The Intake & Qualification Engine is designed for professional services firms—such as agencies, consultancies, and SaaS providers—that need to move beyond static lead capture. In high-ticket environments, sales fatigue often sets in when teams must manually filter through low-quality inquiries. This template solves that by transforming a standard form into a real-time “Form-to-Action” system that scores and routes leads the moment they arrive.
Using Baserow’s relational logic and formulas, the template automatically calculates a Lead Score and Priority Level based on fit criteria like budget and company size. This ensures your sales team knows exactly who to call first. By linking submissions to a Service Catalog and a Team directory, the engine provides a transparent “Source to Closed” journey, tracking which campaigns are driving the most value.
The database acts as a Sales Command Center. Reps can manage their workload through a Capacity Kanban, while managers monitor Team Performance and Campaign ROI through automated rollups. With integrated Interaction Logs, every touchpoint—from the first demo to the final note—is documented, reducing data silos and accelerating follow-up times.
Database: Dynamic Intake & Qualification Engine
Submissions
Fields
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Full Name (Text)
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Submission ID (Formula)
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Email (Email)
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Company Size (Single select)
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Budget Range (Single select)
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Inquiry Details (Long text)
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Status (Single select)
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Service Interest (Link to table)
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Assigned Rep (Link to table)
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Campaign Source (Link to table)
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Lead Score (Formula)
-
Priority Level (Formula)
-
Interaction Logs (Link to table)
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Created On (Created on)
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Budget Value (Number)
Views
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Lead Intake Form (form)
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All Submissions (grid)
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High Priority Queue (grid)
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Inbox: New Leads (grid)
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Status Kanban (kanban)
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Submissions by Date (calendar)
Service Catalog
Fields
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Service Name (Text)
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Base Price (Number)
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Active (Boolean)
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Leads Interested (Link to table)
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Total Pipeline Value (Formula)
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Last modified (Last modified)
Views
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Service Catalog (grid)
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Service Performance (grid)
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Active Services (grid)
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Service Archive (grid)
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Add Service Form (form)
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Pricing Gallery (gallery)
Team
Fields
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Name (Text)
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Role (Single select)
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Workload Limit (Number)
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My Leads (Link to table)
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Interaction Logs (Link to table)
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Load % (Formula)
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Current Load (Count) (Formula)
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Profile Photo (File)
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Email (Email)
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Phone number (Phone number)
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Status (Single select)
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Password (Password)
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Campaigns (Link to table)
Views
-
Team Overview (grid)
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Rep Performance (grid)
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Assigner View (grid)
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Create Your Team Profile (form)
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Capacity Kanban (kanban)
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Team Gallery (gallery)
Campaigns
Fields
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Campaign Name (Text)
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Channel (Single select)
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Generated Leads (Link to table)
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Start Date (Date)
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End Date (Date)
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Conversion Count (Count) (Formula)
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Assets (File)
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Led By (Link to table)
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Last modified (Last modified)
Views
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All Campaigns (grid)
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Active Campaigns (grid)
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Channel Performance (grid)
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Campaign ROI (grid)
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Archived Campaigns (grid)
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Campaign Timeline (timeline)
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New Campaign (form)
Interaction Logs
Fields
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Date (Created on)
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Type (Single select)
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Summary (Long text)
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Related Lead (Link to table)
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Recorded By (Link to table)
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Lead Name (Lookup)
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Last modified (Last modified)
Views
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All Interactions (grid)
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Recent Activities (grid)
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Interaction History (grid)
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New Interaction (form)
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Calls Today (calendar)
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Demo Schedule (calendar)
Application: Intake & Team Portal
shared
Data sources
- Get member detail
Actions (event)
- logout (2031c436-9074-479f-ba0a-a8301be4a234_click)
Team Login
Data sources
Actions (event)
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open_page (after_login)
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notification (after_login)
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refresh_data_source (after_login)
Dashboard
Data sources
-
My leads
-
My logs
-
All campaigns
-
All services
Actions (event)
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open_page (37653b88-f1b7-42fd-b9ab-2a60a81925a1_click)
-
open_page (a42e5525-5557-48e8-bde7-cc6d7c4e2f7d_click)
-
open_page (eaa59978-33fa-4ceb-960e-b745aaa0e6c5_click)
Update Log
Data sources
-
My interactions
-
Get log
Actions (event)
-
open_page (submit)
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notification (submit)
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update_row (submit)
Update Campaign
Data sources
-
My campaigns
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Get campaign
Actions (event)
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open_page (submit)
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notification (submit)
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update_row (submit)
Update Service
Data sources
-
Services
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Get Service
Actions (event)
-
open_page (submit)
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notification (submit)
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update_row (submit)