Build relationships, not todo lists.
IntakeCoach turns every call into clear, actionable signal — with a real-time dashboard, AI-driven analysis, and a follow-up engine that actually moves revenue.
Today
Call performance
64
Calls
23
Booked
36%
Conversion
Calls per hour
Last 12h
Sarah's close rate jumped 18% this week.
AI suggests scaling her discovery script across the team.
Trusted by teams across legal, healthcare, and home services
Every call at a single glance.
A real-time dashboard that turns raw call data into clear, actionable signal — so you always know how the day is going.
Performance overview
Last 30 days
250
Total Calls
This month
64
Daily Calls
Today
420
Weekly Volume
Last 7 days
5:32
Avg. Duration
Per call
93
Hold Times
Avg. seconds
78%
Pickup Rate
Live answered
+18% conversion uplift compared to last month.
See how it works →Every call categorized. Every opportunity surfaced.
Calls auto-classify by intent the moment they come in — so your team focuses on the ones that move the needle.
Call breakdown
Categorized by AI
Potential Leads
87
High conversion potential
Spam
32
Filtered automatically
Vendors
46
Suppliers & partners
Missed Calls
34
Need follow-up
Voicemail
19
Callback queue
Existing Clients
41
Ongoing relationships
AI suggestions
Top actions for today
Follow up with Sarah Johnson
Potential client interested in home renovation services.
High priorityReturn call to Michael Brown
Existing client with questions about project timeline.
Medium priorityReview transcripts from top calls
Spot patterns to share with the rest of the team.
High prioritySchedule training for new rep
Based on call performance metrics this week.
Medium priority
Don't be fooled by inflated call numbers.
Most reports brag about call volume — but volume without quality is just noise. IntakeCoach separates real opportunity from marketing fluff.
- Filter out spam and unqualified contacts automatically
- Quality-score every conversation in real time
- Tie marketing spend to actual booked revenue
- Surface coaching opportunities from real calls
“Our marketing company said Google generated 115 phone calls. After IntakeCoach, we saw 89 were spam or looking for work. It paid for itself in week one.”
Average customer flags 42% of inbound calls as non-revenue.
Stop reviewing calls one at a time.
A side-by-side look at the difference automated call intelligence makes — from hours of manual work to insight in minutes.
Manual monitoring
Hours of audio. Spreadsheets. Guesswork. By the time you spot the pattern, the moment is gone.
- Hours spent listening to recordings
- Delayed insights and slow response
- Inconsistent tracking and reporting
- Critical patterns missed entirely
- Inflated metrics that hide real issues
Automated intelligence
AI handles the listening, categorizing, and analyzing — so your team can focus on what actually grows revenue.
- AI listens to every call in real time
- Patterns surfaced within minutes
- Centralized reporting across teams
- Coaching suggestions sent automatically
- Clean numbers your team can actually trust
Teams that switch typically save 14+ hours per manager, per week.
Based on customer reported time savings.
Everything you need to coach calls — and close more.
A complete platform for capturing, analyzing, and acting on every conversation that matters.
Automated call categorization
Organizes incoming and outgoing calls so you can spot trends without lifting a finger.
AI call transcription
Real-time, accurate transcription powered by advanced AI — every detail captured.
Actionable analytics
Insights that drive smarter decisions and continuous improvement across the team.
Higher close rates
Data-driven insights that boost closing rates and turn more prospects into customers.
Built-in rep training
Coaching modules and insights derived directly from your own call data.
Instant feedback
Immediate, actionable notes after every call to sharpen future conversations.
Smart alerts
Get notified the moment a high-value lead drops a buying signal.
Team-wide visibility
See how every rep performs at a glance and benchmark across the team.
Closed-loop follow-up
Auto-create tasks and reminders so nothing slips between calls.
From call to insight in minutes.
Four lightweight steps. No new hardware. No complex setup. Just better calls, faster.
- 01
Capture
IntakeCoach securely records every call from your existing phone system or VoIP — no new hardware needed.
- 02
Analyze
Our AI transcribes, categorizes, and scores every call: intent, sentiment, missed cues, lead value.
- 03
Surface
Insights, suggestions, and action items appear in your dashboard within minutes — not days.
- 04
Improve
Track performance over time and watch your conversion rate climb month over month.
Built for teams where every call matters.
Tune IntakeCoach to the vocabulary, signals, and outcomes that matter in your industry.
Transform legal client intake.
IntakeCoach helps law firms convert more potential clients into retained cases by improving every initial consultation.
- Identify case value and urgency automatically
- Track case-type conversion rates by attorney
- Coach intake staff with real call examples
- Improve client experience from first contact
32%
higher case retention
2.1×
lead-to-client lift
Industry insight
Teams in legal who use IntakeCoach see measurable lift in their core KPI within the first 30 days.
Plays well with everything you already use.
Connect IntakeCoach to your CRM, phone system, analytics, and ops stack in minutes — not weeks.
CRM platforms
Sync calls and outcomes with Salesforce, HubSpot, Pipedrive, and more for unified pipeline visibility.
Phone systems
Works with VoIP providers, call centers, and traditional phone systems — no hardware swap required.
Data analytics
Pipe analyzed call data into BI tools so leadership sees the full revenue picture.
Email & calendar
Auto-create follow-up emails and bookings from inside the workflow your team already uses.
Data warehouses
Stream structured call insights into Snowflake, BigQuery, or your own warehouse for deeper analysis.
Custom APIs
Wire IntakeCoach into anything else with clean, well-documented webhooks and REST endpoints.
One source of truth
Eliminate manual data entry. Centralize every signal.
Workflow automation, centralized reporting, and clean data sync — so every team is working from the same numbers.
Effortless integration. We handle the lift.
Zero technical effort on your side. Our team customizes IntakeCoach to your workflow, trains your team, and stays on as ongoing support.
- Avg. setup
- < 10 days
- Tech effort
- None
- Support
- Ongoing
- 1
Discovery call
We learn how your team handles calls today and map IntakeCoach to your workflow.
- 2
White-glove setup
Our team handles all the technical configuration and connects your phone system and CRM.
- 3
Team training
A short, focused training so every rep and manager gets value from day one.
- 4
Go live & optimize
We monitor the rollout and continuously tune the platform around your goals.
Simple, transparent pricing.
One platform. Three tiers. Cancel anytime. Choose the plan that fits how your team handles calls today — and scale up as you grow.
Features included
- Single user license
- Basic intake forms
- Email support
- PDF exports
- Client portal
Features included
- Up to 5 users
- Advanced intake forms
- Priority support
- Custom branding
- Client portal
Features included
- Unlimited users
- All Professional features
- Dedicated account manager
- API access
- HIPAA compliance
- No credit card to start
- Cancel anytime
- White-glove setup
Talk to an IntakeCoach specialist.
Tell us a little about how your team handles calls today. We'll show you what's possible — usually inside a 20-minute call.
- [email protected]
- Phone
- +1 (800) 555-COACH
Offices
San Francisco
525 Market St, Suite 1000
San Francisco, CA 94105
New York
Empire State Building
350 5th Ave, New York, NY 10118
Chicago
233 S Wacker Dr
Chicago, IL 60606