Capture Everything. Respond Instantly. Track It All.
The Complete Intake System
You're not just missing calls or getting spam forms. You're losing jobs because leads slip through multiple gaps at once. The Intake Package fixes all of them—calls, voicemail, texts, forms, guided chat, follow-ups, and conversation tracking—in one unified system. Upgrade to Premium for AI-powered call handling and chat.
Without the Intake Package
- ✗Calls go to voicemail during busy times
- ✗Forms full of spam or incomplete data
- ✗No instant branded replies—leads wait hours or days
- ✗Conversations scattered—no unified timeline per lead
- ✗No source tracking or conversion visibility
With the Intake Package
- ✓Calls routed smart, voicemail transcribed, instant text-back (Premium adds AI call handling)
- ✓Forms and guided chat—all validated and bot-protected (Premium adds AI chat)
- ✓Instant branded SMS + email to every lead across all channels
- ✓Conversation threading—all touchpoints in one timeline per customer
- ✓Full CRM sync with source tracking and timestamps
How the Intake Package Works
Four stages. Every lead. Every time.
Capture & Validate
Every call, voicemail, text, form, guided chat, and AI chat captured. Real-time validation, bot detection, and spam filtering ensure only real leads get through. No junk. No gaps.
Instant Branded Reply + Conversation Threading
Every lead gets an instant branded SMS and email confirmation within 5 seconds. All interactions—calls, texts, forms, chats—are threaded into one conversation timeline and logged to your CRM automatically.
Missed-Call Recovery + Scheduling Follow-Up
Missed calls trigger instant text-back with scheduling links. If a lead starts booking but doesn't finish, the system follows up automatically via SMS and email.
Owner Notifications & CRM Visibility
Get instant SMS and email notifications when leads come in. Every interaction logged to your CRM with source tracking. Full visibility into your pipeline.
Built For
Contractors
Roofers, HVAC, plumbers, landscapers, electricians—any trade where missing a lead means losing $5K–$50K in work.
- ✓Handle storm surges and seasonal rushes
- ✓Track which lead sources actually convert
- ✓Never lose track of follow-ups
High-Intent SMBs
Service businesses, professional firms, agencies—anyone scaling fast who needs bulletproof intake without adding staff.
- ✓Scale lead volume without hiring more people
- ✓Clean data for better sales forecasting
- ✓Instant visibility into what's working
Everything Included
The full stack. No add-ons.
📞 Smart Call Routing
Route calls based on time, caller type, or availability.
📝 Voicemail Transcription (AI Summaries in Premium)
Read voicemail transcripts instantly. Premium adds AI summaries.
💬 Two-Way SMS Texting
Instant branded text-back and ongoing SMS conversations.
📋 Forms + Guided Chat (AI Chat in Premium)
Validated forms and step-by-step chat. Upgrade to Premium for AI.
⚡ Instant Branded Replies
SMS + email confirmation to every lead within 5 seconds.
📞 Conversation Threading
All calls, texts, forms, and chats in one customer timeline.
🔄 Full CRM Sync
HubSpot, Salesforce, AccuLynx—automatic logging with source tracking.
🔁 Missed-Call & Scheduling Follow-Up
Instant text-back for missed calls. Scheduling abandonment follow-up keeps leads warm.
📊 Owner Notifications
Instant SMS and email alerts when leads arrive. Full CRM visibility with source tracking.
“We were losing jobs not because we didn't have leads—but because we couldn't keep up. Now every call, voicemail, text, form, and chat gets an instant branded reply. Everything's tracked in one place. We don't miss anything.”
YVR Roofing, Northern Virginia
Went from losing 40% of inbound leads to responding to 100%—within 48 hours of going live.
Choose Your Plan
No hidden fees. No contracts. Cancel anytime.
Standard Package
No onboarding fees
- ✓Smart call routing + voicemail transcription
- ✓Validated forms + guided chat
- ✓Two-way SMS (instant text-back + conversations)
- ✓Instant branded replies (SMS + email)
- ✓Conversation threading across all channels
- ✓Full CRM sync + source tracking
- ✓1000 SMS per month, unlimited leads
Premium Package
No onboarding fees
- ✓Multi-stage call routing + call screening
- ✓AI chat assistant (24/7 website engagement)
- ✓AI voicemail summaries
- ✓Smart call routing + voicemail transcription
- ✓Validated forms + guided chat
- ✓Two-way SMS + instant branded replies
- ✓Conversation threading + full CRM sync
- ✓1000 SMS per month, unlimited leads
- ✓AI call handling (coming soon)
Common Questions
Do I have to switch systems?
No. The Intake Package works with your existing website, phone system, and CRM. No migrations, no data loss.
How fast is setup?
Most Intake Package setups are live in 5–7 business days. We handle configuration, testing, and training.
Can I start with just Phone or Web?
Yes. Start with MainStreet Phone or MainStreet Web and upgrade to the full Intake Package anytime.
What CRMs do you integrate with?
HubSpot, Salesforce, AccuLynx, JobNimbus, and most major CRMs. Custom integrations available for enterprise clients.
Ready to Stop Missing Leads?
Powered by the MainStreet Intake Engine. Every lead captured, validated, replied to, and logged automatically. Live in 48 hours.