Turn a client enquiry into a tracked project.
A new client says yes, and the re-keying starts: an intake form in one tool, the answers copied into a tracker, a brief rebuilt from scratch. This runs the whole sequence in one place — and you can try the real thing right here.
That is your client pipeline, from one form.
The form, the database, and the board are one workspace. Create a free workspace and build your own in minutes.
From enquiry to pipeline, no re-keying.
The form, the database, and the project board are one workspace. The submission is already operational data the moment it lands.
1. A prospect fills the intake form
Scope, budget, timeline, project description — captured once, validated on the way in. No inbox thread to decode.
2. The answer lands as a typed record
Every submission becomes a row in your projects database — no CSV export, no Zapier, no re-keying. The row is the submission.
3. You work it as a pipeline
See every prospect on a board by stage, switch to a calendar when dates matter, and carry the brief into a project page beside the work.
Not a form tool bolted onto a tracker.
A small studio on Notion, Tally, and Toggl pays across tools and re-keys between them. Here, intake and the project pipeline share one bill and one database.
- Submissions are typed rows, not a separate responses inbox.
- Filter, sort, and view every prospect on a board by stage.
- Carry the brief into a project page beside the work.
- Free to start; Solo $19/mo, Studio $49/mo — one flat bill.
Build on it
Build your intake before your next kickoff.
Open a free workspace, build the form, and send the link with your next proposal.
Get started free