Intake Forms
Streamline client discovery and onboarding.
Onboard clients professionally from the start. Build custom questionnaires to collect project details, briefs, assets, and contact details from potential clients, automatically generating CRM records.
How It Transforms Your Workflow
Chasing clients via email for logo files, project summaries, and contact details.
Sending a single intake link that gathers all files and details in one structured form.
Key Capabilities & Functionality
- Drag-and-drop form builder to collect text, numbers, file attachments, and checkboxes
- Unique share links and embed codes to add questionnaires directly to your website
- Automated lead creation in the CRM when a potential client completes a form
- Custom email notifications for instant alerts on new project submissions
Feature Overview
- Target Audience
- Designers, writers, developers, and agency owners with a structured onboarding process.
- Availability
- Included in all plans
- Hosting & Setup
- 100% Cloud-hosted (No install)
Need custom features?
We frequently expand our platform tools. Send us feedback to request custom workflows.
Contact SupportStrategic Business Benefits
Professional Onboarding
Impress leads from day one with structured, branded onboarding forms instead of email surveys.
Automated Workflows
Save hours of copy-pasting by having submission data automatically populate your database.
Get Started with Intake Forms Today
Join thousands of freelancers using Aranora to run their projects, sign secure contracts, log billable timers, and bill clients seamlessly.
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