ClientLoop
6.7#13 in client intake softwareFrom £35 a monthFree planWebAPI
VisitClientLoop vs Intake
What both publish
| Fact | ClientLoop | Intake |
|---|---|---|
| Integrations | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
ClientLoop plans
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Pick ClientLoop if…
ClientLoop is positioned for client-heavy service work, including accountants, agencies, law firms, advisers, recruiters and consultants. It may suit teams that need a branded way to gather and review client documents and forms.
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.