Client intake & enquiry software · One-time packages · Digital delivery

IntakeHarbor

Product preview

Look Inside the Enquiry Workspace

Every screen below is an illustrative software preview using demonstration data. Available screens depend on the package you choose.

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Enquiry overview dashboard preview showing active enquiries and intake countsIllustrative software preview

Illustrative Software Penquiry

Enquiry overview dashboard preview showing active enquiries and intake counts

Enquiry Overview

An overview of active enquiries, pending feedback and intake counts in one screen.

Illustrative software preview · demonstration data

What the Demonstration Data Shows

Demo enquiries

Enquiry records use placeholder titles. No real client information is shown.

Sample contacts

Contact names shown are illustrative examples only.

Illustrative statuses

Status labels demonstrate how records are separated inside the workspace.

Sample dates

Deadlines and record dates are illustrative and used to show layout.

Screens by Area

Enquiry Overview

An overview of active enquiries, pending feedback and intake counts in one screen. Illustrative software preview.

Enquiries

Enquiry records with titles, owners, records and current enquiry status. Illustrative software preview.

Follow-Up Notes

Contact comments and requested changes gathered against each enquiry. Illustrative software preview.

Enquiry Stage

See which enquiries are in enquiry, awaiting intake or converted. Illustrative software preview.

Enquiry History

A record of enquiry records with dates and short change notes. Illustrative software preview.

Enquiry Timeline

A chronological timeline of enquiry activity for an enquiry. Illustrative software preview.

Intake Summary

A summary of intakes completed across a period or project. Illustrative software preview.

Ready to organise your enquiries more clearly?

Compare IntakeHarbor packages and choose the level that matches your enquiry volume, users and client-intake requirements.

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