Each package is a single payment in GBP. There is no subscription, no automatic renewal and no hidden charge. Package limits are shown before purchase.
Choose Your Package
Solo professionals
Intake Starter
£35 one-time
A straightforward client-intake package for an individual professional who needs to organise a smaller number of customer enquiries and intake records.
1 permitted user
Up to 15 active enquiries
Up to 50 client records
Standard enquiry stages
Client notes
Basic requirement fields
Follow-up notes
Search and filters
Digital access instructions
Standard email support
Ideal for: New freelancers, Sole traders, Independent professionals
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
Ideal for: Established small businesses, Larger service teams, Agencies, Professional firms, Businesses managing substantial enquiry volume
One-time payment · No automatic renewal · Secure Stripe payment on this site
Compare Every Package
Limits apply per package and are confirmed in your setup information.
Package comparison
Feature
Intake Starter £35
Client Intake Plus £70
Professional Intake £115
Business Intake Hub £165
Team Intake Suite £240
Advanced Intake Platform £360
Complete Client Intake Suite £650
Permitted users
1
1
3
5
8
12
20
Active enquiries
15
40
100
200
350
600
1,000
Client records
50
150
Expanded
Expanded
Large
Expanded
Largest
Intake stages
Standard
Expanded
Custom
Custom statuses
Custom categories
Advanced configuration
Advanced configuration
Custom stages
—
—
Yes
Yes
Yes
Advanced
Advanced
Intake forms
Basic
Standard
Expanded fields
Templates
Multiple templates
Multiple structures
Multiple templates
Requirement records
Basic fields
Records
Expanded
Structured
Expanded
Detailed
Expanded fields
Follow-up tracking
Notes
Tracking
Records
Tracking
Expanded records
Management
Detailed records
Priority labels
—
Yes
Management
Yes
Yes
Yes
Yes
Intake summaries
—
Yes
Yes
Client summaries
Yes
Intake reporting
Intake reporting
Data exports
—
—
Export options
Export options
Data exports
Data exports
Data exports
Team options
—
—
Shared records
Team structure
Team structure
Multi-user
Full team structure
Setup
Instructions
Setup guidance
Instructions
Instructions
Setup guidance
Configuration guidance
Setup assistance
Onboarding
—
—
—
—
—
—
Priority onboarding
Support
Standard email
Email
Priority email
Priority
Priority
Priority
Priority
One-time price
£35
£70
£115
£165
£240
£360
£650
What Is Included with Every Package
One-time payment
A single GBP payment through Stripe's embedded checkout.
No automatic renewal
Nothing renews on its own once your one-time payment is complete.
Digital delivery
Access or setup information sent to your checkout email.
Clear limits
User, enquiry and enquiry-record limits stated in advance.
Additional Capacity and Configuration
Additional users, higher record capacity or custom configuration can be discussed and quoted separately. Contact us with your current package, the number of users you need and your approximate enquiry volume.