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AI-Powered Business Workspace

Your business.
One intelligent workspace.

AIntake brings your calls, leads, customer conversations, and CRM together in one intelligent workspace — with an AI receptionist that answers your calls 24/7.

AIntake Workspace
Good morning
Monday, January 6 — 4 items need your attention
AI Receptionist Active
12
New leads
8
Calls today
4
Appointments
3
Follow-ups
Recent Activity
New Lead
John Anderson
Roof repair inquiry
AI qualified
9 min ago
Incoming Call
Sarah Williams
2m 14s · Summary available
Recorded
24 min ago
Follow-up Due
Michael Brown
Last contacted 8 days ago
Overdue
—
Appointment
Lisa Torres
HVAC inspection · 2:00 PM
Confirmed
Today

Every call answered.
Even when you're not.

AIntake answers incoming calls, understands what customers need, collects the right information, and turns conversations into organized leads for your team.

Answers every call
No missed opportunities. No voicemail frustration.
Understands context
Knows why customers are calling and what they need.
Collects information
Name, service, urgency — captured automatically.
Creates the lead
Customer record appears in your workspace immediately.
Incoming Call
Sarah Williams
+1 (555) 348-2291 · New contact
AI Answering
Listening · 0:47
Reason for Call

"Looking for a quote for an AC replacement. My current unit is about 12 years old and it's been struggling all summer."

Name
Sarah Williams
Phone
+1 (555) 348-2291
Service
AC Replacement
Urgency
This week
Qualified Lead
AI has collected required information · Lead created

From conversation to customer record.
Automatically.

Every conversation becomes useful information instead of another forgotten call.

Customer calls
Incoming call connects to AIntake
AI answers instantly
Receptionist greets and engages immediately
Context captured
Intent, service needed, and urgency collected
Lead record created
Appears in your workspace pipeline in real time
Summary & audio attached
Call notes and structured takeaways ready for review
Team takes action
Assign, follow up, or book the appointment
Lead Record
Qualified
Sarah Williams
+1 (555) 348-2291·Inbound Call·Just now
Source
Inbound Call
Service
AC Replacement
Urgency
This week
Lead Status
New
Call Recording
2:14 · Recorded
AI Summary

Customer is looking for an AC replacement. Existing system is approximately 12 years old and has been struggling. Requested an estimate this week.

Next Action
Schedule estimate call

A CRM that doesn't
get in your way.

Keep track of leads, customers, conversations, and follow-ups without managing a complicated system built for enterprises.

Lead Pipeline
Board
List
Timeline
New2
Sarah Williams
AC Replacement
2m ago
James Carter
Roof inspection
1h ago
+Add lead
Qualified1
Maria Gonzalez
Plumbing repair
3h ago
+Add lead
Contacted2
Robert Kim
Electrical work
Yesterday
Diana Patel
HVAC service
Yesterday
+Add lead
Scheduled1
Tom Bradley
Window install
2d ago
+Add lead
Won2
Claire Walsh
Full HVAC install
3d ago
David Marsh
AC tune-up
4d ago
+Add lead
Simple by design
Built for business owners, not CRM administrators.
Always up to date
Calls and conversations update records automatically.
Clear pipeline
See where every customer is in the process at a glance.
Team-ready
Assign leads and follow-ups across your team with ease.

Already have a CRM?
Keep it.

AIntake can work with the tools your business already uses. If you already have a CRM, we connect the AI receptionist and customer workflow to it instead of forcing you to start over.

AIntake Workspace
New Lead Created
Sarah Williams
AC Replacement · Qualified
AI Receptionist
Active
Call Summary
Ready
CRM Sync
Connected
CONNECTED
Your Existing CRM
Contact Added
Sarah Williams
Synced from AIntake
Contacts247
Active Deals18
Last syncJust now

AIntake adapts to your business. Use the built-in workspace, connect your existing CRM, or do both.

No forced migration
Keep the CRM your team already knows.
Data flows both ways
Calls and leads sync automatically.
Configure once
Set it up and let it run.

One workspace. Fewer tools.

Stop piecing together your customer workflow from separate phone systems, CRM tools, forms, and automation services. AIntake brings the essentials together.

Calls
All calls answered and recorded
Leads
Every opportunity captured
Customers
Complete customer history
Conversations
Messages and call summaries
Follow-ups
No customer left behind
Automations
Routine work handled automatically
Phone System
×
CRM Tool
×
Lead Forms
×
Automation
×
Notes App
×
Follow-up Reminders
×
↓
AIntake Workspace
Everything in one place

Your workspace,
with an AI layer.

Ask your workspace questions in plain language. Surface the right leads, conversations, and actions without digging through records.

Find forgotten leads

"Show me customers we haven't contacted in the last 14 days."

6 leads found · Last contact: 9–14 days ago
Michael Brown · 14 days ago
Rachel Davis · 12 days ago
Tom Bradley · 11 days ago
+3 more
Find opportunities

"Which leads may be ready for a follow-up?"

4 leads flagged · High engagement signals
Maria Gonzalez · Opened estimate twice
James Carter · Called back same day
Lisa Torres · Asked about availability
Summarize conversations

"Show me what happened on today's calls."

8 calls summarized · 5 leads created
AC Replacement inquiry — Qualified
Roof inspection request — Scheduled
General question — Informational
+5 more
Suggest next actions

"Which leads should my team contact first?"

3 high-priority leads identified
Sarah Williams · Urgent, this week
Robert Kim · Callback requested
Diana Patel · Estimate pending

The AI assistant works inside your workspace — not as a separate tool. Your data stays organized, and your team stays focused.

Let routine work
happen automatically.

AIntake handles repetitive customer-management tasks so your team can focus on the customers that actually need them.

Every call handled, even after hours
Leads appear automatically — no manual entry
Call summaries ready before your team even looks
Follow-up reminders so nothing falls through
Automated Workflow
New call arrives
Customer dials your business number
AI identifies the customer
New or returning customer recognized automatically
Lead created
Customer record added to your workspace
Call summarized
AI writes a summary of the conversation
Team notified
Relevant team members receive an alert
Follow-up scheduled
Reminder automatically set based on urgency
11:48
PM · After hours
Incoming Call
+1 (555) 219-4476
"Hi, I saw your website and wanted to ask about getting an estimate for some plumbing work at my house. It's a bit urgent."
Answered by AIntake
Customer information collected
Lead created in workspace
Team notified — morning follow-up

Your business doesn't stop
when the office closes.

AIntake can answer calls outside business hours, collect customer information, and make sure opportunities don't disappear simply because nobody was available to answer.

24/7
Call coverage
0
Missed leads
Instant
Response time
Always
Ready for business

Built for businesses
that need things to just work.

AIntake is designed for businesses that manage incoming customers every day — and need a better way to handle them.

Home Services
HVAC, plumbing, electrical, roofing
Professional Services
Law, accounting, consulting, insurance
Local Businesses
Restaurants, retail, service providers
Clinics & Healthcare
Dental, chiropractic, wellness, therapy
Agencies
Marketing, real estate, staffing
Service Companies
Landscaping, cleaning, pest control

If your business handles customer calls and wants a better way to manage them — AIntake was built for you.

Set it up once.
Let it work every day.

Getting started with AIntake takes careful configuration — not a magic button. Once it's set up, it works consistently every day.

01
Connect

Connect your business phone number and existing tools. If you already use a CRM, we link to it. If not, the AIntake workspace is ready to go.

Forward your business number to AIntake
Connect existing tools and CRM
Configure your business hours and preferences
02
Configure

AIntake is configured around how your business handles customers. Tell us about your services, how leads should be qualified, and what information matters.

Define your services and customer types
Set lead qualification criteria
Configure team access and notifications
03
Run

Your AI receptionist and workspace handle the incoming customer workflow. Calls get answered, leads get created, and your team focuses on customers.

AI receptionist answers every call
Leads appear automatically in the workspace
Team focuses on follow-up and conversions

Built for your business.
Designed around your workflow.

AIntake is designed to be a dependable part of how your business operates — not just another tool you have to manage.

Controlled access
Team members see only what they need. Role-based visibility keeps customer data organized and appropriate.
Reliable call records
Every call is recorded and documented. Summaries are attached to customer records automatically.
Configurable workflows
AIntake is configured around how your business actually works, not how a generic platform assumes you work.
Organized customer data
Customer information is stored in structured records, not scattered across notes, emails, and spreadsheets.
Always consistent
The AI receptionist follows the same process for every call, every time. No variations, no off days.
Audit trail
Call logs, summaries, and lead history give your team a clear record of every customer interaction.

Built around
your business.

Every business has a different workflow. We'll configure AIntake around the way your team works.

Talk to us about your setup

We'll learn how your business handles customer calls, configure AIntake around your workflow, and give you a clear picture of what it costs.

AI Receptionist setup
CRM configuration
Team access
Ongoing support

Give your business a workspace
that works as hard as you do.

Bring calls, leads, customer information, and everyday follow-up into one intelligent workspace.

Have questions before joining? Talk with us