Dashboard

Overview of your intake forms and leads.

Total Submissions

0

Last 30 days

Enterprise Leads

0

High-value opportunities

Conversion Rate

0%

To qualified leads

Avg. Lead Score

0

/1000

Lead Distribution by Tier

Submissions by Service Category

Submission Velocity (Coming Soon) – daily intake trends and projected close rates will appear here once timeline analytics are wired to the reporting service.

🩺 System

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Projects

Manage your intake projects.

+ New Project

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Create New Project

Fill out the details below to create a new client project and generate an intake link.

Client / Project Name *

Template Key

Lead Tier Select tier… Starter Standard Professional Enterprise

Source Select source… Referral Social media Paid ads Other

Budget Range Select budget… Under $1,000 $1,000 – $5,000 $5,000 – $10,000 $10,000+

Due Date / Go-live Target

Assigned To

Cancel Create Project

Submissions

Track and manage all incoming leads.

All Statuses Starter Qualified Enterprise

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Analytics & Reporting

Detailed insights into your lead generation and conversions.

Submissions (30D)

0

All intake sources

Enterprise Leads (30D)

0

Auto-routed to pro team

Conversion Rate

0%

Lead → Qualified

Avg Lead Score

0

DJ & creative templates

Top Templates (coming soon – wired to /analytics/by-template)

Recent High-Value Leads (auto-scored ≥ 700)

Templates

Browse available intake form templates.

All Templates Entertainment Nonprofit Restaurant Real Estate General / Quotes

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Team

Manage team members and roles.

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Total Users

0

Active

0

Admins

0

Staff

0

Invite Team Member

Name *

Email *

Role staff admin viewer

Create User

Members

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Activity

Timeline of actions across the portal.

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Automation

Lightweight rules (create, toggle, delete).

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Total Rules

0

Active

0

Total Runs

0

Create Rule

Name *

Trigger *

Tip: common triggers include intake_submitted, project_created.

Create

Rules

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Integrations

API tokens and webhooks.

API Tokens

Refresh

Token Name *

Permissions

Create Token

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Webhooks

Refresh

Name *

URL *

Events (comma separated)

Create Webhook

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Settings

Configure your intake portal branding, email, and defaults.

🎨 Branding

Portal Name

Accent Color

Logo URL

Save Branding

📧 Email Configuration

From Name

From Email

Reply-To Email

Use TLS

SMTP Host

SMTP Port

SMTP User

SMTP Password

Stored in settings.json (not encrypted). Use only if you trust the host.

Admin Notification Email

Send admin intake emails Send client confirmation emails

Send Test Email Save Email Settings

🔐 Change Password

Current Password

New Password

Confirm New Password

Update Password