B2B inquiries into qualified sales conversations.
Quote requests, discovery booking, and client intake with owner routing.
Pro+B2B services
- Quote requests
- Discovery calls
- Client intake
- Proposals
The workload
What b2b services teams collect.
Different intakes, different tools, and one person quietly holding it together in a spreadsheet. That is the part this replaces.
Start from a templateQuote requests
Discovery calls
Client intake
Proposals
Then it all lands in one place.
- A status, and an owner on forms
- Every response carries a status the moment it arrives, and a form response can be handed to a named owner, so nobody has to ask whether someone already replied.
- Files behind signed links
- Uploads land in private storage with the size and type limits you set, not as forever-links in an inbox.
- Retention you choose
- Set a per-form retention window and answers clear themselves on schedule. Export the lot or delete it whenever you want.
Side by side
What actually changes.
| Dimension | Spreadsheet and inbox | Formspring |
|---|---|---|
| Where it lands | A shared mailbox, a form tool, and a spreadsheet someone has to remember to open. | One stream, whichever product collected it. |
| Who owns it | Whoever replies first, or nobody. | A status on every row, and a named owner on the form ones. |
| What happens next | Copy and paste into the next tool. | Rules route, tag, notify, and reply on arrival. |
| What happens to the data | It stays in the thread until someone cleans up. | EU hosting, a retention window you set, export any time. |
Start with one workflow. Expand when it works.
Build the b2b services intake that hurts most today and add the next one from the same workspace.
No card needed. 50 submissions a month on the free plan.