enables easy scheduling of appointments and meetings directly through the platform, with calendar integration and automated reminders for clients.
Workflow Automation
Streamlines and automates repetitive tasks and processes, such as lead nurturing and follow-ups, by setting up customized workflows that trigger based on specific actions or criteria, improving efficiency and consistency.
Lead Management System
Streamlining the intake process by managing leads, automating follow up and tracking progress.
Email Marketing Automation
Automates email campaigns, allowing for personalized communication with prospects and customers based on their interactions and behaviors.
Two Way Communications
Facilitates real-time, bidirectional communication with clients via text, email, or other messaging platforms, enhancing customer engagement and support.
Social Media Posting & Chat
Enables scheduling and posting content across multiple social media platforms, along with managing interactions through a unified chat interface.
Unified Inbox
Consolidates messages from various channels (emails, SMS, social media) into a single inbox, making it easier to manage and respond to clients and new leads.
Survey and Forms
Provides the ability to create and distribute surveys and forms to gather feedback, conduct research, or capture leads, with easy integration into marketing campaigns.
Reputation Management
Monitors and manages online reviews and feedback across different platforms, helping your firm maintain a positive online presence and reputation.
Reporting
Delivers comprehensive reports on various metrics and KPIs, such as campaign performance, intake data, and clients interactions, aiding in informed decision-making.
Task Management
Helps intake teams organize, prioritize, and track tasks and projects, ensuring efficient workflow and productivity within the firm.
Al Content Writer
Leverages artificial intelligence to generate content for emails, social media posts, blogs, and more, saving time and enhancing content quality.
PPC Management
Offers tools and analytics for managing pay-per-click advertising campaigns, including keyword research, ad creation, and performance tracking.
Funnel Builder
Provides tools to design and deploy customized intake funnels, enabling your firm to guide prospects through the intake journey with targeted content and interactions at each stage.
Appointment Booking
Enables easy scheduling of appointments and meetings directly through the platform, with calendar integration and automated reminders for clients.
Workflow Automation
Streamlines and automates repetitive tasks and processes, such as lead nurturing and follow-ups, by setting up customized workflows that trigger based on specific actions or criteria, improving efficiency and consistency.
Live Chat Chat Bot Helper
Live Chat with Agent
Email Support
Zoom Call Support to further troubleshoot
Use Our Easy to use Extensive Knowledge Library
White Glove Onboarding, complete set up and orientation
Live Chat Chat Bot Helper
Live Chat with Agent
Email Support
Zoom Call Support to further troubleshoot
Use Our Easy to use Extensive
Knowledge Library
White Glove Onboarding, complete
set up and orientation
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Intake Kings is a software tool designed to streamline and automate the process of gathering, processing, and managing data or information from potential new clients.
Benefits include improved client experience, considerably higher conversion rates, heightened efficiency and accuracy in data collection, reduction in manual data entry, enhanced organization and accessibility of information, and increased productivity for staff.
Yes, Intake Kings offers customization options for forms, workflows, and data fields according to the unique requirements of your firm and practice areas.
Intake Kings seamlessly integrates with popular software systems: from your practice management software, to document management.
We will never hang you out to dry like many other software companies. Intake Kings provides a dedicated onboarding manager, as well as customer support service, including technical assistance, training resources, and online documentation to help you and your team make the most of the platform.
Intake Kings has the ability to accommodate growth in data volume or user base. Our platform is designed to scale with the needs of your firm, whether it's handling a small number of submissions or processing thousands of entries per day.