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Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
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←Home

Clients & sales

  • Client managementClient details, company and VAT numbers, payment terms
  • Intake formCollect details from a potential customer and continue yourself to a lead
  • LeadsTrack potential customers through to a quote and won work
  • Client portalShare quotes, contracts, invoices and project information with your client
  • QuotesCreate, send and convert a quote into an invoice
  • ContractsService agreement with digital signature
  • Assignment checkIs a job worth it? Check before you say yes

Work & projects

  • ProjectsFrom signed contract to a project with time and costs
  • Project tasksTasks, deadlines and logged hours inside a project
  • Project profitabilityInvoiced and collected revenue, direct costs and margin on one project
  • Time trackingLog hours per client or project and bill them
  • Mileage logKeep business trips with a rate per kilometre
  • Products & servicesSave price and VAT once, reuse everywhere

Invoicing & admin

  • InvoicesInvoices with Dutch VAT, numbering and PDF
  • Recurring invoicesDraft invoices generated monthly, quarterly or yearly
  • Payment remindersReminders before and after the due date
  • ExpensesBusiness costs with VAT, category and receipt
  • Purchase invoicesKeep supplier invoices with their file attached
  • Bank CSV importImport a statement and match payments to invoices

Tax & bookkeeping

  • Financial overviewIncome, expenses and open invoices per period or client
  • Tax calculatorIndicative estimate of tax and net income
  • Bookkeeper packageExport and secure share link for your bookkeeper
  • Hourly rate calculatorFree: work out the hourly rate you need
  • Hours criterion calculatorFree: do you reach the 1,225 hours for entrepreneur deductions?

Documents

  • Multilingual invoicesDocuments in 7 languages, set per client
  • CV makerFreelance CV or portfolio with a shareable link
View all tools

Popular

  • Freelancers (ZZP)
  • Construction
  • Cleaning
  • Consultants
  • Coaches
View all industries
SSmartWerk

Intake form: know what your client wants before you start

Clients & sales

Let a potential customer fill in what you need, review the request in SmartWerk and continue yourself to a lead.

Start for freeView pricing

Start free, no credit card needed.

Revenue€ 18,420Outstanding€ 4,235Costs€ 2,310
Intake formCollect details from a potential customer and continue yourself to a lead
01

What is it?

Intake form is a simple form for one freelancer. You create it in SmartWerk, publish it and share a link. The visitor does not need a SmartWerk account. The name is always on the form. You add company, email and phone when you want to ask for them. You can also add your own questions: a short text, a long text, an email, a phone number, a number, a list, one choice from a list, yes or no, or a date. The request arrives in SmartWerk. You review it there. A request does not by itself create a lead, a client, a quote or a project. If you want to continue, you choose Create lead yourself. The lead receives the name and, when filled in, the company, email and phone, plus the source website and a short line with the form title. The full answers stay on the request. It is not a forms platform, not a survey and not automatic selling.

02

Who is it for?

For freelancers who want to know who is getting in touch and what the job roughly is, before a long email thread. The form sits next to Leads, client management and quotes. It does not replace those parts.

03

What problem does it solve?

A first message often misses the name, the company or the question you need before you can prepare a quote. You then ask again, by email or phone. A published form keeps those details together. You see the request when it suits you, and you decide whether it becomes a lead.

What you get

01

Less back and forth before the start

The visitor fills in the requested details once. You do not have to ask for the name or the phone number first.

Start for free
Request
Send
02

The request in one place

Contact details and answers sit on the same submission in SmartWerk, not across separate messages.

Start for free
New3
Fietsenmaker Smit€ 1,800
Meridian Design€ 4,200
GreenTech BV€ 950
Contacted2
Studio Noord€ 2,500
De Vries Advies€ 3,300
Won2
Bakkerij Van Dijk€ 5,082
Meridian Design€ 1,200
03

Continue to a lead yourself

Creating a lead is a choice. Nothing appears on the leads list until you do that.

Start for free
BVBakkerij Van DijkKL-2026-014 · EindhovenActive
Emailinfo@bakkerijvandijk.nl
Phone+31 40 290 1177
KvK17481236
VATNL8290471B01
Payment terms30 days
Invoice languageNederlands
04

Close it when you stop

You can close a published form. New requests then stop. What already arrived stays readable for you.

Start for free
Quote2026-018Accepted
MDMeridian Design05-10-2026
Huisstijl ontwerp€ 1,800.00
Website redesign€ 2,400.00
Total€ 5,082.00
Convert to invoice

How it works in SmartWerk

  1. 1

    Create the form

    Give it a title and, if you want, a short introduction. The name is on it. Company, email and phone are choices.

  2. 2

    Add only questions you actually use

    Short text, long text, email, phone, number, a list, one choice, yes or no, and a date. There are no other kinds.

  3. 3

    Publish and share the link

    After publishing you can copy the link. The visitor opens that page without an account and sends the request.

  4. 4

    Review and optionally create a lead

    You mark the request as reviewed, delete it, or choose Create lead. You create the client and the quote later yourself, if you want them.

What you can do

From a request you can create a lead yourself. That lead is on the leads list and is not yet a client. You use client management and quotes afterwards yourself, when you want a client card or a quote. The client portal is a link for an existing client and is not created by this form.

  • Name, and optional company, email and phone

    The name is required on the form. You turn the other contact fields on or off.

  • Your own questions in fixed kinds

    Text, a longer answer, email, phone, a number, a list, one choice, yes or no, and a date.

  • Publish, close and copy the link

    A draft does not accept anything yet. A closed form does not accept anything new either.

  • Review requests and delete them

    You read the submission in the dashboard. Deleting a request does not delete a lead you already created.

  • Earlier answers stay as they arrived

    If you change the form later, old requests stay readable as they were submitted.

Connected to other tools

  • LeadsTrack potential customers through to a quote and won work
  • Client managementClient details, company and VAT numbers, payment terms
  • QuotesCreate, send and convert a quote into an invoice
  • Client portalShare quotes, contracts, invoices and project information with your client

Frequently asked questions

Does the visitor need a SmartWerk account?

No. The visitor opens the link and sends the request. The account belongs to you, the freelancer who publishes the form.

Does a request create a lead automatically?

No. You choose Create lead yourself. The lead can take the name, company, email and phone, with source website and a short line. The full answers stay on the request.

Do old requests stay correct if I change the form?

Yes. Earlier answers stay readable as they were submitted. A later change does not rewrite those requests.

Can I close the form and show a privacy note?

Yes. Closing stops new requests. Existing requests stay available to you. You can show a short privacy note, a link to the SmartWerk privacy policy, and your own https link if you have one.

What it does not do

  • A request does not create a lead, a client, a quote or a project.
  • No email to you and no confirmation to the visitor.
  • No branching between questions, no multiple pages, no files, no signature and no payment.
  • No calendar, no webhooks, no embed on another site, no form statistics and no marketing automation.
  • No SMS, no WhatsApp, no AI that builds the form and no separate mobile app for this form.

Try it with your own data

Create a free account and start with one client. Upgrading can wait until you really need a feature.

Start for freeView pricing
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