See every call.
Score every lead.
Act in real time.
IntakeCoach captures calls, scores intent, recommends staffing, and ships clean data to your CRM—automatically.
Live Intake Feed
This Week
Potential Leads
87
↑ High-intent
Spam Filtered
23
Auto-ignored
Follow-ups
93
Created auto
Avg. Duration
5:32
Per call
Staffing cue
Add 1 closer 2-5pm for PI leads
Script nudge
Vendor calls +2:10 over target; trim openers
Why Teams Switch
Intake clarity, coaching,
and action in one place.
No more guessing which calls matter. We categorize, score, and surface the moves your team should make next.
Live Visibility
Instant view of every call, caller intent, and status in one unified dashboard. No more switching between tools or waiting for reports.
AI Summaries & Scoring
Automatic summaries, sentiment analysis, and conversion probability for every interaction. Know who's ready to close before you pick up.
Leadership-Ready Reports
One-click rollups with true leads vs. noise so spend decisions are clear. Defend every budget line with real data.
Coaching-Ready Transcripts
Pull winning calls, build training in minutes, and lift close rates fast. Turn your best performers into playbooks for everyone.
How It Works
From call to CRM
in minutes.
No complex setup. We capture, analyze, and sync automatically.
Capture
Securely record calls from your existing phones or VOIP system.
Analyze
AI reads intent, tone, keywords, and urgency in real time.
Score & Route
Auto-score leads and route to the right closer or follow-up.
Sync
Push clean, mapped fields into your CRM instantly.
Coach
Use transcripts and nudges to upskill the team fast.
Real-Time Alerts
Every call, instantly
in your inbox.
Get beautiful, actionable alerts with AI summaries, scores, and coaching tips the moment a call ends.
Caller ID & Badge
Instant recognition of potential new clients vs. existing contacts
At-a-Glance KPIs
Call quality score, review rating, and duration at a glance
Agent & Caller Info
Full context with case type, date, and location
AI Summary
Complete call context in seconds, not minutes
Purpose Detected
AI extracts the core reason for the call automatically
Coaching Tips
Actionable suggestions to improve performance
Inbound Call Alert
+1 (555) 867-5309
Call Quality
75%
Review
⭐⭐⭐⭐☆
Duration
3:10
Agent
Sarah Mitchell
Apex Legal Partners
Caller
James Anderson
Date: 12-10-2025
Personal InjurySummary
James Anderson: rear-ended at intersection, reporting back pain and whiplash; intake identified as PI auto, quoted free consult, collected contact info, attorney scheduled callback for 3pm.
Purpose of Call
Caller was rear-ended at a red light 3 days ago; seeking legal representation for medical bills and vehicle damage.
Suggestion for Improvement
Always introduce yourself and your role at the firm at the start of the call to build rapport and credibility.
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🎯 Caller ID & Badge
Instant recognition of potential new clients
📊 At-a-Glance KPIs
Quality score, review, and duration instantly
✨ AI Summary
Complete call context in seconds
🎯 Purpose Detected
Core reason for the call extracted
💡 Coaching Tips
Actionable suggestions to improve performance every call
Instant SMS Alerts
Never miss a lead.
Even on the go.
Get instant SMS summaries the moment a call ends. Know who called, why they called, and what action to take—all from your phone.
Instant delivery within seconds of call end
AI-powered summaries with key details
One-tap callback directly from the message
IntakeCoach
iMessage
📞 Missed Call
Sarah Miller • Workers Comp
Yesterday, 4:32 PM
Proven Results
Numbers that speak
for themselves.
27%
Average increase in conversion rate
40%
Reduction in missed opportunities
3x
Faster lead response time
"IntakeCoach turned days of follow-up into minutes. The clarity on true leads vs. noise changed our marketing spend decisions overnight."
Jennifer Thompson
Managing Partner, Thompson Law Group
Pricing
Simple, transparent pricing.
Unlimited leads on every plan. Scale channels, automations, and routing as you grow.
Launch
Modern widget + core channels + CRM sync.
- Website widget (call, SMS, WhatsApp, form)
- Core CRM sync & source tracking
- Customizable intake questions
- Basic analytics dashboard
Engage
AI qualification + two-way messaging automation.
- Everything in Launch
- AI SMS & WhatsApp intake flows
- Calendar booking & reminders
- Two-way CRM updates
- Enhanced analytics & tracking
Scale
Enterprise routing, scoring, and automations.
- Everything in Engage
- Multi-office routing & SLA alerts
- Advanced scoring & prioritization
- Priority support & white-glove onboarding
- Custom reporting & API access
Ready to see every call
and close more?
Join teams using IntakeCoach to capture, qualify, and route every lead with AI speed and accuracy.