Feedback across multiple channels
Comments sit in email threads, chat messages and marked-up files that rarely agree with each other.
Client Enquiry & Intake Management Software
Keep Enquiries, Feedback and Intakes on One Clear Trail
IntakeHarbor gives freelancers, consultants, creative professionals and small teams a clearer way to organise enquiry records, gather follow-up notes, track enquiry stage and keep a tidy record of every record.
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Operated by Precious Ekoh · Independent UK sole trader
- One-time software packages
- No automatic renewal
- Clear package limits
- Secure checkout
- Digital delivery
Enquiry records
Contact feedback
Intake status
The problem
Enquiry Enquiries Become Difficult When Feedback Is Scattered
Comments arrive by email, chat and marked-up files, and it becomes hard to remember who handled what and which record is current. IntakeHarbor brings the everyday parts of an enquiry into one structured place.
Unclear enquiry stage
It is difficult to tell at a glance whether an enquiry is still under enquiry or already converted.
Duplicate enquiry notes
Several notes about the same enquiry circulate, and the current one is not always obvious.
Missing follow-up notes
Changes are made between records without any note explaining what was updated or why.
Forgotten contacts
It is easy to lose track of who was asked to follow up an enquiry and who has responded.
Difficult enquiry history
Finding what was agreed on an enquiry months ago means searching old emails and folders.
Benefits
A Clearer Way to Move Enquiries from Enquiry to Intake
Every IntakeHarbor package is built around the same practical set of enquiry and intake tools.
Enquiry Organisation
Titles, owners, categories and related files kept together in one record.
Enquiry Assignments
Assign an enquiry for follow-up with a clear list of the contacts involved.
Follow-Up Notes
Collect comments and requested changes against each enquiry in one place.
Enquiry Stage
Move enquiries through draft, under enquiry, changes requested and converted.
Enquiry History
Keep a dated record of each update as an enquiry progresses.
Follow-Up Notes
Add a short note describing what changed between one record and the next.
Follow-Up Dates
Record the date an enquiry or intake is needed by.
Search & Filters
Find enquiries by title, contact, status, deadline or category.
Intake Summaries
Summarise completed intakes by enquiry, contact or period where the package supports it.
Product preview
See How a Enquiry Can Be Structured
Interface penquiries are illustrative and may vary according to the selected package and delivered software record.
Enquiry Overview
An overview of active enquiries, pending feedback and intake counts in one screen.
Illustrative software preview · demonstration data
Enquiries
Enquiry records with titles, owners, records and current enquiry status.
Illustrative software preview · demonstration data
Follow-Up Notes
Contact comments and requested changes gathered against each enquiry.
Illustrative software preview · demonstration data
Enquiry Stage
See which enquiries are in enquiry, awaiting intake or converted.
Illustrative software preview · demonstration data
Features
Features Built Around Enquiry Enquiries
Twelve practical tools appear across the IntakeHarbor packages, depending on the capacity you choose.
Enquiry library
A structured list of the enquiries currently in or awaiting enquiry.
Contact assignment
Choose which contacts are involved in each enquiry.
Comment threads
Contact comments gathered in one thread against the relevant enquiry.
Intake stages
Move an enquiry through configurable enquiry and intake stages.
Status pills
A clear visual status for every enquiry at every stage.
Enquiry history
Each saved update kept as a separate, dated entry.
Update notes
A short explanation of what changed, saved alongside each record.
Deadline tracking
Record and view the date an enquiry or intake is due.
Search and filters
Locate enquiries quickly by title, status, contact or category.
Intake summaries
A summary view of intakes completed over a chosen period.
Team access
Shared access to enquiry records for packages that include multiple users.
Digital setup guidance
Instructions to help you configure your workspace after purchase.
How it works
How Buying and Setting Up Works
A straightforward eight-stage path from choosing a package to your first completed enquiry.
Choose a Package
Compare the seven packages and pick the enquiry capacity you need.
Add to Cart
Add the package to your cart from any pricing card on the site.
Enquiry Your Cart
Check the package and the one-time price before continuing.
Complete Secure Payment
Pay through Stripe's embedded payment interface on this website.
Receive Confirmation
The confirmation page verifies the payment directly with Stripe.
Receive Digital Access
Setup or access information is sent to your checkout email address.
Set Up Your Workspace
Add your enquiries, contacts and first intake stages.
Ongoing Support
Contact the owner directly with questions about access or configuration.
Who it is for
Built for People Who Manage Enquiry Enquiries
IntakeHarbor suits independent professionals and small teams handling enquiries regularly.
Freelancers
Send proposals and deliverables for client feedback and keep the intake trail in one place.
Consultants
Track report enquiries, client feedback and sign-off across several engagements.
Creative Professionals
Organise design and copy enquiries with clear contact comments and enquiry history records.
Small Agencies
Share an enquiry structure across a small team.
Project Teams
Move deliverables through enquiry stages with a visible enquiry stage.
Professional-Service Businesses
Keep client-facing enquiry records organised and easy to search.
Marketing Teams
Coordinate follow-up notes on campaign assets before they are converted.
Sole Traders
Keep a simple, structured record of enquiry intakes without a complex system.
Pricing
Three Popular One-Time Packages
Seven packages are available in total. Every package is a one-time purchase in GBP with no automatic renewal.
Busy freelancers
Client Intake Plus
£70 one-time
An expanded intake package for freelancers and consultants handling a larger number of customer enquiries and follow-up activities.
- 1 permitted user
- Up to 40 active enquiries
- Up to 150 client records
- Expanded enquiry categories
- Requirement records
- Follow-up tracking
- Priority labels
- Enquiry summaries
- Search and filters
- Digital setup guidance
- Email support
One-time payment · No automatic renewal · Secure Stripe payment on this site
Most chosen
Professional Intake
£115 one-time
A professional intake package for businesses requiring more enquiry capacity, custom intake structure and improved record organisation.
- Up to 3 permitted users
- Up to 100 active enquiries
- Expanded client-record capacity
- Custom enquiry stages
- Expanded intake fields
- Follow-up records
- Priority management
- Intake summaries
- Export options
- Workflow templates
- Priority email support
One-time payment · No automatic renewal · Secure Stripe payment on this site
Largest capacity
Complete Client Intake Suite
£650 one-time
A comprehensive one-time intake and setup package for established teams requiring larger enquiry capacity, advanced configuration and structured onboarding support.
- Up to 20 permitted users
- Up to 1,000 active enquiries
- Large client-record capacity
- Multiple intake templates
- Advanced enquiry-stage configuration
- Team-oriented intake structure
- Expanded requirement fields
- Detailed follow-up records
- Intake reporting
- Data-export options
- Initial setup assistance
- Workflow-configuration guidance
- Priority onboarding
- Priority customer support
- Digital access instructions
One-time payment · No automatic renewal · Secure Stripe payment on this site
Why choose it
Why IntakeHarbor
One-time packages
Pay once for the package you choose. There is no subscription and no recurring charge.
Transparent limits
User allowances, enquiry limits and enquiry-record limits are listed before purchase.
Clear business information
The owner, address, contact details and business type are published openly.
No automatic renewal
Nothing renews on its own and no card details are stored by IntakeHarbor.
Digital delivery
Access or setup information is sent to the email address entered at checkout.
Direct support
Enquiries are answered by the owner, normally within one business day.
Structured enquiries
Enquiries, feedback, records and enquiry stage held together consistently.
Clear positioning
IntakeHarbor does not provide financial, legal, credit, recruitment or other regulated professional services. Customers remain responsible for deciding whether to accept, reject or proceed with individual enquiries.
Independent ownership
IntakeHarbor is independently owned and operated by Precious Ekoh as a sole trader in the United Kingdom.
Feedback
Gather Follow-Up Notes in One Place
Contact comments and requested changes are recorded against the relevant enquiry rather than scattered across email threads and chat messages. Each comment stays attached to the record it was made on, so nothing is lost when a new record is saved.
- Comments and requested changes recorded per enquiry
- Feedback stays linked to the record it refers to
- Contact names and dates kept with each comment
- Feedback records searchable alongside the enquiry
Intake status
Enquiry Stage at a Glance
Every enquiry moves through a clear set of statuses so you always know where it stands.
- New
- Information Required
- Under Review
- Follow-Up Required
- Qualified
- Proposal Prepared
- Accepted
- Not Proceeding
- Archived
Record history
Keep Every Record on Record
Each time an enquiry is revised and saved, IntakeHarbor keeps the earlier record on record alongside the new one, together with a short follow-up note describing what changed. This gives you a clear, dated trail from the first draft to the converted record.
- Dated enquiry history records for each saved update
- Update notes describing what changed
- Previous records kept available for reference
Deadlines
Record Follow-Up Dates
Record the date an enquiry or intake is needed by, and see which enquiries are approaching or past that date. Deadline organisation is a record-keeping feature: IntakeHarbor does not send automatic reminder emails and does not chase contacts on your behalf.
Target dates
Record the date agreed for an enquiry or intake to be completed.
Upcoming view
See which enquiries are approaching their follow-up date.
Overdue marking
Mark enquiries that have passed their agreed deadline.
Payments
Clear One-Time Package Pricing
Payments are completed using Stripe's secure embedded payment interface, displayed inside the IntakeHarbor checkout page. Sensitive payment details are handled by Stripe and are not directly stored by IntakeHarbor.
- Package prices are defined on the server in GBP, so the browser cannot change the amount charged.
- Every payment is verified with Stripe again on the confirmation page before it is treated as complete.
- Stripe webhook events are checked against a signing secret before they are accepted.
- Complete payment-card numbers never reach the IntakeHarbor website.
After purchase
What Happens After Purchase
Payment verified
The confirmation page checks your payment directly with Stripe.
Order reference issued
You receive an order reference and a Stripe receipt may follow separately.
Package handled
The selected package is handled against the details you entered at checkout.
Access issued
Digital access or setup information is sent to your checkout email address.
Workspace set up
You add enquiries, contacts and your first intake stages.
Insights
Insights on Client Enquiry and Intake
How to Organise Enquiry Feedback
Practical ways to keep contact comments attached to the right enquiry and record.
Building a Simple Intake Workflow
A straightforward approach to moving enquiries through enquiry stages without overcomplicating things.
How to Manage Enquiry Records
Keeping earlier records on record while making the current record obvious.
Understanding Intake Stages
What each enquiry stage means and when an enquiry should move to the next stage.
Reducing Feedback Confusion
Why scattered feedback channels cause delays and how to bring comments into one place.
Keeping Follow-Up Notes Useful
How a short, consistent follow-up note saves time when handling enquiry history.
FAQ
Frequently Asked Questions
Are the packages subscriptions?
No. Every package is a one-time purchase in GBP with no automatic renewal.
How is the software delivered?
Digital access or setup instructions are emailed to the address entered during checkout after payment is confirmed.
Does IntakeHarbor provide legal or certification services?
No. IntakeHarbor does not provide financial, legal, credit, recruitment or other regulated professional services. Customers remain responsible for deciding whether to accept, reject or proceed with individual enquiries.
Can enquiries be converted automatically?
No. IntakeHarbor organises the enquiry and intake process; it does not guarantee intake or convert enquiries on your behalf.
Does IntakeHarbor offer real-time collaboration?
No. IntakeHarbor organises enquiry records, feedback and intake records; it is not a real-time co-editing tool.
Can I change package later?
Yes. Contact us with your current package and what you now need, and the difference will be confirmed in writing.
Ready to Bring More Structure to Your Enquiries?
Choose the IntakeHarbor package that matches your contacts, enquiry volume and intake requirements.