Project managers: get complete intake and folders fast

Project managers miss intake details from contact forms, causing stalled kickoffs and rework. It creates intake records, project folders and a client profile so managers can start work immediately.

Overview

Unstructured contact forms stall project kickoffs and create billing confusion. This workflow turns every submission into a standardized inquiry record, organized project folders, and a client profile so project managers start work immediately and you get faster handoffs with zero missed follow-ups.

Notable Features

Create standardized inquiry records
Generate organized project folders
Assign tasks to project managers