Every submission becomes work you can track.
Assign owners, add notes, reply to customers, advance stages, and close deals. All from one kanban board. No spreadsheets, no scattered email threads, no wondering who is handling what.
Part of Guided Flows and Targeted Outreach.
The kanban pipeline for customer intake.
One board. Every stage. Every submission. Drag between stages, see who is responsible, and know what needs attention right now — whether the customer came to you or you reached out.
Submitted
Acme Pool Co.
Spring opening
2m ago
Northwind Events
Venue inquiry
14m ago
Under Review
Linda Chen
Permission slip
Owner: Maria
Contract Pending
Riverside HOA
Service agreement
Sent 1d ago
Signed
Bayview Catering
Event contract
Awaiting deposit
Payment Complete
Crestwood School
Field trip pkg
Paid $1,240
Fulfilled
Heritage HOA
Pool closing
Closed yesterday
Work submissions, not spreadsheets.
Owner assignment
Assign each submission to a team member. Filter the board by owner. Know who is handling what.
Tags
Tag submissions by priority, source, service type, or any category you choose. Filter and segment instantly.
Notes and replies
Add internal notes for your team. Reply directly to the customer. Everything stays attached to the submission.
Linked contracts
Contracts generated from a submission are linked to that pipeline card. See the signing status without leaving the board.
Linked payments
Payment requests are linked to the submission. See if the deposit cleared, the checkout was completed, or payment is still pending.
Cross-flow search
Search across all forms and campaigns in one view. Filter by stage, owner, tag, date, or keyword.
Your customers see their status in real time.
Every stage change you make in the pipeline is instantly visible to the customer through their living link. Submitted, under review, contract pending, signed, fulfilled.
No more “did you get my form?” phone calls. No more replying to status emails. The customer always knows where things stand.
Learn about living linksdocotto.com/track/abc123
Hi Sarah,
Here's the status of your service request.
Submitted
Mar 24, 9:14 AM
Under review
Mar 24, 10:02 AM
Contract sent
Mar 25, 11:30 AM
Payment
After signing
Fulfilled
Scheduled Apr 5
One pipeline or per-campaign. Your choice.
Cross-flow pipeline
See every submission from every form in one board. Triage across campaigns. Perfect for teams managing multiple intake channels.
Per-campaign submissions
Drill into one form's responses. See who submitted, completion rates, top sources, average time to complete. The data view for one campaign.
Stop managing leads in spreadsheets.
Every form response enters the pipeline automatically. Assign, track, contract, pay, fulfill. All from one board.
14-day free trial. Cancel anytime.