Design your intake. Automate the follow-up. Recover the drop-offs. Send every lead exactly where it needs to go — without engineering.
A flexible intake layer with a real workflow engine and a dashboard that treats your fields as first-class. Scroll to see each pillar.
Define the fields your business actually runs on — text, currency, percentages, addresses, files, multi-selects, repeatable groups. Validate them your way. Every field flows from intake to dashboard to reports to integrations, with no extra setup.
Drag fields into multi-step flows. Branch on any answer. Skip what doesn't apply. Version drafts before you publish. Preview before your leads see it.
A dashboard that shows the pipeline at a glance. A table that filters on any field — including the custom ones you just added. Export your data exactly the way you want it. Column layouts save per user.
| ID | Name | Company | Status | Stage | Lead volume | Deal size | Score |
|---|---|---|---|---|---|---|---|
| L-3480 | Priya Raman | Helix Health Group | ● qualified | Proposal sent | 50–500 | $12.5k | 81 |
| L-3477 | Kenji Tanaka | Brightline Advisors | ● qualified | Demo booked | 500–2000 | $32.0k | 94 |
| L-3476 | Nadia Okonkwo | Parallax Clinics | ● abandoned | Step 2 of 5 | 50–500 | — | 29 |
| L-3479 | Jordan Beck | Outright Home | ● abandoned | Step 3 of 5 | <50 | — | 34 |
| L-3475 | Theo Vance | Brackish & Co | ● new | Intake | 2000+ | $56.0k | 85 |
| L-3482 | Aria Chen | Northwind Studios | ● qualified | Demo booked | 500–2000 | $24.0k | 92 |
| L-3474 | Mei Lin | Sidecar Enroll | ● contacted | Nurture | 500–2000 | $18.5k | 72 |
| L-3473 | Owen Sato | Tessera Build | ● qualified | Demo booked | 50–500 | $11.0k | 78 |
| L-3478 | Sofia Restrepo | Cohort Labs | ● contacted | Nurture | 50–500 | $8.0k | 67 |
| L-3481 | Marcus Oduya | Fieldline Capital | ● new | Intake | 2000+ | $48.0k | 88 |
A visual canvas where any event kicks off a workflow. Trigger on anything a lead does — started, submitted, abandoned, updated, stage changed, field edited, tagged, scored, whatever matters to you. Run as many workflows per trigger as you need. Chain actions, branch on conditions, wait, retry. Every run logged.
Email sending built in. SMS sending built in. Push events to any webhook with a custom payload and automatic retries. Receive leads from anywhere through secure inbound webhooks. Or call your own API directly from a workflow.
Every session is tracked. The moment a lead drops off, an abandoned event fires — wire it to an automated recovery sequence in minutes. Leads resume exactly where they left off with a secure link. Unsubscribes are honored automatically.
Add fields. Build steps. Add conditions. Preview end-to-end before anyone sees it.
Pick a trigger. Drag actions. Turn it on. Every execution is logged — no black boxes.
Track the pipeline, export what you need, route to the right destination or person.
No per-seat fees. No per-lead fees. 7-day free trial.
Any team whose leads don't fit a template. Six examples of how that plays out:
White-label intake for every client, one dashboard for your team.
Custom intake for applications, wired straight into your core systems.
Branded patient intake with abandonment recovery.
Multi-step qualifiers that route to the right rep instantly.
Recover applicants who stall mid-flow.
Quote requests with photos, delivered to your CRM in real time.
A real MyFunding form. It adapts based on what you answer — try picking "Fewer than 50" to watch it skip straight to the end.
Can't find what you're looking for? Ask us on the call.
See a MyFunding demo tailored to how you capture leads today. 30 minutes, real product, no slides.