If you are a small office, this is perfect for you. Intake Lite is designed for the firm with 1-2 users looking for a place to store their data. Intake Lite provides you with the form to input the standard data, a place to store contacts, and our standard questionnaires to keep consistency around working with potential clients. We will host your system with the Intake Matters Lite version, and you will have access to Online Support.
If you want more functionality, or are a bigger office, Intake Matters SMB is the right fit for you. SMB supports unlimited users and provides you with up to 5 Custom Questionnaires, a Custom Form Builder, Funnels, Dictionaries, Contacts, Dashboards, up to 5 Workflows and Billing. With SMB, you have the ability to send SMS, Sync Calendars, and Import Leads. We will host your system, and you will have access to Phone and Online Support.
Our most robust version of Intake Matters includes all the SMB functionality as well as up to 15 Custom Questionnaires, Unlimited Lead Imports, Custom Dashboards, Data Migration, and up to 15 Workflows. With Intake Matters Enterprise, you have access to Online and Phone Support, as well as free online training. We will host your system, or if you prefer to keep it onsite, you can for an additional fee.