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.
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
- ✓Forms and guided chat — all validated and bot-protected
- ✓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.
CRM Log
Every interaction logged to your CRM with source tracking, timestamps, and conversation history. Automatic contact creation and deduplication. Full visibility into your pipeline.
Report
See which channels are converting, how fast your team responded, and what each lead cost you.
Built for Teams in the Field Too
If your reps are knocking doors or running estimates, every lead they touch should be in your CRM before they get back to the truck. The Intake Package includes field rep capture — your company gets one dedicated intake number. Reps text in a lead with their name, and it syncs automatically with full rep attribution. No app to install. No login required.
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
“We were losing jobs we didn't even know we'd missed. Missed calls, missed forms, and texts. MainStreet replaced our old phone system and tied everything together. Now every lead gets captured and replied to instantly.”
YVR Roofing, Northern Virginia
Ready to unify your intake?
See Pricing →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.