ioZen

Every tool from first click
to closed deal

AI conversations that capture leads. Visual pipelines that manage them.
A CRM that tracks the whole journey. Replace five tools with one.

Watch the demo: see how leads convert.

8
Core Components
5+
Ad Platforms
100%
AI-Native
0
Integrations Needed
Capture the Demand

IntakeBots

Free Pro Business

Replace your forms with AI conversations that people actually finish. Questions flow naturally, adapt to each person, and conversion rates go up.

  • Conversational flow

    Questions adapt based on previous answers

  • Conditional logic

    Different paths for different respondents, all from the same IntakeBot

  • File uploads

    AI Vision reads uploaded documents and fills in fields automatically

  • Multi-language support

    Spanish, English, and more. Reach every audience.

See the IntakeBots guide →

Beyond lead capture

Content Blocks

Guided text, CTAs, and messages between questions

Template Variables

Personalize with {{field_name}} from previous answers

Rich Text Editor Pro+

Notion-like slash commands for headings, callouts, and code

CTA Buttons Pro+

Up to 3 buttons per block: modal overlays or external links

Embeddable Services Pro+

YouTube, Cal.com, Calendly, Stripe, and more inside flows

AI Content Generation Pro+

AI writes personalized content per respondent at runtime

Hidden Fields Pro+

Pass values via embed code or URL parameters silently

Test Autopilot

Auto-fill or auto-play your bot with realistic, locale-aware test data

Repeating Groups

Collect multiple items of the same type (children, products, addresses)

Geolocation Capture

GPS coordinates from the respondent's device with map preview. Zero API costs.

Smart FlowApp Wizard
1

AI discovers your organization

Paste your URL and AI suggests use cases for your role

2

Review the full proposal

Questions, boards, phases, and routing rules

Your FlowApp is live

14 questions, 2 boards, 1 routing rule

AI-Powered

AI Generation

Free Pro Business

Your lead capture pipeline, generated in seconds. Tell ioZen what you need, review the proposal, and start capturing leads in under a minute.

  • Conversational Onboarding

    Paste your website URL. AI discovers your org, suggests use cases by role, and builds your first FlowApp. Then pick how to deploy: direct link, embed code, email your webmaster, or follow a guide for your CMS (14 platforms supported).

  • Smart FlowApp Wizard

    Pick from AI-generated suggestions or describe your need. Review questions, boards, and routing, then refine with up to two adjustment rounds.

  • Smart IntakeBot Create

    Add bots to any FlowApp through a conversation. Choose from context-aware suggestions, describe what you need, or upload a document to extract fields. Doc extraction on Pro+

Smart Fields

AI Field Intelligence

Fields that think. AI asks clarifying questions, validates answers against criteria, and ensures you get complete, quality data.

  • Socratic negotiation

    AI asks follow-ups when answers are vague or incomplete

  • Strict validation

    Required details like budget, timeline, and scope get captured every time

  • Privacy controls

    Sensitive data like payment info and IDs never sent to AI

  • Configurable strictness

    Adjust how persistent AI is in gathering complete information

See the AI Fields guide →
New Leads

Maria G.

Website · $12,500

Robert K.

Branding · $4,200

In Review

James T.

Campaign · $8,000

Qualified

Drag here
Manage the Pipeline

Process Boards

Free Pro Business

Visual pipelines for every opportunity. Every lead lands on a board. Drag between stages, assign to your team, track from first contact to close.

  • Drag & drop cards

    Move items between stages with a click or a drag

  • Real-time collaboration

    Your whole team sees updates instantly

  • Auto card creation

    New cards created automatically when leads come in

  • Intelligence on cards

    AI tier badges and scores visible at a glance. Full dimension breakdown in the detail panel. Pro+

See the Process Boards guide →
Data

Records

Free Pro Business

Custom data types that store structured information. Flexible schemas, parent-child relationships, and full contact linking.

  • Custom schemas

    Define fields for Projects, Clients, Orders, or anything you need

  • Rich field types

    Text, number, date, select, multi-select, references, and more

  • Contact linking with roles

    Link clients, team members, and vendors to each record

  • Parent-child relationships

    Connect projects to clients, tasks to projects

Project #PRJ-2026-0042
Active

Type

Website Redesign

Start Date

Feb 3, 2026

Client

Maria Garcia

Account Lead

Tom Wilson

Linked Files

📄 brief.pdf 📷 brand-assets.zip
MG

Maria Garcia

[email protected]

Hot Lead Enterprise Active
Submissions 3
First Contact Jan 2026
Lead Score 92 / 100
Close the Deal

Contact Center

Free Pro Business

Every lead becomes a contact. Full history from first click to signed contract. One source of truth across all your FlowApps.

  • Unified view

    See every interaction, conversion, and note for each contact

  • Custom fields & groups

    Track lead scores, preferences, and anything you need

  • Tags & segments

    Hot leads, VIP clients, follow-up needed

  • Export to CSV

    Download contacts with selected fields anytime

Automation

Workflow Routing

Free Pro Business

Automatically route leads to the right team. High-value opportunities go straight to your senior reps. Filter by answers, priority, or pipeline stage. Instantly.

  • Rule-based automation

    Define conditions with AND/OR logic, nested groups

  • AI-generated rules

    AI analyzes your schema and suggests intelligent routing

  • Default routes

    Fallback destinations when no rules match

  • Priority levels

    Route urgent items to the front of the queue

  • Intelligence-aware routing

    Route based on AI scores and tiers. Hot leads go straight to senior reps. Business

See the routing guide →
Lead Routing Rules
Enterprise LeadsPriority 1

IF budget > $50,000 OR employees > 500

→ Senior Sales Queue

Standard LeadsPriority 2

IF budget ≤ $50,000

→ Auto-Nurture Queue

Default: → General Inbox
Submission Intelligence
Hot Enterprise website redesign
92
Warm Logo design request
64
Cold General inquiry
28

Score breakdown

Budget signals
90
Timeline urgency
95
Scope clarity
70
AI Scoring

Submission Intelligence

Pro Business

Every submission scored and tiered the moment it arrives. Your team sees what's worth acting on before opening a single record. 2 AI credits per submission.

  • Any use case, not just lead scoring

    Sales: Hot/Warm/Cold. HR: Strong/Moderate/Review. Support: Urgent/Normal/Low. You define the dimensions.

  • Tier badges on your board

    Colored badges show directly on Process Board cards. Full breakdown in the detail panel.

  • Route by intelligence

    Business plans can auto-route submissions based on score and tier. Hot leads go to the urgent board.

  • Zero config needed

    AI generates dimensions and tiers during bot creation. A veterinary clinic gets "Pet Health Urgency," not generic "Relevance."

Lead Attribution

Source

google

Medium

cpc

Campaign

spring_launch_2026

Click ID

gclid_xyz...

Conversion Events

Lead Captured Converted
Analytics

Marketing Attribution

Pro Business

Know which campaigns bring paying customers, not just clicks. Track UTMs, click IDs, and sessions from first ad through closed deal. Send conversion events back to your ad platforms.

  • Full funnel tracking

    Track from first ad click through final conversion

  • Click ID capture

    gclid, fbclid, ttclid preserved through the entire flow

  • Conversion events

    Send real conversion data back to your ad platforms automatically

  • True cost-per-acquisition

    Measure real CAC, not just cost-per-lead

AI-Native

Built with AI from day one

Not AI bolted onto legacy forms. AI is the foundation: generating your pipeline, qualifying leads, extracting documents, routing opportunities. Every feature is smarter.

Generate FlowApps

Describe what you need. AI builds your lead capture pipeline in seconds.

Negotiate for Quality

AI asks follow-up questions to ensure complete, high-quality answers.

Extract from Docs

Vision AI reads uploaded documents, IDs, and photos. Auto-fills fields.

Generate Routing

AI analyzes your schema and suggests intelligent routing rules.

Track every lead from first click to conversion

Marketing teams lose attribution when leads move through multi-step flows. ioZen captures the full journey, from ad click through conversion, and sends events back to your ad platforms automatically. Start by replacing your contact form.

Meta

Facebook & Instagram

Google

Ads & Analytics

LinkedIn

Insight Tag

TikTok

Pixel Events

Webhooks

Send data anywhere with custom webhooks

Active Integrations
Meta Pixel
Active
Google Ads
Active
Custom Webhook
Active

Conversions this month

1,247

73% traced to original ad click

Developer Platform

Build on ioZen

Programmatic access to everything. Read submissions, manage bots, and react to events in real time.

REST API

Pro Business

Read and write submissions, manage bots, and integrate with any system. Scoped API keys, rate limiting, and idempotency built in.

API Documentation →

Outbound Webhooks

Business

Real-time event notifications. HMAC-signed payloads, automatic retries, and auto-pause after failures.

Webhooks Guide →

Credit Packs

Pro Business

Need more AI credits? Buy Boost (1,000), Growth (5,000), or Scale (10,000) packs anytime. Purchased credits never expire.

Security First

Security & Privacy

Privacy by design from day one. Multi-tenant isolation, private fields, encryption, and the compliance controls your business needs.

Multi-Tenancy

Free Pro Business

Complete data isolation between workspaces. Row-level security on every query.

Private Fields

Business

Mark fields private. AI never sees the content. Stored separately with full audit logging.

Encryption

Business

TLS 1.3 in transit, AES-256 at rest. Vault encryption for the most sensitive data.

Compliance

Working toward GDPR, CCPA, and HIPAA compliance. Built on SOC 2 Type II certified infrastructure. See our current status →

AI You Control

You decide which fields use AI. Private fields are never sent to AI models. Your data is never used to train models. Learn more →

Transparency

Privacy Policy · DPA · Subprocessors · Terms. Everything public, nothing hidden.

Role-Based Access

Free Pro Business

Owner, Admin, and Member roles with scoped permissions per workspace.

Your Brand

Customization & Branding

Make it yours. Remove ioZen branding, use your own domain, and control every pixel.

Remove Branding

Business

Remove "Powered by ioZen" from your IntakeBots.

Custom Domain Coming Soon

Business

Serve IntakeBots from your own domain.

Custom CSS Coming Soon

Business

Full CSS control over IntakeBot appearance.

White Label Coming Soon

Business

Complete white-label solution for agencies.

Deploy anywhere

Share via link, embed on your site, or trigger as a popup. Custom branding and domains available.

Direct Link

Share via email or social

Inline Embed

Embed in your pages

Popup Modal

Trigger on button click

Widget

Floating corner button

See these features in action

Pick a scenario that matches what you're building.

Services

Quote Requests

Clients describe projects, AI asks follow-ups, you quote accurately.

IntakeBots AI Fields Attribution
Services

Client Intake

Collect everything from new clients in one conversation.

IntakeBots Process Boards CRM
Sales

Lead Qualification

Score and route leads to the right team automatically.

Routing Process Boards Attribution
Feedback

Feedback Collection

Get actionable feedback with AI-powered follow-ups.

AI Fields Routing IntakeBots
HR

Job Applications

Conversational applications with resume extraction.

IntakeBots AI Fields Process Boards
Support

Support Tickets

Smart triage that diagnoses issues before routing.

Routing Process Boards AI Fields
Explore all use cases

Built for every stage of growth

Whether you're solo or scaling, ioZen adapts to how you work.

Freelancers & Solopreneurs

Quick setup, professional results. Look like a bigger operation.

Small Teams (2-10)

Shared workflows without the enterprise complexity.

Growing Operations (10-50)

Routing, attribution, and scale without breaking what works.

Agencies

White-label everything. Serve clients at scale.

Find your fit

Recent Updates

What's shipped lately

View all releases

March 26, 2026

Submission Intelligence & Geolocation

AI scores and tiers every submission automatically. New geolocation field captures GPS coordinates. Onboarding redesigned around deployment.

March 17, 2026

Smart Conversations

AI now handles onboarding, FlowApp creation, and IntakeBot building through guided conversations instead of manual setup.

March 12, 2026

Hidden Fields gating, auto-save, and editor improvements

Hidden fields now require Pro or Business. Content blocks save automatically. The template variable picker got a dedicated button.

How many leads did your form lose this week?

Replace your contact form with an AI conversation. Start seeing the difference today. Free.

Free forever plan Live in 5 minutes No credit card