Automated Client Onboarding

Capture Leads & Onboard Clients on Autopilot

Create beautiful, high-converting intake forms with conditional logic, file uploads, and auto-conversion into active CRM deals, clients, or tasks.

01
Drag-and-Drop Builder

Build Forms That Look Beautiful on Every Device

Design multi-step questionnaires with short answers, long text, dropdowns, date pickers, budget ranges, and drag-and-drop file upload fields.

  • Conditional branching logic to show/hide follow-up questions
  • File upload fields for briefs, brand assets, and references
  • Custom welcome splash screens and thank-you confirmation pages
  • Embed on your website or share as a standalone branded link
app.eidoncore.com/intake-forms
Build Forms That Look Beautiful on Every Device
02
Auto-Conversion Engine

Turn Form Submissions Into Projects Instantly

When a prospect submits your intake form, Eidoncore can automatically create a CRM lead, spin up an active project, or assign onboarding tasks to team members.

  • Map form answers directly to client CRM profile fields
  • Create task cards populated with client answers
  • Trigger Slack notifications and welcome emails automatically
  • Zero manual data entry between lead capture and project kickoff
app.eidoncore.com/intake-forms
Turn Form Submissions Into Projects Instantly
03
White-Label Experience

Your Brand, Your Typography, Your Colors

Forms carry your agency branding and custom domain. Clients experience a polished, cohesive onboarding flow from the very first click.

  • Hosted on your custom agency CNAME domain
  • Custom primary colors, fonts, and company logo
  • Embeddable iframe or full-page popup widget
  • Spam protection and honeypot validation built in
app.eidoncore.com/intake-forms
Your Brand, Your Typography, Your Colors
3.8x
Higher Form Completion
100%
Customizable Fields
Instant
CRM & Task Generation
0
Typeform Fee Required
Key Capabilities

Engineered for Agency Scale

Every tool is designed to work in synergy with the entire Eidoncore suite.

Conditional Logic

Display relevant questions based on selected budget or service.

Auto-Task Creation

Converts form submissions directly into actionable task cards.

Direct File Uploads

Collect client brand guidelines and project briefs securely.

Custom Styling

Match your agency typography and color palette flawlessly.

Embed Anywhere

Embed via clean iframe on Webflow, Framer, or WordPress.

AI Question Generator

Generate tailored intake questions for any agency niche.

What Agencies Say

Loved by 500+ Agencies Worldwide

Here's how Eidoncore replaces the tool stack for real agencies, every single day.

ReplacedTrello+HubSpot+QuickBooksEidoncore
“We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.”

Sarah Kim

Operations Lead, Spectra Digital

15+hrs saved / wk
FAQ

Frequently Asked Questions

Yes! Eidoncore offers a permanent Free plan with up to 2 team members, 3 clients, 5 projects, and core agency features. No credit card required.

The agency playbook, monthly.

New workflows, fresh integrations, and what we shipped — one email, no fluff.

No spam. Unsubscribe anytime.
14-day free PRO trial

Ready to Streamline Your Agency?

Join 500+ agencies running their entire client workflow from a single platform. Start your 14-day free PRO trial — no credit card required.

No credit card requiredCancel anytimeSOC 2-ready security