Intake & leads

Every inquiry captured, nothing retyped

Build lead forms and participant intake in a visual editor, publish them under your brand, and let the answers flow straight into projects, people records and your inbox.

Intake & leads in The Capture Rig

Form builder

Sections, questions and required fields, drag to reorder.

Brand-scoped links

Every form lives on your brand's own URL.

Participant intake

Multi-step intake with consent, release and payment.

Lead sources

Know which channel each inquiry actually came from.

Auto follow-up

Automatic acknowledgment email while the lead is warm.

Straight to project

Convert a lead into a project with its answers attached.

Lead forms

Inquiries that arrive ready to quote

Ask for the date, the location, the budget and anything else you need to price the job. Answers arrive in the Leads workspace with a timeline, so nothing sits unanswered.

  • Three-column builder with live preview
  • Required fields, conditional sections, custom questions
  • Lead journey tracking from first touch to booked
Inquiries that arrive ready to quote

Participant intake

Consent and payment collected up front

For volume days and events, participants complete a short branded intake on their phone — details, release, session choice and payment — before they reach the set.

  • Multi-step mobile intake in your brand colors
  • Model release and consent captured with a timestamp
  • Card payment at intake, receipt sent automatically
Consent and payment collected up front