Target dates
Record the agreed deadline against an enquiry.
Features
Everything Needed to Keep Enquiry Enquiries Organised
IntakeHarbor focuses on the practical parts of enquiry administration: enquiries, enquiry assignments, feedback, enquiry stage, records, follow-up notes, deadlines and summaries.
Enquiry Organisation
Keep everything about an enquiry in one record so enquiries start from the same details every time.
- Enquiry title
- Owner
- Category
- Related files
- Notes
- Associated enquiries
Illustrative software previewEnquiry Assignments
Assign an enquiry for follow-up with a clear list of the contacts involved and the stage it is at.
- Enquiry link
- Contact list
- Requested stage
- Notes
- Status
Illustrative software previewFeedback Tracking
Comments and requested changes are gathered against each enquiry in one place.
- Contact comments
- Requested changes
- Comment date
- Record reference
Illustrative software previewEnquiry Stage
Statuses show where each enquiry sits without needing to open it.
- New
- Information Required
- Under Review
- Follow-Up Required
- Qualified
- Proposal Prepared
- Accepted
- Not Proceeding
- Archived
Illustrative software previewEnquiry History
Keep a dated record of each update as an enquiry progresses.
- Record number
- Date saved
- Editor
- Linked follow-up note
Illustrative software previewFollow-Up Notes
Add a short note describing what changed between one record and the next.
- Change summary
- Record reference
- Author
- Date
Illustrative software previewFollow-Up Dates
Record the date an enquiry or intake is needed by and see which enquiries are approaching or past their date. Deadline organisation is a record-keeping feature: IntakeHarbor does not send automatic reminder emails and does not chase contacts on your behalf.
Upcoming view
See which enquiries are due next.
Overdue marking
Mark enquiries that have passed their deadline.
Search & Filters
Enquiry title
Find an enquiry by name in seconds.
Contact
List every enquiry a particular contact is involved with.
Status
List only under enquiry, changes requested or converted enquiries.
Deadline
Sort or filter by follow-up date.
Category
Group enquiries by project or category.
Free text
Search comments and descriptions for a keyword.
Intake Summaries
Where the package supports it, summaries help you enquiry intake activity over time.
Intake summary
A summary of completed intakes by period.
Contact summary
Totals and involvement per contact.
Status summary
How many enquiries sit in each status.
Export options
Export summaries for your own records.
Summaries are organisational outputs. They do not constitute legal advice, certification or a guarantee of intake.
Team Options
Packages that include multiple users allow a small team to share access to the same enquiry records.
Shared records
Multiple users can view the same enquiry records.
Role-based structure
Some packages include structure for organising contacts.
Team-wide status
Everyone sees the same enquiry stage for each enquiry.
Ready to organise your enquiries more clearly?
Compare IntakeHarbor packages and choose the level that matches your enquiry volume, users and client-intake requirements.