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Capture · Rivyn Intake

Qualify every lead before it touches your desk.

Most intake forms collect names and phone numbers and stop there. Rivyn Intake asks the right questions for your specific service, scores the lead, and routes it to the right person or workflow, automatically.

Live in about 14 daysCustom-built per client and marketIncluded on Pro and Max
What it does
  • Market-specific qualification
    Built around the exact questions your team needs answered before a lead is worth their time.
  • Lead scoring and routing
    High-intent leads routed to your team immediately. Lower-intent leads enter nurture automatically.
  • CRM integration
    Every completed intake logs to Rivyn CRM with full context, no manual entry.
  • Multi-channel intake
    Works across web forms, chat, and SMS so no lead falls through because of the channel they chose.
The cost of slow intake

The best leads go to whoever responds and qualifies first.

5min
the window before a lead's probability of contact drops by 10x.
InsideSales.com
35%
of businesses never follow up with inbound leads at all.
Harvard Business Review
2x
more revenue from businesses that qualify leads before assigning them to sales.
Forrester Research
60%
of leads are lost to poor follow-up timing, not to competition.
MarketingSherpa
Why it matters

A form that collects names is not an intake system.

Your team ends up spending their first call asking questions the form should have already answered. High-intent buyers get the same slow treatment as low-intent ones. And the leads that needed immediate follow-up sit in an inbox until someone checks it.

Our intake was a contact form. We had no idea which leads were actually worth calling until we called all of them.

Insurance agency owner, Plano TX

I was spending 20 minutes on discovery calls just to find out the job was out of my service area.

Home services contractor, McKinney

The right leads were sitting in the same pile as the tire-kickers and nobody could tell the difference fast enough.

Solar sales director, DFW
How it works

From raw inquiry to qualified lead, automatically.

01
Custom questions built for your market
We learn your qualification criteria and build the intake flow around them.
02
Lead scores on submission
Each lead is scored against your criteria the moment they complete the intake.
03
Routed to the right place
Hot leads notify your team immediately. Others enter the right nurture sequence.
04
Logged with full context
Every answer, score, and action captured in Rivyn CRM before your team picks up the phone.
What it handles

Everything between the first click and a qualified conversation.

Multi-step qualification
Branching logic that digs deeper based on the answers given, not a flat five-field form.
Instant lead scoring
Every submission scored against your criteria before it hits your dashboard.
Smart routing
High-value leads routed to your best closer. Others enter the right automated sequence.
Appointment scheduling
Qualified leads can book directly from the intake flow, no back-and-forth.
Automated confirmation
Branded confirmation emails sent immediately so leads feel taken care of from minute one.
CRM sync
Full intake data written to Rivyn CRM attached to the lead record, no manual entry ever.
Built for your market

Not a generic form. A purpose-built intake system.

Every Rivyn Intake is built from scratch for your business, your services, and the specific questions that separate a real buyer from a bad fit. The result is a lead that arrives at your team already understood.

  • Built around your qualification criteria
    We learn what makes a lead worth your team's time, then build the intake to filter for exactly that.
  • Works on any channel
    Web form, chat widget, or SMS. Same qualification logic, wherever the lead comes from.
  • Iterates over time
    As you learn which questions matter most, we update the intake to reflect what is actually working.
  • No rip and replace
    Plugs into your existing site and the tools you already use. No new stack required.
Built for your industry

One intake system, built for how your best customers buy.

Insurance
Coverage type, budget, and timeline upfront
The first call already knows what they need, what they are paying now, and when they want to switch.
Trades
Job scope before the estimate
Property address, job type, urgency, and budget captured before your tech drives out to a bad fit.
Solar
Roof, utility bill, and intent
The information that determines deal viability, captured in the intake before a salesperson is assigned.
Included on Pro and Max

Stop letting your team waste time on bad leads.

Month to month. Built in about 14 days. No contracts, no rip and replace.