Your leads are slipping through the cracks
If your team is copying data from inboxes into a CRM, chasing down missed form submissions, or guessing who to follow up with first, you’re losing deals.
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Common problems we see:
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Leads scattered across email, website forms, social DMs, and spreadsheets
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No consistent way to qualify hot vs general leads
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Sales reps keeping notes in their own inbox or phone
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Slow response times because nothing is automated
KinetiqFlow CRM & Intake fixes this by turning every lead into a structured, trackable record—and then automating what happens next.
What is KinetiqFlow CRM & Intake?
KinetiqFlow CRM & Intake is a pre-built intake and follow-up system that plugs into your existing tools. It:
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Captures leads from website forms, email, phone, calendar bookings, and more
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Normalizes and cleans data (names, phone, email, company, timeline, budget, etc.)
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Syncs to your CRM (or a structured sheet/board if you don’t have one yet)
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Scores and routes leads into hot, warm, and general buckets
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Triggers automated follow-ups and tasks so nobody gets forgotten
You get a repeatable intake system that feels like an extra operations employee—without hiring one.
Designed for growing teams who are “too busy to organize”
This is built for teams who are getting regular inbound leads, but don’t have a clean intake process or automation strategy yet.
Perfect for:
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Service businesses (home services, agencies, consulting, B2B services)
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Teams using tools like Google Workspace, Monday.com, HubSpot, HighLevel, or spreadsheets
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Owners who know they’re losing deals because of slow replies or manual follow-up
If you’re still “just managing everything from email and a spreadsheet,” this is for you.
Add-Ons (Optional Upgrades)
These elevate or expand your system without committing to a full rebuild.
Custom Dashboard (Starting at $600)
A tailored metrics dashboard built for decision-making.
Scheduling & Dispatch System (Starting at $3,000)
Perfect for home services, construction, field service teams.
Full Operations Automation (Starting at $5,000)
For businesses wanting end-to-end automation across all workflows.
System Migration (Starting at $750)
Move from spreadsheets to CRM, Monday.com, Airtable, or other platforms.
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What Determines Pricing?
Every business has different workflows, tools, and operational challenges.
Pricing varies based on:
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Number of integrations
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Workflow complexity
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AI requirements
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Team size
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Data structure
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Dashboard complexity
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Ongoing support needs
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All pricing is customized based on tools, volume, and complexity. You’ll receive a clear proposal before any work begins.
Get a tailored estimate during your free discovery call.
What you can expect after implementation
We work with the tools you already use
KinetiqFlow is platform-independent. We don’t earn commissions from any specific CRM or software provider. We design your CRM & Intake system around what makes the most sense for your business.
Common platforms we plug into:
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CRMs: HubSpot, HighLevel, Pipedrive, Monday.com, or your existing CRM
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Productivity: Google Workspace, Microsoft 365
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Databases: Google Sheets, Airtable
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Automation: Make.com, Zapier, and others
FAQ (Frequently Asked Questions)
Do I need a CRM before working with you?
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No. If you don’t have a CRM yet, we’ll help you decide whether a simple sheet/board is enough or if you’d benefit from a full CRM. The system is designed to grow with you.
How long does it take to implement?
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Most CRM & Intake implementations take between 2–6 weeks depending on complexity, tools, and how many lead sources you have.
What if my team isn’t technical?
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That’s okay. We design the system so your team can use it without touching the underlying automations. We also include training and documentation.
Will this replace my current CRM or software?
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Not necessarily. In many cases, we improve what you already have by cleaning up workflows, fields, and automations. If a change is recommended, we’ll explain why.
What happens if something breaks?
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If you’re on the AaaS tier, we monitor and maintain your automations. For project-only tiers, we offer optional support packages.