01
Ask
The form shows only the questions this client needs.
Client intake for creative agencies
Turn inquiries into projects.
Build a branded form that asks the right questions, checks whether a project fits, and gives your team a clear brief.
- No credit card
- 6 agency templates
- Export every response
How it works
Ask. Check fit. Follow up.
Kaptly collects the brief, checks whether the work fits your agency, and tells your team what to do next.
02
Check fit
Budget, timing, and service answers create a clear fit score.
03
Follow up
Send the right reply or pass the result to another tool.
04
Improve
See where people stop, then fix the question causing trouble.
What your team gets
A clear project brief—not a messy email.
See what the client needs, whether the work fits, and what should happen next.
Build your intakeWhy change your contact form?
Stop sorting every inquiry by hand.
Kaptly asks, checks, and organizes the basic information before it reaches your team.
01
Budget and timing surface on the first call.
Fit criteria are collected and scored before the next step.
02
Every service gets the same generic questions.
The intake changes with the service and earlier answers.
03
A submission lands in an inbox with missing context.
A structured brief, fit tier, and relevant follow-up arrive together.
Ready-made agency forms
Choose what you want to build.
Start with a ready-made form, then change every question, rule, color, and message.
Pre-sale01
New client inquiry
Qualify service, budget, timing, and fit before a call.
Built-in templatePre-sale02
Website project
Branch by scope and collect the links, goals, and assets needed to respond.
Built-in templatePre-sale03
Growth campaign
Assess budget, tracking readiness, channels, and commercial goals.
Built-in templateOnboarding04
Client kickoff
Gather access, assets, stakeholders, and unresolved blockers before delivery.
Built-in templateIn delivery05
Satisfaction check-in
Spot at-risk work early and skip the testimonial ask when it is not appropriate.
Built-in templateOffboarding06
Project wrap-up
Route a strong finish toward a referral and a difficult one toward recovery.
Built-in templateThree simple steps
Build it. Style it. Share it.
You do not need to start from scratch or learn a complicated system.
1
Start your way
Choose an agency template, import an existing brief, or begin with a blank intake.
2
Add your rules and brand
Shape the questions, fit scores, follow-ups, colors, type, and media in one builder.
3
Share, review, improve
Publish a link or embed, then refine it using response and drop-off data.
Smart questions
Ask what matters.
Kaptly shows each client the right next question based on what they already answered.
Conditional follow-upsAsk only what becomes relevant after a previous answer.
Answer pipingReuse earlier answers in later questions, emails, and redirect URLs.
Scores and tiersMake fit visible and repeatable instead of leaving it in one person's head.
Relevant next actionsSend email or a signed webhook when the right result arrives.
01Website redesign
02€15k–€25k
03Launch in 3 months
04Strategy + design + build
Fit score+12
TierStrong fit
ActionSend discovery-call reply
Your front door
Make every form look like your brand.
Click a color style below to see how the same client form can look completely different.
- Logo or text wordmark
- 1,900+ Google Fonts or your own font
- Role-based colors and per-form overrides
- Stack, Split, and Wallpaper media layouts
Northstar Studio
Tell us about the next thing you want to launch.
A few focused questions will help us understand the scope and recommend the right next step.
Start the briefAlready have a questionnaire?
Turn it into a Kaptly form.
Upload your document. Kaptly turns its questions into an editable form you can review before publishing.
Supports PDF, DOCX, TXT, and Markdown. AI document import runs only when you choose it; review the draft before publishing.
Do not lose good leads
Keep answers when someone leaves early.
See what a potential client already answered, even if they do not finish the whole form.
Capture partial responses
In-progress answers are saved, so an early email can make a dropped inquiry follow-up possible.
Work on every screen
Public forms and embeds adapt from 320px phones to desktop, with touch-safe controls.
Collect the real brief
Request names, URLs, files, consent, dates, ratings, and structured choices across 19 field types.
See what works
Find the question that makes people leave.
See how many people start, finish, and stop at each question.
Views428
Starts186
Completed124
Completion67%
Question drop-off
Project type2%
Budget range11%
Upload your brief27%
Move the file request later or make it optional to protect completion.
Common questions
Questions? Answered.
Short, clear answers about who Kaptly is for and how it works.
Who is Kaptly for?+
Kaptly is focused first on small creative and digital-service teams handling recurring custom-project, package, or retainer inquiries—especially when qualification and complete briefs matter before a call.
Does it replace our CRM or project manager?+
No. Kaptly handles the intake and qualification stage, then sends the useful result onward by email or signed webhook. It is deliberately lighter than a full CRM or delivery suite.
Can I try Kaptly before I commit?+
Yes. You can create and publish a form without entering a credit card.
Can I use an existing questionnaire?+
Yes. Import PDF, DOCX, TXT, or Markdown into an editable draft, choose one of six agency workflows, or start blank.
Can I embed it on our website?+
Yes. Use the responsive script embed, a standard iframe, a popup, a direct link, a Notion embed, or a QR code.
What happens if someone leaves halfway through?+
Their in-progress answers can appear as a partial response. Following up is possible when they supplied contact details before they left, so Kaptly templates place that information deliberately.
What can connect to our other tools?+
Owner/respondent email actions and signed webhooks are available. A webhook can feed automation platforms or your own backend, but Kaptly does not claim a native integration where one does not exist.
Can I export or delete data?+
Responses can be exported to CSV and deleted individually. An account owner can permanently delete the account and its forms, responses, brands, and uploaded files from Settings.
How does Kaptly handle client data?+
You control your forms and responses, can export them to CSV, and can delete individual responses or your full account. Privacy and security details are linked in the footer.
Are forms mobile-friendly and multilingual?+
Public forms and embeds adapt from phone to desktop. Kaptly supports English and Serbian across the app and can publish one form in both respondent languages.
Do you have custom domains or team collaboration?+
Not yet. Team seats, custom domains, native CRM integrations, and response ownership/status remain planned and are labelled that way on the public roadmap.
Ready to try it?
Build a better client intake.
Start with an agency template and make it yours.
No credit card required