Automate client onboarding for your agency
For agencies, time is money. Intakly helps your team filter out low-value prospects and focus purely on high-ticket opportunities through intelligent, automated onboarding workflows.
Why automate agency onboarding?
Manual onboarding kills margins. Automated onboarding software allows multiple team members to access client data, supports white-labeling to maintain your brand image, and intelligently flags high-value prospects before you even speak to them.
Pain points
- Senior talent wasting time on administrative onboarding
- Disjointed communication between sales and delivery teams
- Generic forms that dilute your agency's premium brand
How Intakly helps
- White-label forms that reinforce your brand authority
- Centralized dashboard for team-wide client visibility
- Automated filtering of leads below your minimum budget
Who this is for
- Digital Agencies
- Marketing Teams
- Creative Studios
FAQ
- Can my team access the forms? Yes, Intakly is built for collaboration, allowing your entire team to view and manage client briefs.
- Is it white-labeled? Yes, you can remove Intakly branding to maintain a seamless experience for your high-ticket clients.
- Does it integrate with our CRM? You can connect Intakly to your CRM or sales tools (for example using integrations or exports) so qualified lead data fits into your existing pipeline.