Your sales team spends hours calling leads who were "just browsing." AI qualifies them on your website first, routes hot leads to sales instantly, and sends the rest to nurture. More deals per rep, less wasted time. Replace your contact form or build with our AI form builder.
Diego runs a B2B software company with a two-person sales team. Before ioZen, they called every lead and spent half their day on people who were "just browsing." Now the IntakeBot qualifies leads on the website and Submission Intelligence scores each one the moment it arrives. Tuesday morning, Diego checks the board. Four leads marked Hot sit at the top: budget confirmed, timeline this quarter, decision-maker confirmed. Eleven scored Warm are in nurture, getting drip emails. His team calls the Hot ones first and closes two by Thursday.
Quick, natural, and it qualifies them without feeling like a quiz
IntakeBot
What brings you here today? What are you looking to solve?
We need to automate our onboarding process. Right now it's all manual and we're growing fast.
IntakeBot
Makes sense. How many people are you onboarding per month right now?
About 30-40 new customers a month, and growing.
IntakeBot
Got it. Do you have a budget range in mind, and when would you ideally want this running?
Budget is around $5-10k. We'd love to have it working within 6 weeks.
IntakeBot
Great. I'll connect you with someone from our team who can walk you through options. Expect a call today.
What changes when qualification happens before the call
Sales call conversion
Time on unqualified leads
Response time for hot leads
From website visitor to sales call
Lead starts chat
On your website or landing page
Intelligence scored
AI assigns tier: Hot / Warm / Cold
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
Lead starts chat
On your website or landing page
Intelligence scored
AI assigns tier: Hot / Warm / Cold
Contact created
With full context
Card on board
Hot / Warm / Cold lanes
Routed to sales
Or sent to nurture
Every lead goes to the right place automatically
Hot leads go cold in 5 minutes. Every second your sales team spends on unqualified leads is a second a hot prospect waits.
Hot leads land here. Your closers see them first.
Acme Corp
$50k budget · Q1 timeline
HotTechStart Inc
$25k budget · Immediate
HotTechStart Inc
$25k budget · Immediate
HotGlobalTech
$80k budget · Q2
HotAcme Corp
$50k budget · Q1 timeline
HotTechStart Inc
$25k budget · Immediate
HotTechStart Inc
$25k budget · Immediate
HotGlobalTech
$80k budget · Q2
HotKnow if they can afford you upfront
Urgency levels for prioritization
Rules-based assignment to the right team
AI scores and tiers every lead with configurable dimensions
UTMs, campaigns, source tracking
Contacts created and segmented automatically
