| Version | Trial (3 Months) | Lite | SMB | Enterprise |
|---|---|---|---|---|
| Intake Form | S | S | S | S |
| SMS | S* | N/A | S* | S |
| Email Templates | S | S* | S | S |
| Calendar Sync | S* | N/A | S* | S |
| E-Signing | S* | N/A | S* | S |
| Pre-Built Questionnaires | S | S | S | S |
| Custom Questionnaires | S** | N/A | S/5 New | S/Unlimited |
| Pre-Built Forms | S | N/A | S | S |
| Custom Form Builder | S** | N/A | S | S |
| Lead Import API | S* | N/A | S/Unlimited | S/Unlimited |
| Lead Import Parsing | S*** | N/A | S** | S/Unlimited |
| Case Mgmt Connectivity | TW Included | N/A | TW Included | S |
| Call Center Connectivity | 1/Addt’l Opt. | N/A | 1/Addt’l Opt. | S |
| Funnel | S | N/A | S | S |
| Dictionaries | S | N/A | S | S |
| Contacts | S | S | S | S |
| Dashboards | S | N/A | S | S |
| Dialer | S* | N/A | Opt. | S |
| Chat | S | N/A | Opt. | S |
| Recent Activity | S | N/A | S | S |
| Billing | S**** | N/A | S | S |
| Minimum Users | N/A | 1 | 1 | 5 |
| Custom Dashboards | N/A | N/A | ||
| Workflows | S-Trial Set loaded | N/A | S | S |
| Support Options | ||||
| Online Support | S | S | S | S |
| Phone Support | N/A | N/A | S | S |
| Hosting Options | ||||
| Hosted | S | S | S | S |
| On Premise | N/A | N/A | N/A | Opt. |
Take Your Practice To Greater Heights With Intake Matters Dynamic & Self-Configuring Software.