Intake Matters

Intake Matters is a customer relations and lead management platform for lawyers and call centres. Put simply, it is about running multi-step campaigns that react to what people do.

Who is it for? Mostly marketing teams with more than one channel. Related areas on their profile: Lead Management and Marketing. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Intake Matters is based in Orlando, Florida. Their site is intakematters.com.

Before you commit, look at CRM integration, lead scoring, and how fast the learning curve is. A short pilot with your real data tells you more than any demo.

Nobody has reviewed Intake Matters on Revaw yet. If you use it, your rating goes first, and it takes about twenty seconds.