Every client starts as an inquiry you didn't miss
Build an intake form, then link to its hosted page or embed it on your site. Every submission becomes a lead with the source already filled in. When a lead says yes, they become a client with one profile for every project, proposal, invoice, file and note.
- FormsA hosted page, or embedded on your site
- PipelineA board, a table, or one lead at a time
- ProfileEvery project, proposal, invoice and note