FlowDesk Intake Engine MVP

FlowDesk Pro / Intake System

Capture the request. Prepare the follow-up.

A reusable intake workflow for customer requests, lead capture, appointment routing, automation inquiries, and future AI-assisted business operations.

Customer submitsContact and request details enter one clean form.

System structuresFields are normalized into a dashboard-ready record.

Summary appearsRule-based category, status, and next action are generated.

Team follows upFuture CRM, SMS, email, and AI routing can attach here.

Business Intake Form

Capture the request in a structured format

Full name *

Email *

Phone *

Business name *

Industry *

Request type *

Service needed *

Urgency level *

Preferred contact method *

Preferred callback time

Project or request details *

Additional notes

Desktop preview mode is available. Deployed Netlify submissions save to Supabase.

Local Intake Summary

Rule-based summary for first-version review

Submit the form to generate a structured summary, suggested category, next action, and dashboard-ready lead status.

Dashboard Preview

How the record could appear in FlowDesk Lead Manager

Dashboard card will appear here after submission.

Dashboard-Ready Data Structure

Prototype JSON object for future Supabase/CRM mapping

No intake record generated yet.