Company lists · Data refreshed September 2026

Top 25 Intake management software companies worldwide

RevenueBase identified 117 intake management software companies worldwide as of September 2026 and tracks 929 professional contacts across them, including 323 with verified work emails and 279 with mobile numbers. The United States is the largest market and New York the largest hub.

This list covers intake management software companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 4, 2026. Country and city lists for intake management software companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
117Companies
929Contacts tracked
323Verified emails
279Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest intake management software companies worldwide

Ranked by team size
Top 25 of 117 intake management software companies worldwide, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to intake management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRamsey, MN, United StatesHQ checked Sep 4, 202651-20084 contacts →

Indirect evidence

“SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.”

Source: RevenueBase Database · checked Sep 4, 2026
2Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 4, 202651-20072 contacts →

Indirect evidence

“For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.”

Source: RevenueBase Database · checked Sep 4, 2026
3Indirect evidenceNorth Vancouver, BC, CanadaHQ checked Sep 4, 202651-20046 contacts →

Indirect evidence

“It all started in 2013 in Canada with a simple idea: help businesses who truly love what they do focus on their passion, without getting bogged down by complicated scheduling or…”

Source: RevenueBase Database · checked Sep 4, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 4, 202611-5042 contacts →

Partial evidence

“Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.”

Source: RevenueBase Database · checked Sep 4, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 4, 202611-5040 contacts →

Partial evidence

“NextPatient builds software for a superior patient experience.”

Source: RevenueBase Database · checked Sep 4, 2026
6Partial evidenceMilton, ON, CanadaHQ checked Sep 4, 202611-5035 contacts →

Partial evidence

“We are a healthcare-focused technology company founded by a team of entrepreneurs with expertise in medical, behavioral health, and software development.”

Source: RevenueBase Database · checked Sep 4, 2026
7Partial evidenceSt Louis, GA, United StatesHQ checked Sep 4, 202611-5032 contacts →

Partial evidence

“Global Vision Technologies, Inc,(GVT) is a leading provider of web-based, information management solutions that help healthcare organizations and human services agencies better…”

Source: RevenueBase Database · checked Sep 4, 2026
8Partial evidenceLyndhurst, United StatesHQ checked Sep 4, 202611-5026 contacts →

Partial evidence

“SDY Technologies LLC is a trailblazing software company that leverages cutting-edge technology to create dynamic and efficient solutions for healthcare and legal industries.”

Source: RevenueBase Database · checked Sep 4, 2026
9Indirect evidenceEdwardsville, IL, United StatesHQ checked Sep 4, 202651-20024 contacts →

Indirect evidence

“Recognized by the ABA as one of the leading innovators in legal tech, SimplyConvert’s client-centered approach gives today’s legal consumers the instant legal guidance they…”

Source: RevenueBase Database · checked Sep 4, 2026
10Strong evidenceConway, AR, United StatesHQ checked Sep 4, 202611-5015 contacts →

Strong evidence

“deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.”

Source: RevenueBase Database · checked Sep 4, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 4, 202611-5015 contacts →

Indirect evidence

“We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.”

Source: RevenueBase Database · checked Sep 4, 2026
12Strong evidenceSechelt, BC, CanadaHQ checked Sep 4, 202611-5014 contacts →

Strong evidence

“ShareVision software integrates client tracking, staff management, and program and facility management, enabling a more holistic assessment of outcomes measurement and its…”

Source: RevenueBase Database · checked Sep 4, 2026
13Indirect evidenceRoswell, GA, United StatesHQ checked Sep 4, 202611-5013 contacts →

Indirect evidence

“Contact Center Document Automation for Salesforce.”

Source: RevenueBase Database · checked Sep 4, 2026
14Partial evidenceToronto, ON, CanadaHQ checked Sep 4, 202611-5013 contacts →

Partial evidence

“B Sharp Technologies contributes to a healthier world by developing and deploying electronic documentation and client case management solutions for healthcare, social services…”

Source: RevenueBase Database · checked Sep 4, 2026
15Partial evidenceBoca Raton, FL, United StatesHQ checked Sep 4, 202611-5011 contacts →

Partial evidence

“At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.”

Source: RevenueBase Database · checked Sep 4, 2026
16Partial evidenceHamilton, ON, CanadaHQ checked Sep 4, 202611-5010 contacts →

Partial evidence

“From automated intake forms to appointment scheduling, payments, and insurance billing, practiceQ can help you manage your practice with ease.”

Source: RevenueBase Database · checked Sep 4, 2026
17Strong evidenceClive, IA, United StatesHQ checked Sep 4, 202611-5010 contacts →

Strong evidence

“The Dietary Food Management (DFM) System is a fully integrated diet office, room service, production, catering, point-of-sale and nutritional care software system.”

Source: RevenueBase Database · checked Sep 4, 2026
18Strong evidenceWilmington, DE, United StatesHQ checked Sep 4, 2026501-1,00010 contacts →

Strong evidence

“Phreesia is the nation's leading patient intake management solution.”

Source: RevenueBase Database · checked Sep 4, 2026
19Indirect evidenceGainesville, VA, United StatesHQ checked Sep 4, 202611-5010 contacts →

Indirect evidence

“Versivo provides world class information technology products and services that help our clients Compete.”

Source: RevenueBase Database · checked Sep 4, 2026
20Indirect evidenceOttawa, CanadaHQ checked Sep 4, 202611-5010 contacts →

Indirect evidence

“DocSplain | The "Non-EMR" EMR DocScribe | DocSecond | DocSynopsis | DocBilling | DocReferral | DocChart | DocSpeak | DocSee | DocEfax | DocFHIR Care patients understand.”

Source: RevenueBase Database · checked Sep 4, 2026
21Partial evidenceEast Rochester, NY, United StatesHQ checked Sep 4, 202611-508 contacts →

Partial evidence

“LincWare develops software solutions to help senior care organizations do more with less so they can focus on what matters instead of wasting valuable time & resources doing work…”

Source: RevenueBase Database · checked Sep 4, 2026
22Indirect evidenceBryan, TX, United StatesHQ checked Sep 4, 202611-508 contacts →

Indirect evidence

“Solutions for the Healthcare Industry.”

Source: RevenueBase Database · checked Sep 4, 2026
23Indirect evidenceHouston, TX, United StatesHQ checked Sep 4, 20261-107 contacts →

Indirect evidence

“ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.”

Source: RevenueBase Database · checked Sep 4, 2026
24Partial evidenceCalgary, CanadaHQ checked Sep 4, 20261-106 contacts →

Partial evidence

“Izzy offers innovative software solutions that empower nonprofits to serve their clients seamlessly through meaningful and impactful connections while delivering services and…”

Source: RevenueBase Database · checked Sep 4, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202611-506 contacts →

Indirect evidence

“Our team has over 20+ years of experience in building and scaling law firms from the inside out.”

Source: RevenueBase Database · checked Sep 4, 2026

Showing 25 of 117 intake management software companies worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 323 reachable decision-makers.

Free signup · no credit card

View the full list →

Intake management software companies worldwide at a glance

As of Sep 4, 2026
34.8%Verified-email coverage
30.0%Mobile-number coverage
7.9Average contacts per company
1-10Median size (employees)
6.8%Largest-city concentration · New York
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
43
51-200
9
201-500
1
501-1,000
1
1,001-5,000
1
10001+
1

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among intake management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
2 countries, largest first: the United States, Canada. Country and city lists for intake management software companies are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “intake management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names intake management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among intake management software companies, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 323 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph between September 4, 2026 and September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Intake management software companies by location

2 lists · largest first

Every Intake management software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names intake management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many intake management software companies are there worldwide?

RevenueBase identified 117 intake management software companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

SRS WEB Solutions, INC, headquartered in Ramsey, tops this list with the largest team on record.

Which country has the most intake management software companies?

The United States leads with 91 companies, followed by Canada (26). Every intake management software companies list by country and city is linked on this page.

Which city has the most intake management software companies?

New York leads with 8 headquartered companies, followed by Toronto (5) and San Francisco (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 323 verified decision-maker contacts tracked across these 117 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 4, 2026 and September 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 117 intake management software companies worldwide. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.