Stop Chasing Information and Start Closing Jobs.
Orvani’s Automated Intake Engine qualifies every lead instantly, collecting the exact details you need so you can walk onto every job fully prepared.
Your Professional Gatekeeper.
In a busy service business, not every inquiry is a good lead. Our automated intake forms act as a digital filter, asking the right questions at the right time to separate serious customers from window shoppers.
By capturing project details, photos, and contact info upfront, we eliminate hours of follow-up calls and emails. This ensures your written record is always complete and your professional image remains intact from the first click.
What's included in our intake system?
Intake systems can be as simple or as complex as you need them to be. Our automated intake system is designed around your process and include popular items such as:
Smart Surveys
Multi-step forms that feel like a conversation, not an interrogation.
Conditional Logic
The form adapts in real-time, showing only the questions relevant to that specific client.
File Uploads
Allow prospects to send photos of their project or blueprints directly through the form.
Instant Tagging
Leads are automatically labeled (e.g., "HVAC Repair" or "New Pool") for instant organization.
CRM Auto-Sync
Every detail is funneled into your dashboard, creating a permanent written record instantly.
Pipeline Triggers
Trigger pipeline automations based on the lead and their input details, nuturing the entire process.
Internal Alerts
Receive a ping on your phone the moment a qualified lead finishes the intake process.
Simple Pricing for Local Leaders
We offer clear, performance-based tiers designed to turn your business into a self-sustaining growth engine. Our plans provide the professional edge your business deserves to stop lead leaks and scale without technical headaches or hidden fees.
The Trust Catalyst
$97
/per mo
Best for: Businesses needing reputation management.
Includes:
Review Dashboard
Drip Campaigns
Client List Import
Automated Requests
Unified Monitoring
Showcase Anywhere
Negative Alerts
Positive Responses
The Capture Engine
$297
/per mo
Best for: Contractors, restaurants and other small local businesses.Most Popular
Includes:
Everything in The Trust Catalyst
Everything in The Foundation
Custom built website (no ai slop)
or Use Your Existing Website
Managed Workflow Automations
Lead Nurturing Workflows
Missed Call Text-Back * **
Reputation Management
Website AI Chatbot (Text & Voice)
AI Booking (Calendar Sync)
Reactivaion Campaigns
Castle Guard At No Extra Cost
Full CRM System
and more...
* 1000 texts per month
** A2P 10DLC Certification can take about 2 weeks for approval
Looking for our dedicated web development infrastructure? [View the Foundation Plan — $195/mo]
Deep Dive: Automated Intake
Explore these real-world scenarios to see how our automated systems handle the daily challenges of a service business. These examples demonstrate exactly how we protect your time and maintain your professional image.
The Project Snapshot
Instead of a simple contact form that only captures a name and number, we build project-specific intakes that act as your pre-job brief. This system allows you to ask the technical questions that matter most, such as the age of an HVAC unit or the dimensions of a yard, before you ever pick up the phone.
If a customer selects “Pool Remodel,” the form automatically triggers logic to ask for photos and square footage, giving you a full “Hit List” of details immediately. You walk into every initial consultation with a clear understanding of the scope, which significantly increases your closing rate and professionalism.
The Logic Filter
Not all leads are ready to buy today, and spending hours on the phone with “just looking” prospects is a major leak in your business. Our logic-based forms identify lead intent by tracking how they answer specific questions about their budget and timeline.
Our system uses conditional logic to route high-intent, ready-to-book leads directly to your calendar, while sending others into a nurture sequence. This keeps your brand top-of-mind without you having to manually follow up with people who aren’t ready to pull the trigger yet.
The Unified Inbox
Stop digging through various email threads, text messages, and sticky notes just to find a client’s phone number or project notes. Centralizing your data is the first step toward scaling your business without losing your mind to administrative chaos.
Every form submission creates a complete contact profile in your CRM, ensuring your written record is the single source of truth for your business. Whether it’s a photo they uploaded or a specific project requirement, everything is stored in one place for you and your team to access 24/7.